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Largest registered investment advisory firms in Greater Hartford
(Ranked by number of local investment advisors as of January 2019)
RankFirm
No. of local investment advisors
Local assets under management
Total no. of investment advisors
Total assets under management
Top local executive
Headquarters
Year
founded
1
RBC Wealth Management (a)
20 Church St., Suite 2300
Hartford, CT 06103
800-243-2478; www.rbcwmfa.com
73
$9,420,000,000
1,800
$336,000,000,000
Aaron Scott, Director, Hartford complex
Minneapolis, MN
1909
2
Webster Investments (b)
64 S. Main St.
Wallingford, CT 06492
203-741-6580; public.websteronline.com
48
$2,300,000,000
55
$3,200,000,000
John Olerio, SVP & director
Waterbury, CT
1995
3
Fiduciary Investment Advisors
100 Northfield Drive, 4th Floor
Windsor, CT 06095
860-683-1187; www.fiallc.com
16
$69,000,000,000
19
$69,000,000,000
Mark Wetzel, President
Windsor, CT
2006
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