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Find Retirement Advisors for Retirement Planning in Hartford, Connecticut
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.
Finding the Best Retirement Planners in Hartford, Connecticut
Last Updated - April 18, 2025Hartford has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 17 non-vetted advisors in your local area. These retirement advisors in Hartford, Connecticut have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Hartford, Connecticut
VERIFIEDOmnica Wealth
CFP®
Qualifications
Firm CRD# 8032
Series 7, 63, 66
Minimum Assets Required
$50,000,000
Advisory Services:
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
Compensation/Fee
Fee-Based, Based on Assets
Qualifications
Firm CRD# 6413
Series 6, 7, 66
Minimum Assets Required
$250,000
Advisory Services:
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDPaul Schatz
Heritage Capital, LLC
Qualifications
CRD# 2241878
Minimum Assets Required
Not Specified
Advisory Services:
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 Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Hourly, Based on Assets
VERIFIEDQualifications
Firm CRD# 288239
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
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
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Hartford, Connecticut (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | One Hartford Plaza, Hartford, CT, 06155 | $110,207,824,026 | 170 | 296 | A percentage of AUM, Fixed fees, Other (COST REIMBURSEMENT, AFFILIATE COMPENSATION (SEE PART 2A, ITEM 6)) |
| 2 | One Financial Plaza, 755 Main Street Hartford, CT, 06103 | $100,423,245,789 | 534 | 270 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Performance Based, Other (NEGOTIATED FEES) |
| 3 | One Financial Plaza, 26th Floor Hartford, CT, 06103 | $53,982,609,839 | 105 | 8 | A percentage of AUM |
| 4 | One Financial Plaza, Hartford, CT, 06103 | $32,783,611,615 | 286 | 100 | A percentage of AUM, Performance Based |
| 5 | 185 Asylum Street, City Place Ii, 11th Floor Hartford, CT, 06103-3402 | $7,676,519,110 | 4546 | 52 | A percentage of AUM, Fixed fees |
| 6 | 10 State House Square, 12th Floor Hartford, CT, 06103-3604 | $2,729,665,623 | 3 | 153 | A percentage of AUM, Fixed fees, Performance Based, Other (REAL ESTATE ACQUISITION/DISPOSITION FEES) |
| 7 | One Financial Plaza, Hartford, CT, 06103 | $2,028,923,231 | 3 | 0 | A percentage of AUM |
| 8 | 100 Constitution Plz, Fl 7 Hartford, CT, 06103-1703 | $2,011,911,525 | 13073 | 43 | A percentage of AUM, Other (MINIMUM MONTHLY ACCOUNT FEE) |
| 9 | 225 Asylum Street, 28th Floor Hartford, CT, 06103 | $1,463,000,000 | 2 | 5 | Fixed fees, Performance Based |
| 10 | One Financial Plaza, Hartford, CT, 06103 | $1,445,434,513 | 202 | 0 | A percentage of AUM |
| 11 | One Financial Plaza, 755 Main Street Hartford, CT, 06103-2608 | $1,021,074,820 | 7 | 9 | A percentage of AUM, Fixed fees |
| 12 | One Financial Plaza, Suite 1210 Hartford, CT, 06103 | $765,257,886 | 876 | 10 | A percentage of AUM |
| 13 | 90 Statehouse Square, 10th Floor Hartford, CT, 06103 | $590,100,000 | 4 | 12 | A percentage of AUM, Fixed fees, Performance Based |
| 14 | One Financial Plaza, Hartford, CT, 06103 | $567,136,304 | 10 | 7 | A percentage of AUM, Fixed fees |
| 15 | One Financial Plaza, Hartford, CT, 06103 | $486,460,862 | 3 | 8 | A percentage of AUM |
Information on Top Retirement Planning firms in Hartford, Connecticut
QualificationsFirm CRD# 106699
Assets Under Management $110,207,824,026
No. Of Clients170
Clients Per Financial Advisor1
HARTFORD INVESTMENT MANAGEMENT COMPANY is a financial advisory firm situated in Hartford, Connecticut. With a nearly $110B assets under management, the firm specializes in crafting personalized retirement planning solutions for 170 clients. The team consists of 296 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (COST REIMBURSEMENT
- AFFILIATE COMPENSATION (SEE PART 2A
- ITEM 6))
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (PORTFOLIO CONSULTING FOR UNIT INVESTMENT TRUSTS (NO NEW TRUSTS AFTER 2/29/24) - SEE PART 2A, ITEM 4.B)
QualificationsFirm CRD# 107423
Assets Under Management $100,423,245,789
No. Of Clients534
Clients Per Financial Advisor2
CONNING, INC. is a financial advisory firm situated in Hartford, Connecticut. With a nearly $100B assets under management, the firm specializes in crafting personalized retirement planning solutions for 534 clients. The team consists of 270 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
- Fixed fees
- Performance Based
- Other (NEGOTIATED FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Other (CONSULTING AND RESEARCH SERVICES)
QualificationsFirm CRD# 106982
Assets Under Management $53,982,609,839
No. Of Clients105
Clients Per Financial Advisor13
VIRTUS INVESTMENT ADVISERS, LLC is a financial advisory firm situated in Hartford, Connecticut. With a nearly $54B assets under management, the firm specializes in crafting personalized retirement planning solutions for 105 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Selection for other advisors
- Other (AN EMPLOYEE OF AN AFFILIATE IS CONTRACTED W/ CNBC MEDIA AS HOST OR GUEST PROVIDING MARKET COMMENTARY.)
