WEALTHSHAPE LLC
Windsor, CT
AUM
$109.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-837-0303
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
846 advisers found
CRUISER CAPITAL ADVISORS, LLC
Stamford, CT
AUM
$104.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-829-5833
ALEXANDER CAPITAL ADVISORS, LLC
New Canaan, CT
AUM
$104.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-966-7707
WAVELENGTH CAPITAL MANAGEMENT, LLC
Westport, CT
AUM
$104.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203-244-7580
COMPASS ROSE STRATEGIC PARTNERS LLC
Waterford, CT
AUM
$103.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-437-7600
EAGLE CAPITAL ADVISORS, LLC
Middlebury, CT
AUM
$103.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
203 574 0069
SHEARMAN, RALSTON INC.
Greenwich, CT
AUM
$97.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203-489-3902
METRIC FINANCIAL, LLC
Simsbury, CT
AUM
$97.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
860-256-5895
OXFORD GATE MANAGEMENT, LLC
Greenwich, CT
AUM
$90.9M
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
845-224-3808
BRAE HEAD, INC.
Essex, CT
AUM
$90.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
413-746-3700
FINANCIAL RESOURCES GROUP, LLC
Glastonbury, CT
AUM
$89.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
860-657-8380
AUM
$86.6M
Team
4 advisors
Clients
—
Fees
Performance-based fees; PERCENTAGE OF INVESTED CAPITAL
212-554-3266
1 MAIN CAPITAL MANAGEMENT, LLC
Westport, CT
AUM
$80.5M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-710-8509
SLADEK & WITEK, LLP
Trumbull, CT
AUM
$78.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
203-268-5988
ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC
Ridgefield, CT
AUM
$75.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(203) 642-6781
CHARTER OAK ASSET MANAGEMENT, INC.
Cheshire, CT
AUM
$74.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
203-272-3597 X1
INVESTORS CAPITAL MANAGEMENT INC
Darien, CT
AUM
$74.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
203-656-7235
WRIGHT PRIVATE ASSET MANAGEMENT LLC
Shelton, CT
AUM
$74.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
203-783-4400
MONACHIL CAPITAL PARTNERS LP
Greenwich, CT
AUM
$71.7M
Institutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 393-4120
AUM
$71.6M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-659-7713
OXFORD PARK MANAGEMENT, LLC
Greenwich, CT
AUM
$71.4M
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-983-5275
TANAKA CAPITAL MANAGEMENT INC
Greenwich, CT
AUM
$69.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-490-3380
BLAKELY HARBOR ADVISORS, LLC
New Haven, CT
AUM
$68.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
754-301-8804
STRATEGIC FINANCIAL, LLC
South Windsor, CT
AUM
$64.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-644-8666