BEIRNE.
Shelton, CT
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
203-701-8606
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CT
199 advisers found
GILMAN HILL ASSET MANAGEMENT, LLC
New Canaan, CT
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM
203-571-0225
BAXTER INVESTMENT MANAGEMENT
Riverside, CT
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
203-637-4559
THIRD VIEW PRIVATE WEALTH
Westport, CT
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
8607590650
HTG INVESTMENT ADVISORS INC
New Canaan, CT
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
203-972-8262
SMITH BROTHERS FINANCIAL, LLC
Glastonbury, CT
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(800) 426-6946
SOVEREIGN FINANCIAL GROUP, INC.
Stamford, CT
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
23 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(888) 765-8180
BOURGEON CAPITAL MANAGEMENT LLC
Darien, CT
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
203-280-1170
QP GLOBAL FAMILY OFFICES, LLC
Greenwich, CT
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
646-828-8883
FIERSTON FINANCIAL GROUP INC
West Hartford, CT
AUM
$1.04B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
860-521-2100
INVESTMARK ADVISORY GROUP LLC
Shelton, CT
AUM
$929.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
203-953-3777
CASTLEKEEP INVESTMENT ADVISORS
Westport, CT
AUM
$920.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
203.682.7200
FOUNDERS CAPITAL MANAGEMENT, LLC
Hartford, CT
AUM
$920.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
860.308.0061
ROUND ROCK ADVISORS LLC
Wilton, CT
AUM
$906.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(203) 920-4774
ASSET MANAGEMENT GROUP, INC.
Stamford, CT
AUM
$898.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
203-964-8300
RISKBRIDGE ADVISORS, LLC
Norwalk, CT
AUM
$898.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(203) 658-6055
HFM WEALTH MANAGEMENT
West Hartford, CT
AUM
$699.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
860-241-0028
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
Bristol, CT
AUM
$694.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
27 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
860.973.3214
INTEGRA GLOBAL ADVISORS LLC
Stamford, CT
AUM
$684.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
(203) 266-3942
COMPASS WEALTH MANAGEMENT LLC
Guilford, CT
AUM
$682.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
203-453-7000
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC
South Meriden, CT
AUM
$673.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-935-0265
EMPOWER FINANCIAL ADVISORY, LLC
Glastonbury, CT
AUM
$635.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(860) 494-2600
GREY LEDGE ADVISORS, LLC
Guilford, CT
AUM
$616.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
203-453-9075
KREITLER FINANCIAL LLC
New Haven, CT
AUM
$584.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
203-867-4396