Fee-OnlyFinder

Advisers in New Haven, CT

5 advisers in New Haven — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

% of assets managed (4)

All advisers

Blakely Harbor Advisors, LLCConnecticut Financial Center, 157 Church Street, 19th Floor · New Haven, CT 06510 · (754) 301-8804 · % of assets managedCRD 152249 · % of assets · $68.9 million AUMState registeredNo commissions reportedKnights of Columbus Asset Advisors LLCOne Columbus Plaza · New Haven, CT 06510 · (203) 752-4502 · % of assets managedCRD 174129 · % of assets · $30.5 billion AUMSEC registeredNo commissions reportedKreitler Financial LLC265 Church Street, Suite 501 · New Haven, CT 06510 · (203) 867-4396 · Financial planningCRD 309056 · % of assets, Hourly charges, Fixed fees · $584.9 million AUMSEC registeredNo commissions reportedLadd Capital Management LLC110 Whitney Ave · New Haven, CT 06510 · (203) 562-6624 · % of assets managedCRD 105162 · % of assets · $176.6 million AUMSEC registeredNo commissions reportedPlootus470, James Street · New Haven, CT 06513 · (475) 209-2079 · Financial planningCRD 314583 · OtherSEC registeredNo commissions reported
Talking to advisers in New Haven? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.