AUM
$309.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-259-4800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
846 advisers found
DUNBAR ASSOCIATES, LLC
Monroe, CT
AUM
$307.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(203) 880-5716
OXFORD SQUARE MANAGEMENT, LLC
Greenwich, CT
AUM
$306.7M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-983-5275
HARBOUR POINT CAPITAL
Darien, CT
AUM
$302.4M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
646-681-4600
TRIVENI CAPITAL INVESTMENTS LP
Stamford, CT
AUM
$300.9M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-902-4259
GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP
Greenwich, CT
AUM
$299.5M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-663-3720
SARISSA CAPITAL MANAGEMENT LP
Greenwich, CT
AUM
$298.3M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-302-2330
INNOVATIVE ASSET ADVISORS GROUP
Shelton, CT
AUM
$297.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-444-3599
ITS ASSET MANAGEMENT, L.P.
North Haven, CT
AUM
$297.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
203-234-9499
GENERATIVE INVESTMENT PARTNERS LP
Greenwich, CT
AUM
$293.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(203) 554-8000
HAMILTON ROBINSON LLC
Stamford, CT
AUM
$292.4M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-602-0011
WATCHTOWER ADVISORS, LP
Old Greenwich, CT
AUM
$289.5M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-413-8793
GREENHOUSE WEALTH MANAGEMENT, LLC
Westport, CT
AUM
$288.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
203-561-5002
BROADLIGHT CAPITAL MANAGEMENT, LLC
Greenwich, CT
AUM
$287.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203 496 5400
ALCHEMI WEALTH, LLC
Essex, CT
AUM
$286.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(860) 767-7500
AYRSHIRE CAPITAL MANAGEMENT LLC
Westport, CT
AUM
$285.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
203-349-5600
FCIG WEALTH MANAGEMENT, LLC
Plainfield, CT
AUM
$282.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
877-420-5234
CHARTER RESEARCH & INVESTMENT GROUP INC
Southport, CT
AUM
$275.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
203-259-4004
SOUND MARK PARTNERS, LLC
Greenwich, CT
AUM
$272.0M
Wealth MgmtInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-413-4280
FAIRLEAD ASSET MANAGEMENT LLC
Greenwich, CT
AUM
$271.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
PERCENTAGE OF MANAGEMENT FEE
203-872-6500
BAYPOINTE PARTNERS, LLC
Stamford, CT
AUM
$270.5M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
516-381-5246
JC CAPITAL ADVISORS GROUP LLC
Stamford, CT
AUM
$263.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
203-889-3400
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
Milford, CT
AUM
$253.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
203-877-1520
TETON ADVISORS, LLC
Greenwich, CT
AUM
$250.9M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
914-457-1070