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.)	1,300
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
Women Professionals	285
Real estate investing	257
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

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