Top financial advisors in East Hartford, CT
We've curated a list of the best financial advisors in East Hartford, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $456,081,537 Number of advisors 5 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in East Hartford, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Founders Capital Management, LLC
Founders Capital Management, LLC, established in November 2001, offers investment advisory services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm's services include portfolio management on a discretionary or non-discretionary basis, tailored to client risk tolerance and investment goals. Clients can choose from various portfolio categories, ranging from conservative income to aggressive growth. Founders may invest in equities, bonds, mutual funds, and other products based on individual client needs. The firm also provides financial planning services and IRA rollover recommendations, acting as a fiduciary under the Employee Retirement Income Security Act. The minimum initial investment for portfolio management services is $100,000, with fees ranging from 0.25% to 1% based on the type of investment. Founders reviews accounts quarterly for performance and annually for rebalancing, providing clients with written quarterly reports. The firm uses Charles Schwab & Co., Inc. as a custodian and may aggregate trades for efficiency. Founders has no disciplinary history and discloses its brokerage practices, including trade aggregation and mutual fund share class selection. The firm exercises investment discretion for clients, voting proxies in their best interests. Clients can request Founders' complete proxy voting policies and procedures upon request.
$456,081,537 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in East Hartford, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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