How Do the Top Connecticut Wealth Managers Compare on Fees?
The wealth management firms headquartered in Connecticut that publish their advisory fees are a mix of long-established Greenwich and Hartford firms and independent practices across the Constitution State, all serving high-net-worth families. The list below ranks Connecticut-based firms in our dataset meeting our quality bar — at least 50 high-net-worth clients, $500 million or more in high-net-worth assets, and a transparent fee schedule.
Fee estimates use each firm's most recent SEC Form ADV Part 2A regulatory filing. For each firm we apply their published tier schedule to a $10 million portfolio and compute both the annual dollar fee and the blended rate. Firms whose disclosed minimum account size exceeds $10 million, and ultra-high-net-worth shops whose average client AUM is above $75 million (and so are unlikely to accept a $10M account), are excluded.
Actual fees may vary; other investment costs may apply.
Showing 31 qualifying firms in our dataset, ranked from lowest to highest estimated fee on a $10 million portfolio.
#1 Lowest-Fee RIA in Connecticut for $10M Portfolios
$50,500
Estimated Annual Fee on $10M
0.50%
Estimated Fee Rate on $10M
248
Number of High Net Worth Clients
Not Available
Min Client Size
“
Founded in 1993, HTG Investment Advisors is an independent, fee-only firm providing financial planning and discretionary investment management to individuals, families, and trusts. HTG constructs portfolios from screened mutual funds and ETFs rather than directly picking individual securities. In addition to the asset-based fee schedule, HTG charges a fixed annual fee of ,000.
”
#2 Lowest-Fee RIA in Connecticut for $10M Portfolios
$65,000
Estimated Annual Fee on $10M
0.65%
Estimated Fee Rate on $10M
360
Number of High Net Worth Clients
Not Available
Min Client Size
#3 Lowest-Fee RIA in Connecticut for $10M Portfolios
$67,500
Estimated Annual Fee on $10M
0.68%
Estimated Fee Rate on $10M
1,013
Number of High Net Worth Clients
“
Founded in 1994, Bradley, Foster & Sargent provides investment management to individuals, families, nonprofits, and institutions, and also advises a mutual fund and a private investment fund. The firm directly selects securities, primarily large-cap U.S. equities and bonds, drawing from an internal "Guidance List" approved by its investment committee. It manages the BFS Equity Fund (0.75% management fee) and serves as general partner of the Crystal Partners Fund (1.00% management fee); client assets invested in either fund are not charged a separate management fee by Bradley, Foster & Sargent.
”
Ranked #82 Nationally by Barron's 2025
Ranked #35 Nationally by Forbes 2025
#4 Lowest-Fee RIA in Connecticut for $10M Portfolios
$70,000
Estimated Annual Fee on $10M
0.70%
Estimated Fee Rate on $10M
178
Number of High Net Worth Clients
“
Founded in 1999 by John A. Zaro III, Bourgeon Capital Management offers investment management and financial planning to individuals, trusts, estates, and charitable organizations. Bourgeon directly selects securities for client portfolios, primarily through fundamental analysis, and may also suggest private real estate, private equity, or private credit investments. Non-discretionary accounts are charged 0.3% annually. Initial financial plans are ,000, with that fee credited against future investment management fees if the client opens a managed account.
”
#5 Lowest-Fee RIA in Connecticut for $10M Portfolios
$72,500
Estimated Annual Fee on $10M
0.72%
Estimated Fee Rate on $10M
241
Number of High Net Worth Clients
Not Available
Min Client Size
Ranked #182 Nationally by Forbes 2025
#6 Lowest-Fee RIA in Connecticut for $10M Portfolios
$76,500
Estimated Annual Fee on $10M
0.76%
Estimated Fee Rate on $10M
86
Number of High Net Worth Clients
#7 Lowest-Fee RIA in Connecticut for $10M Portfolios
$77,000
Estimated Annual Fee on $10M
0.77%
Estimated Fee Rate on $10M
153
Number of High Net Worth Clients
“
Compass Wealth Management was formed in 1997 and is currently owned by Jason Bear. The firm directly selects securities for client portfolios, including listed equities, corporate and municipal bonds, government and agency debt, and ETFs. The advisory fee operates as a wrap fee, with transaction costs absorbed by Compass. Standalone financial planning is also available for fees ranging from riaquotes10_2026.05.30.0207AM.txt to 0,000.
