REX ADVISERS, LLC
Fairfield, CT
AUM
$1.58B
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM
305-742-0151
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CT
614 advisers found
OAKRIDGE MANAGEMENT GROUP LLC
Stamford, CT
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
203-257-3289
Full profileNo website
COUNTERPOINTE INVESTMENT MANAGEMENT LLC
Stamford, CT
AUM
$1.07B
Wealth MgmtInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM
855-431-4400
Full profileNo website
VERBENA VALUE LP
Westport, CT
AUM
$1.00B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-920-0611
Full profileNo website
AETNA ASSET ADVISORS, LLC
Hartford, CT
AUM
$850.2M
Wealth MgmtRetirementInstitutional
Team
23 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
860-273-4631
Full profileNo website
FOX RUN MANAGEMENT LLC
Greenwich, CT
AUM
$695.8M
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-629-1729
Full profileNo website
OLYMPIAD RESEARCH LP
Stamford, CT
AUM
$639.6M
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-569-3517
Full profileNo website
GFG ALTERNATIVE INVESTMENT ADVISORS LLC
Greenwich, CT
AUM
$599.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-742-1473
Full profileNo website
CONIFER INVESTMENTS LTD
West Hartford, CT
AUM
$524.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
860-761-1041
Full profileNo website
BLT FUND MANAGER LLC
Stamford, CT
AUM
$487.3M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
PLEASE REFER TO SCHEDULE D - MISCELLANEOUS
203-644-1515
Full profileNo website
EAGLE POINT INCOME MANAGEMENT LLC
Greenwich, CT
AUM
$457.9M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM
203-340-8500
Full profileNo website
TOURMALET ADVISORS, LP
Fairfield, CT
AUM
$441.0M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
REIMBURSEMENT OF EXPENSES
203-256-0114
Full profileNo website
RPO LLC
Stamford, CT
AUM
$372.1M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-485-8800
Full profileNo website
GFO ADVISORY SERVICES, LLC
Greenwich, CT
AUM
$351.3M
Wealth Mgmt
Team
12 employees
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-661-6616
Full profileNo website
GRADIENT RIDGE CAPITAL, L.P.
Norwalk, CT
AUM
$231.8M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
732-616-3877
Full profileNo website
BRX GLOBAL
Greenwich, CT
AUM
$231.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(203) 971-0751
Full profileNo website
WHARTON MIDMARKET INVESTMENT ADVISORS INC
Woodbridge, CT
AUM
$231.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
2036069696
Full profileNo website
PRENTICE CAPITAL MANAGEMENT, LP
Greenwich, CT
AUM
$228.4M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-302-2432
Full profileNo website
JOHN A. BYSKO ASSOCIATES
Old Lyme, CT
AUM
$204.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
860-434-3632
Full profileNo website
AUM
$196.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-319-2570
Full profileNo website
EAST GUILFORD FINANCIAL SERVICES LLC
Madison, CT
AUM
$193.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
203-318-1177
Full profileNo website
EAGLE POINT DEFENSIVE INCOME MANAGEMENT LLC
Greenwich, CT
AUM
$183.5M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-340-8500
Full profileNo website
EAGLE POINT ENHANCED INCOME MANAGEMENT LLC
Greenwich, CT
AUM
$124.1M
Wealth Mgmt
Team
34 advisors
Clients
—
Fees
Percentage of AUM
203-340-8500
Full profileNo website
BURNE FINANCIAL CONCEPTS, LLC
Watertown, CT
AUM
$113.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(860) 417-2518
Full profileNo website