Fiduciary advisors in Westport, CT

39 registered advisers

Westport is a bedroom community for New York finance professionals who keep their advisory relationships close to home. Among them, 38 operate strictly fee-only, meaning they collect no commissions or product-based revenue.

A.G.P / ALLIANCE GLOBAL PARTNERS

Also Compensated via Brokerage
Westport, ConnecticutCRD #8361
Typical Fee--
AUM$2.3B
Minimum--
Clients6,959

ABBINGTON INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #174407
Typical Fee--
AUM$123M
Minimum--
Clients90

ALPINE HILL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #325412
Typical Fee--
AUM$115M
Minimum--
Clients155

ARARAT CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Westport, ConnecticutCRD #291783
Typical Fee--
AUM$483M
Minimum--
Clients4

ASPETUCK FINANCIAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #134500
Typical Fee--
AUM$178M
Minimum--
Clients481

AYRSHIRE CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #157883
Typical Fee--
AUM$285M
Minimum--
Clients283

AYRTON CAPITAL LLC

Fee-Only, No ConflictsClean Record
Westport, ConnecticutCRD #286298
Typical Fee--
AUM$265M
Minimum--
Clients3

BALANCE POINT CAPITAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Westport, ConnecticutCRD #264789
Typical Fee--
AUM$2.2B
Minimum--
Clients7

BHMS INVESTMENTS, LP

Fee-Only, No ConflictsClean Record
Westport, ConnecticutCRD #162554
Typical Fee--
AUM$943M
Minimum--
Clients7

BIRINYI ASSOCIATES, INC.

Fee-OnlyAlso Compensated via Product Sales
Westport, ConnecticutCRD #107169
Typical Fee--
AUM$472M
Minimum--
Clients164

BRIDGEWATER ASSOCIATES, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #105129
Typical Fee--
AUM$136.5B
Minimum--
Clients130

BRIGHTLIGHT CAPITAL

Fee-Only, No ConflictsClean Record
Westport, ConnecticutCRD #171109
Typical Fee--
AUM$427M
Minimum--
Clients2

CAS INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #170071
Typical Fee--
AUM$1.8B
Minimum--
Clients4

CASTLEKEEP INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #111656
Typical Fee--
AUM$828M
Minimum--
Clients447

COASTAL BRIDGE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #152569
Typical Fee--
AUM$4.6B
Minimum--
Clients9,000

COMPASS GROUP MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Westport, ConnecticutCRD #168422
Typical Fee--
AUM$4.1B
Minimum--
Clients1

DOCK STREET CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Westport, ConnecticutCRD #157155
Typical Fee--
AUM$1.7B
Minimum--
Clients60

DRUM HILL CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #123359
Typical Fee--
AUM$170M
Minimum--
Clients212

ENERGY INCOME PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #140799
Typical Fee--
AUM$5.4B
Minimum--
Clients121

FERMAT CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Westport, ConnecticutCRD #134099
Typical Fee--
AUM$11.1B
Minimum--
Clients15

GEMSPRING CAPITAL MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #285081
Typical Fee--
AUM$3.7B
Minimum--
Clients12

GREENHOUSE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #283763
Typical Fee--
AUM$289M
Minimum--
Clients313

IRIDIAN ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #104550
Typical Fee--
AUM$367M
Minimum--
Clients20

JGB CAPITAL MANAGEMENT L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #163658
Typical Fee--
AUM$330M
Minimum--
Clients5

KATE CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #329897
Typical Fee1.25%
AUM$219M
Minimum--
Clients5

LCR WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #313013
Typical Fee--
AUM$152M
Minimum--
Clients187

LIME ROCK

Fee-Only, No Conflicts
Westport, ConnecticutCRD #157127
Typical Fee--
AUM$6.7B
Minimum--
Clients25

LONGWALL FAMILY OFFICE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #324336
Typical Fee--
AUM$326M
Minimum--
Clients110

MANATUCK HILL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #160689
Typical Fee--
AUM$605M
Minimum--
Clients7

NEOS INVESTMENTS

Fee-Only, No ConflictsClean Record
Westport, ConnecticutCRD #321256
Typical Fee--
AUM$5.9B
Minimum--
Clients10

NORTHLIGHT CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Westport, ConnecticutCRD #170112
Typical Fee--
AUM$528M
Minimum--
Clients13

RFE MANAGEMENT CORPORATION

Fee-Only, No ConflictsClean Record
Westport, ConnecticutCRD #160360
Typical Fee--
AUM$772M
Minimum--
Clients6

TENGRAM CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #166930
Typical Fee--
AUM$122M
Minimum--
Clients2

THIRD VIEW PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #335591
Typical Fee--
AUM$1.2B
Minimum--
Clients1,792

TRUE GREEN CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #277052
Typical Fee--
AUM$769M
Minimum--
Clients6

VERBENA VALUE LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #337379
Typical Fee--
AUM$1.0B
Minimum--
Clients1

VISDOM INVESTMENT GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #327619
Typical Fee0.25%
AUM$183M
Minimum--
Clients53

WAVELENGTH CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #167725
Typical Fee--
AUM$104M
Minimum--
Clients1

YAKIRA CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westport, ConnecticutCRD #159398
Typical Fee--
AUM$348M
Minimum--
Clients3
Fiduciary Advisors in Westport, Connecticut | FiduciaryListings