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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 25, 2025

Hartford 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

advisor
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Omnica 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

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advisor

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

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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

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advisor

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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

One Hartford Plaza,
Hartford, CT, 06155
$110,207,824,026170296
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
$100,423,245,789534270
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Performance Based, Other (NEGOTIATED FEES)
3

One Financial Plaza, 26th Floor
Hartford, CT, 06103
$53,982,609,8391058
A percentage of AUM
4

One Financial Plaza,
Hartford, CT, 06103
$32,783,611,615286100
A percentage of AUM, Performance Based
5

185 Asylum Street, City Place Ii, 11th Floor
Hartford, CT, 06103-3402
$7,676,519,110454652
A percentage of AUM, Fixed fees
6

10 State House Square, 12th Floor
Hartford, CT, 06103-3604
$2,729,665,6233153
A percentage of AUM, Fixed fees, Performance Based, Other (REAL ESTATE ACQUISITION/DISPOSITION FEES)
7

One Financial Plaza,
Hartford, CT, 06103
$2,028,923,23130
A percentage of AUM
8

100 Constitution Plz, Fl 7
Hartford, CT, 06103-1703
$2,011,911,5251307343
A percentage of AUM, Other (MINIMUM MONTHLY ACCOUNT FEE)
9

225 Asylum Street, 28th Floor
Hartford, CT, 06103
$1,463,000,00025
Fixed fees, Performance Based
10

One Financial Plaza,
Hartford, CT, 06103
$1,445,434,5132020
A percentage of AUM
11

One Financial Plaza, 755 Main Street
Hartford, CT, 06103-2608
$1,021,074,82079
A percentage of AUM, Fixed fees
12

One Financial Plaza, Suite 1210
Hartford, CT, 06103
$765,257,88687610
A percentage of AUM
13

90 Statehouse Square, 10th Floor
Hartford, CT, 06103
$590,100,000412
A percentage of AUM, Fixed fees, Performance Based
14

One Financial Plaza,
Hartford, CT, 06103
$567,136,304107
A percentage of AUM, Fixed fees
15

One Financial Plaza,
Hartford, CT, 06103
$486,460,86238
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)
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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)
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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.)
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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
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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
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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)
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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
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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)
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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
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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)
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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
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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
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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)
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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)
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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
View Full Profile

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