Ways to browse advisors serving Hartford, CT

Pick a specialty or descriptor to browse more advisors serving Hartford, CT.

By how they work

Type	Advisors
Large-firm	1,814
Flat-fee	1,455
Seasoned	1,035
Independent	599
CFP®-certified	416

By who they serve

Type	Advisors
High-net-worth	441
Baby Boomer	14

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,713
Executive	1,100
Wealth management	854
Tax-loss harvesting	682
Retirement income strategy	596
Retirement plans for business owners (SEP, solo 401k)	556
Retired	518
General retirement planning	432
Approaching retirement	386
Active portfolio management	365
College savings (529s, UTMA, etc.)	329
Cash flow / budgeting	309
HENRY (High Earners, Not Rich Yet)	293
ESG / Sustainable investing	286
General estate planning guidance	252
Business exit / sale strategy	251
Private / alternative investments	251
Annuities	241
Income planning	223
Passive / index investing	206
Charitable giving & philanthropy	192
Concentrated stock management	189
Social Security optimization	169
Options & derivatives strategies	138
Retirement withdrawal strategies	134
Multi-generational wealth transfer	128
Equity compensation tax strategy	124
Divorce financial planning	115
Mid-Career Professionals	114
Business ownership considerations	101
Factor investing / smart beta	97
Married/Couples/Partners	94
Self-Employed	87
Financial Professional	75
Business succession planning	53
Established Professionals	48
General tax planning	44
Debt management	41
Real estate investing	25
Women Professionals	19
Tax strategies for small businesses	18
Educators, Teachers, and Academics	16
Long-term care insurance	14
Business sale tax planning	12
Doctor or Medical Professional	9
Liquidity event planning	7
Young Professionals	7
Equity Recipients (RS/RSU, SOP, ESPP)	6
Stock option exercise strategy	6
Life insurance needs analysis	5
Intergenerational Families	3

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