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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CT
272 advisers found
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
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
SUMMERHAVEN INVESTMENT MANAGEMENT, LLC
Stamford, CT
AUM
$176.2M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
203-352-2700
PEMBERWICK INVESTMENT ADVISORS, LLC
Greenwich, CT
AUM
$173.7M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
203-869-0900
SREP CAPITAL MANAGEMENT, LLC
Greenwich, CT
AUM
$157.9M
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
203-542-2870
GUGGENHEIM INVESTMENTS LOAN ADVISORS, LLC
Stamford, CT
AUM
$155.4M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-202-8606
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
DELLORA INVESTMENTS LP
Greenwich, CT
AUM
$148.4M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-632-6341
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
RENAISSANCE CAPITAL LLC
Stamford, CT
AUM
$144.3M
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +1 more
203-622-2978
HOYA CAPITAL REAL ESTATE, LLC
Rowayton, CT
AUM
$140.1M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Subscription fees
833-469-2227
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
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
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
WAVELENGTH CAPITAL MANAGEMENT, LLC
Westport, CT
AUM
$104.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203-244-7580
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
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