Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Farmington has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Farmington, Connecticut have an average of 18 years of experience.
Robert Tubridy
MBA, CFP®, ChFC®
CT Financial Partners
Qualifications
CRD# 4509256
Firm CRD# 8032
Series 7, 24, 66
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Flat Fee, Based on Assets
Cody St John
LPL Financial | Arrowhead Financial Group
Qualifications
CRD# 7128086
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Only, Based on Assets
Charles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Minimum Assets Required
$500,000
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | NEW ENGLAND ASSET MANAGEMENT, INC. 74 Batterson Park Rd., Pond View Corporate Center Farmington, CT, 6032 | $100,455,084,282 | 880 | 100 | A Percentage of AUM, Fixed Fees, Performance Based |
2 | SYMETRA INVESTMENT MANAGEMENT COMPANY 308 Farmington Avenue, 3rd Floor Farmington, CT, 6032 | $68,176,048,738 | 8 | 69 | A Percentage of AUM |
3 | CONNECTICUT WEALTH MANAGEMENT, LLC 281 Farmington Avenue, Farmington, CT, 06032-1911 | $2,132,796,640 | 2950 | 63 | A Percentage of AUM, Fixed Fees |
4 | HORIZON TECHNOLOGY FINANCE 312 Farmington Avenue, Farmington, CT, 06032-2586 | $1,001,362,000 | 2 | 32 | A Percentage of AUM, Performance Based |
5 | MJP WEALTH ADVISORS 74 Batterson Park Rd, Suite 103 Farmington, CT, 6032 | $853,430,240 | 2239 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
6 | PASI INVESTMENTS, LLC 10 Talcott Notch Road, 2nd Floor Farmington, CT, 6032 | $450,877,716 | 783 | 7 | A Percentage of AUM, Fixed Fees |
7 | SAGEBROADVIEW WEALTH MANAGEMENT, LLC 10 Waterside Drive, Suite 305 Farmington, CT, 06032-2837 | $270,492,196 | 596 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | MEDALLION WEALTH ADVISORS, LLC 2 Bridgewater Road, Suite 201 Farmington, CT, 6032 | $270,275,684 | 1961 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 105900
Assets Under Management $100,455,084,282
No. Of Clients880
Clients Per Financial Advisor9
NEW ENGLAND ASSET MANAGEMENT, INC. is a financial advisory firm situated in Farmington, Connecticut. With a nearly $100B assets under management, the firm specializes in crafting personalized retirement planning solutions for 880 clients. The team consists of 100 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 312176
Assets Under Management $68,176,048,738
No. Of Clients8
Clients Per Financial Advisor0
SYMETRA INVESTMENT MANAGEMENT COMPANY is a financial advisory firm situated in Farmington, Connecticut. With a nearly $68B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 69 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 154310
Assets Under Management $2,132,796,640
No. Of Clients2950
Clients Per Financial Advisor47
CONNECTICUT WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Farmington, Connecticut. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2950 clients. The team consists of 63 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 153052
Assets Under Management $1,001,362,000
No. Of Clients2
Clients Per Financial Advisor0
HORIZON TECHNOLOGY FINANCE is a financial advisory firm situated in Farmington, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 127654
Assets Under Management $853,430,240
No. Of Clients2239
Clients Per Financial Advisor224
MJP WEALTH ADVISORS is a financial advisory firm situated in Farmington, Connecticut. With a nearly $853M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2239 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 145640
Assets Under Management $450,877,716
No. Of Clients783
Clients Per Financial Advisor112
PASI INVESTMENTS, LLC is a financial advisory firm situated in Farmington, Connecticut. With a nearly $451M assets under management, the firm specializes in crafting personalized retirement planning solutions for 783 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 126472
Assets Under Management $270,492,196
No. Of Clients596
Clients Per Financial Advisor99
SAGEBROADVIEW WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Farmington, Connecticut. With a nearly $270M assets under management, the firm specializes in crafting personalized retirement planning solutions for 596 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 156064
Assets Under Management $270,275,684
No. Of Clients1961
Clients Per Financial Advisor280
MEDALLION WEALTH ADVISORS, LLC is a financial advisory firm situated in Farmington, Connecticut. With a nearly $270M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1961 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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