Financial advisers in Westport , CT

AUM: $150.2B
Per adviser: $589M
Advisers: 255

No reported disclosures

Neos Investments

Westport, CT · Est. 2022

AUM: $21.7B
Per adviser: $10.8B
Advisers: 2

No reported disclosures

Fermat Capital Management, LLC

Westport, CT · Est. 2006

AUM: $11.1B
Per adviser: $743M
Advisers: 15

No reported disclosures

Energy Income Partners

Westport, CT · Est. 2006

AUM: $6.1B
Per adviser: $758M
Advisers: 8

No reported disclosures

Lime Rock

Westport, CT · Est. 2012

AUM: $5.5B
Per adviser: $100M
Advisers: 55

Gemspring Capital Management, LP

Westport, CT · Est. 2016

AUM: $5.1B
Per adviser: $105M
Advisers: 49

No reported disclosures

Coastal Bridge Advisors

Westport, CT · Est. 2009

AUM: $5.0B
Per adviser: $201M
Advisers: 25

No reported disclosures

Compass Group Management LLC

Westport, CT · Est. 2013

AUM: $3.0B
Per adviser: $434M
Advisers: 7

Ardmore Road Asset Management LP

Westport, CT · Est. 2020

AUM: $2.8B
Per adviser: $218M
Advisers: 13

No reported disclosures

Cas Investment Partners, LLC

Westport, CT · Est. 2017

AUM: $2.4B
Per adviser: $1.2B
Advisers: 2

No reported disclosures

Balance Point Capital Advisors, LLC

Westport, CT · Est. 2015

AUM: $2.4B
Per adviser: $188M
Advisers: 13

No reported disclosures

A.G.P / Alliance Global Partners

Westport, CT · Est. 2009

AUM: $2.3B
Per adviser: $16M
Advisers: 140

Dock Street Capital Management LLC

Westport, CT · Est. 2012

AUM: $1.7B
Per adviser: $826M
Advisers: 2

No reported disclosures

Third View Private Wealth

Westport, CT · Est. 2025

AUM: $1.2B
Per adviser: $193M
Advisers: 6

No reported disclosures

Bhms Investments, LP

Westport, CT · Est. 2022

AUM: $1.0B
Per adviser: $112M
Advisers: 9

No reported disclosures

Verbena Value LP

Westport, CT · Est. 2025

AUM: $1.0B
Per adviser: $125M
Advisers: 8

No reported disclosures

Castlekeep Investment Advisors

Westport, CT · Est. 2001

AUM: $921M
Per adviser: $460M
Advisers: 2

No reported disclosures

Rfe Management Corporation

Westport, CT · Est. 2012

AUM: $913M
Per adviser: $61M
Advisers: 15

No reported disclosures

True Green Capital Management LLC

Westport, CT · Est. 2022

AUM: $876M
Per adviser: $67M
Advisers: 13

No reported disclosures

Manatuck Hill Partners, LLC

Westport, CT · Est. 2012

AUM: $629M
Per adviser: $157M
Advisers: 4

No reported disclosures

Northlight Capital Partners

Westport, CT · Est. 2022

AUM: $582M
Per adviser: $83M
Advisers: 7

No reported disclosures

Birinyi Associates, INC.

Westport, CT · Est. 1990

AUM: $472M
Per adviser: $157M
Advisers: 3

August Wealth Advisors LLC

Westport, CT · Est. 2025

AUM: $437M
Per adviser: $109M
Advisers: 4

No reported disclosures

Longwall Family Office

Westport, CT · Est. 2023

AUM: $428M
Per adviser: $143M
Advisers: 3

No reported disclosures

Jgb Capital Management L.P.

Westport, CT · Est. 2017

AUM: $421M
Per adviser: $53M
Advisers: 8

Yakira Capital Management, INC.

Westport, CT · Est. 2012

AUM: $412M
Per adviser: $137M
Advisers: 3

No reported disclosures

Brightlight Capital

Westport, CT · Est. 2019

AUM: $386M
Per adviser: $193M
Advisers: 2

No reported disclosures

Ayrton Capital LLC

Westport, CT · Est. 2022

AUM: $359M
Per adviser: $72M
Advisers: 5

No reported disclosures

Ararat Capital Management LP

Westport, CT · Est. 2020

AUM: $359M
Per adviser: $90M
Advisers: 4

No reported disclosures

Greenhouse Wealth Management, LLC

Westport, CT · Est. 2019

AUM: $289M
Per adviser: $289M
Advisers: 1

No reported disclosures

Ayrshire Capital Management LLC

Westport, CT · Est. 2019

AUM: $285M
Per adviser: $143M
Advisers: 2

No reported disclosures

Kate Capital LLC

Westport, CT · Est. 2024

AUM: $207M
Per adviser: $34M
Advisers: 6

No reported disclosures

Drum Hill Capital, LLC

Westport, CT · Est. 2006

AUM: $194M
Per adviser: $97M
Advisers: 2

No reported disclosures

Aspetuck Financial Management LLC

Westport, CT · Est. 2022

AUM: $178M
Per adviser: $178M
Advisers: 1

No reported disclosures

Lcr Wealth Management LLC

Westport, CT · Est. 2021

AUM: $152M
Per adviser: $51M
Advisers: 3

No reported disclosures

Quorus INC.

Westport, CT · Est. 2026

AUM: $148M
Per adviser: $49M
Advisers: 3

No reported disclosures

Alpine Hill Advisors LLC

Westport, CT · Est. 2023

AUM: $115M
Per adviser: $57M
Advisers: 2

No reported disclosures

Tengram Capital Partners

Westport, CT · Est. 2014

AUM: $111M
Per adviser: $22M
Advisers: 5

No reported disclosures

Wavelength Capital Management, LLC

Westport, CT · Est. 2013

AUM: $104M
Per adviser: $104M
Advisers: 1

No reported disclosures

1 Main Capital Management, LLC

Westport, CT · Est. 2026