The wealth management industry in Connecticut is composed of a diverse range of companies providing personalized financial services. These companies specialize in managing the wealth of individuals and businesses, offering plans that encompass investments, financial planning, estate planning, and tax services. With a client-first approach, CT-based wealth management firms consider personal careers, specific life transitions, and business needs, providing holistic strategies tailored to unique financial profiles. Amid an era of financial technology, they harness powerful tools and resources to empower informed decisions. The future is promising with continual innovation set to redefine the wealth management landscape in Connecticut.


Top 20 wealth management companies in Connecticut

1. Connecticut Wealth Management, LLC

Connecticut Wealth Management is a financial planning and investment advisory firm based in Farmington. They provide holistic wealth management services, including financial planning and investment management, to business owners, professionals, retirees, and individuals going through life transitions. The firm recently promoted 12 team members, a significant milestone in its history. Their client-centered approach empowers clients to make informed decisions and offers personalized recommendations.


2. NewEdge Wealth

NewEdge Wealth offers wealth strategy and management solutions customized for individuals' careers, considering the interconnection of personal and professional finances.


3. Fieldpoint Private

Fieldpoint Private is a financial institution providing a range of banking services including private banking, wealth management, investment advisory, and trust services. They offer personalized service and act as advocates for their clients in the financial world. Fieldpoint Private also offers commercial banking services such as commercial mortgages and loans. They specialize in estate and tax planning, asset protection strategies, and family wealth education.


4. Euro Pacific Capital

  • Website: europac.com
  • Headquarters: Westport, Connecticut, United States
  • Founded: 1980
  • Headcount: 11-50
  • LinkedIn

Euro Pacific Capital is an investment firm specializing in wealth management, mutual funds, gold certificates, foreign stocks, research, and analysis.


5. Investmark Advisory Group

Investmark is an independent financial advisory firm that offers personalized wealth management services to help clients pursue their goals through all market conditions.


6. Gottfried & Somberg Wealth Management, LLC

Gottfried & Somberg Wealth Management, LLC is an independent wealth management firm that specializes in helping clients make smart decisions about their money, investments, and pensions. With over 100 years of combined partner and employee experience, they provide personalized financial planning and portfolio management services to individuals and businesses. Their goal is to preserve and target the assets of their clients, ensuring long-term financial security for themselves and their loved ones.


7. Bradley, Foster & Sargent, Inc.

  • Website: bfsinvest.com
  • Headquarters: Hartford, Connecticut, United States
  • Founded: 1994
  • Headcount: 11-50
  • LinkedIn

Bradley, Foster & Sargent (BFS) is an investment management and financial advisory firm. They provide personalized wealth and investment management services to clients, aiming to add meaningful value to their lives now and in the future.


8. SKY Investment Group LLC

  • Website: skyig.com
  • Headquarters: Hartford, Connecticut, United States
  • Founded: 2005
  • Headcount: 11-50
  • LinkedIn

SKY Investment Group is an independent investment advisory firm based in Hartford, CT. They provide investment management services to private clients and families, professional advisors, and charitable endowments. With a focus on portfolio risk management and proprietary systems, they aim to help their clients achieve their investment objectives. The firm prioritizes customer service and has a philosophy centered around equity and fixed income management.


9. CIG Private Wealth Management

  • Website: cigpwm.com
  • Headquarters: Glastonbury, Connecticut, United States
  • Founded: 1999
  • Headcount: 11-50
  • LinkedIn

C.I.G. Private Wealth Management is an independent investment advisory firm that offers comprehensive financial planning and investment management services. With a focus on the client's goals and aspirations, they provide transparent and personalized solutions. Their services range from retirement planning to estate planning and insurance services, ensuring a holistic approach to managing wealth. Supported by a team of experienced professionals, C.I.G. Private Wealth Management aims to simplify complex financial terms and empower clients to navigate life's milestones.


10. NorthCoast Asset Management

NorthCoast Asset Management is an investment advisory firm that offers comprehensive investment solutions for individual investors, financial advisors, and institutions. With years of experience and innovative research, they utilize a multi-factor approach to selecting ETFs, ensuring optimal market exposure and security selection. As a d/b/a of Connectus Wealth, LLC, they provide quantitative research, risk management, and portfolio construction services to help clients achieve their financial goals.


11. Lone Pine Capital LLC

Lone Pine Capital is a company that offers investment banking and financial advisory services. They provide expert guidance and support to help clients navigate the complexities of the financial market and make informed investment decisions.


12. Belpointe Asset Management

Belpointe Asset Management is a global investment management firm with over two centuries of experience. They offer a range of investment strategies, including fundamental and tactical approaches. Their team of highly experienced managers is supported by a network of global experts, providing clients with clarity and awareness in their investment decisions.


13. Symmetry Partners, LLC

Symmetry Partners is a financial advisory firm founded in 1994. They offer a comprehensive business solution for independent financial advisors, including evidence-based investment strategies such as Panoramic Mutual Funds & Models and PrecisionCore ETF Models. They also provide marketing, technology, and operational consulting and support to help advisors deliver a better client experience.


14. Beirne Wealth Consulting Services, LLC (BWC)

Beirne Wealth Consulting Services, LLC is an SEC registered investment adviser that provides investment advisory services to individuals, families, and institutions. With a commitment to fiduciary duty, the company puts the interests of their clients first.


15. Coastal Bridge Advisors

Coastal Bridge Advisors is an alternative to banks and brokers, offering personal attention, sophisticated advice, careful guidance, and custom service. They work hard to simplify financial matters and provide straightforward and clear solutions.


16. William Joseph Capital Management, LLC.

William Joseph Capital Management is a financial advisory firm that offers personalized support and guidance to help clients achieve their retirement goals. They provide education, resources, and tools to develop a flexible financial strategy tailored to individual needs. With a team of experts, they assist clients in managing their investments, estate planning, taxes, and lifestyle choices.


17. Proprium Capital Partners

  • Website: proprium.com
  • Headquarters: Stamford, Connecticut, United States
  • Founded: 2012
  • Headcount: 11-50
  • LinkedIn

Proprium is a global investment management company with offices in New York, London, Amsterdam, Hong Kong, Sydney, and Atlanta. They specialize in managing investments in over 15 countries.


18. Johnson Brunetti Retirement & Investment Specialists

  • Website: johnsonbrunetti.com
  • Headquarters: Wethersfield, Connecticut, United States
  • Founded: 2003
  • Headcount: 11-50
  • Latest funding type: Acquired
  • LinkedIn

Johnson Brunetti is a financial services company providing trusted retirement and investment guidance. They offer retirement income planning, IRA and 401(k) guidance, asset protection, trusts and estate legacy planning, investment management, long-term care planning, and tax strategy in retirement. They are dedicated to serving their customers' needs and helping them achieve their financial goals.


19. JAT Capital Management LP

  • Website: jatcapital.com
  • Headquarters: Greenwich, Connecticut, United States
  • Founded: 2007
  • Headcount: 11-50
  • LinkedIn

JAT Capital is a company that provides financial services and investment advice to clients. They offer a range of investment options and strategies to help individuals and businesses grow their wealth.


20. Forester Capital, L.L.C.

Forester Capital is an investment firm that offers strategic investments and co-investments. They provide expertise and solutions to help clients meet their financial goals.


Want to find more wealth management companies?


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