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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 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.

Finding the Best Retirement Planners in Hartford, Connecticut

Last Updated - July 10, 2024

Hartford has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 18 non-vetted advisors in your local area. These retirement advisors in Hartford, Connecticut have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Hartford, Connecticut

advisor-photo
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Robert Tubridy
MBA, CFP®, ChFC®
CT Financial Partners

Qualifications
CRD# 4509256
Firm CRD# 8032
Series 7, 24, 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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 6413
Series 6, 7, 66

Minimum Assets Required
$250,000

Advisory Services:

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.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo
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Paul 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

advisor-photo

Qualifications
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

advisor-photo
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Ronald Newton
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 1276178
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo
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Charles Helme
BH Asset Management, LLC

Qualifications
CRD# 712007
Firm CRD# 152117
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.

Compensation/Fee

Fee-Only, Based on Assets

Top 15 Retirement Planning firms in Hartford, Connecticut (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
HARTFORD INVESTMENT MANAGEMENT COMPANY
One Hartford Plaza,
Hartford, CT, 6155
$110,827,884,619182290
A Percentage of AUM, Fixed Fees, Other (COST REIMBURSEMENT, AFFILIATE COMPENSATION (SEE PART 2A, ITEM 6))
2
CONNING, INC.
One Financial Plaza, 755 Main Street
Hartford, CT, 6103
$94,819,205,056542270
A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Performance Based, Other (NEGOTIATED FEES)
3
VIRTUS INVESTMENT ADVISERS, INC.
One Financial Plaza, 26th Floor
Hartford, CT, 6103
$46,245,613,255827
A Percentage of AUM
4
VIRTUS FIXED INCOME ADVISERS, LLC
One Financial Plaza,
Hartford, CT, 6103
$32,095,325,401206104
A Percentage of AUM, Performance Based
5
VIRTUS FUND ADVISERS, LLC
One Financial Plaza,
Hartford, CT, 6103
$9,477,304,7213497
A Percentage of AUM
6
BRADLEY FOSTER & SARGENT INC
185 Asylum Street, City Place Ii, 11th Floor
Hartford, CT, 06103-3402
$6,133,485,046437048
A Percentage of AUM, Fixed Fees
7
UBS REALTY INVESTORS LLC
10 State House Square, 15th Floor
Hartford, CT, 06103-3604
$3,062,821,0523155
A Percentage of AUM, Fixed Fees, Performance Based, Other (REAL ESTATE ACQUISITION/DISPOSITION FEES)
8
EQIS CAPITAL MANAGEMENT
100 Constitution Plz, Fl 7
Hartford, CT, 06103-1703
$1,432,187,4881272442
A Percentage of AUM, Other (MINIMUM MONTHLY ACCOUNT FEE)
9
NEBRODI PARTNERS, LLC
225 Asylum Street, 28th Floor
Hartford, CT, 6103
$1,259,000,00025
Fixed Fees, Performance Based
10
GOODWIN CAPITAL ADVISERS, INC.
One Financial Plaza, 755 Main Street
Hartford, CT, 06103-2608
$1,089,306,98399
A Percentage of AUM, Fixed Fees
11
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC.
One Financial Plaza,
Hartford, CT, 6103
$987,999,237110
A Percentage of AUM
12
HFM WEALTH MANAGEMENT
One Constitution Plaza, 9th Floor,
Hartford, CT, 6103
$715,720,59319710
A Percentage of AUM, Hourly charges, Fixed Fees
13
SKY INVESTMENT GROUP LLC
One Financial Plaza, Suite 1210
Hartford, CT, 6103
$682,647,9488579
A Percentage of AUM
14
3D/L CAPITAL MANAGEMENT, LLC
100 Constitution Plaza, 7th Floor
Hartford, CT, 06103-1703
$574,113,231142214
A Percentage of AUM, Other (SUBADVISOR AND MODEL PROVIDER/STRATEGIST FEES)
15
GREENSLEDGE ASSET MANAGEMENT LLC
90 Statehouse Square, 10th Floor
Hartford, CT, 6103
$561,000,000311
A Percentage of AUM, Fixed Fees, Performance Based

