HORIZON TECHNOLOGY FINANCE
Farmington, CT
AUM
$811.1M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
860-676-8654
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
846 advisers found
HUNTERS MOON CAPITAL LLP
London, CT
AUM
$802.6M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+44 203 957 7510
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC
Stamford, CT
AUM
$790.1M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-987-5827
STORMFIELD CAPITAL, LLC
Southport, CT
AUM
$776.4M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-628-4653
IRONWOOD CAPITAL ADVISORS LLC
Avon, CT
AUM
$766.2M
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
860-409-2100
PROSTAR CAPITAL (US) LLC
Greenwich, CT
AUM
$757.4M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-542-7230
MILL ROAD CAPITAL
Greenwich, CT
AUM
$753.8M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-987-3500
PINEY LAKE CAPITAL MANAGEMENT LP
Greenwich, CT
AUM
$744.9M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-307-5900
COOPERATIVE FUNERAL FUND INC
Madison, CT
AUM
$727.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
800-336-1102
TRGP INVESTMENT PARTNERS, LP
Stamford, CT
AUM
$726.8M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-527-9600
UNION CAPITAL ASSOCIATES, L.P.
Greenwich, CT
AUM
$721.5M
Wealth Mgmt
Team
26 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(203) 580-5740
DRAKE CAPITAL ADVISORS LLC
Old Greenwich, CT
AUM
$713.4M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-861-7500
OLYMPUS PEAK ASSET MANAGEMENT LP
Greenwich, CT
AUM
$702.0M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-373-1195
HFM WEALTH MANAGEMENT
West Hartford, CT
AUM
$699.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
860-241-0028
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
Bristol, CT
AUM
$694.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
27 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
860.973.3214
INTEGRA GLOBAL ADVISORS LLC
Stamford, CT
AUM
$684.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
(203) 266-3942
COMPASS WEALTH MANAGEMENT LLC
Guilford, CT
AUM
$682.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
203-453-7000
PASI INVESTMENTS, LLC
Farmington, CT
AUM
$676.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
860-284-6880
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC
South Meriden, CT
AUM
$673.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-935-0265
PIER CAPITAL, LLC
Stamford, CT
AUM
$647.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-425-1450
GPB CAPITAL HOLDINGS, LLC
Greenwich, CT
AUM
$646.2M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
855-635-3027
DWM ASSET MANAGEMENT, LLC
Stamford, CT
AUM
$645.0M
Wealth Mgmt
Team
32 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-655-5453
EMPOWER FINANCIAL ADVISORY, LLC
Glastonbury, CT
AUM
$635.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(860) 494-2600
SEARLE & CO.
Greenwich, CT
AUM
$629.9M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Commissions
203-869-4800