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 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 registration checks. 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 5 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 15 years of experience.
Qualifications
Firm CRD# 6413
Series 6, 7, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Fee-Based, Based on Assets
Omnica Wealth
CFP®
Qualifications
Firm CRD# 8032
Series 7, 63, 66
Minimum Assets Required
$50,000,000
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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Based on Assets
Qualifications
Firm CRD# 288239
Series 7, 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 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 | 308 Farmington Avenue, 3rd Floor Farmington, CT, 6032 | $68,176,048,738 | 8 | 69 | A Percentage of AUM |
3 | 281 Farmington Avenue, Farmington, CT, 06032-1911 | $2,132,796,640 | 2950 | 63 | A Percentage of AUM, Fixed Fees |
4 | 312 Farmington Avenue, Farmington, CT, 06032-2586 | $1,001,362,000 | 2 | 32 | A Percentage of AUM, Performance Based |
5 | 74 Batterson Park Rd, Suite 103 Farmington, CT, 6032 | $853,430,240 | 2239 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
6 | 10 Talcott Notch Road, 2nd Floor Farmington, CT, 6032 | $450,877,716 | 783 | 7 | A Percentage of AUM, Fixed Fees |
7 | 10 Waterside Drive, Suite 305 Farmington, CT, 06032-2837 | $270,492,196 | 596 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | 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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