Browse all Large-firm advisors in Connecticut

Every advisor below is licensed to work with clients in Connecticut. Narrow by specialty to find someone who focuses on your situation.

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	8,017
Executive	5,952
Tax-loss harvesting	4,476
Wealth management	3,559
Mid-Career Professionals	2,832
Retired	2,762
HENRY (High Earners, Not Rich Yet)	2,547
General estate planning guidance	2,509
Active portfolio management	2,398
Retirement income strategy	2,128
General retirement planning	1,742
Approaching retirement	1,564
Retirement plans for business owners (SEP, solo 401k)	1,380
Cash flow / budgeting	1,229
College savings (529s, UTMA, etc.)	1,097
ESG / Sustainable investing	943
Business exit / sale strategy	865
Passive / index investing	770
Income planning	743
Social Security optimization	739
Charitable giving & philanthropy	633
Private / alternative investments	631
Self-Employed	608
Annuities	582
Equity compensation tax strategy	565
Multi-generational wealth transfer	536
Divorce financial planning	530
Retirement withdrawal strategies	524
Attorney	438
Married/Couples/Partners	372
Divorced	344
Financial Professional	312
Concentrated stock management	311
Women Professionals	282
Parents	253
Established Professionals	234
Business ownership considerations	175
Options & derivatives strategies	163
Business succession planning	159
Real estate investing	120
Planning for children with special needs	115
Values-based investing	94
Technology Professional	92
Consultant	88
Equity Recipients (RS/RSU, SOP, ESPP)	80
Debt management	42
Educators, Teachers, and Academics	42
Long-term care insurance	34
Military & Veterans	22
Intergenerational Families	19
Early retirement planning	8

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

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. 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

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

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary 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

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