NORTHSTAR PORTFOLIO INVESTMENTS, LLC
Stamford, CT
AUM
$64.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-600-1423
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
846 advisers found
SENTINEL ASSET MANAGEMENT, LLC
Wallingford, CT
AUM
$63.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
203-793-0707
BEACON CAPITAL, LLC
Darien, CT
AUM
$61.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
203-662-3415
GRAYSCALE ADVISORS
Stamford, CT
AUM
$60.6M
Team
27 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-668-1427
GRAY OAK CAPITAL MANAGEMENT, LLC
Greenwich, CT
AUM
$60.2M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
203-987-0015
CRIONNA WEALTH LLC
Avon, CT
AUM
$58.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
860-362-1045
MYFINANCIALPRO, LLC
Shelton, CT
AUM
$58.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
203-922-1192
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
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
SCOTT CAPITAL PARTNERS
Darien, CT
AUM
$48.9M
Team
3 advisors
Clients
—
Fees
Performance-based fees; CARRIED INTEREST AND OVERHEAD REIMBURSEMENT
203-939-1890
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