Connecticut · 2 advisers
Financial Advisors in Colchester, Connecticut
Looking for a financial advisor in Colchester, Connecticut? Falists indexes 2 SEC-registered and state-registered investment advisers in Colchester — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $625.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$625.5M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Colchester
Ranked by AUM · Fees, team & specialties at a glance
PHRACTION MANAGEMENT LLC
Colchester, CT
AUM
$625.5M
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
860-531-9590
JGS WEALTH MANAGEMENT, LLC
Colchester, CT
AUM
—
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; FINANCIAL PLANNING FEES BASED ON COMPLEXITY OF PLAN
860-537-9922
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Common questions
- How many financial advisors are in Colchester, Connecticut?
- 2 registered investment advisers are listed in our Colchester directory, sourced from public SEC filings.
- What types of advisors are in Colchester?
- 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 Colchester?
- 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.