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2026 BOOK OF LISTS | HARTFORDBUSINESS.COM 43 F I N A N C E TOP WEALTH MANAGEMENT FIRMS IN GREATER HARTFORD Ranked by local assets under management, then local licensed advisors T 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 Windsor, 06095 860-683-1187 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 (1) 281 Farmington Ave. 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 (2) 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 W 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 20 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 (3) $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 of (4) 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 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 (5) $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 (6) $700,000,000 April 16, 2025 6 16 6 16 Laurence N. Hale Principal, managing partner & chief investment of James Zahansky Principal, managing partner & chief strategist 2006 17 Procyon (7) 655 Winding Brook Drive, Suite 2030 Glastonbury, 06033 844-776-2966 • procyon.net Yes $620,000,000 June 30, 2025 3 8 26 58 Phil Fiore Co-founder & CEO 2017 18 Essex Financial Services Inc. (8) 10 Waterside Drive, Suite 100 Farmington, 06032 860-404-5998 Yes $425,000,000 March 31, 2025 4 7 20 48 Charles R. Cumello President 2003 19 NBT Wealth Management & NBT Insurance Agency 2670 Main St. Glastonbury, 06033 860-494-2345 • nbtbank.com No (9) $402,635,587 April 17, 2025 10 11 55 89 Andreas Kapetanopoulos Regional president Scott Kingsley President & CEO 1856 20 Northstar Wealth Partners 433 South Main St., Suite 322 West Hartford, 06110 888-886-7737 • northstarwealthpartners.com; nstarwp.com No (10) $397,000,000 Jan. 1, 2025 6 N/A 6 N/A Robert Laraia Founding partner 2009 21 May, Bonee & Clark | Risk Strategies Co. 180 Glastonbury Blvd. Glastonbury, 06033 860-430-3700 • mayboneeclark.com; mayboneeclarkfs.com No (10) $375,000,000 May 19, 2025 6 19 N/A N/A Ryan Friedman Tom Clark Dan Clark Managing directors 1997 Sour ealth Management or West Hartford's Fuchs Financial by press time. N/A= Not available. (1) In October 2025, acquired Berlin's Conry Asset Management; data for list was compiled prior to acquisition. (2) On Nov. 1, 2024, merged with Boston-based The Colony Group LLC. (3) Investment advice is offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. (4) Zachary Tracey, First vice president & investment of . (5) 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. (6) Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. (7) Shelton-based Procyon acquired Glastonbury's Wooster Corthell Wealth Management. (8) Wholly-owned subsidiary of Essex Savings Bank. (9) Brokerage services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC; partnerships with thir (10) Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. -Compiled by: Stephanie R. Meagher, research@nebusinessmedia.com BE A PART OF THE ISSUE • ADVERTISING@HARTFORDBUSINESS.COM DON'T MISS OUR JUNE 15 TH ISSUE focused on WEALTH MANAGEMENT HARTFORD BUSINESS JOURNAL Connecticut's Business News