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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CT, WESTPORT
22 advisers found
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
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
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
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
LONGWALL FAMILY OFFICE
Westport, CT
AUM
$428.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
203-209-2785
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
AYRSHIRE CAPITAL MANAGEMENT LLC
Westport, CT
AUM
$285.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
203-349-5600
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
QUORUS INC.
Westport, CT
AUM
$148.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(929) 560-2588
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
NORMAN KRAMER INVESTMENTS, INC.
Westport, CT
AUM
$41.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203-349-9039
Full profileNo website
HUNJO LLC
Westport, CT
AUM
$3.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-647-1208
Full profileNo website
SENECA WEALTH ADVISORS, LLC
Westport, CT
AUM
$1.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
7047849330
Full profileNo website