City
Wealth management firms in Hartford, Connecticut
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Hartford, Connecticut reported $11.0 billion in regulatory assets under management; the largest by assets was Bradley Foster & Sargent Inc, with $9.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $11.0 billion
- Average per firm
- $1.8 billion
- SEC-registered, of those listed
- 3 of 6 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Bradley Foster & Sargent Inc | SEC | $9.1 billion | 4,971 |
| 2 | Sky Investment Group LLC | SEC | $931.0 million | 929 |
| 3 | Founders Capital Management, LLC | SEC | $920.3 million | 538 |
| 4 | Panarella Wealth Management LLC | State | $50.7 million | 161 |
| 5 | Nutmeg Capital Advisors, LLC | State | $41.8 million | 83 |
| 6 | Edgon Advisory LLC | State | $103,000 | 3 |
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.