Top financial advisors in Milford, CT
We've curated a list of the best financial advisors in Milford, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $11,077,564 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 Milford, 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.
Connecticut Capital Management Group, LLC
Connecticut Capital Management Group, LLC is a financial advisor firm established in May 1998, based in Milford, Connecticut. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizon. They offer services such as investment strategy, asset allocation, and regular portfolio monitoring. The firm acts as a fiduciary, making investment decisions in the best interest of clients and avoiding practices that disadvantage any client. Clients can invest in various securities including mutual funds, fixed income securities, real estate funds, equities, and more. The firm charges asset-based management fees ranging from 0.50% to 1.50%, depending on the total assets under management. Additionally, clients may receive financial planning services at a negotiated fixed rate between $1,000 and $20,000. Connecticut Capital Management Group, LLC does not participate in performance-based fees, and clients have the option to direct brokerage. The firm does not accept compensation for the sale of investment products and provides periodic account reviews and reports to clients. They do not have any disciplinary actions, bankruptcy petitions, or financial conditions that would impair their ability to meet client commitments. Clients are responsible for third-party fees, and the firm does not accept voting authority for client securities.
$11,077,564 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
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 Milford, 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.
Top advisors in Connecticut
AvonBloomfieldBristolCheshireDarienEast HartfordEssexFairfieldFarmingtonGlastonburyGreenwichGrotonGuilfordHartfordKillingworthManchesterNew CanaanNew HavenNorwalkOld GreenwichOld LymeRidgefieldSheltonSimsburySouthburySouth NorwalkStamfordVernonWallingfordWest HartfordWestportWethersfieldWiltonIt's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.