AUM
$1.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-333-5131
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CT
278 advisers found
FINANCIAL ANSWERS, LLC
Ellington, CT
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
(860) 926-4783
HAVILAND & SAMS, LLC
Farmington, CT
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
(860) 678-1414
PLOOTUS
New Haven, CT
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
More than 500
Fees
CURRENTLY FREE, MAY CHARGE SUBSCRIPTION FEE IN THE FUTURE
4752092079
REAL FINANCIAL PLANNING, LLC
Guilford, CT
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
203.909.1012
CIGNA INVESTMENTS, INC.
Bloomfield, CT
AUM
$25.76B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
46 advisors
Clients
0
Fees
Percentage of AUM; PRO-RATA EXPENSE ALLOCATION
860-226-3723
Full profileNo website
OAKRIDGE MANAGEMENT GROUP LLC
Stamford, CT
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
203-257-3289
Full profileNo website
CONIFER INVESTMENTS LTD
West Hartford, CT
AUM
$524.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
860-761-1041
Full profileNo website
RPO LLC
Stamford, CT
AUM
$372.1M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-485-8800
Full profileNo website
WHARTON MIDMARKET INVESTMENT ADVISORS INC
Woodbridge, CT
AUM
$231.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
2036069696
Full profileNo website
JOHN A. BYSKO ASSOCIATES
Old Lyme, CT
AUM
$204.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
860-434-3632
Full profileNo website
EAST GUILFORD FINANCIAL SERVICES LLC
Madison, CT
AUM
$193.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
203-318-1177
Full profileNo website
BURNE FINANCIAL CONCEPTS, LLC
Watertown, CT
AUM
$113.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(860) 417-2518
Full profileNo website
TOP PRIVATE WEALTH
Glastonbury, CT
AUM
$106.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
860-790-7992
Full profileNo website
LIFELINE FINANCIAL, LLC
Wethersfield, CT
AUM
$70.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
860-282-1780
Full profileNo website
WESTCOTT INVESTMENT ADVISORS LLC
Danielson, CT
AUM
$63.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
860-774-4009
Full profileNo website
B SIDE PARTNERS, LLC
Southport, CT
AUM
$62.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
203-307-1090
Full profileNo website
QUARVE ASSOCIATES, LLC
Stamford, CT
AUM
$48.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
203-356-1910
Full profileNo website
SALZMAN FINANCIAL MANAGEMENT LLC
Bethel, CT
AUM
$44.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
203-702-0162
Full profileNo website
DENNIS GLYNN, CPA
Rocky Hill, CT
AUM
$43.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-563-1040
Full profileNo website
BEAULIEU & ASSOCIATES, LLC
Somers, CT
AUM
$43.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
860-749-4138
Full profileNo website
OAK GROVE MANAGEMENT LLC
Greenwich, CT
AUM
$42.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
831-566-4174
Full profileNo website
NUTMEG CAPITAL ADVISORS, LLC
Hartford, CT
AUM
$41.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-524-3410
Full profileNo website
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