Adviser Record

Investment advisers in Farmington, CT

10 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in CT

FirmAssetsEmployeesDisclosures
New England Asset Management, Inc.$111.72 billion1220
Symetra Investment Management Company$88.78 billion1010
Connecticut Wealth Management, LLC$4.48 billion740
Mjp Wealth Advisors$1.56 billion210
Horizon Technology Finance$811.1 million232
Pasi Investments, LLC$676.3 million80
Medallion Wealth Advisors, LLC$516.9 million70
Sagebroadview Wealth Management, LLC$397.2 million80
Wmgna$346.4 million91
U.S.A. Financial & Tax Services, LLC$159.3 million30