OAKRIDGE MANAGEMENT GROUP LLC
Stamford, CT
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
203-257-3289
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CT
199 advisers found
WHARTON MIDMARKET INVESTMENT ADVISORS INC
Woodbridge, CT
AUM
$231.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
2036069696
Full profileNo website
EAST GUILFORD FINANCIAL SERVICES LLC
Madison, CT
AUM
$193.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
203-318-1177
Full profileNo website
BURNE FINANCIAL CONCEPTS, LLC
Watertown, CT
AUM
$113.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(860) 417-2518
Full profileNo website
TOP PRIVATE WEALTH
Glastonbury, CT
AUM
$106.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
860-790-7992
Full profileNo website
LIFELINE FINANCIAL, LLC
Wethersfield, CT
AUM
$70.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
860-282-1780
Full profileNo website
WESTCOTT INVESTMENT ADVISORS LLC
Danielson, CT
AUM
$63.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
860-774-4009
Full profileNo website
B SIDE PARTNERS, LLC
Southport, CT
AUM
$62.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
203-307-1090
Full profileNo website
QUARVE ASSOCIATES, LLC
Stamford, CT
AUM
$48.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
203-356-1910
Full profileNo website
SALZMAN FINANCIAL MANAGEMENT LLC
Bethel, CT
AUM
$44.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
203-702-0162
Full profileNo website
DENNIS GLYNN, CPA
Rocky Hill, CT
AUM
$43.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-563-1040
Full profileNo website
BEAULIEU & ASSOCIATES, LLC
Somers, CT
AUM
$43.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
860-749-4138
Full profileNo website
NUTMEG CAPITAL ADVISORS, LLC
Hartford, CT
AUM
$41.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-524-3410
Full profileNo website
CAPITAL PLANNING CONSULTANTS, LLC
Cromwell, CT
AUM
$37.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-635-2671
Full profileNo website
BUELL INVESTMENT ADVISORS
Glastonbury, CT
AUM
$35.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
8606571700
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
ERNEST J. BROUSSEAU, CPA, CFP®
Manchester, CT
AUM
$24.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
860-645-0206
Full profileNo website
KEY FINANCIAL CONCEPTS, INC.
Vernon, CT
AUM
$11.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-871-6114
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
RONALD J. IANNUCCI CFP
Woodbury, CT
AUM
$3.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
203-263-5030
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
SENECA WEALTH ADVISORS, LLC
Westport, CT
AUM
$1.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
7047849330
Full profileNo website
FORTRESS FINANCIAL MANAGEMENT
Shelton, CT
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
2039121657
Full profileNo website