SR ALTERNATIVE CREDIT, LLC
Darien, CT
AUM
$247.4M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +2 more
203-656-3004
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
846 advisers found
ABUNDANT WEALTH MANAGEMENT LLC
Stamford, CT
AUM
$243.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
203-661-3441
AUM
$241.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(475) 269-3200
GANIM PRIVATE WEALTH
Shelton, CT
AUM
$238.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(203) 335-0851
AUM
$233.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-769-8600
NEW CHINA CAPITAL MANAGEMENT CORP.
Stamford, CT
AUM
$233.7M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-328-1800
UPLIFT
Darien, CT
AUM
$230.5M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
908-256-4073
GRANITE ISLANDS PRIVATE WEALTH, LLC
Guilford, CT
AUM
$229.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
203-889-3890
JAT CAPITAL MANAGEMENT LP
Greenwich, CT
AUM
$228.5M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-608-3100
LANSDOWNE WEALTH MANAGEMENT, LLC
Mystic, CT
AUM
$227.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
860-245-5078
KEYNOTE FINANCIAL SERVICES, LLC
Vernon, CT
AUM
$227.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-875-5753
PERRYRIDGE CAPITAL LP
Greenwich, CT
AUM
$226.6M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(475)-255-0916
RANGELEY CAPITAL, LLC
New Canaan, CT
AUM
$220.5M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(203) 801-9975
AUM
$215.7M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Performance-based fees; MANAGEMENT DRAW
203-935-3203
KENNEDY WEALTH & TAX MANAGEMENT, LLC
Southbury, CT
AUM
$215.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(203) 264-1200
DIAMANT ASSET MANAGEMENT, INC.
Ridgefield, CT
AUM
$211.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
203-661-6410
BURNHAM STERLING ASSET MANAGEMENT LLC
Cos Cob, CT
AUM
$206.8M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-862-4800
KATE CAPITAL LLC
Westport, CT
AUM
$206.8M
Wealth Mgmt
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-216-9667
WJ FINANCIAL ADVISORS, LLC
Killingworth, CT
AUM
$203.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-663-3646
CAPZONE MANAGEMENT LLC
Norwalk, CT
AUM
$201.6M
Wealth Mgmt
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-299-2376
LBB HOLDING COMPANY LLC
Norwalk, CT
AUM
$199.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-299-3220
BARRON FINANCIAL GROUP, LLP
Torrington, CT
AUM
$199.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
860.489.0432
DRUM HILL CAPITAL, LLC
Westport, CT
AUM
$194.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
203-349-8182
SPURSTONE
Higganum, CT
AUM
$192.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-264-1111