Best Financial Advisors in Hartford

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
120+
Advisors
4.8/5.0
Average Rating

Hartford Financial Landscape

Hartford's economy is primarily driven by the insurance sector, with a growing emphasis on technology and healthcare. The city is part of a larger metropolitan area that supports diverse industries.

Major industries
Insurance, Finance, Healthcare
Population
125K (metro: 1.2M)
Median household income
$60,000
Unique needs
Hartford requires a focus on economic diversification and housing stability to mitigate risks.
Market Insights
Economic Growth
According to BEA (2023), Hartford's economy is projected to grow by 2.5% annually, driven by finance and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Hartford is $60,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Hartford are increasingly focusing on retirement planning and wealth management.
Local Considerations
Cost of Living
According to BLS (2024), Hartford's cost of living is 10% lower than the national average, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), Hartford's real estate market shows signs of stabilization, but affordability remains a concern for many residents.
Business Environment
According to Fortune (2024), Hartford's business climate is improving, with incentives for tech startups and small businesses.

Top 5 Financial Advisors in Hartford

Northstar Wealth Partners, LLC
★ ★ ★ ★ ★ 5
Morgan Stanley Financial Advisors
★ ★ ★ ★ ★ 5
Financial Vision, LLC
★ ★ ★ ★ ★ 5
RBC Wealth Management Branch - Hartford
★ ★ ★ ★ ★ 5
Connecticut Wealth Management, LLC
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Hartford, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Hartford-Specific Expertise
For Hartford residents working in Insurance, Finance, Healthcare, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Hartford's heavy insurance reliance poses economic risks. Housing market volatility and flooding risks necessitate diversification and prudent real estate investments.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Connecticut locations

Bridgeport New Haven Stamford Hartford Waterbury Norwalk Danbury New Britain