LUCERNE CAPITAL MANAGEMENT, LP
Greenwich, CT
AUM
$364.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-983-4400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
846 advisers found
BRIGGS WEALTH MANAGEMENT, INC.
Glastonbury, CT
AUM
$362.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-633-8988
AYRTON CAPITAL LLC
Westport, CT
AUM
$358.9M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-684-0650
ARARAT CAPITAL MANAGEMENT LP
Westport, CT
AUM
$358.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-779-6400
SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC
Greenwich, CT
AUM
$358.6M
Wealth Mgmt
Team
117 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(203) 542-4200
AIS CAPITAL MANAGEMENT L.P.
Wilton, CT
AUM
$358.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-563-1180
AUM
$356.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(203) 424-0656
ARKVIEW CAPITAL, L.P.
Stamford, CT
AUM
$355.9M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-623-4643
SIGHTLINE WEALTH ADVISORS, LLC
Groton, CT
AUM
$354.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(860) 448-0611
EDUCATION GROWTH PARTNERS, LLC
Stamford, CT
AUM
$347.1M
Wealth Mgmt
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-658-8100
WMGNA
Farmington, CT
AUM
$346.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-679-5255
PEGASUS CAPITAL ADVISORS, L.P.
Stamford, CT
AUM
$343.4M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-869-4400
SCHOLTZ & COMPANY, LLC
Stamford, CT
AUM
$340.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
203-714-9900
AIP CAPITAL ADVISORS LLC
Stamford, CT
AUM
$340.0M
Wealth MgmtInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-487-8200
MULLANEY KEATING & WRIGHT INC
Middletown, CT
AUM
$337.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-521-9900
HIGHLAND PEAK CAPITAL, LLC
Old Greenwich, CT
AUM
$333.2M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(203) 516-3710
RYE BROOK CAPITAL, LLC
Greenwich, CT
AUM
$327.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203-542-2822
LIGHT ARC CAPITAL MANAGEMENT LLC
Greenwich, CT
AUM
$324.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
475-385-2289
TOOMEY INVESTMENT MANAGEMENT, INC
Wallingford, CT
AUM
$321.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
203-949-1710
AUM
$317.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
TRANSFER PRICING BASED ON COST PLUS
+1 347-482-4556
THAMES FINANCIAL MANAGEMENT
Norwich, CT
AUM
$315.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
860-886-5108
GREYLOCK CAPITAL MANAGEMENT, LLC
Stamford, CT
AUM
$313.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-212-808-1800
WAYPOINT CAPITAL PARTNERS, LLC
Stamford, CT
AUM
$310.7M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Fixed fees; PROFITS INTEREST PAID TO AFFILIATED ENTITY
203-548-9424
EXCEL WEALTH MANAGEMENT, LLC
Manchester, CT
AUM
$310.5M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(888) 929-9920