SPIVAK ASSET MANAGEMENT, LLC
Avon, CT
AUM
$439.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
860-676-9756
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
846 advisers found
HERBERT J. SIMS CAPITAL MANAGEMENT, INC.
Fairfield, CT
AUM
$436.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
25 advisors
Clients
1-10
Fees
Percentage of AUM
203-418-9000
AUGUST WEALTH ADVISORS LLC
Westport, CT
AUM
$436.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(800) 985-9477
LONGWALL FAMILY OFFICE
Westport, CT
AUM
$428.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
203-209-2785
SCIENCE & TECHNOLOGY PARTNERS, L.P.
Greenwich, CT
AUM
$425.5M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-306-2600
BROADVIEW REAL ESTATE PARTNERS, LLC
Stamford, CT
AUM
$425.1M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-278-9689
FORWARD CONSUMER PARTNERS, LLC
Greenwich, CT
AUM
$425.0M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-485-4700
JGB CAPITAL MANAGEMENT L.P.
Westport, CT
AUM
$421.0M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-355-5771
JEFFREY N. MEHLER, CFP LLC
Essex, CT
AUM
$416.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-767-9700
ELLINGTON CREDIT COMPANY MANAGEMENT LLC
Old Greenwich, CT
AUM
$415.0M
Wealth Mgmt
Team
68 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-698-1200
YAKIRA CAPITAL MANAGEMENT, INC.
Westport, CT
AUM
$411.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-341-0702
PELOTON EQUITY LLC
Greenwich, CT
AUM
$409.5M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-532-8011
SAGEBROADVIEW WEALTH MANAGEMENT, LLC
Farmington, CT
AUM
$397.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-606-3580
ANABRANCH CAPITAL MANAGEMENT, LP
Stamford, CT
AUM
$397.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS
646-568-4770
DIASTOLE WEALTH MANAGEMENT
Guilford, CT
AUM
$396.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
203-458-5220
AUM
$389.9M
Wealth Mgmt
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
646-321-9580
SAVOIR FAIRE CAPITAL MANAGEMENT, LP
Norwalk, CT
AUM
$389.5M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
321-328-0985
RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC
Stamford, CT
AUM
$387.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-595-5535
AUM
$386.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
203-286-0400
FISCAL WISDOM WEALTH MANAGEMENT LLC
Canton, CT
AUM
$386.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
678-202-4066
BRIGHTLIGHT CAPITAL
Westport, CT
AUM
$385.8M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-635-6034
PHILOSMITH CAPITAL CORPORATION
Stamford, CT
AUM
$380.5M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-348-7365
AUM
$374.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
475-477-3301
AUM
$369.8M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-240-7897