How Do Conneticut RIAs Compare on Fees for $2 Million Client Portfolios?

We used artificial intelligence to read tens of thousands of RIA regulatory filings. Advisor Facts is the only source for ranking RIAs by the lowest fees charged to clients. Not all RIAs publish their fee schedules. Among the firms that do publish, here are the lowest stated fees on $2 million client portfolios among RIAs headquartered in Conneticut.

AT A GLANCE
# Firm HQ Fee Rate on $2M
1 Compass Wealth Management LLC Guilford, CT 0.90%
2 HTG Investment Advisors Inc. New Canaan, CT 0.90%
3 Bourgeon Capital Management LLC Darien, CT 0.95%
4 Empower Financial Advisory, LLC Glastonbury, CT 0.95%
5 Sky Investment Group LLC Hartford, CT 0.95%
6 Avity Investment Management Inc. Greenwich, CT 1.00%
7 Baxter Investment Management Riverside, CT 1.00%
8 Bradley Foster & Sargent Inc. Hartford, CT 1.00%
9 Founders Capital Management, LLC Hartford, CT 1.00%
10 Gamco Asset Management Inc. Greenwich, CT 1.00%
11 Northcoast Asset Management LLC Stamford, CT 1.00%
12 Northeast Financial Westport, CT 1.00%
13 YHB Investment Advisors, Inc. West Hartford, CT 1.00%
14 Coastal Bridge Advisors Westport, CT 1.12%
15 Procyon Shelton, CT 1.12%
16 Third View Private Wealth Westport, CT 1.12%
17 MJP Wealth Advisors Farmington, CT 1.15%
18 Kreitler Financial LLC New Haven, CT 1.20%
19 A.G.P / Alliance Global Partners Westport, CT 1.22%
20 Chilton Investment Services, LLC Stamford, CT 1.25%
21 Main Street Research LLC Lakeville, CT 1.25%
22 Principle Wealth Madison, CT 1.25%
23 Trivium Point Advisory, LLC Wilton, CT 1.25%
24 Johnson Brunetti Wethersfield, CT 1.36%
25 Apella Wealth West Hartford, CT 1.50%
26 Clear Harbor Asset Management, LLC Stamford, CT 1.50%
27 Essex Financial Services, Inc. Essex, CT 1.50%
28 New Edge Wealth Stamford, CT 1.50%
29 Round Rock Advisors LLC Wilton, CT 1.50%
30 Investmark Advisory Group LLC Shelton, CT 1.62%
31 Moneco Advisors Fairfield, CT 2.00%
32 Rossmore Private Capital, LLC Glastonbury, CT 2.00%
33 Searle & Co. Greenwich, CT 2.00%
34 Sovereign Financial Group, Inc. Stamford, CT 3.00%
35 Steward Partners Investment Advisory, LLC Stamford, CT 3.00%

Methodology

  • Universe: RIAs headquartered in CT
  • Portfolio size: $2 million
  • Fee calculation: Blended rate across all disclosed fee tiers, applied to a $2 million portfolio
  • Minimum clients: 100+ high-net-worth clients
  • Avg client portfolio: $1 million to $20 million (ultra-high-net-worth shops excluded — unlikely to accept a $2M account)
  • Minimum high-net-worth assets: $500 million across all high-net-worth clients
  • High-net-worth focus: High-net-worth assets at least 30% of total firm assets
  • Exclusions: Firms with negotiable-only fee rates, and firms with a disclosed minimum account size above $2 million
  • Source: SEC Form ADV Part 2A regulatory filings, filed within the last 18 months. If a firm only disloses they charge clients a fee of 2.50% or they charge clients between 1.00% and 2.50%, then we state the fee on all clients as 2.50%
RANKED LIST

Showing all 35 qualifying firms, ranked from lowest to highest fee on a $2 million portfolio.

#1 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$18,000
Annual Fee on $2M
0.90%
Fee Rate on $2M
$3.8M
Avg Client AUM
$581M
High Net Worth AUM
153
Number of High Net Worth Clients
$50,000
Min Client Size
“

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.

”
#2 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$18,000
Annual Fee on $2M
0.90%
Fee Rate on $2M
$4.3M
Avg Client AUM
$1.1B
High Net Worth AUM
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.

”
#3 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$19,000
Annual Fee on $2M
0.95%
Fee Rate on $2M
$5.3M
Avg Client AUM
$942M
High Net Worth AUM
178
Number of High Net Worth Clients
$1M
Min Client Size
“

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.

