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HARTFORDBUSINESS.COM | JUNE 16, 2025 27 The Lists Top wealth management firms in Greater Hartford Ranked by local assets under management, then local licensed advisors Wealth manager Registered Investment Adviser (RIA)? Local assets under management (AUM)/ Date AUM calculated Local licensed advisors/ local staff Total licensed advisors/ total staff Top executive(s) Year founded 1 Fiducient Advisors 100 Northfield Drive, 4th Floor Windsor, 06095 860-683-1187 • fiducientadvisors.com Yes $8,200,000,000 Dec. 31, 2024 19 73 66 209 Michael Goss President Sabrina Bailey CEO 1995 2 Bradley, Foster & Sargent Inc. City Place II, 185 Asylum St. Hartford, 06103 860-527-8050 • bfsinvest.com Yes $7,896,218,295 March 31, 2025 11 28 16 51 Galan G. Daukas President & CEO David Dixon Executive vice president 1994 3 USI Consulting Group 95 Glastonbury Blvd. Glastonbury, 06033 860-633-5283 • usicg.com Yes $4,291,528,957 Sept. 30, 2024 23 166 73 10,000 Bill Tremko President & CEO 1975 4 Connecticut Wealth Management LLC 281 Farmington Avenue Farmington , 06032 860-470-0290 • ctwealthmgmt.com Yes $3,708,773,192 Dec. 31, 2024 30 66 30 66 Kevin C. Leahy President & CEO Denis Horrigan Co-Founder & partner 2010 5 Focus Partners Wealth (1) 75 Isham Road West Hartford, 06107 860-206-7413 • wealth.focuspartners.com Yes $3,500,000,000 Dec. 31, 2024 6 18 725 1,200 Adam Birenbaum CEO Gerald Goldberg Division president 1987 6 YHB Investment Advisors Inc. 29 South Main St., Suite 306 West Hartford, 06107 860-561-7050 • yhbia.com Yes $1,972,428,000 March 31, 2025 13 27 16 30 Anne Space CEO Mark W. Everette Chairman 1989 7 Johnson Brunetti 100 Great Meadow Road, Suite 502 Wethersfield, 06109 860-372-4800 • johnsonbrunetti.com Yes $1,612,425,708 April 16, 2025 15 43 22 60 Joel Johnson Managing partner Eric Hogarth Senior partner 2003 8 MJP Wealth Advisors 74 Batterson Park Road, Suite 103 Farmington, 06032 860-677-7755 • mjpwealthadvisors.com Yes $1,319,055,900 Dec. 31, 2024 9 12 11 19 Brian Vendig President Michele Vendig Senior vice president 1981 9 OneDigital 195 Scott Swamp Road, Suite 100 Farmington, 06032 860-409-7200 • onedigital.com Yes (2) $1,124,700,000 Dec. 31, 2024 5 60 N/A 5,000 Eric Pomroy Vice president, Sales Russ Stone Vice president, Client services 2000 10 Wealthspire Advisors 29 South Main St., Suite 300 West Hartford, 06107 860-969-6084 • wealthspire.com Yes $1,122,932,509 March 31, 2025 5 11 180 385 Mike LaMena CEO 1995 11 Constitution Group of Wells Fargo Advisors 180 Glastonbury Blvd., Suite 100 Glastonbury, 06033 860-368-6932 • constitutiongroup.com Yes $1,000,000,000 Dec. 31, 2024 5 8 5 8 Thomas A. Ragonese Arthur B. Sullivan Managing directors & investment officers (3) 2010 12 Smith Brothers Financial LLC 68 National Drive Glastonbury, 06033 860-430-3299 • smithbrothersfs.com Yes $999,302,539 Dec. 31, 2024 6 7 6 7 Tim Prewitt President Joe Smith CEO 2005 13 RMC Investment Advisors 643 Prospect Ave. West Hartford, 06105 860-561-1245 • rmcinvestmentadvisors.com Yes $986,775,000 Dec. 31, 2024 7 15 7 15 Michael W. Herlihy President & CEO 1984 14 Fierston Financial Group Inc. 29 S. Main St. West Hartford, 06107 860-521-2100 • fierston.com Yes $942,560,611 Dec. 31, 2024 4 7 4 7 Seth Fierston Brian Fierston Co-Presidents 1989 15 Ohanesian Lecours Inc. 74 Batterson Park Road, Suite 303 Farmington, 06032 860-521-4751 • ol-advisors.com No (4) $850,000,000 April 29, 2025 13 24 21 41 Richard Ohanesian Steven Howard Christopher Seeley Partners 1989 16 WHZ Strategic Wealth Advisors 392-A Merrow Road Tolland, 06084 860-928-2341 • whzwealth.com No (5) $700,000,000 April 16, 2025 6 16 6 16 Laurence N. Hale Principal, managing partner & chief investment officer James Zahansky Principal, managing partner & chief strategist 2006 17 Essex Financial Services Inc. (6) 10 Waterside Drive, Suite 100 Farmington, 06032 860-404-5998 • essex.financial Yes $425,000,000 March 31, 2025 4 7 20 48 Charles R. Cumello President 2003 18 NBT Wealth Management & NBT Insurance Agency 2670 Main St. Glastonbury, 06033 860-494-2345 • nbtbank.com No (7) $402,635,587 April 17, 2025 10 11 55 89 Andreas Kapetanopoulos Regional president Scott Kingsley President & CEO 1856 19 Northstar Wealth Partners 433 South Main St., Suite 322 West Hartford, 06110 888-886-7737 • northstarwealthpartners.com; nstarwp.com No (8) $397,000,000 Jan. 1, 2025 6 N/A 6 N/A Robert Laraia Founding partner 2009 20 May, Bonee & Clark | Risk Strategies Co. 180 Glastonbury Blvd. Glastonbury, 06033 860-430-3700 • mayboneeclark.com; mayboneeclarkfs.com No (8) $375,000,000 May 19, 2025 6 19 N/A N/A Tom Clark Ryan Friedman Dan Clark Managing directors 1997 Source: Each firm via survey as of Q2 2025. Note: Unable to confirm data for Southington's CCR Wealth Management or West Hartford's Fuchs Financial by press time. N/A= Not available. (1) On Nov. 1, 2024, merged with Boston-based The Colony Group LLC. (2) Investment advice is offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. (3) Zachary Tracey, First vice president & investment officer. (4) Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. (5) Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. (6) Wholly-owned subsidiary of Essex Savings Bank. (7) Brokerage services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC; partnerships with third-party investment firms. (8) Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. -Compiled by: Stephanie R. Meagher, research@nebusinessmedia.com TOP WEALTH MANAGEMENT FIRMS IN GREATER HARTFORD Ranked by local assets under management, then local licensed advisors