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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CT
278 advisers found
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
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
Bristol, CT
AUM
$694.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
27 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
860.973.3214
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
PIER CAPITAL, LLC
Stamford, CT
AUM
$647.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-425-1450
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
SEARLE & CO.
Greenwich, CT
AUM
$629.9M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Commissions
203-869-4800
PHRACTION MANAGEMENT LLC
Colchester, CT
AUM
$625.5M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
860-531-9590
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
FAIRFIELD, BUSH & CO.
Darien, CT
AUM
$589.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
203-777-5900
RJA ASSET MANAGEMENT LLC
Stamford, CT
AUM
$588.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
203-655-8200
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
JACKSON, GRANT INVESTMENT ADVISERS, INC.
Stamford, CT
AUM
$577.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
203-322-1198
BASTION MANAGEMENT II LLC
Stamford, CT
AUM
$572.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
+1-203-594-9264
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
HT PARTNERS LLC
Centerbrook, CT
AUM
$556.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
860-662-4197
LITVAK WEALTH, LLC
Norwalk, CT
AUM
$536.1M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(203) 227-8000
MORSE ASSET MANAGEMENT, INC.
Darien, CT
AUM
$534.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
646-568-4083
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