QP GLOBAL FAMILY OFFICES, LLC
Greenwich, CT
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
646-828-8883
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CT
614 advisers found
NASSAU PRIVATE CREDIT LLC
Darien, CT
AUM
$1.05B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(203) 902-5522
1543 CAPITAL LP
Greenwich, CT
AUM
$1.04B
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-900-3650
FIERSTON FINANCIAL GROUP INC
West Hartford, CT
AUM
$1.04B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
860-521-2100
TEN COVES CAPITAL, LP
Darien, CT
AUM
$1.03B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-983-3239
BHMS INVESTMENTS, LP
Westport, CT
AUM
$1.01B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-653-3558
GOODWIN CAPITAL ADVISERS, INC.
Hartford, CT
AUM
$986.6M
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
860-299-2000
CAT ROCK CAPITAL MANAGEMENT LP
Greenwich, CT
AUM
$968.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-992-4630
ONDO CAPITAL MANAGEMENT LLC
Greenwich, CT
AUM
$952.5M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
MANAGEMENT FEE IS WAIVED THROUGH JULY 1, 2026
203-489-5000
CLEARALPHA TECHNOLOGIES LP
Greenwich, CT
AUM
$931.6M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Performance-based fees; PASS-THROUGH REIMBURSEMENT
475-302-1900
SKY INVESTMENT GROUP LLC
Hartford, CT
AUM
$931.0M
Wealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
—
Fees
Percentage of AUM
860-761-9700
INVESTMARK ADVISORY GROUP LLC
Shelton, CT
AUM
$929.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
203-953-3777
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
FOUNDERS CAPITAL MANAGEMENT, LLC
Hartford, CT
AUM
$920.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
860.308.0061
RFE MANAGEMENT CORPORATION
Westport, CT
AUM
$913.3M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-966-2800
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
ASSET MANAGEMENT GROUP, INC.
Stamford, CT
AUM
$898.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
203-964-8300
RISKBRIDGE ADVISORS, LLC
Norwalk, CT
AUM
$898.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(203) 658-6055
GRANDVIEW PROPERTY PARTNERS, LLC
Greenwich, CT
AUM
$890.1M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203.682.7466
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
CANNAE PORTFOLIO ADVISORS, LLC
Stamford, CT
AUM
$859.4M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-496-5224
J.H. WHITNEY CAPITAL PARTNERS, LLC
New Canaan, CT
AUM
$859.3M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-716-6100
COINBASE ASSET MANAGEMENT, LLC
Stamford, CT
AUM
$840.5M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
(203) 489-1450
GRANITE GROUP ADVISORS, LLC
Stamford, CT
AUM
$829.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(203) 210-7814