ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC
Ridgefield, CT
AUM
$75.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(203) 642-6781
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CT
272 advisers found
WRIGHT PRIVATE ASSET MANAGEMENT LLC
Shelton, CT
AUM
$74.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
203-783-4400
MONACHIL CAPITAL PARTNERS LP
Greenwich, CT
AUM
$71.7M
Institutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 393-4120
AUM
$71.6M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-659-7713
OXFORD PARK MANAGEMENT, LLC
Greenwich, CT
AUM
$71.4M
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-983-5275
TANAKA CAPITAL MANAGEMENT INC
Greenwich, CT
AUM
$69.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-490-3380
BLAKELY HARBOR ADVISORS, LLC
New Haven, CT
AUM
$68.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
754-301-8804
STRATEGIC FINANCIAL, LLC
South Windsor, CT
AUM
$64.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-644-8666
BEACON CAPITAL, LLC
Darien, CT
AUM
$61.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
203-662-3415
GRAYSCALE ADVISORS
Stamford, CT
AUM
$60.6M
Team
27 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-668-1427
MARTORELL CAPITAL PARTNERS, LLC
Greenwich, CT
AUM
$51.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
619-708-2752
SCOTT CAPITAL PARTNERS
Darien, CT
AUM
$48.9M
Team
3 advisors
Clients
—
Fees
Performance-based fees; CARRIED INTEREST AND OVERHEAD REIMBURSEMENT
203-939-1890
VII CAPITAL MANAGEMENT LLC
Stamford, CT
AUM
$46.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-890-9565
KRAUSS WHITING CAPITAL ADVISORS LLC
Stamford, CT
AUM
$42.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203.964.1700
ESSEX ASSET ADVISORS INC.
Ivoryton, CT
AUM
$42.3M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
860-581-8437
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
MCCLAIN VALUE MANAGEMENT, LLC
New Canaan, CT
AUM
$38.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; VARIABLE, BASED ON SPECIFIC EQUITY RESEARCH SERVICE
203-966-3197
SOVEREIGN FINANCIAL SERVICES
Rocky Hill, CT
AUM
$38.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-257-4005
FORREST FINANCIAL PARTNERS LLC
Avon, CT
AUM
$35.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
860-222-0232
FISCAL DYNAMICS INCORPORATED
Farmington, CT
AUM
$32.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
860-677-1753
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
LUMENAI
Stamford, CT
AUM
$30.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
203-807-1013
PRIVATE CAPITAL ASSET MANAGEMENT LLC
Darien, CT
AUM
$13.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-656-0700
GROWTHLINE CAPITAL MANAGEMENT LLC
Stamford, CT
AUM
$8.5M
Institutional
Team
1 advisors
Clients
—
Fees
Performance-based fees
203-653-8812