QualificationsFirm CRD# 146029
Assets Under Management $32,783,611,615
No. Of Clients286
Clients Per Financial Advisor3
VIRTUS FIXED INCOME ADVISERS, LLC is a financial advisory firm situated in Hartford, Connecticut. With a nearly $33B assets under management, the firm specializes in crafting personalized retirement planning solutions for 286 clients. The team consists of 100 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 106928
Assets Under Management $7,676,519,110
No. Of Clients4546
Clients Per Financial Advisor87
BRADLEY FOSTER & SARGENT INC is a financial advisory firm situated in Hartford, Connecticut. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4546 clients. The team consists of 52 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
QualificationsFirm CRD# 107758
Assets Under Management $2,729,665,623
No. Of Clients3
Clients Per Financial Advisor0
UBS REALTY INVESTORS LLC is a financial advisory firm situated in Hartford, Connecticut. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 153 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (REAL ESTATE ACQUISITION/DISPOSITION FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (REAL ESTATE ASSET MANAGEMENT)
QualificationsFirm CRD# 143732
Assets Under Management $2,028,923,231
No. Of Clients3
Clients Per Financial AdvisorInfinity
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, LLC is a financial advisory firm situated in Hartford, Connecticut. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 0 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
QualificationsFirm CRD# 126052
Assets Under Management $2,011,911,525
No. Of Clients13073
Clients Per Financial Advisor304
FREEDOM INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Hartford, Connecticut. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13073 clients. The team consists of 43 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (MINIMUM MONTHLY ACCOUNT FEE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (MODEL PROVIDER/STRATEGIST)
QualificationsFirm CRD# 174280
Assets Under Management $1,463,000,000
No. Of Clients2
Clients Per Financial Advisor0
NEBRODI PARTNERS, LLC is a financial advisory firm situated in Hartford, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 107346
Assets Under Management $1,445,434,513
No. Of Clients202
Clients Per Financial AdvisorInfinity
VIRTUS CAPITAL ADVISERS, LLC is a financial advisory firm situated in Hartford, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 202 clients. The team consists of 0 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (EMP OF AN AFFILIATE IS CONTRACTED W /CNBC AS HOST/GUEST PROVIDING MKT COMMENTARY;RECOMMEND STYLE MGRS;PROPOSE ASSET ALLOCATIONS)
QualificationsFirm CRD# 108290
Assets Under Management $1,021,074,820
No. Of Clients7
Clients Per Financial Advisor1
GOODWIN CAPITAL ADVISERS, INC. is a financial advisory firm situated in Hartford, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 134001
Assets Under Management $765,257,886
No. Of Clients876
Clients Per Financial Advisor88
SKY INVESTMENT GROUP LLC is a financial advisory firm situated in Hartford, Connecticut. With a nearly $765M assets under management, the firm specializes in crafting personalized retirement planning solutions for 876 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 307732
Assets Under Management $590,100,000
No. Of Clients4
Clients Per Financial Advisor0
GREENSLEDGE ASSET MANAGEMENT LLC is a financial advisory firm situated in Hartford, Connecticut. With a nearly $590M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (CONSULTING FOR INSTITUTIONAL ACCOUNTS)
QualificationsFirm CRD# 168955
Assets Under Management $567,136,304
No. Of Clients10
Clients Per Financial Advisor1
VIRTUS ADVISERS, LLC is a financial advisory firm situated in Hartford, Connecticut. With a nearly $567M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (INVESTMENT ADVISORY SERVICES FOR 529 PLAN)
QualificationsFirm CRD# 120387
Assets Under Management $486,460,862
No. Of Clients3
Clients Per Financial Advisor0
CONNING INVESTMENT PRODUCTS, INC. is a financial advisory firm situated in Hartford, Connecticut. With a nearly $486M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for businesses or institutional clients
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