PORTFOLIO ADVISORS LLC
Darien, CT
AUM
$47.84B
Wealth MgmtInstitutionalFee-Only/Hourly
Team
83 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
203-662-3456
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CT, DARIEN
32 advisers found
SPROTT ASSET MANAGEMENT USA INC.
Darien, CT
AUM
$10.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
203-656-2400
WESTPORT CAPITAL PARTNERS LLC
Darien, CT
AUM
$8.92B
Wealth MgmtInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
203-429-8600
CARRONADE CAPITAL MANAGEMENT, LP
Darien, CT
AUM
$3.43B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203- 485-0880
ACTIVANT CAPITAL GROUP LLC
Darien, CT
AUM
$1.61B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-489-9080
PRIVATE CAPITAL ADVISORS, INC.
Darien, CT
AUM
$1.28B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
347-960-4520
GOODNOW INVESTMENT GROUP LLC
Darien, CT
AUM
$1.13B
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-655-6272
BOURGEON CAPITAL MANAGEMENT LLC
Darien, CT
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
203-280-1170
TALSON CAPITAL MANAGEMENT L.P.
Darien, CT
AUM
$1.06B
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-202-7500
NASSAU PRIVATE CREDIT LLC
Darien, CT
AUM
$1.05B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(203) 902-5522
TEN COVES CAPITAL, LP
Darien, CT
AUM
$1.03B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-983-3239
SOLAS CAPITAL MANAGEMENT, LLC
Darien, CT
AUM
$629.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-625-1300
FAIRFIELD, BUSH & CO.
Darien, CT
AUM
$589.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
203-777-5900
NORTHERN RIGHT CAPITAL MANAGEMENT, L.P.
Darien, CT
AUM
$552.8M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(203) 883-9441
VARCOV CO.
Darien, CT
AUM
$549.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
203-543-9165
FAIRBRIDGE ASSET MANAGEMENT LLC
Darien, CT
AUM
$535.4M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
833-869-3443
MORSE ASSET MANAGEMENT, INC.
Darien, CT
AUM
$534.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
646-568-4083
CARAVELA ENERGY PARTNERS LP
Darien, CT
AUM
$529.1M
Wealth MgmtInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
203-200-0636
STRATIS CAPITAL, LLC
Darien, CT
AUM
$507.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
917-705-2500
11 CAPITAL PARTNERS LP
Darien, CT
AUM
$503.5M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-989-3735
CROSS ISLAND ADVISORS LLC
Darien, CT
AUM
$453.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
SALARY
203-252-7654
HARBOUR POINT CAPITAL
Darien, CT
AUM
$302.4M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
646-681-4600
SR ALTERNATIVE CREDIT, LLC
Darien, CT
AUM
$247.4M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +2 more
203-656-3004
UPLIFT
Darien, CT
AUM
$230.5M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
908-256-4073
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