Connecticut · 2 advisers
Financial Advisors in Bloomfield, Connecticut
Looking for a financial advisor in Bloomfield, Connecticut? Falists indexes 2 SEC-registered and state-registered investment advisers in Bloomfield — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $25.76B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
1
Largest AUM
$25.76B
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Bloomfield
Ranked by AUM · Fees, team & specialties at a glance
CREATIVE FUNDING CORPORATION
Bloomfield, CT
AUM
$31.6M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
860-242-4483
CIGNA INVESTMENTS, INC.
Bloomfield, CT
AUM
$25.76B
Team
46 advisors
Clients
0
Fees
Percentage of AUM; PRO-RATA EXPENSE ALLOCATION
860-226-3723
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Common questions
- How many financial advisors are in Bloomfield, Connecticut?
- 2 registered investment advisers are listed in our Bloomfield directory, sourced from public SEC filings.
- What types of advisors are in Bloomfield?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Bloomfield?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.