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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
846 advisers found
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
WALBERT CAPITAL MANAGEMENT, LLC
New Canaan, CT
AUM
$18.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203-972-9215
PARKER WEALTH MANAGEMENT, LLC
Windsor, CT
AUM
$16.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
860-432-5802
JKG CAPITAL LLC
Westport, CT
AUM
$15.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
1-203-571-3557
JABEZ FINANCIAL, LLC
Uncasville, CT
AUM
$14.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
860-390-0093
BLUE KEEL FINANCIAL PLANNING
Westport, CT
AUM
$13.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(203) 557-8272
PRIVATE CAPITAL ASSET MANAGEMENT LLC
Darien, CT
AUM
$13.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-656-0700
LOBNEK WEALTH MANAGEMENT INC.
Geneva, CT
AUM
$12.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
011417189030
SPREE CAPITAL ADVISERS
Darien, CT
AUM
$12.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
646-321-3578
FAIRPORT ASSET MANAGEMENT CORP
Fairfield, CT
AUM
$11.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
203-335-0344
KP7 INVESTORS LLC
Greenwich, CT
AUM
$10.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(203) 202-3613
JUDSON INVESTMENTS LLC
Greenwich, CT
AUM
$9.9M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-883-1088
RLR CAPITAL MANAGEMENT, INC.
New Canaan, CT
AUM
$8.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
203-966-1801
GROWTHLINE CAPITAL MANAGEMENT LLC
Stamford, CT
AUM
$8.5M
Institutional
Team
1 advisors
Clients
—
Fees
Performance-based fees
203-653-8812
GREATER WEALTH
Westport, CT
AUM
$8.4M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
9803659847
MCCARY ANHEUSER WEALTH MANAGEMENT, LLC
West Hartford, CT
AUM
$8.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(860) 761-1000