APELLA WEALTH
West Hartford, CT
AUM
$9.78B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
93 advisors
Clients
More than 500
Fees
Percentage of AUM; FEE FOR FINANCIAL PLANNING SERVICES.
860.785.2260
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CT, WEST HARTFORD
8 advisers found
YHB INVESTMENT ADVISORS INC
West Hartford, CT
AUM
$2.28B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
860-561-7050
RMC INVESTMENT ADVISORS
West Hartford, CT
AUM
$1.07B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
860-561-1245
FIERSTON FINANCIAL GROUP INC
West Hartford, CT
AUM
$1.04B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
860-521-2100
HFM WEALTH MANAGEMENT
West Hartford, CT
AUM
$699.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
860-241-0028
HORIZON FINANCIAL ADVISORS, LLC
West Hartford, CT
AUM
$18.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
860-471-8323 X101
MCCARY ANHEUSER WEALTH MANAGEMENT, LLC
West Hartford, CT
AUM
$8.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(860) 761-1000
CONIFER INVESTMENTS LTD
West Hartford, CT
AUM
$524.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
860-761-1041
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