AQR CAPITAL MANAGEMENT, LLC
Greenwich, CT
AUM
$311.70B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
276 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
203-742-3600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CT, GREENWICH
24 advisers found
AXIOM INVESTORS
Greenwich, CT
AUM
$28.06B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
29 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-422-8000
EDGEWOOD MANAGEMENT LLC
Greenwich, CT
AUM
$21.52B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-769-7606
GAMCO ASSET MANAGEMENT INC.
Greenwich, CT
AUM
$11.69B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
45 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
914-921-5000
GREENWICH WEALTH MANAGEMENT, LLC
Greenwich, CT
AUM
$3.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
203-618-0100
COLTER LEWIS INVESTMENT PARTNERS, LLC
Greenwich, CT
AUM
$3.41B
Wealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-987-3090
SOUND SHORE MANAGEMENT INC
Greenwich, CT
AUM
$3.40B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM
203-629-1980
AVITY INVESTMENT MANAGEMENT INC.
Greenwich, CT
AUM
$2.03B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
203-629-2800
NIGHT OWL CAPITAL MANAGEMENT, LLC
Greenwich, CT
AUM
$1.10B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
203-302-3870
QP GLOBAL FAMILY OFFICES, LLC
Greenwich, CT
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
646-828-8883
SEARLE & CO.
Greenwich, CT
AUM
$629.9M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Commissions
203-869-4800
COOK PINE CAPITAL LLC
Greenwich, CT
AUM
$490.3M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
203-861-2930
RYE BROOK CAPITAL, LLC
Greenwich, CT
AUM
$327.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203-542-2822
THE DOWLING GROUP WEALTH MANAGEMENT
Greenwich, CT
AUM
$179.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-967-2231
P.A.W. CAPITAL PARTNERS, LP
Greenwich, CT
AUM
$166.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-862-3300
DUNHAM LANE CAPITAL PARTNERS LLC
Greenwich, CT
AUM
$117.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-355-3639
33 CAPITAL MANAGEMENT LLC
Greenwich, CT
AUM
$112.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
203-391-9340
SHEARMAN, RALSTON INC.
Greenwich, CT
AUM
$97.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203-489-3902
TANAKA CAPITAL MANAGEMENT INC
Greenwich, CT
AUM
$69.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-490-3380
MARTORELL CAPITAL PARTNERS, LLC
Greenwich, CT
AUM
$51.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
619-708-2752
JADWIN ASSET MANAGEMENT LLC
Greenwich, CT
AUM
$49.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203.859.9500
KP7 INVESTORS LLC
Greenwich, CT
AUM
$10.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(203) 202-3613
OAK GROVE MANAGEMENT LLC
Greenwich, CT
AUM
$42.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
831-566-4174
Full profileNo website
WILEY CAPITAL PARTNERS
Greenwich, CT
AUM
$29.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
212-671-2948
Full profileNo website