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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CT
278 advisers found
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
CONNECTICUT WEALTH MANAGEMENT, LLC
Farmington, CT
AUM
$4.48B
Financial PlanningWealth MgmtTrusts & Estates
Team
46 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
860-470-0290
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
CLINTON INVESTMENT MANAGEMENT, LLC
Stamford, CT
AUM
$3.91B
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
(203) 276-6246
VOYA FINANCIAL ADVISORS, INC.
Windsor, CT
AUM
$3.87B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
638 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
1-800-356-2906
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
COLTER LEWIS INVESTMENT PARTNERS, LLC
Greenwich, CT
AUM
$3.41B
Wealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-987-3090
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
NANTAHALA CAPITAL MANAGEMENT, LLC
New Canaan, CT
AUM
$3.11B
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-909-6430
JOHNSON BRUNETTI
Wethersfield, CT
AUM
$2.78B
Financial PlanningWealth MgmtTrusts & Estates
Team
36 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
860-372-4800
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
BASSO CAPITAL MANAGEMENT, L.P.
Stamford, CT
AUM
$2.56B
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203 352-6100
RZH ADVISORS LLC
Stamford, CT
AUM
$2.45B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
203-355-0880
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
COLISEUM CAPITAL MANAGEMENT, LLC
Rowayton, CT
AUM
$2.27B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-883-0100
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
ADVICEONE ADVISORY SERVICES, LLC
Glastonbury, CT
AUM
$2.05B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
860-659-4900
AVITY INVESTMENT MANAGEMENT INC.
Greenwich, CT
AUM
$2.03B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
203-629-2800