Fee-only financial advisors in Connecticut

223 fee-only investment advisers in Connecticut serve individuals, across 64 cities. 133 offer hourly or flat-fee arrangements and 135 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.

Cities with three or more fee-only advisers

• Stamford 30
• Greenwich 22
• Westport 21
• Darien 17
• Glastonbury 11
• Farmington 7
• West Hartford 7
• Guilford 6
• New Canaan 6
• Wilton 5
• New Haven 5
• Hartford 4
• Shelton 4
• Norwalk 4
• Southbury 3
• Avon 3
• North Haven 3
• Essex 3
• Cheshire 3
• Ridgefield 3
• Southport 3

Fee-only advisers in Connecticut serving the most individuals

• O'Shaughnessy Asset Management, LLC Stamford · 10,734 individual clients
• Symmetry Partners Glastonbury · 8,476 individual clients
• Apella Wealth West Hartford · 8,139 individual clients
• Plootus New Haven · 5,500 individual clients
• Clinton Investment Management, LLC Stamford · 2,095 individual clients
• Bradley Foster & Sargent Inc Hartford · 1,840 individual clients
• Chilton Investment Services, LLC Stamford · 1,678 individual clients
• Adviceone Advisory Services, LLC Glastonbury · 1,449 individual clients
• Connecticut Wealth Management, LLC Farmington · 1,303 individual clients
• Sovereign Financial Group, Inc. Stamford · 1,288 individual clients

Other Connecticut cities

How to choose between them

1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.