City
Wealth management firms in Wethersfield, Connecticut
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Wethersfield, Connecticut reported $3.4 billion in regulatory assets under management; the largest by assets was Johnson Brunetti, with $2.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $3.4 billion
- Average per firm
- $672.9 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Johnson Brunetti | SEC | $2.8 billion | 14,540 |
| 2 | Hammond Iles Wealth Advisors | SEC | $474.9 million | 2,324 |
| 3 | Lifeline Financial, LLC | State | $70.7 million | 72 |
| 4 | SKM Wealth Management, LLC | State | $34.5 million | 65 |
| 5 | Optimum Financial 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.