Connecticut · 4 advisers
Financial Advisors in Windsor, Connecticut
Looking for a financial advisor in Windsor, Connecticut? Falists indexes 4 SEC-registered and state-registered investment advisers in Windsor — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $37.47B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$37.47B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Windsor
Ranked by AUM · Fees, team & specialties at a glance
VOYA FINANCIAL ADVISORS, INC.
Windsor, CT
AUM
$3.87B
Team
638 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
1-800-356-2906
WEALTHSHAPE LLC
Windsor, CT
AUM
$109.4M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-837-0303
PARKER WEALTH MANAGEMENT, LLC
Windsor, CT
AUM
$16.5M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
860-432-5802
VOYA RETIREMENT ADVISORS, LLC
Windsor, CT
AUM
$37.47B
Team
121 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(860) 580-2817
More cities in Connecticut
Common questions
- How many financial advisors are in Windsor, Connecticut?
- 4 registered investment advisers are listed in our Windsor directory, sourced from public SEC filings.
- What types of advisors are in Windsor?
- 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 Windsor?
- 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.