STONEBRIDGE ADVISORS LLC
Wilton, CT
AUM
$11.83B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
203-762-0004
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CT, WILTON
7 advisers found
TRIVIUM POINT ADVISORY, LLC
Wilton, CT
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(203) 221-3085
ROUND ROCK ADVISORS LLC
Wilton, CT
AUM
$906.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(203) 920-4774
AIS CAPITAL MANAGEMENT L.P.
Wilton, CT
AUM
$358.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-563-1180
ALTUS CAPITAL PARTNERS, INC.
Wilton, CT
AUM
$169.3M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-429-2000
CATUM ADVISORY GROUP, LLC.
Wilton, CT
AUM
$128.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(203) 344-7770
AGILIS INVESTMENT MANAGEMENT LLC
Wilton, CT
AUM
$123.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(203) 920-1011