EXCEL WEALTH MANAGEMENT, LLC
Manchester, CT
AUM
$310.5M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(888) 929-9920
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CT
199 advisers found
AUM
$309.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-259-4800
DUNBAR ASSOCIATES, LLC
Monroe, CT
AUM
$307.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(203) 880-5716
INNOVATIVE ASSET ADVISORS GROUP
Shelton, CT
AUM
$297.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-444-3599
GREENHOUSE WEALTH MANAGEMENT, LLC
Westport, CT
AUM
$288.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
203-561-5002
ALCHEMI WEALTH, LLC
Essex, CT
AUM
$286.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(860) 767-7500
FCIG WEALTH MANAGEMENT, LLC
Plainfield, CT
AUM
$282.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
877-420-5234
CHARTER RESEARCH & INVESTMENT GROUP INC
Southport, CT
AUM
$275.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
203-259-4004
JC CAPITAL ADVISORS GROUP LLC
Stamford, CT
AUM
$263.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
203-889-3400
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
Milford, CT
AUM
$253.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
203-877-1520
ABUNDANT WEALTH MANAGEMENT LLC
Stamford, CT
AUM
$243.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
203-661-3441
AUM
$241.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(475) 269-3200
GANIM PRIVATE WEALTH
Shelton, CT
AUM
$238.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(203) 335-0851
GRANITE ISLANDS PRIVATE WEALTH, LLC
Guilford, CT
AUM
$229.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
203-889-3890
LANSDOWNE WEALTH MANAGEMENT, LLC
Mystic, CT
AUM
$227.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
860-245-5078
KEYNOTE FINANCIAL SERVICES, LLC
Vernon, CT
AUM
$227.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-875-5753
KENNEDY WEALTH & TAX MANAGEMENT, LLC
Southbury, CT
AUM
$215.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(203) 264-1200
DIAMANT ASSET MANAGEMENT, INC.
Ridgefield, CT
AUM
$211.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
203-661-6410
WJ FINANCIAL ADVISORS, LLC
Killingworth, CT
AUM
$203.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-663-3646
BARRON FINANCIAL GROUP, LLP
Torrington, CT
AUM
$199.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
860.489.0432
DRUM HILL CAPITAL, LLC
Westport, CT
AUM
$194.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
203-349-8182
SPURSTONE
Higganum, CT
AUM
$192.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-264-1111
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
Southport, CT
AUM
$192.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
203-254-2333
COOPER FINANCIAL SERVICES, INC.
Shelton, CT
AUM
$184.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
203-248-1972