NEW EDGE WEALTH
Stamford, CT
AUM
$19.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
99 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
2034242262
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CT
272 advisers found
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Stamford, CT
AUM
$19.78B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
53 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-975-3333
SPECTRUM ASSET MANAGEMENT, INC.
Stamford, CT
AUM
$18.30B
Wealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
0
Fees
Percentage of AUM
203-322-0189
AMG FUNDS LLC
Stamford, CT
AUM
$18.25B
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-299-3500
SUSTAINABLE GROWTH ADVISERS, LP
Stamford, CT
AUM
$16.66B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
18 advisors
Clients
—
Fees
Percentage of AUM
203-348-4742
CF PRIVATE EQUITY, INC.
Norwalk, CT
AUM
$15.78B
Wealth MgmtInstitutional
Team
38 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-563-5000
EAGLE POINT CREDIT MANAGEMENT LLC
Greenwich, CT
AUM
$13.24B
Wealth MgmtInstitutional
Team
34 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-340-8500
ALTRINSIC GLOBAL ADVISORS, LLC
Stamford, CT
AUM
$12.22B
Wealth MgmtInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-661-0030
STONEBRIDGE ADVISORS LLC
Wilton, CT
AUM
$11.83B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
203-762-0004
GAMCO ASSET MANAGEMENT INC.
Greenwich, CT
AUM
$11.69B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
45 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
914-921-5000
FERMAT CAPITAL MANAGEMENT, LLC
Westport, CT
AUM
$11.14B
Wealth MgmtInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-454-6800
STONE POINT CREDIT ADVISER LLC
Greenwich, CT
AUM
$11.13B
Wealth MgmtInstitutional
Team
64 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-862-2900
ABS GLOBAL INVESTMENTS
Stamford, CT
AUM
$10.48B
Wealth MgmtInstitutional
Team
16 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
203-618-3700
SPROTT ASSET MANAGEMENT USA INC.
Darien, CT
AUM
$10.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
203-656-2400
APELLA WEALTH
West Hartford, CT
AUM
$9.78B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
93 advisors
Clients
More than 500
Fees
Percentage of AUM; FEE FOR FINANCIAL PLANNING SERVICES.
860.785.2260
SAGARD PRIVATE EQUITY SOLUTIONS
Greenwich, CT
AUM
$9.41B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(203) 742-2400
PROCYON
Shelton, CT
AUM
$9.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
49 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(475) 232-2704
ELLINGTON GLOBAL ASSET MANAGEMENT, LLC
Old Greenwich, CT
AUM
$9.18B
Wealth MgmtInstitutional
Team
68 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-698-1200
BRADLEY FOSTER & SARGENT INC
Hartford, CT
AUM
$9.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
32 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
860-527-8050
WESTPORT CAPITAL PARTNERS LLC
Darien, CT
AUM
$8.92B
Wealth MgmtInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
203-429-8600
HARDMAN JOHNSTON GLOBAL ADVISORS LLC
Stamford, CT
AUM
$8.77B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-324-4722
CHILTON INVESTMENT SERVICES, LLC
Stamford, CT
AUM
$8.15B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-352-4000
TWEEDY, BROWNE COMPANY LLC
Stamford, CT
AUM
$7.13B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
0
Fees
Percentage of AUM
(203)703-0600
A&M CAPITAL
Greenwich, CT
AUM
$7.13B
Wealth MgmtInstitutional
Team
60 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-742-5880