STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Stamford, CT
AUM
$33.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
310 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
866-694-7769
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CT
199 advisers found
NEW EDGE WEALTH
Stamford, CT
AUM
$19.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
99 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
2034242262
SPROTT ASSET MANAGEMENT USA INC.
Darien, CT
AUM
$10.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
203-656-2400
APELLA WEALTH
West Hartford, CT
AUM
$9.78B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
93 advisors
Clients
More than 500
Fees
Percentage of AUM; FEE FOR FINANCIAL PLANNING SERVICES.
860.785.2260
PROCYON
Shelton, CT
AUM
$9.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
49 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(475) 232-2704
BRADLEY FOSTER & SARGENT INC
Hartford, CT
AUM
$9.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
32 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
860-527-8050
OSAIC INSTITUTIONS, INC.
Meriden, CT
AUM
$6.49B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
478 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-599-6000
COASTAL BRIDGE ADVISORS
Westport, CT
AUM
$5.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
203-683-1530
NORTHCOAST ASSET MANAGEMENT LLC
Stamford, CT
AUM
$4.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
28 advisors
Clients
More than 500
Fees
Percentage of AUM; REV SHARE W/AFFILIATE FRS AND ELIGIBLE CREDIT & CASH MGMT SOLUTI
(203) 532-7000
CONNECTICUT WEALTH MANAGEMENT, LLC
Farmington, CT
AUM
$4.48B
Financial PlanningWealth MgmtTrusts & Estates
Team
46 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
860-470-0290
ESSEX FINANCIAL SERVICES, INC.
Essex, CT
AUM
$4.17B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
42 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-767-4300
VOYA FINANCIAL ADVISORS, INC.
Windsor, CT
AUM
$3.87B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
638 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
1-800-356-2906
GREENWICH WEALTH MANAGEMENT, LLC
Greenwich, CT
AUM
$3.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
203-618-0100
PRINCIPLE WEALTH
Madison, CT
AUM
$3.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
203-318-8892
JOHNSON BRUNETTI
Wethersfield, CT
AUM
$2.78B
Financial PlanningWealth MgmtTrusts & Estates
Team
36 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
860-372-4800
MAIN STREET RESEARCH LLC
Lakeville, CT
AUM
$2.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Performance-based fees
860.435.2350
RZH ADVISORS LLC
Stamford, CT
AUM
$2.45B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
203-355-0880
A.G.P / ALLIANCE GLOBAL PARTNERS
Westport, CT
AUM
$2.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
140 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
800-727-7922
MONECO ADVISORS
Fairfield, CT
AUM
$2.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
44 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
203-319-3550
CLEAR HARBOR ASSET MANAGEMENT, LLC
Stamford, CT
AUM
$2.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
212-867-7310
ADVICEONE ADVISORY SERVICES, LLC
Glastonbury, CT
AUM
$2.05B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
860-659-4900
ROSSMORE PRIVATE CAPITAL, LLC
Glastonbury, CT
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
860-200-6079
TRIVIUM POINT ADVISORY, LLC
Wilton, CT
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(203) 221-3085
MJP WEALTH ADVISORS
Farmington, CT
AUM
$1.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
860-677-7755
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