Browse all advisors in Connecticut

Every advisor below is licensed to work with clients in Connecticut. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

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

Specialty
Advisors
Founder/Business Owner
9,176
Executive
6,625
Tax-loss harvesting
4,962
Wealth management
4,458
Retired
3,146
Active portfolio management
2,962
Mid-Career Professionals
2,850
General estate planning guidance
2,593
HENRY (High Earners, Not Rich Yet)
2,589
Retirement income strategy
2,400
Retirement plans for business owners (SEP, solo 401k)
2,090
General retirement planning
2,083
Approaching retirement
1,603
Cash flow / budgeting
1,394
ESG / Sustainable investing
1,307
College savings (529s, UTMA, etc.)
1,303
Private / alternative investments
1,291
Income planning
1,035
Passive / index investing
996
Business exit / sale strategy
986
Options & derivatives strategies
923
Charitable giving & philanthropy
877
Annuities
828
Social Security optimization
754
Concentrated stock management
725
Equity compensation tax strategy
686
Self-Employed
625
Retirement withdrawal strategies
595
Divorce financial planning
568
Multi-generational wealth transfer
541
Attorney
449
Married/Couples/Partners
389
Divorced
346
Financial Professional
330
Women Professionals
284
Business ownership considerations
256
Real estate investing
255
Parents
254
Business succession planning
243
Established Professionals
241
General tax planning
189
Factor investing / smart beta
142
Values-based investing
129
Planning for children with special needs
124
Retired
119
Long-term care insurance
109
Women's Finance
99
Consultant
98
Technology Professional
92
Family Business
85
Equity Recipients (RS/RSU, SOP, ESPP)
82
Educators, Teachers, and Academics
71
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
71
Young Families
69
Debt management
67
Doctor or Medical Professional
64
Tax strategies for small businesses
50
Business sale tax planning
49
Dentist
49
Liquidity event planning
49
Young Professionals
35
Life insurance needs analysis
33
Medicare planning
29
Intergenerational Families
28
Professional Athlete
24
Stock option exercise strategy
23
Military & Veterans
22
Roth conversion strategy
22
Business Financial Management
17
Trust structures (GRAT, IDGT, revocable)
16
Charitable giving tax strategies
14
Early retirement planning
9
Religious/faith focused
6
Sandwich Generation
6
Widow/Widower
6
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