THE DOWLING GROUP WEALTH MANAGEMENT
Greenwich, CT
AUM
$179.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-967-2231
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CT
199 advisers found
ASPETUCK FINANCIAL MANAGEMENT LLC
Westport, CT
AUM
$178.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
203-226-5733
ADVANCED CAPITAL ADVISORS, LLC
Fairfield, CT
AUM
$173.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
203-255-0504
SOMNIO FINANCIAL GROUP, LLC
Glastonbury, CT
AUM
$168.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
860-430-5500
MORRISSEY WEALTH MANAGEMENT LLC
North Haven, CT
AUM
$165.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(860) 986-7881
U.S.A. FINANCIAL & TAX SERVICES, LLC
Farmington, CT
AUM
$159.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
860-430-2138
LCR WEALTH MANAGEMENT LLC
Westport, CT
AUM
$151.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
203-780-2272
BRIDGELIGHT FINANCIAL ADVISORS, INC
Shelton, CT
AUM
$150.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
203-795-7080
HERITAGE CAPITAL, LLC
Woodbridge, CT
AUM
$146.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
203-389-3553
SPRINGBOARD ASSET MANAGEMENT LLC
Cheshire, CT
AUM
$136.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
203-651-7110
LORETTA NOLAN ASSOCIATES, LLC
Old Greenwich, CT
AUM
$135.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
203.637.1402
TUMOLO WEALTH MANAGEMENT LLC
East Lyme, CT
AUM
$134.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(860) 650-3005
COLCHESTER INVESTMENT COUNSEL LLC
Ridgefield, CT
AUM
$128.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
203.438.0046
CATUM ADVISORY GROUP, LLC.
Wilton, CT
AUM
$128.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(203) 344-7770
SULLIVAN FINANCIAL, LLC
Essex, CT
AUM
$119.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(860)657-4150
ALPINE HILL ADVISORS LLC
Westport, CT
AUM
$114.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(203) 246-5592
WEALTHSHAPE LLC
Windsor, CT
AUM
$109.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-837-0303
COMPASS ROSE STRATEGIC PARTNERS LLC
Waterford, CT
AUM
$103.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-437-7600
METRIC FINANCIAL, LLC
Simsbury, CT
AUM
$97.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
860-256-5895
BRAE HEAD, INC.
Essex, CT
AUM
$90.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
413-746-3700
FINANCIAL RESOURCES GROUP, LLC
Glastonbury, CT
AUM
$89.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
860-657-8380
SLADEK & WITEK, LLP
Trumbull, CT
AUM
$78.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
203-268-5988
ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC
Ridgefield, CT
AUM
$75.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(203) 642-6781
STRATEGIC FINANCIAL, LLC
South Windsor, CT
AUM
$64.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-644-8666