K2/D&S MANAGEMENT CO., L.L.C.
Stamford, CT
AUM
$6.53B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-348-5252
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CT
137 advisers found
OSAIC INSTITUTIONS, INC.
Meriden, CT
AUM
$6.49B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
478 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-599-6000
ENERGY INCOME PARTNERS
Westport, CT
AUM
$6.06B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-349-8232
PENTEGRA INVESTORS, INC.
Shelton, CT
AUM
$5.60B
Wealth MgmtRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(800) 872-3473
COASTAL BRIDGE ADVISORS
Westport, CT
AUM
$5.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
203-683-1530
NORTHCOAST ASSET MANAGEMENT LLC
Stamford, CT
AUM
$4.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
28 advisors
Clients
More than 500
Fees
Percentage of AUM; REV SHARE W/AFFILIATE FRS AND ELIGIBLE CREDIT & CASH MGMT SOLUTI
(203) 532-7000
SYMMETRY PARTNERS
Glastonbury, CT
AUM
$4.73B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; FEE PAID FOR SUB-ADVISOR SERVICES PROVIDED TO RIA
860-734-2000
ESSEX FINANCIAL SERVICES, INC.
Essex, CT
AUM
$4.17B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
42 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-767-4300
GREENWICH WEALTH MANAGEMENT, LLC
Greenwich, CT
AUM
$3.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
203-618-0100
SOUND SHORE MANAGEMENT INC
Greenwich, CT
AUM
$3.40B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM
203-629-1980
PRINCIPLE WEALTH
Madison, CT
AUM
$3.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
203-318-8892
PRECISION CAPITAL ADVISORS, LLC
Greenwich, CT
AUM
$2.69B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212 476-9300
MAIN STREET RESEARCH LLC
Lakeville, CT
AUM
$2.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Performance-based fees
860.435.2350
A.G.P / ALLIANCE GLOBAL PARTNERS
Westport, CT
AUM
$2.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
140 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
800-727-7922
MONECO ADVISORS
Fairfield, CT
AUM
$2.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
44 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
203-319-3550
YHB INVESTMENT ADVISORS INC
West Hartford, CT
AUM
$2.28B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
860-561-7050
CRAMER ROSENTHAL MCGLYNN LLC
Stamford, CT
AUM
$2.27B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-326-5300
CLEAR HARBOR ASSET MANAGEMENT, LLC
Stamford, CT
AUM
$2.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
212-867-7310
AVITY INVESTMENT MANAGEMENT INC.
Greenwich, CT
AUM
$2.03B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
203-629-2800
ROSSMORE PRIVATE CAPITAL, LLC
Glastonbury, CT
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
860-200-6079
TRIVIUM POINT ADVISORY, LLC
Wilton, CT
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(203) 221-3085
MJP WEALTH ADVISORS
Farmington, CT
AUM
$1.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
860-677-7755
NEBRODI PARTNERS, LLC
Hartford, CT
AUM
$1.48B
Wealth MgmtRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
860-259-4300
BEIRNE.
Shelton, CT
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
203-701-8606