City
Wealth management firms in Farmington, Connecticut
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Farmington, Connecticut reported $7.5 billion in regulatory assets under management; the largest by assets was Connecticut Wealth Management, LLC, with $4.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $7.5 billion
- Average per firm
- $751.2 million
- SEC-registered, of those listed
- 6 of 10 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Connecticut Wealth Management, LLC | SEC | $4.5 billion | 5,287 |
| 2 | MJP Wealth Advisors | SEC | $1.6 billion | 3,057 |
| 3 | Medallion Wealth Advisors, LLC | SEC | $516.9 million | 2,484 |
| 4 | Sagebroadview Wealth Management, LLC | SEC | $397.2 million | 595 |
| 5 | Wmgna | SEC | $346.4 million | 983 |
| 6 | U.S.A. Financial & Tax Services, LLC | SEC | $159.3 million | 660 |
| 7 | Fiscal Dynamics Incorporated | State | $35.4 million | 92 |
| 8 | Be Investment Management | State | $13.0 million | 24 |
| 9 | Navigator Financial LLC | State | $4.1 million | 23 |
| 10 | Haviland & Sams, LLC | State | $0 | 0 |
Wealth management firms in Connecticut, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.