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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CT
278 advisers found
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
PETTEE INVESTORS INC
Rowayton, CT
AUM
$191.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
203 9578880
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
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
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
LADD CAPITAL MANAGEMENT LLC
New Haven, CT
AUM
$176.6M
Wealth MgmtTrusts & Estates
Team
0 total employees
Clients
—
Fees
Percentage of AUM
203-562-6624
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
P.A.W. CAPITAL PARTNERS, LP
Greenwich, CT
AUM
$166.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-862-3300
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
JK PRIVATE WEALTH, LLC
Glastonbury, CT
AUM
$156.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
860-781-8341
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
SOUND PORTFOLIO ADVISORS, LLC
Mystic, CT
AUM
$151.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
860-572-2737
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
QUORUS INC.
Westport, CT
AUM
$148.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(929) 560-2588
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
VISION INVESTMENT ADVISORS, LLC
Stamford, CT
AUM
$137.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
203-388-2700
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