Information on Top Retirement Planning firms in Hartford, Connecticut

QualificationsFirm CRD# 106699

Assets Under Management $110,827,884,619

No. Of Clients182

Clients Per Financial Advisor1

HARTFORD INVESTMENT MANAGEMENT COMPANY is a financial advisory firm situated in Hartford, Connecticut. With a nearly $111B assets under management, the firm specializes in crafting personalized retirement planning solutions for 182 clients. The team consists of 290 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 107423

Assets Under Management $94,819,205,056

No. Of Clients542

Clients Per Financial Advisor2

CONNING, INC. is a financial advisory firm situated in Hartford, Connecticut. With a nearly $95B assets under management, the firm specializes in crafting personalized retirement planning solutions for 542 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
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 106982

Assets Under Management $46,245,613,255

No. Of Clients82

Clients Per Financial Advisor12

VIRTUS INVESTMENT ADVISERS, INC. is a financial advisory firm situated in Hartford, Connecticut. With a nearly $46B assets under management, the firm specializes in crafting personalized retirement planning solutions for 82 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

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 146029

Assets Under Management $32,095,325,401

No. Of Clients206

Clients Per Financial Advisor2

VIRTUS FIXED INCOME ADVISERS, LLC is a financial advisory firm situated in Hartford, Connecticut. With a nearly $32B assets under management, the firm specializes in crafting personalized retirement planning solutions for 206 clients. The team consists of 104 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 107346

Assets Under Management $9,477,304,721

No. Of Clients349

Clients Per Financial Advisor50

VIRTUS FUND ADVISERS, LLC is a financial advisory firm situated in Hartford, Connecticut. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 349 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

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 106928

Assets Under Management $6,133,485,046

No. Of Clients4370

Clients Per Financial Advisor91

BRADLEY FOSTER & SARGENT INC is a financial advisory firm situated in Hartford, Connecticut. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4370 clients. The team consists of 48 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
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 107758

Assets Under Management $3,062,821,052

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 155 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 126052

Assets Under Management $1,432,187,488

No. Of Clients12724

Clients Per Financial Advisor303

EQIS CAPITAL MANAGEMENT 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 12724 clients. The team consists of 42 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

  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 174280

Assets Under Management $1,259,000,000

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 Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 108290

Assets Under Management $1,089,306,983

No. Of Clients9

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 9 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 143732

Assets Under Management $987,999,237

No. Of Clients11

Clients Per Financial AdvisorInfinity

VIRTUS ALTERNATIVE INVESTMENT 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 11 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
View Full Profile

QualificationsFirm CRD# 105039

Assets Under Management $715,720,593

No. Of Clients197

Clients Per Financial Advisor20

HFM WEALTH MANAGEMENT is a financial advisory firm situated in Hartford, Connecticut. With a nearly $716M assets under management, the firm specializes in crafting personalized retirement planning solutions for 197 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 134001

Assets Under Management $682,647,948

No. Of Clients857

Clients Per Financial Advisor95

SKY INVESTMENT GROUP LLC is a financial advisory firm situated in Hartford, Connecticut. With a nearly $683M assets under management, the firm specializes in crafting personalized retirement planning solutions for 857 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

Financial Planning Services

  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 283304

Assets Under Management $574,113,231

No. Of Clients1422

Clients Per Financial Advisor102

3D/L CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Hartford, Connecticut. With a nearly $574M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1422 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (SUBADVISOR AND MODEL PROVIDER/STRATEGIST FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 307732

Assets Under Management $561,000,000

No. Of Clients3

Clients Per Financial Advisor0

GREENSLEDGE ASSET MANAGEMENT LLC is a financial advisory firm situated in Hartford, Connecticut. With a nearly $561M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 11 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
  • Portfolio Management for Business
View Full Profile

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