AQR CAPITAL MANAGEMENT, LLC
Greenwich, CT
AUM
$311.70B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
276 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
203-742-3600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CT
278 advisers found
USI ADVISORS
Glastonbury, CT
AUM
$56.28B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
48 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
860-633-5283
VIRTUS FIXED INCOME ADVISERS, LLC
Hartford, CT
AUM
$34.91B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
74 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
877-332-8172
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
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
New Haven, CT
AUM
$30.51B
Wealth MgmtTrusts & EstatesInstitutional
Team
233 advisors
Clients
—
Fees
Percentage of AUM
203-752-4502
AXIOM INVESTORS
Greenwich, CT
AUM
$28.06B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
29 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-422-8000
COMMONFUND OCIO, INC.
Norwalk, CT
AUM
$22.66B
Wealth MgmtTrusts & EstatesInstitutional
Team
33 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-563-5000
EDGEWOOD MANAGEMENT LLC
Greenwich, CT
AUM
$21.52B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-769-7606
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
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Stamford, CT
AUM
$19.78B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
53 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-975-3333
SPECTRUM ASSET MANAGEMENT, INC.
Stamford, CT
AUM
$18.30B
Wealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
0
Fees
Percentage of AUM
203-322-0189
SUSTAINABLE GROWTH ADVISERS, LP
Stamford, CT
AUM
$16.66B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
18 advisors
Clients
—
Fees
Percentage of AUM
203-348-4742
STONEBRIDGE ADVISORS LLC
Wilton, CT
AUM
$11.83B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
203-762-0004
GAMCO ASSET MANAGEMENT INC.
Greenwich, CT
AUM
$11.69B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
45 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
914-921-5000
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
HARDMAN JOHNSTON GLOBAL ADVISORS LLC
Stamford, CT
AUM
$8.77B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-324-4722
CHILTON INVESTMENT SERVICES, LLC
Stamford, CT
AUM
$8.15B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-352-4000
TWEEDY, BROWNE COMPANY LLC
Stamford, CT
AUM
$7.13B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
0
Fees
Percentage of AUM
(203)703-0600
K2/D&S MANAGEMENT CO., L.L.C.
Stamford, CT
AUM
$6.53B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-348-5252
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
ENERGY INCOME PARTNERS
Westport, CT
AUM
$6.06B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-349-8232
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