CARAVELA ENERGY PARTNERS LP
Darien, CT
AUM
$529.1M
Wealth MgmtInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
203-200-0636
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CT
614 advisers found
5TH STREET ADVISORS, LLC
Southport, CT
AUM
$524.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
203-327-1212
MATSON FINANCIAL ADVISORS, INC.
Danbury, CT
AUM
$518.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
203-743-0131
MEDALLION WEALTH ADVISORS, LLC
Farmington, CT
AUM
$516.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
860-967-3032
TOWER BAY ASSET MANAGEMENT LP
Stamford, CT
AUM
$513.6M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-610-8806
FORTWOOD CAPITAL LP
Greenwich, CT
AUM
$513.0M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
475-303-3380
QUADRATIC CAPITAL MANAGEMENT LLC
Greenwich, CT
AUM
$508.1M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
203-340-2943
GARDEN INVESTMENTS
Greenwich, CT
AUM
$507.7M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(203) 242-8370
STRATIS CAPITAL, LLC
Darien, CT
AUM
$507.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
917-705-2500
11 CAPITAL PARTNERS LP
Darien, CT
AUM
$503.5M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-989-3735
DRUM CAPITAL MANAGEMENT LLC
Stamford, CT
AUM
$503.2M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +2 more
203-391-7540
TRUE NORTH MANAGEMENT GROUP, LLC
Stamford, CT
AUM
$492.5M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-304-8760
ENGLE CAPITAL MANAGEMENT, L.P.
Greenwich, CT
AUM
$492.4M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-601-5590
COOK PINE CAPITAL LLC
Greenwich, CT
AUM
$490.3M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
203-861-2930
MONTE FINANCIAL GROUP, LLC
Guilford, CT
AUM
$482.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
203-453-6851
POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC
Greenwich, CT
AUM
$479.2M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Performance-based fees
203-485-0443
HAMMOND ILES WEALTH ADVISORS
Wethersfield, CT
AUM
$474.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
860-258-2600
BIRINYI ASSOCIATES, INC.
Westport, CT
AUM
$471.7M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
203-341-0833
MARK SHEPTOFF FINANCIAL PLANNING LLC
Glastonbury, CT
AUM
$466.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
860-734-1090
AUM
$461.9M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
646-450-9248
MIZZEN MANAGEMENT LLC
Stamford, CT
AUM
$459.0M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-293-7820
WARNER WEALTH
Madison, CT
AUM
$458.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM
203-929-2727
CROSS ISLAND ADVISORS LLC
Darien, CT
AUM
$453.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
SALARY
203-252-7654
HEDGEYE ASSET MANAGEMENT, LLC
Stamford, CT
AUM
$443.4M
Wealth Mgmt
Team
8 advisors
Clients
0
Fees
Percentage of AUM
212 433-1559