PRIVATE CAPITAL ADVISORS, INC.
Darien, CT
AUM
$1.28B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
347-960-4520
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CT
137 advisers found
WRIGHT INVESTORS SERVICE INC
Shelton, CT
AUM
$1.21B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
203-783-4400
BAXTER INVESTMENT MANAGEMENT
Riverside, CT
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
203-637-4559
THIRD VIEW PRIVATE WEALTH
Westport, CT
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
8607590650
SMITH BROTHERS FINANCIAL, LLC
Glastonbury, CT
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(800) 426-6946
SOVEREIGN FINANCIAL GROUP, INC.
Stamford, CT
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
23 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(888) 765-8180
BOURGEON CAPITAL MANAGEMENT LLC
Darien, CT
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
203-280-1170
RMC INVESTMENT ADVISORS
West Hartford, CT
AUM
$1.07B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
860-561-1245
SKY INVESTMENT GROUP LLC
Hartford, CT
AUM
$931.0M
Wealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
—
Fees
Percentage of AUM
860-761-9700
ROUND ROCK ADVISORS LLC
Wilton, CT
AUM
$906.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(203) 920-4774
ASSET MANAGEMENT GROUP, INC.
Stamford, CT
AUM
$898.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
203-964-8300
RISKBRIDGE ADVISORS, LLC
Norwalk, CT
AUM
$898.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(203) 658-6055
GRANITE GROUP ADVISORS, LLC
Stamford, CT
AUM
$829.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(203) 210-7814
HFM WEALTH MANAGEMENT
West Hartford, CT
AUM
$699.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
860-241-0028
INTEGRA GLOBAL ADVISORS LLC
Stamford, CT
AUM
$684.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
(203) 266-3942
COMPASS WEALTH MANAGEMENT LLC
Guilford, CT
AUM
$682.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
203-453-7000
PASI INVESTMENTS, LLC
Farmington, CT
AUM
$676.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
860-284-6880
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC
South Meriden, CT
AUM
$673.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-935-0265
EMPOWER FINANCIAL ADVISORY, LLC
Glastonbury, CT
AUM
$635.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(860) 494-2600
GREY LEDGE ADVISORS, LLC
Guilford, CT
AUM
$616.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
203-453-9075
KREITLER FINANCIAL LLC
New Haven, CT
AUM
$584.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
203-867-4396
FREEDOM INVESTMENT MANAGEMENT, INC.
South Windsor, CT
AUM
$568.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; MINIMUM MONTHLY ACCOUNT FEE
860-291-1998
5TH STREET ADVISORS, LLC
Southport, CT
AUM
$524.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
203-327-1212
MEDALLION WEALTH ADVISORS, LLC
Farmington, CT
AUM
$516.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
860-967-3032