K2/D&S MANAGEMENT CO., L.L.C.
Stamford, CT
AUM
$6.53B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-348-5252
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CT
272 advisers found
OSAIC INSTITUTIONS, INC.
Meriden, CT
AUM
$6.49B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
478 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-599-6000
ENERGY INCOME PARTNERS
Westport, CT
AUM
$6.06B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-349-8232
DYNAMIC BETA INVESTMENTS LLC
Greenwich, CT
AUM
$5.67B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
646-837-7030
GALLATIN POINT CAPITAL LLC
Greenwich, CT
AUM
$5.65B
Wealth MgmtInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-742-0200
PENTEGRA INVESTORS, INC.
Shelton, CT
AUM
$5.60B
Wealth MgmtRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(800) 872-3473
CARRINGTON CAPITAL MANAGEMENT, LLC
Old Greenwich, CT
AUM
$5.08B
Wealth MgmtInstitutional
Team
32 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
203-661-6186
COASTAL BRIDGE ADVISORS
Westport, CT
AUM
$5.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
203-683-1530
NORTHCOAST ASSET MANAGEMENT LLC
Stamford, CT
AUM
$4.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
28 advisors
Clients
More than 500
Fees
Percentage of AUM; REV SHARE W/AFFILIATE FRS AND ELIGIBLE CREDIT & CASH MGMT SOLUTI
(203) 532-7000
CONTRARIAN CAPITAL MANAGEMENT LLC
Greenwich, CT
AUM
$4.79B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-862-8200
SYMMETRY PARTNERS
Glastonbury, CT
AUM
$4.73B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; FEE PAID FOR SUB-ADVISOR SERVICES PROVIDED TO RIA
860-734-2000
SHELTER GROWTH CAPITAL PARTNERS LLC
Stamford, CT
AUM
$4.66B
Wealth MgmtInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-355-6100
CONNECTICUT WEALTH MANAGEMENT, LLC
Farmington, CT
AUM
$4.48B
Financial PlanningWealth MgmtTrusts & Estates
Team
46 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
860-470-0290
ESSEX FINANCIAL SERVICES, INC.
Essex, CT
AUM
$4.17B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
42 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-767-4300
HUDSON STRUCTURED CAPITAL MANAGEMENT LTD.
Stamford, CT
AUM
$4.03B
Wealth MgmtInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-975-4850
AUM
$3.91B
Wealth MgmtInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; LICENSING FEES
888-723-2821
CLINTON INVESTMENT MANAGEMENT, LLC
Stamford, CT
AUM
$3.91B
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
(203) 276-6246
VOYA FINANCIAL ADVISORS, INC.
Windsor, CT
AUM
$3.87B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
638 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
1-800-356-2906
HEALTHCARE ROYALTY MANAGEMENT, LLC
Stamford, CT
AUM
$3.78B
Wealth MgmtInstitutional
Team
19 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
203-487-8300
GREENWICH WEALTH MANAGEMENT, LLC
Greenwich, CT
AUM
$3.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
203-618-0100
COLTER LEWIS INVESTMENT PARTNERS, LLC
Greenwich, CT
AUM
$3.41B
Wealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-987-3090
SOUND SHORE MANAGEMENT INC
Greenwich, CT
AUM
$3.40B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM
203-629-1980
PRINCIPLE WEALTH
Madison, CT
AUM
$3.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
203-318-8892
COMPASS GROUP MANAGEMENT LLC
Westport, CT
AUM
$3.04B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203.221.1703