TOP PRIVATE WEALTH
Glastonbury, CT
AUM
$106.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
860-790-7992
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
LIFELINE FINANCIAL, LLC
Wethersfield, CT
AUM
$70.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
860-282-1780
Full profileNo website
WESTCOTT INVESTMENT ADVISORS LLC
Danielson, CT
AUM
$63.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
860-774-4009
Full profileNo website
B SIDE PARTNERS, LLC
Southport, CT
AUM
$62.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
203-307-1090
Full profileNo website
QUARVE ASSOCIATES, LLC
Stamford, CT
AUM
$48.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
203-356-1910
Full profileNo website
CM FINANCIAL ADVISORS, LLC
Rocky Hill, CT
AUM
$47.9M
Wealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-563-5505
Full profileNo website
SALZMAN FINANCIAL MANAGEMENT LLC
Bethel, CT
AUM
$44.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
203-702-0162
Full profileNo website
DENNIS GLYNN, CPA
Rocky Hill, CT
AUM
$43.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-563-1040
Full profileNo website
BEAULIEU & ASSOCIATES, LLC
Somers, CT
AUM
$43.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
860-749-4138
Full profileNo website
OAK GROVE MANAGEMENT LLC
Greenwich, CT
AUM
$42.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
831-566-4174
Full profileNo website
NUTMEG CAPITAL ADVISORS, LLC
Hartford, CT
AUM
$41.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-524-3410
Full profileNo website
NORMAN KRAMER INVESTMENTS, INC.
Westport, CT
AUM
$41.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203-349-9039
Full profileNo website
GENE ALEXANDER QUALMAN
Darien, CT
AUM
$41.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203-655-6727
Full profileNo website
CAPITAL PLANNING CONSULTANTS, LLC
Cromwell, CT
AUM
$37.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-635-2671
Full profileNo website
BUELL INVESTMENT ADVISORS
Glastonbury, CT
AUM
$35.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
8606571700
Full profileNo website
GLASTONBURY CPA'S FINANCIAL ADVISORS, LLC
Glastonbury, CT
AUM
$32.3M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-659-0357
Full profileNo website
KINGFISHER INVESTORS LLC
Westport, CT
AUM
$29.8M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-227-5464
Full profileNo website
WILEY CAPITAL PARTNERS
Greenwich, CT
AUM
$29.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
212-671-2948
Full profileNo website
ERNEST J. BROUSSEAU, CPA, CFP®
Manchester, CT
AUM
$24.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
860-645-0206
Full profileNo website
DEWITT CAPITAL MANAGEMENT LLC
Mystic, CT
AUM
$21.4M
Wealth Mgmt
Team
1 employees
Clients
0
Fees
Percentage of AUM
203-258-0028
Full profileNo website
B.P. WALSH AND CO., LLC
Branford, CT
AUM
$11.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
203-208-0632
Full profileNo website
KEY FINANCIAL CONCEPTS, INC.
Vernon, CT
AUM
$11.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-871-6114
Full profileNo website
BUTLER & CO., INC.
South Windsor, CT
AUM
$10.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
860-644-4024
Full profileNo website
MCCAULEY INVESTMENTS ADVISORS LLC
Guilford, CT
AUM
$9.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(203) 453-2200
Full profileNo website