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 Wealth Management advisors in CT, WEST HARTFORD
12 advisers found
FAIRVIEW CAPITAL PARTNERS, LLC
West Hartford, CT
AUM
$2.49B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
860-674-8066
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
PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC
West Hartford, CT
AUM
$1.47B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Performance-based fees; PERCENTAGE OF COMMITTED OR INVESTED CAPITAL
860-218-6530
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
FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
West Hartford, CT
AUM
$139.8M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM
860-674-8066
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
Full profileNo website
STRATEGIC INVESTMENT PLANNING LLC
West Hartford, CT
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
860-838-8160
Full profileNo website