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 Htg Investment Advisors Inc. New Canaan, CT 0.75%
2 O'Shaughnessy Asset Management, LLC Stamford, CT 0.85%
3 Compass Wealth Management LLC Guilford, CT 0.90%
4 Bourgeon Capital Management LLC Darien, CT 0.95%
5 Empower Financial Advisory, LLC Glastonbury, CT 0.95%
6 Sky Investment Group LLC Hartford, CT 0.95%
7 Avity Investment Management Inc. Greenwich, CT 1.00%
8 Baxter Investment Management Riverside, CT 1.00%
9 Bradley Foster & Sargent Inc. Hartford, CT 1.00%
10 Founders Capital Management, LLC Hartford, CT 1.00%
11 Gamco Asset Management Inc. Greenwich, CT 1.00%
12 Northcoast Asset Management LLC Stamford, CT 1.00%
13 Northeast Financial Westport, CT 1.00%
14 Yhb Investment Advisors Inc. West Hartford, CT 1.00%
15 Coastal Bridge Advisors Westport, CT 1.12%
16 Procyon Shelton, CT 1.12%
17 Third View Private Wealth Westport, CT 1.12%
18 MJP Wealth Advisors Farmington, CT 1.15%
19 Kreitler Financial LLC New Haven, CT 1.20%
20 A.G.P / Alliance Global Partners Westport, CT 1.22%
21 Chilton Investment Services, LLC Stamford, CT 1.25%
22 Main Street Research LLC Lakeville, CT 1.25%
23 Principle Wealth Madison, CT 1.25%
24 Trivium Point Advisory, LLC Wilton, CT 1.25%
25 Johnson Brunetti Wethersfield, CT 1.36%
26 Apella Wealth West Hartford, CT 1.50%
27 Clear Harbor Asset Management, LLC Stamford, CT 1.50%
28 Essex Financial Services, Inc. Essex, CT 1.50%
29 New Edge Wealth Stamford, CT 1.50%
30 Round Rock Advisors LLC Wilton, CT 1.50%
31 Investmark Advisory Group LLC Shelton, CT 1.62%
32 Moneco Advisors Fairfield, CT 2.00%
33 Rossmore Private Capital, LLC Glastonbury, CT 2.00%
34 Searle & Co. Greenwich, CT 2.00%
35 Sovereign Financial Group, Inc. Stamford, CT 3.00%
36 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
RANKED LIST

Showing all 36 qualifying firms, ranked from lowest to highest fee on a $2 million portfolio.

#1 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$15,000
Annual Fee on $2M
0.75%
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
#2 Lowest-Fee RIA in Connecticut for $2M Portfolios
View Profile
$17,000
Annual Fee on $2M
0.85%
Fee Rate on $2M
$1.5M
Avg Client AUM
$16.0B
High Net Worth AUM
10,734
Number of High Net Worth Clients
$250,000
Min Client Size
#3 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
#4 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
#5 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
#6 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
#7 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 by Forbes 2025
#8 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
#9 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
Ranked #82 by Barron's 2025 Ranked #35 by Forbes 2025
#10 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
#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
$4.6B
High Net Worth AUM
1,757
Number of High Net Worth Clients
$500,000
Min Client Size
#12 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 by Barron's 2025 Ranked #45 by Forbes 2025
#13 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
#14 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
#15 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 by Forbes 2025
#16 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 by Forbes 2025
#17 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
#18 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 by Forbes 2025
#19 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
#20 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
#21 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
#22 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 by Forbes 2025
#23 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 by Forbes 2025
#24 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
#25 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
#26 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
$2.5M
Avg Client AUM
$8.2B
High Net Worth AUM
3,280
Number of High Net Worth Clients
$500,000
Min Client Size
#27 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 by Forbes 2025
#28 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 by Forbes 2025
#29 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
#30 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
#31 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
#32 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 by Forbes 2025
#33 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
#34 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
#35 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
#36 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 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.