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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
846 advisers found
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
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
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