Ways to browse Large-firm advisors serving Connecticut

Pick a specialty to browse more Large-firm advisors serving Connecticut.

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	8,051
Executive	5,982
Tax-loss harvesting	4,484
Wealth management	3,565
Mid-Career Professionals	2,829
Retired	2,766
HENRY (High Earners, Not Rich Yet)	2,550
General estate planning guidance	2,513
Active portfolio management	2,399
Retirement income strategy	2,139
General retirement planning	1,660
Approaching retirement	1,566
Retirement plans for business owners (SEP, solo 401k)	1,378
Cash flow / budgeting	1,233
College savings (529s, UTMA, etc.)	1,096
ESG / Sustainable investing	945
Business exit / sale strategy	868
Passive / index investing	776
Income planning	748
Social Security optimization	743
Private / alternative investments	638
Charitable giving & philanthropy	631
Annuities	582
Equity compensation tax strategy	563
Multi-generational wealth transfer	536
Divorce financial planning	535
Retirement withdrawal strategies	524
Attorney	442
Married/Couples/Partners	375
Divorced	347
Financial Professional	312
Concentrated stock management	310
Women Professionals	283
Parents	253
Established Professionals	242
Self-Employed	209
Business ownership considerations	173
Options & derivatives strategies	164
Real estate investing	121
Planning for children with special needs	116
Equity Recipients (RS/RSU, SOP, ESPP)	99
Values-based investing	95
Consultant	89
Business succession planning	71
Debt management	43
Educators, Teachers, and Academics	42
Long-term care insurance	34
Military & Veterans	21
Intergenerational Families	19
Early retirement planning	9
Stock option exercise strategy	9

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