Ways to browse advisors serving Connecticut

Pick a specialty or descriptor to browse more advisors serving Connecticut.

By how they work

Type	Advisors
Large-firm	11,481
Seasoned	5,660
Flat-fee	5,412
Independent	2,553
CFP®-certified	1,580

By who they serve

Type	Advisors
High-net-worth	2,467
Baby Boomer	124
Millennial	11
Gen X	4

Browse by city

Find advisors near a specific metro area in Connecticut.

City	Advisors
Stamford, CT	9,485
Bridgeport, CT	3,785
Danbury, CT	3,107
Middletown, CT	2,872
Waterbury, CT	2,830
Shelton, CT	2,696
Hartford, CT	2,459
West Hartford, CT	2,427
East Hartford, CT	2,393
New Haven, CT	2,006
Torrington, CT	1,472
Putnam, CT	1,301
Willimantic, CT	1,034
New London, CT	468
Norwich, CT	438

Browse by specialty

Find advisors serving Connecticut who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	9,212
Executive	6,659
Tax-loss harvesting	4,980
Wealth management	4,464
Retired	3,156
Active portfolio management	2,966
Mid-Career Professionals	2,847
General estate planning guidance	2,602
HENRY (High Earners, Not Rich Yet)	2,592
Retirement income strategy	2,416
Retirement plans for business owners (SEP, solo 401k)	2,084
General retirement planning	2,074
Approaching retirement	1,605
Cash flow / budgeting	1,389
ESG / Sustainable investing	1,310
Private / alternative investments	1,302
College savings (529s, UTMA, etc.)	1,243
Income planning	1,035
Passive / index investing	1,003
Business exit / sale strategy	980
Options & derivatives strategies	974
Annuities	830
Charitable giving & philanthropy	820
Concentrated stock management	782
Social Security optimization	760
Equity compensation tax strategy	685
Retirement withdrawal strategies	598
Divorce financial planning	573
Multi-generational wealth transfer	540
Attorney	453
Married/Couples/Partners	392
Divorced	349
Financial Professional	330
Real estate investing	290
Women Professionals	285
Parents	254
Business ownership considerations	253
Established Professionals	250
Self-Employed	225
General tax planning	187
Business succession planning	153
Factor investing / smart beta	149
Values-based investing	130
Planning for children with special needs	125
Retired	119
Women's Finance	104
Equity Recipients (RS/RSU, SOP, ESPP)	101
Consultant	99
Family Business	97
Technology Professional	89
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	72
Educators, Teachers, and Academics	71
Young Families	69
Debt management	68
Doctor or Medical Professional	65
Long-term care insurance	60
Tax strategies for small businesses	51
Dentist	50
Liquidity event planning	50
Business sale tax planning	49
Young Professionals	36
Life insurance needs analysis	34
Medicare planning	30
Intergenerational Families	28
Professional Athlete	23
Stock option exercise strategy	23
Roth conversion strategy	22
Military & Veterans	21
Business Financial Management	17
Trust structures (GRAT, IDGT, revocable)	15
Charitable giving tax strategies	14
Early retirement planning	10
Religious/faith focused	6
Sandwich Generation	6
Widow/Widower	6

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support