LORETTA NOLAN ASSOCIATES, LLC
Old Greenwich, CT
AUM
$135.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
203.637.1402
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CT
278 advisers found
TUMOLO WEALTH MANAGEMENT LLC
East Lyme, CT
AUM
$134.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(860) 650-3005
COLCHESTER INVESTMENT COUNSEL LLC
Ridgefield, CT
AUM
$128.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
203.438.0046
CATUM ADVISORY GROUP, LLC.
Wilton, CT
AUM
$128.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(203) 344-7770
AGILIS INVESTMENT MANAGEMENT LLC
Wilton, CT
AUM
$123.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(203) 920-1011
SULLIVAN FINANCIAL, LLC
Essex, CT
AUM
$119.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(860)657-4150
DUNHAM LANE CAPITAL PARTNERS LLC
Greenwich, CT
AUM
$117.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-355-3639
ALPINE HILL ADVISORS LLC
Westport, CT
AUM
$114.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(203) 246-5592
33 CAPITAL MANAGEMENT LLC
Greenwich, CT
AUM
$112.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
203-391-9340
AUM
$111.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
9175673923
WEALTHSHAPE LLC
Windsor, CT
AUM
$109.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-837-0303
CRUISER CAPITAL ADVISORS, LLC
Stamford, CT
AUM
$104.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-829-5833
ALEXANDER CAPITAL ADVISORS, LLC
New Canaan, CT
AUM
$104.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-966-7707
COMPASS ROSE STRATEGIC PARTNERS LLC
Waterford, CT
AUM
$103.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-437-7600
EAGLE CAPITAL ADVISORS, LLC
Middlebury, CT
AUM
$103.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
203 574 0069
SHEARMAN, RALSTON INC.
Greenwich, CT
AUM
$97.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203-489-3902
METRIC FINANCIAL, LLC
Simsbury, CT
AUM
$97.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
860-256-5895
BRAE HEAD, INC.
Essex, CT
AUM
$90.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
413-746-3700
FINANCIAL RESOURCES GROUP, LLC
Glastonbury, CT
AUM
$89.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
860-657-8380
SLADEK & WITEK, LLP
Trumbull, CT
AUM
$78.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
203-268-5988
ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC
Ridgefield, CT
AUM
$75.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(203) 642-6781
CHARTER OAK ASSET MANAGEMENT, INC.
Cheshire, CT
AUM
$74.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
203-272-3597 X1
INVESTORS CAPITAL MANAGEMENT INC
Darien, CT
AUM
$74.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
203-656-7235
WRIGHT PRIVATE ASSET MANAGEMENT LLC
Shelton, CT
AUM
$74.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
203-783-4400