Adviser Record

Investment advisers in West Hartford, CT

9 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in CT

FirmAssetsEmployeesDisclosures
Apella Wealth$11.07 billion1790
Fairview Capital Partners, LLC$2.49 billion260
Yhb Investment Advisors Inc$2.28 billion300
Penwood Real Estate Investment Management, LLC$1.47 billion180
Rmc Investment Advisors$1.07 billion140
Fierston Financial Group Inc$1.04 billion70
Hfm Wealth Management$699.6 million100
Conifer Investments Ltd$524.0 million30
Fairview Constitution Management Iv LLC$139.8 million260