Fee-OnlyFinder

Advisers in Connecticut

293 advisers in 72 Connecticut cities, 293 registered with SEC or state.

Financial planning (179)Hourly fees (119)Flat / fixed fees (153)% of assets managed (286)Retirement plan consulting (64)

Cities

Stamford41 advisersGreenwich27 advisersWestport23 advisersDarien17 advisersGlastonbury14 advisersShelton12 advisersFarmington11 advisersWest Hartford8 advisersWilton7 advisersHartford7 advisersGuilford7 advisersNew Canaan6 advisersSouthport5 advisersNorwalk5 advisersEssex5 advisersNew Haven5 advisersAvon5 advisersFairfield4 advisersCheshire4 advisersRidgefield3 advisersSouth Windsor3 advisersRocky Hill3 advisersMystic3 advisersMadison3 advisersWethersfield3 advisersNorth Haven3 advisersSouthbury3 advisersBranford2 advisersBloomfield2 advisersWaterford2 advisersManchester2 advisersTrumbull2 advisersWoodbridge2 advisersRowayton2 advisersVernon2 advisersMiddletown2 advisersWindsor2 advisersWallingford2 advisersTorrington1 adviserRiverside1 adviserSomers1 adviserWatertown1 adviserCromwell1 adviserMilford1 adviserMonroe1 adviserMiddlebury1 adviserSalisbury1 adviserWolcott1 adviserPlainfield1 adviserEllington1 adviserCanton1 adviserBridgeport1 adviserCenterbrook1 adviserUncasville1 adviserOld Lyme1 adviserOld Greenwich1 adviserLakeville1 adviserSimsbury1 adviserEast Hartford1 adviserMeriden1 adviserEast Windsor1 adviserColchester1 adviserNewtown1 adviserWoodbury1 adviserBethel1 adviserGroton1 adviserHigganum1 adviserNorwich1 adviserEast Lyme1 adviserDanielson1 adviserBristol1 adviserKillingworth1 adviser

