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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 - April 11, 2024Hartford has 5 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
VERIFIEDRobert 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
VERIFIEDCody St John
LPL Financial | Arrowhead Financial Group
Qualifications
CRD# 7128086
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
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.
Compensation/Fee
Fee-Only, 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
VERIFIEDRonald 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
VERIFIEDCharles 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
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 | HARTFORD INVESTMENT MANAGEMENT COMPANY One Hartford Plaza, Hartford, CT, 6155 | $110,827,884,619 | 182 | 290 | 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 | $94,819,205,056 | 542 | 270 | 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 | $46,245,613,255 | 82 | 7 | A Percentage of AUM |
| 4 | VIRTUS FIXED INCOME ADVISERS, LLC One Financial Plaza, Hartford, CT, 6103 | $32,095,325,401 | 206 | 104 | A Percentage of AUM, Performance Based |
| 5 | VIRTUS FUND ADVISERS, LLC One Financial Plaza, Hartford, CT, 6103 | $9,477,304,721 | 349 | 7 | A Percentage of AUM |
| 6 | BRADLEY FOSTER & SARGENT INC 185 Asylum Street, City Place Ii, 11th Floor Hartford, CT, 06103-3402 | $6,133,485,046 | 4370 | 48 | A Percentage of AUM, Fixed Fees |
| 7 | UBS REALTY INVESTORS LLC 10 State House Square, 15th Floor Hartford, CT, 06103-3604 | $3,062,821,052 | 3 | 155 | 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 | $1,432,187,488 | 12724 | 42 | A Percentage of AUM, Other (MINIMUM MONTHLY ACCOUNT FEE) |
| 9 | NEBRODI PARTNERS, LLC 225 Asylum Street, 28th Floor Hartford, CT, 6103 | $1,259,000,000 | 2 | 5 | Fixed Fees, Performance Based |
| 10 | GOODWIN CAPITAL ADVISERS, INC. One Financial Plaza, 755 Main Street Hartford, CT, 06103-2608 | $1,089,306,983 | 9 | 9 | A Percentage of AUM, Fixed Fees |
| 11 | VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. One Financial Plaza, Hartford, CT, 6103 | $987,999,237 | 11 | 0 | A Percentage of AUM |
| 12 | HFM WEALTH MANAGEMENT One Constitution Plaza, 9th Floor, Hartford, CT, 6103 | $715,720,593 | 197 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | SKY INVESTMENT GROUP LLC One Financial Plaza, Suite 1210 Hartford, CT, 6103 | $682,647,948 | 857 | 9 | A Percentage of AUM |
| 14 | 3D/L CAPITAL MANAGEMENT, LLC 100 Constitution Plaza, 7th Floor Hartford, CT, 06103-1703 | $574,113,231 | 1422 | 14 | A Percentage of AUM, Other (SUBADVISOR AND MODEL PROVIDER/STRATEGIST FEES) |
| 15 | GREENSLEDGE ASSET MANAGEMENT LLC 90 Statehouse Square, 10th Floor Hartford, CT, 6103 | $561,000,000 | 3 | 11 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Glastonbury, Connecticut
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Looking for more choices? Use our free match service to compare retirement planners serving your area.