MATSON FINANCIAL ADVISORS, INC.
Danbury, CT
AUM
$518.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
203-743-0131
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CT
278 advisers found
MEDALLION WEALTH ADVISORS, LLC
Farmington, CT
AUM
$516.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
860-967-3032
STRATIS CAPITAL, LLC
Darien, CT
AUM
$507.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
917-705-2500
COOK PINE CAPITAL LLC
Greenwich, CT
AUM
$490.3M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
203-861-2930
MONTE FINANCIAL GROUP, LLC
Guilford, CT
AUM
$482.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
203-453-6851
HAMMOND ILES WEALTH ADVISORS
Wethersfield, CT
AUM
$474.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
860-258-2600
BIRINYI ASSOCIATES, INC.
Westport, CT
AUM
$471.7M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
203-341-0833
MARK SHEPTOFF FINANCIAL PLANNING LLC
Glastonbury, CT
AUM
$466.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
860-734-1090
WARNER WEALTH
Madison, CT
AUM
$458.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM
203-929-2727
SPIVAK ASSET MANAGEMENT, LLC
Avon, CT
AUM
$439.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
860-676-9756
HERBERT J. SIMS CAPITAL MANAGEMENT, INC.
Fairfield, CT
AUM
$436.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
25 advisors
Clients
1-10
Fees
Percentage of AUM
203-418-9000
AUGUST WEALTH ADVISORS LLC
Westport, CT
AUM
$436.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(800) 985-9477
LONGWALL FAMILY OFFICE
Westport, CT
AUM
$428.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
203-209-2785
JEFFREY N. MEHLER, CFP LLC
Essex, CT
AUM
$416.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-767-9700
SAGEBROADVIEW WEALTH MANAGEMENT, LLC
Farmington, CT
AUM
$397.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-606-3580
DIASTOLE WEALTH MANAGEMENT
Guilford, CT
AUM
$396.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
203-458-5220
RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC
Stamford, CT
AUM
$387.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-595-5535
AUM
$386.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
203-286-0400
FISCAL WISDOM WEALTH MANAGEMENT LLC
Canton, CT
AUM
$386.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
678-202-4066
BRIGGS WEALTH MANAGEMENT, INC.
Glastonbury, CT
AUM
$362.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-633-8988
AIS CAPITAL MANAGEMENT L.P.
Wilton, CT
AUM
$358.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-563-1180
SIGHTLINE WEALTH ADVISORS, LLC
Groton, CT
AUM
$354.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(860) 448-0611
WMGNA
Farmington, CT
AUM
$346.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-679-5255
SCHOLTZ & COMPANY, LLC
Stamford, CT
AUM
$340.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
203-714-9900