IVY & CO.
South Glastonbury, CT
AUM
$6.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(860) 734-4024
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CT
137 advisers found
ADRIATIC WEALTH MANAGEMENT LLC
Norwalk, CT
AUM
$2.6M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
646-251-8602
BUDNICK CAPITAL, LLC
East Hartford, CT
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
860-310-2106
CHADWICK FINANCIAL ADVISORS, LLC
Canton, CT
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
860-673-1942
RONDEIVU ADVISORY
Southport, CT
AUM
$0
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
646-759-1882
SUMMER FAMILY ADVISORS LLC
Stamford, CT
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
203-327-4311
SUMMIT PLANNING GROUP, LLC
Branford, CT
AUM
—
Financial PlanningFee-Only/Hourly
Team
5 employees
Clients
0
Fees
Hourly charges; Fixed fees
203-483-3313
TSCG INVESTORS, LLC
Simsbury, CT
AUM
—
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +2 more
860 651-4000
VOYA RETIREMENT ADVISORS, LLC
Windsor, CT
AUM
$37.47B
Wealth Mgmt
Team
121 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(860) 580-2817
Full profileNo website
CIGNA INVESTMENTS, INC.
Bloomfield, CT
AUM
$25.76B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
46 advisors
Clients
0
Fees
Percentage of AUM; PRO-RATA EXPENSE ALLOCATION
860-226-3723
Full profileNo website
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
WILEY CAPITAL PARTNERS
Greenwich, CT
AUM
$29.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
212-671-2948
Full profileNo website
BUTLER & CO., INC.
South Windsor, CT
AUM
$10.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
860-644-4024
Full profileNo website
MCCAULEY INVESTMENTS ADVISORS LLC
Guilford, CT
AUM
$9.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(203) 453-2200
Full profileNo website
SHEHU ASSET MANAGEMENT, LLC
Southbury, CT
AUM
$2.4M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
860-778-8309
Full profileNo website
STRATEGIC INVESTMENT PLANNING LLC
West Hartford, CT
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
860-838-8160
Full profileNo website
USI SECURITIES, INC.
Glastonbury, CT
AUM
—
RetirementFee-Only/Hourly
Team
24 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
860-652-3239
Full profileNo website
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