AIP CAPITAL ADVISORS LLC
Stamford, CT
AUM
$340.0M
Wealth MgmtInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-487-8200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CT
272 advisers found
MULLANEY KEATING & WRIGHT INC
Middletown, CT
AUM
$337.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-521-9900
TOOMEY INVESTMENT MANAGEMENT, INC
Wallingford, CT
AUM
$321.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
203-949-1710
THAMES FINANCIAL MANAGEMENT
Norwich, CT
AUM
$315.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
860-886-5108
GREYLOCK CAPITAL MANAGEMENT, LLC
Stamford, CT
AUM
$313.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-212-808-1800
WAYPOINT CAPITAL PARTNERS, LLC
Stamford, CT
AUM
$310.7M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Fixed fees; PROFITS INTEREST PAID TO AFFILIATED ENTITY
203-548-9424
DUNBAR ASSOCIATES, LLC
Monroe, CT
AUM
$307.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(203) 880-5716
SARISSA CAPITAL MANAGEMENT LP
Greenwich, CT
AUM
$298.3M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-302-2330
ITS ASSET MANAGEMENT, L.P.
North Haven, CT
AUM
$297.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
203-234-9499
ALCHEMI WEALTH, LLC
Essex, CT
AUM
$286.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(860) 767-7500
SOUND MARK PARTNERS, LLC
Greenwich, CT
AUM
$272.0M
Wealth MgmtInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-413-4280
FAIRLEAD ASSET MANAGEMENT LLC
Greenwich, CT
AUM
$271.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
PERCENTAGE OF MANAGEMENT FEE
203-872-6500
BAYPOINTE PARTNERS, LLC
Stamford, CT
AUM
$270.5M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
516-381-5246
JC CAPITAL ADVISORS GROUP LLC
Stamford, CT
AUM
$263.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
203-889-3400
TETON ADVISORS, LLC
Greenwich, CT
AUM
$250.9M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
914-457-1070
SR ALTERNATIVE CREDIT, LLC
Darien, CT
AUM
$247.4M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +2 more
203-656-3004
AUM
$241.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(475) 269-3200
GRANITE ISLANDS PRIVATE WEALTH, LLC
Guilford, CT
AUM
$229.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
203-889-3890
KEYNOTE FINANCIAL SERVICES, LLC
Vernon, CT
AUM
$227.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-875-5753
PERRYRIDGE CAPITAL LP
Greenwich, CT
AUM
$226.6M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(475)-255-0916
BURNHAM STERLING ASSET MANAGEMENT LLC
Cos Cob, CT
AUM
$206.8M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-862-4800
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
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