COASTAL BRIDGE ADVISORS
Westport, CT
AUM
$5.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
203-683-1530
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CT, WESTPORT
16 advisers found
A.G.P / ALLIANCE GLOBAL PARTNERS
Westport, CT
AUM
$2.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
140 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
800-727-7922
THIRD VIEW PRIVATE WEALTH
Westport, CT
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
8607590650
CASTLEKEEP INVESTMENT ADVISORS
Westport, CT
AUM
$920.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
203.682.7200
AUGUST WEALTH ADVISORS LLC
Westport, CT
AUM
$436.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(800) 985-9477
GREENHOUSE WEALTH MANAGEMENT, LLC
Westport, CT
AUM
$288.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
203-561-5002
DRUM HILL CAPITAL, LLC
Westport, CT
AUM
$194.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
203-349-8182
ASPETUCK FINANCIAL MANAGEMENT LLC
Westport, CT
AUM
$178.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
203-226-5733
LCR WEALTH MANAGEMENT LLC
Westport, CT
AUM
$151.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
203-780-2272
ALPINE HILL ADVISORS LLC
Westport, CT
AUM
$114.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(203) 246-5592
BRENNAN CAPITAL MANAGEMENT LLC
Westport, CT
AUM
$40.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(267) 630-2781
CFIG INVESTMENT ADVISORY SERVICES, LLC
Westport, CT
AUM
$31.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-971-1910
JKG CAPITAL LLC
Westport, CT
AUM
$15.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
1-203-571-3557
BLUE KEEL FINANCIAL PLANNING
Westport, CT
AUM
$13.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(203) 557-8272
GREATER WEALTH
Westport, CT
AUM
$8.4M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
9803659847
SENECA WEALTH ADVISORS, LLC
Westport, CT
AUM
$1.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
7047849330
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