Top advisers in Connecticut

33 Capital Management LLCOne East Putnam Avenue, 2nd Floor · Greenwich, CT 06830 · (203) 391-9340 · Flat / fixed feesCRD 326780 · % of assets, Fixed fees, Performance-based fees · $112.7 million AUMSEC registeredNo commissions reported5th Street Advisors, LLC107 John Street · Southport, CT 06890 · (203) 327-1212 · Financial planningCRD 140165 · % of assets, Hourly charges, Fixed fees · $524.5 million AUMSEC registeredNo commissions reportedA.g.p / Alliance Global Partners88 Post Road West, 2nd Floor · Westport, CT 06880 · (800) 727-7922 · Financial planningCRD 8361 · % of assets, Hourly charges, Other · $2.3 billion AUMSEC registeredNo commissions reportedAbs Global Investments2187 Atlantic Street · Stamford, CT 06902 · (203) 618-3700 · Flat / fixed feesCRD 127290 · % of assets, Fixed fees, Performance-based fees · $10.5 billion AUMSEC registeredNo commissions reportedAbundant Wealth Management LLC700 Canal Street, Serendipity Labs · Stamford, CT 06902 · (203) 661-3441 · Financial planningCRD 331285 · % of assets, Hourly charges, Fixed fees · $243.8 million AUMSEC registeredNo commissions reportedAchieve Retirement & Wealth Management, LLC386 Main Street, 2nd Floor · Ridgefield, CT 06877 · (203) 642-6781 · Financial planningCRD 336486 · % of assets, Hourly charges, Fixed fees · $75.6 million AUMState registeredNo commissions reportedAdriatic Wealth Management LLC14 Betmarlea Rd · Norwalk, CT 06850 · (646) 251-8602 · % of assets managedCRD 287493 · % of assets · $2.6 million AUMState registeredNo commissions reportedAdvanced Capital Advisors, LLC140 Sherman Street 4th Floor · Fairfield, CT 06824 · (203) 255-0504 · Financial planningCRD 113628 · % of assets, Hourly charges · $173.0 million AUMState registeredNo commissions reportedAdviceone Advisory Services, LLC100 Western Boulevard · Glastonbury, CT 06033 · (860) 659-4900 · Financial planningCRD 111614 · % of assets, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedAgilis Investment Management LLC187 Danbury Road, Suite 206 · Wilton, CT 06897 · (203) 920-1011 · % of assets managedCRD 336358 · % of assets · $123.8 million AUMSEC registeredNo commissions reportedAis Capital Management L.P.187 Danbury Rd, First Floor · Wilton, CT 06897 · (203) 563-1180 · % of assets managedCRD 107971 · % of assets, Performance-based fees · $358.3 million AUMSEC registeredNo commissions reportedAlchemi Wealth, LLC35 Pratt Street, Suite 202 · Essex, CT 06426 · (860) 767-7500 · Financial planningCRD 310451 · % of assets, Hourly charges, Fixed fees · $286.9 million AUMSEC registeredNo commissions reportedAlexander Capital Advisors, LLC125 Elm Street · New Canaan, CT 06840 · (203) 966-7707 · % of assets managedCRD 140508 · % of assets, Performance-based fees · $104.2 million AUMSEC registeredNo commissions reportedAlpine Hill Advisors LLC1 Turkey Hill Road South, Suite 204 · Westport, CT 06880 · (203) 246-5592 · Financial planningCRD 325412 · % of assets, Fixed fees · $114.5 million AUMSEC registeredNo commissions reportedAltrinsic Global Advisors, LLC300 First Stamford Place, Suite 750 · Stamford, CT 06902 · (203) 661-0030 · % of assets managedCRD 109678 · % of assets, Performance-based fees · $12.2 billion AUMSEC registeredNo commissions reportedApella Wealth65 Memorial Drive, Suite C340 · West Hartford, CT 06107 · (860) 785-2260 · Financial planningCRD 171106 · % of assets, Other · $11.1 billion AUMSEC registeredNo commissions reportedAqr Capital Management, LLCOne Greenwich Plaza, Suite 130, 3rd Floor · Greenwich, CT 06830 · (203) 742-3600 · % of assets managedCRD 111883 · % of assets, Performance-based fees, Other · $311.7 billion AUMSEC registeredNo commissions reportedAraglan Capital Management, LLCOne Landmark Square, Suite 801 · Stamford, CT 06901 · (203) 323-2691 · Financial planningCRD 152150 · % of assets, Hourly charges · $24.0 million AUMState registeredNo commissions reportedAspetuck Financial Management LLC27a Imperial Ave. · Westport, CT 06880 · (203) 226-5733 · Financial planningCRD 134500 · % of assets · $178.3 million AUMSEC registeredNo commissions reportedAsset Management Group, INC.60 Long Ridge Road · Stamford, CT 06902 · (203) 964-8300 · Financial planningCRD 110116 · % of assets, Hourly charges · $898.3 million AUMSEC registeredNo commissions reportedAugust Wealth Advisors LLC51 Riverside Avenue, First Floor · Westport, CT 06880 · (800) 985-9477 · Financial planningCRD 339322 · % of assets, Fixed fees · $436.6 million AUMSEC registeredNo commissions reportedAvity Investment Management INC.80 Field Point Rd. · Greenwich, CT 06830 · (203) 629-2800 · % of assets managedCRD 104623 · % of assets · $2.0 billion AUMSEC registeredNo commissions reportedAvos Capital Management, LLC19 Old Kings Highway South, Suite 200 · Darien, CT 06820 · (720) 864-4348 · % of assets managedCRD 313979 · % of assets, Performance-based fees · $297.8 million AUMSEC registeredNo commissions reportedAyrshire Capital Management LLC136 Main Street, Suite 203 · Westport, CT 06880 · (203) 349-5600 · % of assets managedCRD 157883 · % of assets · $285.1 million AUMSEC registeredNo commissions reportedB Side Partners, LLC167 Old Post Road · Southport, CT 06890 · (203) 307-1090 · Financial planningCRD 330652 · % of assets, Hourly charges, Fixed fees · $62.3 million AUMState registeredNo commissions reportedB.p. Walsh and CO., LLC36 Park Place · Branford, CT 06405 · (203) 208-0632 · % of assets managedCRD 125477 · % of assets · $11.7 million AUMState registeredNo commissions reportedBarron Financial Group, LLP103 Albert Street · Torrington, CT 06790 · (860) 489-0432 · Financial planningCRD 140504 · % of assets, Hourly charges, Fixed fees · $199.1 million AUMSEC registeredNo commissions reportedBasso Capital Management, L.P.1266 East Main Street, 4th Floor · Stamford, CT 06902 · (203) 352-6100 · Flat / fixed feesCRD 132311 · % of assets, Fixed fees, Performance-based fees · $2.6 billion AUMSEC registeredNo commissions reportedBaxter Investment Management1030 East Putnam Avenue · Riverside, CT 06878 · (203) 637-4559 · Financial planningCRD 106548 · % of assets · $1.2 billion AUMSEC registeredNo commissions reportedBeacon Capital, LLC30 Old Kings Highway South, Suite 200 · Darien, CT 06820 · (203) 662-3415 · % of assets managedCRD 127583 · % of assets · $61.2 million AUMState registeredNo commissions reported