”
#4 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$19,000
Annual Fee on $2M
0.95%
Fee Rate on $2M
$2.5M
Avg Client AUM
$509M
High Net Worth AUM
200
Number of High Net Worth Clients
Not Available
Min Client Size
“

Empower Financial Advisory was founded in 2017 by Ronald E. Williams, Jr. and became a registered investment advisor in 2021. The firm constructs client portfolios primarily from mutual funds and ETFs, though it may also use individual stocks and bonds when appropriate. Certain advisory personnel are also licensed insurance professionals and may earn commissions on insurance products sold to clients. Standalone financial planning engagements are available for fixed fees ranging from ,500 to 0,000.

”
#5 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$19,000
Annual Fee on $2M
0.95%
Fee Rate on $2M
$2.4M
Avg Client AUM
$913M
High Net Worth AUM
386
Number of High Net Worth Clients
Not Available
Min Client Size
#6 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$7.0M
Avg Client AUM
$1.7B
High Net Worth AUM
241
Number of High Net Worth Clients
Not Available
Min Client Size
Ranked #182 Nationally by Forbes 2025
#7 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$4.7M
Avg Client AUM
$1.1B
High Net Worth AUM
222
Number of High Net Worth Clients
Not Available
Min Client Size
#8 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$7.5M
Avg Client AUM
$7.6B
High Net Worth AUM
1,013
Number of High Net Worth Clients
$500,000
Min Client Size
“

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
#9 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$6.4M
Avg Client AUM
$860M
High Net Worth AUM
134
Number of High Net Worth Clients
$100,000
Min Client Size
#10 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$2.6M
Avg Client AUM
$4.6B
High Net Worth AUM
1,757
Number of High Net Worth Clients
$500,000
Min Client Size
#11 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$2.6M
Avg Client AUM
$3.2B
High Net Worth AUM
1,209
Number of High Net Worth Clients
$1M
Min Client Size
Ranked #32 Nationally by Barron's 2025 Ranked #45 Nationally by Forbes 2025
#12 Lowest-Fee RIA in Connecticut for $2M Portfolios

Northeast Financial

Westport, CT
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$18.9M
Avg Client AUM
$4.6B
High Net Worth AUM
241
Number of High Net Worth Clients
Not Available
Min Client Size
#13 Lowest-Fee RIA in Connecticut for $2M Portfolios

YHB Investment Advisors, Inc.

West Hartford, CT
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$4.7M
Avg Client AUM
$1.7B
High Net Worth AUM
360
Number of High Net Worth Clients
Not Available
Min Client Size
#14 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$22,500
Annual Fee on $2M
1.12%
Fee Rate on $2M
$6.6M
Avg Client AUM
$3.8B
High Net Worth AUM
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 $2M Portfolios

Procyon

Shelton, CT
View Profile
$22,500
Annual Fee on $2M
1.12%
Fee Rate on $2M
$4.1M
Avg Client AUM
$2.8B
High Net Worth AUM
691
Number of High Net Worth Clients
Not Available
Min Client Size
Ranked #124 Nationally by Forbes 2025
#16 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$22,500
Annual Fee on $2M
1.12%
Fee Rate on $2M
$5.9M
Avg Client AUM
$1.1B
High Net Worth AUM
183
Number of High Net Worth Clients
Not Available
Min Client Size
#17 Lowest-Fee RIA in Connecticut for $2M Portfolios

MJP Wealth Advisors

Farmington, CT
View Profile
$23,000
Annual Fee on $2M
1.15%
Fee Rate on $2M
$3.5M
Avg Client AUM
$987M
High Net Worth AUM
279
Number of High Net Worth Clients
Not Available
Min Client Size
Ranked #237 Nationally by Forbes 2025
#18 Lowest-Fee RIA in Connecticut for $2M Portfolios

Kreitler Financial LLC

New Haven, CT
View Profile
$24,000
Annual Fee on $2M
1.20%
Fee Rate on $2M
$5.0M
Avg Client AUM
$543M
High Net Worth AUM
109
Number of High Net Worth Clients
$1M
Min Client Size
#19 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$24,500
Annual Fee on $2M
1.22%
Fee Rate on $2M
$2.3M
Avg Client AUM
$977M
High Net Worth AUM
427
Number of High Net Worth Clients
$50,000
Min Client Size
#20 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$6.2M
Avg Client AUM
$3.1B
High Net Worth AUM
506
Number of High Net Worth Clients
Not Available
Min Client Size
#21 Lowest-Fee RIA in Connecticut for $2M Portfolios

