RIA Intel›Advisers›Connecticut›HORIZON FINANCIAL ADVISORS, LLC

HORIZON FINANCIAL ADVISORS, LLC

Advisory

WEST HARTFORD, CT

Data as of Sep 24, 2025 · Source: SEC Form ADV

Rank in CT

#1,145

of 1,312 advisers by AUM

Average account

$430K

across 44 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Sep 24, 2025.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$0

Non-Discretionary AUM$19M

Discretionary %0%

Total Clients44

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

44 clients

42 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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WHB WOLVERINE ASSET MANAGEMENT INC

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WARISAN CAPITAL LLC

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