City
Wealth management firms in West Hartford, Connecticut
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in West Hartford, Connecticut reported $16.7 billion in regulatory assets under management; the largest by assets was Apella Wealth, with $11.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $16.7 billion
- Average per firm
- $1.5 billion
- SEC-registered, of those listed
- 6 of 11 (54.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Apella Wealth | SEC | $11.1 billion | 24,058 |
| 2 | Yhb Investment Advisors Inc | SEC | $2.3 billion | 3,074 |
| 3 | RMC Investment Advisors | SEC | $1.1 billion | 865 |
| 4 | Fierston Financial Group Inc | SEC | $1.0 billion | 904 |
| 5 | HFM Wealth Management | SEC | $699.6 million | 185 |
| 6 | Conifer Investments Ltd | SEC | $524.0 million | 83 |
| 7 | Northmont Wealth Management LLC | State | $22.9 million | 100 |
| 8 | Horizon Financial Advisors, LLC | State | $18.9 million | 44 |
| 9 | McCary Anheuser Wealth Management, LLC | State | $8.1 million | 3 |
| 10 | JQR Capital Management, LLC | State | $4.2 million | 51 |
| 11 | Strategic Investment Planning 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.