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 Wealth Management advisors in CT, WESTPORT
50 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
LIME ROCK
Westport, CT
AUM
$5.48B
Wealth Mgmt
Team
55 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-293-2750
GEMSPRING CAPITAL MANAGEMENT, LP
Westport, CT
AUM
$5.14B
Wealth Mgmt
Team
49 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(203) 842-8886
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
ARDMORE ROAD ASSET MANAGEMENT LP
Westport, CT
AUM
$2.83B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-793-6220
CAS INVESTMENT PARTNERS, LLC
Westport, CT
AUM
$2.45B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 804-7660
BALANCE POINT CAPITAL ADVISORS, LLC
Westport, CT
AUM
$2.44B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-652-8250
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
DOCK STREET CAPITAL MANAGEMENT LLC
Westport, CT
AUM
$1.65B
Wealth Mgmt
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
212-457-8258
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
BHMS INVESTMENTS, LP
Westport, CT
AUM
$1.01B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-653-3558
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
RFE MANAGEMENT CORPORATION
Westport, CT
AUM
$913.3M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-966-2800
TRUE GREEN CAPITAL MANAGEMENT LLC
Westport, CT
AUM
$876.2M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
855-335-5900
MANATUCK HILL PARTNERS, LLC
Westport, CT
AUM
$628.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-418-4400
NORTHLIGHT CAPITAL PARTNERS
Westport, CT
AUM
$582.2M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
646-873-6547
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
JGB CAPITAL MANAGEMENT L.P.
Westport, CT
AUM
$421.0M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-355-5771
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