ROSSMORE PRIVATE CAPITAL, LLC
Glastonbury, CT
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
860-200-6079
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CT
278 advisers found
TRIVIUM POINT ADVISORY, LLC
Wilton, CT
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(203) 221-3085
TEEWINOT CAPITAL ADVISERS, L.L.C.
Norwalk, CT
AUM
$1.61B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-984-2360
MJP WEALTH ADVISORS
Farmington, CT
AUM
$1.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
860-677-7755
BEIRNE.
Shelton, CT
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
203-701-8606
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
GILMAN HILL ASSET MANAGEMENT, LLC
New Canaan, CT
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM
203-571-0225
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
HTG INVESTMENT ADVISORS INC
New Canaan, CT
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
203-972-8262
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
NIGHT OWL CAPITAL MANAGEMENT, LLC
Greenwich, CT
AUM
$1.10B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
203-302-3870
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
TALSON CAPITAL MANAGEMENT L.P.
Darien, CT
AUM
$1.06B
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-202-7500
QP GLOBAL FAMILY OFFICES, LLC
Greenwich, CT
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
646-828-8883
FIERSTON FINANCIAL GROUP INC
West Hartford, CT
AUM
$1.04B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
860-521-2100
SKY INVESTMENT GROUP LLC
Hartford, CT
AUM
$931.0M
Wealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
—
Fees
Percentage of AUM
860-761-9700
INVESTMARK ADVISORY GROUP LLC
Shelton, CT
AUM
$929.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
203-953-3777
CASTLEKEEP INVESTMENT ADVISORS
Westport, CT
AUM
$920.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
203.682.7200
FOUNDERS CAPITAL MANAGEMENT, LLC
Hartford, CT
AUM
$920.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
860.308.0061
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