Main Street Research LLC

Lakeville, CT
View Profile
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$3.1M
Avg Client AUM
$2.6B
High Net Worth AUM
815
Number of High Net Worth Clients
$1M
Min Client Size
Ranked #60 Nationally by Forbes 2025
#22 Lowest-Fee RIA in Connecticut for $2M Portfolios

Principle Wealth

Madison, CT
View Profile
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$4.6M
Avg Client AUM
$2.8B
High Net Worth AUM
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 $2M Portfolios
View Profile
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$4.1M
Avg Client AUM
$1.3B
High Net Worth AUM
319
Number of High Net Worth Clients
Not Available
Min Client Size
#24 Lowest-Fee RIA in Connecticut for $2M Portfolios

Johnson Brunetti

Wethersfield, CT
View Profile
$27,250
Annual Fee on $2M
1.36%
Fee Rate on $2M
$1.7M
Avg Client AUM
$1.2B
High Net Worth AUM
724
Number of High Net Worth Clients
Not Available
Min Client Size
#25 Lowest-Fee RIA in Connecticut for $2M Portfolios

Apella Wealth

West Hartford, CT
View Profile
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$2.6M
Avg Client AUM
$9.4B
High Net Worth AUM
3,591
Number of High Net Worth Clients
$500,000
Min Client Size
#26 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$3.8M
Avg Client AUM
$1.7B
High Net Worth AUM
451
Number of High Net Worth Clients
Not Available
Min Client Size
Ranked #180 Nationally by Forbes 2025
#27 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$3.2M
Avg Client AUM
$2.9B
High Net Worth AUM
895
Number of High Net Worth Clients
$250,000
Min Client Size
Ranked #136 Nationally by Forbes 2025
#28 Lowest-Fee RIA in Connecticut for $2M Portfolios

New Edge Wealth

Stamford, CT
View Profile
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$11.3M
Avg Client AUM
$17.6B
High Net Worth AUM
1,557
Number of High Net Worth Clients
Not Available
Min Client Size
#29 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$2.9M
Avg Client AUM
$595M
High Net Worth AUM
202
Number of High Net Worth Clients
Not Available
Min Client Size
#30 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$32,500
Annual Fee on $2M
1.62%
Fee Rate on $2M
$3.0M
Avg Client AUM
$674M
High Net Worth AUM
225
Number of High Net Worth Clients
$500,000
Min Client Size
#31 Lowest-Fee RIA in Connecticut for $2M Portfolios

Moneco Advisors

Fairfield, CT
View Profile
$40,000
Annual Fee on $2M
2.00%
Fee Rate on $2M
$2.2M
Avg Client AUM
$1.7B
High Net Worth AUM
762
Number of High Net Worth Clients
$10,000
Min Client Size
Ranked #213 Nationally by Forbes 2025
#32 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$40,000
Annual Fee on $2M
2.00%
Fee Rate on $2M
$9.2M
Avg Client AUM
$1.8B
High Net Worth AUM
190
Number of High Net Worth Clients
$2M
Min Client Size
#33 Lowest-Fee RIA in Connecticut for $2M Portfolios

Searle & Co.

Greenwich, CT
View Profile
$40,000
Annual Fee on $2M
2.00%
Fee Rate on $2M
$5.2M
Avg Client AUM
$622M
High Net Worth AUM
119
Number of High Net Worth Clients
Not Available
Min Client Size
#34 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$60,000
Annual Fee on $2M
3.00%
Fee Rate on $2M
$2.7M
Avg Client AUM
$769M
High Net Worth AUM
282
Number of High Net Worth Clients
Not Available
Min Client Size
#35 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$60,000
Annual Fee on $2M
3.00%
Fee Rate on $2M
$1.1M
Avg Client AUM
$27.8B
High Net Worth AUM
24,423
Number of High Net Worth Clients
$25,000
Min Client Size
Ranked #9 Nationally by Barron's 2025
Disclaimer: Fee calculations are based on the most recently published SEC Form ADV Part 2A filings. Actual fees may vary based on account size, relationship, and negotiation. This is not investment advice.