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Advisors for $1 million to $3 million in Connecticut

All 83 advisors

Advisors for $1 million to $3 million in Connecticut: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Alexander Monte Monte Financial Group Guilford Not listed Percentage of assets, Hourly
Alexander Russell Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Benjamin Monte Monte Financial Group Guilford Not listed Percentage of assets, Hourly
Brigid Lahiff Gilman Hill Asset Management New Canaan Not listed Percentage of assets
Cameron Davignon Monte Financial Group Guilford Not listed Percentage of assets, Hourly
Constance Velander Washington Trust Advisors New Haven Not listed Percentage of assets, Fixed fees
Damon Hart Baxter Investment Management Riverside Not listed Percentage of assets
Donald Roger Liddell Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Henrik Brun Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Ian Armstrong Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Jacques Cattier Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
James Taliaferro Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Jeb Armstrong Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Jenny Harrington Gilman Hill Asset Management New Canaan Not listed Percentage of assets
John Baxter Baxter Investment Management Greenwich Not listed Percentage of assets
Jonathan Oherron Gilman Hill Asset Management New Canaan Not listed Percentage of assets
Jonathan Smith Baxter Investment Management Greenwich Not listed Percentage of assets
Joseph Rizzo Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Joshua Peteet Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Justin Thomas Stableford Capital Fairfield Not listed Percentage of assets, Hourly
Kirstin Mobyed Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Matthew Maclean Rossmore Private Capital Glastonbury Not listed Percentage of assets, Fixed fees
Michael Scholten Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Noah Lifgren Monte Financial Group Guilford Not listed Percentage of assets, Hourly
Peter Secrist Washington Trust Advisors New Haven Not listed Percentage of assets, Fixed fees
Phillip Schemel Schemco Westport Not listed Percentage of assets, Hourly
Robert Dalldorf Clear Harbor Asset Management Wilton Not listed Percentage of assets, Fixed fees
Robert Monte Monte Financial Group Guilford Not listed Percentage of assets, Hourly
Scott Bogan Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Steven Shaw Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Thomas Ellis Washington Trust Advisors New Haven Not listed Percentage of assets, Fixed fees
William Baxter Baxter Investment Management Greenwich Not listed Percentage of assets
William Baxter Baxter Investment Management Riverside Not listed Percentage of assets