AXA INVESTMENT MANAGERS US INC
Stamford, CT
AUM
$79.24B
Wealth MgmtRetirementInstitutional
Team
87 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
203-983-4200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CT, STAMFORD
23 advisers found
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
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
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Stamford, CT
AUM
$19.78B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
53 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-975-3333
SUSTAINABLE GROWTH ADVISERS, LP
Stamford, CT
AUM
$16.66B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
18 advisors
Clients
—
Fees
Percentage of AUM
203-348-4742
HARDMAN JOHNSTON GLOBAL ADVISORS LLC
Stamford, CT
AUM
$8.77B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-324-4722
CHILTON INVESTMENT SERVICES, LLC
Stamford, CT
AUM
$8.15B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-352-4000
TWEEDY, BROWNE COMPANY LLC
Stamford, CT
AUM
$7.13B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
0
Fees
Percentage of AUM
(203)703-0600
K2/D&S MANAGEMENT CO., L.L.C.
Stamford, CT
AUM
$6.53B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-348-5252
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
CRAMER ROSENTHAL MCGLYNN LLC
Stamford, CT
AUM
$2.27B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-326-5300
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
GRANITE GROUP ADVISORS, LLC
Stamford, CT
AUM
$829.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(203) 210-7814
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
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
BAYPOINTE PARTNERS, LLC
Stamford, CT
AUM
$270.5M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
516-381-5246
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
VISION INVESTMENT ADVISORS, LLC
Stamford, CT
AUM
$137.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
203-388-2700
KRAUSS WHITING CAPITAL ADVISORS LLC
Stamford, CT
AUM
$42.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203.964.1700
LUMENAI
Stamford, CT
AUM
$30.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
203-807-1013
SUMMER FAMILY ADVISORS LLC
Stamford, CT
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
203-327-4311