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Financial advisory firms
in Connecticut.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

2,013 financial advisors473 advisory firms57 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

473 advisory firmsCompare public facts. Verify experience directly.
2,013 financial advisors473 advisory firms57 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

1 MAIN CAPITAL MANAGEMENT, LLCCRD 328626

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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11 CAPITAL PARTNERS LPCRD 306165

Advisory firm

Filed advisory firm office: Darien, CT

Filed firm type: Registered

Other investment advisersPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1543 CAPITAL LPCRD 305398

Advisory firm

Filed advisory firm office: Greenwich, CT

Filed firm type: Registered

Insurance companiesOther investment advisersPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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3 BOOMERANG CAPITAL, LPCRD 326929

Advisory firm

Filed advisory firm office: Greenwich, CT

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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33 CAPITAL MANAGEMENT LLCCRD 326780

Advisory firm

Filed advisory firm office: Greenwich, CT

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsOther investment advisersPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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37SPRUCE INVESTMENT PARTNERS, LLCCRD 340176

Advisory firm

Filed advisory firm office: Greenwich, CT

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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A&M CAPITALCRD 163576

Advisory firm

Filed advisory firm office: Greenwich, CT

Filed firm type: Registered

Insurance companiesPooled investment vehicles (other than ICs)State or municipal government entitiesPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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A.G.P / ALLIANCE GLOBAL PARTNERSCRD 8361

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABS GLOBAL INVESTMENTSCRD 127290

Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABUNDANT WEALTH MANAGEMENT LLCCRD 331285

Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ACK ASSET MANAGEMENT LLCCRD 155136

Advisory firm

Filed advisory firm office: Greenwich, CT

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ACTIVANT CAPITAL GROUP LLCCRD 173856

Advisory firm

Filed advisory firm office: Darien, CT

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ADVICEONE ADVISORY SERVICES, LLCCRD 111614

Advisory firm

Filed advisory firm office: Glastonbury, CT

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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AETNA ASSET ADVISORS, LLCCRD 161282

Advisory firm

Filed advisory firm office: Hartford, CT

Filed firm type: Registered

Pension and profit sharing plansPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AETOS CAPITAL REAL ESTATECRD 156128

Advisory firm

Filed advisory firm office: Greenwich, CT

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AGILIS INVESTMENT MANAGEMENT LLCCRD 336358

Advisory firm

Filed advisory firm office: Wilton, CT

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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AIP CAPITAL ADVISORS LLCCRD 328465

Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Insurance companiesPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AIS CAPITAL MANAGEMENT L.P.CRD 107971

Advisory firm

Filed advisory firm office: Wilton, CT

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pooled investment vehicles (other than ICs)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALCHEMI WEALTH, LLCCRD 310451

Advisory firm

Filed advisory firm office: Essex, CT

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALPINE HILL ADVISORS LLCCRD 325412

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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