Connecticut · 3 advisers
Financial Advisors in Wethersfield, Connecticut
Looking for a financial advisor in Wethersfield, Connecticut? Falists indexes 3 SEC-registered and state-registered investment advisers in Wethersfield — 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 $2.78B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$2.78B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Wethersfield
Ranked by AUM · Fees, team & specialties at a glance
JOHNSON BRUNETTI
Wethersfield, CT
AUM
$2.78B
Team
36 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
860-372-4800
HAMMOND ILES WEALTH ADVISORS
Wethersfield, CT
AUM
$474.9M
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
860-258-2600
LIFELINE FINANCIAL, LLC
Wethersfield, CT
AUM
$70.7M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
860-282-1780
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Common questions
- How many financial advisors are in Wethersfield, Connecticut?
- 3 registered investment advisers are listed in our Wethersfield directory, sourced from public SEC filings.
- What types of advisors are in Wethersfield?
- 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 Wethersfield?
- 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.