STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Stamford, CT
AUM
$33.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
310 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
866-694-7769
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CT, STAMFORD
19 advisers found
NEW EDGE WEALTH
Stamford, CT
AUM
$19.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
99 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
2034242262
NORTHCOAST ASSET MANAGEMENT LLC
Stamford, CT
AUM
$4.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
28 advisors
Clients
More than 500
Fees
Percentage of AUM; REV SHARE W/AFFILIATE FRS AND ELIGIBLE CREDIT & CASH MGMT SOLUTI
(203) 532-7000
RZH ADVISORS LLC
Stamford, CT
AUM
$2.45B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
203-355-0880
CLEAR HARBOR ASSET MANAGEMENT, LLC
Stamford, CT
AUM
$2.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
212-867-7310
SOVEREIGN FINANCIAL GROUP, INC.
Stamford, CT
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
23 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(888) 765-8180
ASSET MANAGEMENT GROUP, INC.
Stamford, CT
AUM
$898.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
203-964-8300
INTEGRA GLOBAL ADVISORS LLC
Stamford, CT
AUM
$684.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
(203) 266-3942
JACKSON, GRANT INVESTMENT ADVISERS, INC.
Stamford, CT
AUM
$577.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
203-322-1198
SCHOLTZ & COMPANY, LLC
Stamford, CT
AUM
$340.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
203-714-9900
JC CAPITAL ADVISORS GROUP LLC
Stamford, CT
AUM
$263.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
203-889-3400
ABUNDANT WEALTH MANAGEMENT LLC
Stamford, CT
AUM
$243.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
203-661-3441
NORTHSTAR PORTFOLIO INVESTMENTS, LLC
Stamford, CT
AUM
$64.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-600-1423
ARAGLAN CAPITAL MANAGEMENT , LLC
Stamford, CT
AUM
$24.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
203-323-2691
SUMMER FAMILY ADVISORS LLC
Stamford, CT
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
203-327-4311
WEBSTER WEALTH ADVISORS, INC.
Stamford, CT
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
203-905-6650
OAKRIDGE MANAGEMENT GROUP LLC
Stamford, CT
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
203-257-3289
Full profileNo website
QUARVE ASSOCIATES, LLC
Stamford, CT
AUM
$48.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
203-356-1910
Full profileNo website
STRONG WEALTH ADVISORS, LLC
Stamford, CT
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
475-477-9601
Full profileNo website