Connecticut · 4 advisers
Financial Advisors in Rocky Hill, Connecticut
Looking for a financial advisor in Rocky Hill, Connecticut? Falists indexes 4 SEC-registered and state-registered investment advisers in Rocky Hill — 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 $47.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
1
Largest AUM
$47.9M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Rocky Hill
Ranked by AUM · Fees, team & specialties at a glance
SOVEREIGN FINANCIAL SERVICES
Rocky Hill, CT
AUM
$38.0M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-257-4005
CM FINANCIAL ADVISORS, LLC
Rocky Hill, CT
AUM
$47.9M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-563-5505
DENNIS GLYNN, CPA
Rocky Hill, CT
AUM
$43.7M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-563-1040
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Common questions
- How many financial advisors are in Rocky Hill, Connecticut?
- 4 registered investment advisers are listed in our Rocky Hill directory, sourced from public SEC filings.
- What types of advisors are in Rocky Hill?
- 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 Rocky Hill?
- 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.