DELLORA INVESTMENTS LP
Greenwich, CT
AUM
$148.4M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-632-6341
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
846 advisers found
QUORUS INC.
Westport, CT
AUM
$148.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(929) 560-2588
HERITAGE CAPITAL, LLC
Woodbridge, CT
AUM
$146.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
203-389-3553
RENAISSANCE CAPITAL LLC
Stamford, CT
AUM
$144.3M
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +1 more
203-622-2978
HOYA CAPITAL REAL ESTATE, LLC
Rowayton, CT
AUM
$140.1M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Subscription fees
833-469-2227
FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
West Hartford, CT
AUM
$139.8M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM
860-674-8066
VISION INVESTMENT ADVISORS, LLC
Stamford, CT
AUM
$137.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
203-388-2700
SPRINGBOARD ASSET MANAGEMENT LLC
Cheshire, CT
AUM
$136.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
203-651-7110
LORETTA NOLAN ASSOCIATES, LLC
Old Greenwich, CT
AUM
$135.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
203.637.1402
TUMOLO WEALTH MANAGEMENT LLC
East Lyme, CT
AUM
$134.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(860) 650-3005
BLKBRD ASSET MANAGEMENT
Old Greenwich, CT
AUM
$133.9M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Performance-based fees; PASS-THROUGH EXPENSES
203-547-3771
HONDIUS CAPITAL MANAGEMENT, LP
Norwalk, CT
AUM
$129.9M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-930-2200
COLCHESTER INVESTMENT COUNSEL LLC
Ridgefield, CT
AUM
$128.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
203.438.0046
CATUM ADVISORY GROUP, LLC.
Wilton, CT
AUM
$128.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(203) 344-7770
COVE VIEW INVESTMENT PARTNERS, LLC
Old Greenwich, CT
AUM
$127.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(516) 456-4468
DUKE FUNDING MANAGEMENT, L.L.C.
Old Greenwich, CT
AUM
$126.9M
Wealth Mgmt
Team
68 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-698-1200
PARADOXIOM CAPITAL
Stamford, CT
AUM
$125.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
267-975-4728
AGILIS INVESTMENT MANAGEMENT LLC
Wilton, CT
AUM
$123.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(203) 920-1011
SULLIVAN FINANCIAL, LLC
Essex, CT
AUM
$119.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(860)657-4150
DUNHAM LANE CAPITAL PARTNERS LLC
Greenwich, CT
AUM
$117.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-355-3639
ALPINE HILL ADVISORS LLC
Westport, CT
AUM
$114.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(203) 246-5592
33 CAPITAL MANAGEMENT LLC
Greenwich, CT
AUM
$112.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
203-391-9340
AUM
$111.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
9175673923
TENGRAM CAPITAL PARTNERS
Westport, CT
AUM
$110.7M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-454-6999