Rialytix insights

Top RIA Firms in West Hartford, Connecticut

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in West Hartford, Connecticut. This hub covers 9 matching firms with $19.5B in total reported AUM and median AUM of $1.1B.

Firms

Matching current profiles

Total AUM

$19.5B

Reported regulatory AUM

Median AUM

$1.1B

Across firms with AUM

Largest firm

$9.8B

Apella Wealth

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Apella Wealth CRD 171106 · Limited Liability Company	WEST HARTFORD, CT	$9.8B Mar 2026	+$5.1B+107.4%	+$7.3B+294.5%	+$8.9B+1025.0%	—	+97 employees+144.8% over 3Y	+15,110 accounts+208.2% over 3Y
2. Fairview Capital Partners, LLC CRD 161258 · Limited Liability Company	WEST HARTFORD, CT	$2.5B Mar 2026	-$99.4M-3.8%	-$76.6M-3.0%	+$124.1M+5.2%	+$481.5M+24.0%	0 employees+0.0% over 3Y	0 accounts+0.0% over 3Y
3. Yhb Investment Advisors INC CRD 105434 · Corporation	WEST HARTFORD, CT	$2.3B Mar 2026	+$286.3M+14.4%	+$317.6M+16.2%	+$657.9M+40.6%	+$1.5B+200.3%	+3 employees+11.1% over 3Y	+574 accounts+23.0% over 3Y
4. Penwood Real Estate Investment Management, LLC CRD 130289 · Limited Liability Company	WEST HARTFORD, CT	$1.5B Mar 2026	-$83.9M-5.4%	+$306.5M+26.3%	+$767.5M+108.7%	+$1.2B+386.4%	+2 employees+12.5% over 3Y	+2 accounts+50.0% over 3Y
5. Rmc Investment Advisors CRD 104674 · Corporation	WEST HARTFORD, CT	$1.1B Apr 2026	+$80.4M+8.1%	+$215.1M+25.2%	+$203.3M+23.5%	+$635.2M+147.0%	0 employees+0.0% over 3Y	+39 accounts+4.7% over 3Y
6. Fierston Financial Group INC CRD 105003 · Corporation	WEST HARTFORD, CT	$1.0B Feb 2026	+$199.7M+23.9%	+$199.6M+23.9%	+$322.0M+45.1%	+$597.3M+136.3%	-2 employees-22.2% over 3Y	-6 accounts-0.7% over 3Y
7. Hfm Wealth Management CRD 105039 · Corporation	WEST HARTFORD, CT	$699.6M Mar 2026	-$13.4M-1.9%	-$16.1M-2.3%	-$66.5M-8.7%	-$31.3M-4.3%	0 employees+0.0% over 3Y	-12 accounts-6.1% over 3Y
8. Conifer Investments LTD CRD 106159 · Corporation	WEST HARTFORD, CT	$524.0M Mar 2026	+$58.3M+12.5%	+$166.0M+46.4%	+$225.1M+75.3%	+$333.0M+174.3%	0 employees+0.0% over 3Y	+27 accounts+48.2% over 3Y
9. Fairview Constitution Management IV LLC CRD 159304 · Limited Liability Company	WEST HARTFORD, CT	$139.8M Apr 2026	-$53.4M-27.6%	-$113.7M-44.8%	-$83.9M-37.5%	-$10.9M-7.3%	0 employees+0.0% over 3Y	0 accounts+0.0% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.