MARTORELL CAPITAL PARTNERS, LLC
Greenwich, CT
AUM
$51.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
619-708-2752
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CT
614 advisers found
PANARELLA WEALTH MANAGEMENT LLC
Hartford, CT
AUM
$50.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-263-7533
JADWIN ASSET MANAGEMENT LLC
Greenwich, CT
AUM
$49.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203.859.9500
COMPASS
Fairfield, CT
AUM
$47.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-454-5970
VII CAPITAL MANAGEMENT LLC
Stamford, CT
AUM
$46.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-890-9565
FAO WEALTH INC
Trumbull, CT
AUM
$44.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(203) 248-3076
KRAUSS WHITING CAPITAL ADVISORS LLC
Stamford, CT
AUM
$42.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203.964.1700
ESSEX ASSET ADVISORS INC.
Ivoryton, CT
AUM
$42.3M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
860-581-8437
BRENNAN CAPITAL MANAGEMENT LLC
Westport, CT
AUM
$40.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(267) 630-2781
PEATTIE CAPITAL MANAGEMENT
Stamford, CT
AUM
$39.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
203-308-1204
MCCLAIN VALUE MANAGEMENT, LLC
New Canaan, CT
AUM
$38.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; VARIABLE, BASED ON SPECIFIC EQUITY RESEARCH SERVICE
203-966-3197
PASCO ADVISORS, LLC
East Windsor, CT
AUM
$38.6M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
860-623-5464
OPEN CIRCLE WEALTH PARTNERS
North Haven, CT
AUM
$38.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
203-985-0448
SOVEREIGN FINANCIAL SERVICES
Rocky Hill, CT
AUM
$38.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-257-4005
FREMONT WEALTH MANAGEMENT, LP
Southport, CT
AUM
$37.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(203) 293-4651
FORREST FINANCIAL PARTNERS LLC
Avon, CT
AUM
$35.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
860-222-0232
FISCAL DYNAMICS INCORPORATED
Farmington, CT
AUM
$32.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
860-677-1753
CREATIVE FUNDING CORPORATION
Bloomfield, CT
AUM
$31.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
860-242-4483
CFIG INVESTMENT ADVISORY SERVICES, LLC
Westport, CT
AUM
$31.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-971-1910
LUMENAI
Stamford, CT
AUM
$30.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
203-807-1013
LIFESTYLE FINANCIAL STRATEGIES, LLC
Middletown, CT
AUM
$24.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
860-344-8356
ARAGLAN CAPITAL MANAGEMENT , LLC
Stamford, CT
AUM
$24.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
203-323-2691
RISKIN WEALTH MANAGEMENT, LLC
Newtown, CT
AUM
$20.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(203) 344-5632
HORIZON FINANCIAL ADVISORS, LLC
West Hartford, CT
AUM
$18.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
860-471-8323 X101