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 Trusts & Estates advisors in CT, STAMFORD
39 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
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
SPECTRUM ASSET MANAGEMENT, INC.
Stamford, CT
AUM
$18.30B
Wealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
0
Fees
Percentage of AUM
203-322-0189
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
CLINTON INVESTMENT MANAGEMENT, LLC
Stamford, CT
AUM
$3.91B
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
(203) 276-6246
BASSO CAPITAL MANAGEMENT, L.P.
Stamford, CT
AUM
$2.56B
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203 352-6100
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
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
PIER CAPITAL, LLC
Stamford, CT
AUM
$647.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-425-1450
RJA ASSET MANAGEMENT LLC
Stamford, CT
AUM
$588.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
203-655-8200
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
BASTION MANAGEMENT II LLC
Stamford, CT
AUM
$572.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
+1-203-594-9264
RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC
Stamford, CT
AUM
$387.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-595-5535
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