”
#8 Lowest-Fee RIA in Connecticut for $10M Portfolios
$80,000
Estimated Annual Fee on $10M
0.80%
Estimated Fee Rate on $10M
306
Number of High Net Worth Clients
Ranked #152 Nationally by Forbes 2025
#9 Lowest-Fee RIA in Connecticut for $10M Portfolios
$81,250
Estimated Annual Fee on $10M
0.81%
Estimated Fee Rate on $10M
98
Number of High Net Worth Clients
Not Available
Min Client Size
#10 Lowest-Fee RIA in Connecticut for $10M Portfolios
$87,000
Estimated Annual Fee on $10M
0.87%
Estimated Fee Rate on $10M
109
Number of High Net Worth Clients
#11 Lowest-Fee RIA in Connecticut for $10M Portfolios
$87,500
Estimated Annual Fee on $10M
0.88%
Estimated Fee Rate on $10M
57
Number of High Net Worth Clients
#12 Lowest-Fee RIA in Connecticut for $10M Portfolios
$90,000
Estimated Annual Fee on $10M
0.90%
Estimated Fee Rate on $10M
691
Number of High Net Worth Clients
Not Available
Min Client Size
Ranked #124 Nationally by Forbes 2025
#13 Lowest-Fee RIA in Connecticut for $10M Portfolios
$90,000
Estimated Annual Fee on $10M
0.90%
Estimated Fee Rate on $10M
183
Number of High Net Worth Clients
Not Available
Min Client Size
#14 Lowest-Fee RIA in Connecticut for $10M Portfolios
$92,500
Estimated Annual Fee on $10M
0.92%
Estimated Fee Rate on $10M
579
Number of High Net Worth Clients
Not Available
Min Client Size
Ranked #39 Nationally by Forbes 2025
#15 Lowest-Fee RIA in Connecticut for $10M Portfolios
$92,500
Estimated Annual Fee on $10M
0.92%
Estimated Fee Rate on $10M
815
Number of High Net Worth Clients
Ranked #60 Nationally by Forbes 2025
#16 Lowest-Fee RIA in Connecticut for $10M Portfolios
$100,000
Estimated Annual Fee on $10M
1.00%
Estimated Fee Rate on $10M
222
Number of High Net Worth Clients
Not Available
Min Client Size
#17 Lowest-Fee RIA in Connecticut for $10M Portfolios
$100,000
Estimated Annual Fee on $10M
1.00%
Estimated Fee Rate on $10M
134
Number of High Net Worth Clients
#18 Lowest-Fee RIA in Connecticut for $10M Portfolios
$100,000
Estimated Annual Fee on $10M
1.00%
Estimated Fee Rate on $10M
241
Number of High Net Worth Clients
Not Available
Min Client Size
#19 Lowest-Fee RIA in Connecticut for $10M Portfolios
$107,500
Estimated Annual Fee on $10M
1.08%
Estimated Fee Rate on $10M
76
Number of High Net Worth Clients
#20 Lowest-Fee RIA in Connecticut for $10M Portfolios
$125,000
Estimated Annual Fee on $10M
1.25%
Estimated Fee Rate on $10M
506
Number of High Net Worth Clients
Not Available
Min Client Size
#21 Lowest-Fee RIA in Connecticut for $10M Portfolios
$125,000
Estimated Annual Fee on $10M
1.25%
Estimated Fee Rate on $10M
143
Number of High Net Worth Clients
#22 Lowest-Fee RIA in Connecticut for $10M Portfolios
$125,000
Estimated Annual Fee on $10M
1.25%
Estimated Fee Rate on $10M
613
Number of High Net Worth Clients
Not Available
Min Client Size
Ranked #30 Nationally by Forbes 2025
#23 Lowest-Fee RIA in Connecticut for $10M Portfolios
$125,000
Estimated Annual Fee on $10M
1.25%
Estimated Fee Rate on $10M
319
Number of High Net Worth Clients
Not Available
Min Client Size
#24 Lowest-Fee RIA in Connecticut for $10M Portfolios
$135,000
Estimated Annual Fee on $10M
1.35%
Estimated Fee Rate on $10M
830
Number of High Net Worth Clients
Ranked #108 Nationally by Forbes 2025
#25 Lowest-Fee RIA in Connecticut for $10M Portfolios
$150,000
Estimated Annual Fee on $10M
1.50%
Estimated Fee Rate on $10M
451
Number of High Net Worth Clients
Not Available
Min Client Size
Ranked #180 Nationally by Forbes 2025
#26 Lowest-Fee RIA in Connecticut for $10M Portfolios
$150,000
Estimated Annual Fee on $10M
1.50%
Estimated Fee Rate on $10M
130
Number of High Net Worth Clients
Not Available
Min Client Size
Ranked #190 Nationally by Forbes 2025
#27 Lowest-Fee RIA in Connecticut for $10M Portfolios
$150,000
Estimated Annual Fee on $10M
1.50%
Estimated Fee Rate on $10M
895
Number of High Net Worth Clients
Ranked #136 Nationally by Forbes 2025
#28 Lowest-Fee RIA in Connecticut for $10M Portfolios
$150,000
Estimated Annual Fee on $10M
1.50%
Estimated Fee Rate on $10M
58
Number of High Net Worth Clients
#29 Lowest-Fee RIA in Connecticut for $10M Portfolios
$150,000
Estimated Annual Fee on $10M
1.50%
Estimated Fee Rate on $10M
$17.6B
High Net Worth AUM
1,557
Number of High Net Worth Clients
Not Available
Min Client Size
#30 Lowest-Fee RIA in Connecticut for $10M Portfolios
$200,000
Estimated Annual Fee on $10M
2.00%
Estimated Fee Rate on $10M
190
Number of High Net Worth Clients
#31 Lowest-Fee RIA in Connecticut for $10M Portfolios
$200,000
Estimated Annual Fee on $10M
2.00%
Estimated Fee Rate on $10M
119
Number of High Net Worth Clients
Not Available
Min Client Size