SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
Southport, CT
AUM
$192.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
203-254-2333
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CT
614 advisers found
PETTEE INVESTORS INC
Rowayton, CT
AUM
$191.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
203 9578880
AETOS CAPITAL REAL ESTATE
Greenwich, CT
AUM
$191.4M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
+1 (212) 710-3200
BLUE DOOR ASSET MANAGEMENT, LLC
Stamford, CT
AUM
$187.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-826-2240
COOPER FINANCIAL SERVICES, INC.
Shelton, CT
AUM
$184.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
203-248-1972
THE DOWLING GROUP WEALTH MANAGEMENT
Greenwich, CT
AUM
$179.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-967-2231
ASPETUCK FINANCIAL MANAGEMENT LLC
Westport, CT
AUM
$178.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
203-226-5733
LADD CAPITAL MANAGEMENT LLC
New Haven, CT
AUM
$176.6M
Wealth MgmtTrusts & Estates
Team
0 total employees
Clients
—
Fees
Percentage of AUM
203-562-6624
SUMMERHAVEN INVESTMENT MANAGEMENT, LLC
Stamford, CT
AUM
$176.2M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
203-352-2700
PEMBERWICK INVESTMENT ADVISORS, LLC
Greenwich, CT
AUM
$173.7M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
203-869-0900
ADVANCED CAPITAL ADVISORS, LLC
Fairfield, CT
AUM
$173.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
203-255-0504
HOPLON ASSET MANAGEMENT, L.P.
Greenwich, CT
AUM
$170.1M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-340-2133
ALTUS CAPITAL PARTNERS, INC.
Wilton, CT
AUM
$169.3M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-429-2000
SOMNIO FINANCIAL GROUP, LLC
Glastonbury, CT
AUM
$168.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
860-430-5500
P.A.W. CAPITAL PARTNERS, LP
Greenwich, CT
AUM
$166.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-862-3300
MORRISSEY WEALTH MANAGEMENT LLC
North Haven, CT
AUM
$165.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(860) 986-7881
U.S.A. FINANCIAL & TAX SERVICES, LLC
Farmington, CT
AUM
$159.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
860-430-2138
SREP CAPITAL MANAGEMENT, LLC
Greenwich, CT
AUM
$157.9M
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
203-542-2870
FREMEN CAPITAL
Stamford, CT
AUM
$157.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-442-5712
JK PRIVATE WEALTH, LLC
Glastonbury, CT
AUM
$156.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
860-781-8341
GUGGENHEIM INVESTMENTS LOAN ADVISORS, LLC
Stamford, CT
AUM
$155.4M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-202-8606
LCR WEALTH MANAGEMENT LLC
Westport, CT
AUM
$151.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
203-780-2272
SOUND PORTFOLIO ADVISORS, LLC
Mystic, CT
AUM
$151.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
860-572-2737
BRIDGELIGHT FINANCIAL ADVISORS, INC
Shelton, CT
AUM
$150.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
203-795-7080