BRIDGEWATER ASSOCIATES, LP
Westport, CT
AUM
$150.16B
Wealth MgmtRetirementInstitutional
Team
255 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-226-3030
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CT, WESTPORT
18 advisers found
NEOS INVESTMENTS
Westport, CT
AUM
$21.69B
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
203-298-7300
FERMAT CAPITAL MANAGEMENT, LLC
Westport, CT
AUM
$11.14B
Wealth MgmtInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-454-6800
ENERGY INCOME PARTNERS
Westport, CT
AUM
$6.06B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-349-8232
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
COMPASS GROUP MANAGEMENT LLC
Westport, CT
AUM
$3.04B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203.221.1703
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
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
BIRINYI ASSOCIATES, INC.
Westport, CT
AUM
$471.7M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
203-341-0833
LONGWALL FAMILY OFFICE
Westport, CT
AUM
$428.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
203-209-2785
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
QUORUS INC.
Westport, CT
AUM
$148.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(929) 560-2588
WAVELENGTH CAPITAL MANAGEMENT, LLC
Westport, CT
AUM
$104.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203-244-7580
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
KINGFISHER INVESTORS LLC
Westport, CT
AUM
$29.8M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-227-5464
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