Skip to the page

Data / Investment advisers / Connecticut / Hartford

Investment advisers in Hartford, CT: 16 firms, $338 billion in AUM

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

16 investment advisers have their main office in Hartford, Connecticut: 16 SEC registered and 0 exempt reporting. The registered advisers report $338 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Hartford Investment Management Company with $124 billion.

The request: Every investment adviser in Hartford, Connecticut with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 16Advisers
  • 16SEC registered
  • $338 billionTotal AUM
  • 15Advisers over $100 million
  • 5Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Hartford Investment Management CompanyHartford$123.58 billion18732213(860) 297-6700adviserinfo.sec.gov
Conning, Inc.Hartford$106.90 billion819270Not listed(860) 299-2000conning.comadviserinfo.sec.gov
Virtus Investment Advisers, LLCHartford$51.74 billion1061Not listed(800) 248-7971adviserinfo.sec.gov
Virtus Fixed Income Advisers, LLCHartford$34.91 billion2269515(877) 332-8172adviserinfo.sec.gov
Bradley Foster & Sargent IncHartford$9.07 billion4,971611(860) 527-8050bfsfunds.comadviserinfo.sec.gov
UBS Realty Investors LLCHartford$2.34 billion3943(860) 616-9000ubs.comadviserinfo.sec.gov
Virtus Capital Advisers, LLCHartford$1.49 billion21502(800) 248-7971adviserinfo.sec.gov
Nebrodi Partners, LLCHartford$1.48 billion25Not listed(860) 259-4300nebrodipartners.comadviserinfo.sec.gov
Virtus Advisers, LLCHartford$1.42 billion148Not listed(800) 248-7971corporate.virtus.comadviserinfo.sec.gov
Virtus Alternative Investment Advisers, LLCHartford$1.05 billion40Not listed(800) 248-7971adviserinfo.sec.gov
Goodwin Capital Advisers, Inc.Hartford$986.6 million59Not listed(860) 299-2000conning.comadviserinfo.sec.gov
Sky Investment Group LLCHartford$931 million92911Not listed(860) 761-9700skyig.comadviserinfo.sec.gov
Founders Capital Management, LLCHartford$920.3 million5385Not listed(860) 308-0061foundcapital.comadviserinfo.sec.gov
Aetna Asset Advisors, LLCHartford$850.2 million426Not listed(860) 273-4631adviserinfo.sec.gov
Conning Investment Products, Inc.Hartford$572 million98Not listed(860) 299-2000adviserinfo.sec.gov
UBS Farmland Investors LLCHartfordNot listed010Not listed(860) 616-9200ubs.comadviserinfo.sec.gov

Advisers in Hartford that manage private funds

5 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Virtus Fixed Income Advisers, LLCHartfordCT15Not listedNot listedNot listedNot listed$3.22 billion$34.91 billionadviserinfo.sec.gov
Hartford Investment Management CompanyHartfordCT13Not listedNot listedNot listedNot listed$20.76 billion$123.58 billionadviserinfo.sec.gov
UBS Realty Investors LLCHartfordCT3Not listedNot listedNot listedNot listed$2.30 billion$2.34 billionadviserinfo.sec.gov
Virtus Capital Advisers, LLCHartfordCT2Not listedNot listedNot listedNot listed$195.3 million$1.49 billionadviserinfo.sec.gov
Bradley Foster & Sargent IncHartfordCT11Not listedNot listedNot listed$74.1 million$9.07 billionadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.