{ "path": "/advisors/ct", "url": "https://advisorcensus.com/advisors/ct/page/17", "page_type": "state", "title": "Financial advisors in Connecticut", "filters": {}, "scope_total": 963, "faq": [ { "q": "How many financial advisory firms are there in Connecticut?", "a": "AdvisorCensus lists 963 investment advisory firms with a principal office in Connecticut, from Form ADV filings as of October 2026: 515 SEC-registered, 263 state-registered, and 185 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Connecticut?", "a": "199 of the 963 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Connecticut offer financial planning?", "a": "266 of the 778 firms in Connecticut that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Connecticut fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 199 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 963 investment advisory firms with a principal office in Connecticut, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Connecticut: 963 firms from Form ADV filings as of October 2026.", "total_firms": 963, "page": 17, "total_pages": 20, "sort": "name", "registration_types": { "sec": 515, "state": 263, "exempt": 185 }, "fee_model_mix": [ { "code": "fee-only", "count": 199 }, { "code": "percentage_of_aum", "count": 704 }, { "code": "hourly", "count": 188 }, { "code": "subscription", "count": 9 }, { "code": "fixed", "count": 269 }, { "code": "commissions", "count": 9 }, { "code": "performance_based", "count": 344 }, { "code": "other", "count": 133 }, { "code": "not_reported", "count": 185 } ], "years_registered_distribution": [ { "code": "under_5", "count": 376 }, { "code": "5_to_9", "count": 174 }, { "code": "10_to_19", "count": 231 }, { "code": "20_plus", "count": 172 }, { "code": "not_reported", "count": 10 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 143 }, { "code": "25m_100m", "count": 79 }, { "code": "100m_500m", "count": 187 }, { "code": "500m_1b", "count": 83 }, { "code": "1b_5b", "count": 139 }, { "code": "over_5b", "count": 88 }, { "code": "not_reported", "count": 244 } ], "firms": [ { "crd_number": 154862, "name": "Springboard Asset Management LLC", "name_as_filed": "SPRINGBOARD ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/springboard-asset-management-llc-cheshire-ct-154862", "city": "Cheshire", "state": "CT", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 139022, "name": "Sprott Asset Management USA Inc.", "name_as_filed": "SPROTT ASSET MANAGEMENT USA INC.", "url": "https://advisorcensus.com/firm/sprott-asset-management-usa-inc-darien-ct-139022", "city": "Darien", "state": "CT", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 305385, "name": "Sprout Creek LLC", "name_as_filed": "SPROUT CREEK LLC", "url": "https://advisorcensus.com/firm/sprout-creek-llc-westport-ct-305385", "city": "Westport", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329991, "name": "Spruce Management LLC", "name_as_filed": "SPRUCE MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/spruce-management-llc-stamford-ct-329991", "city": "Stamford", "state": "CT", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 284158, "name": "Spurstone", "name_as_filed": "SPURSTONE", "url": "https://advisorcensus.com/firm/spurstone-higganum-ct-284158", "city": "Higganum", "state": "CT", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319478, "name": "SR Alternative Credit, LLC", "name_as_filed": "SR ALTERNATIVE CREDIT, LLC", "url": "https://advisorcensus.com/firm/sr-alternative-credit-llc-darien-ct-319478", "city": "Darien", "state": "CT", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 296281, "name": "Srep Capital Management, LLC", "name_as_filed": "SREP CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/srep-capital-management-llc-greenwich-ct-296281", "city": "Greenwich", "state": "CT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 135520, "name": "Stadium Capital Management, LLC", "name_as_filed": "STADIUM CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stadium-capital-management-llc-new-canaan-ct-135520", "city": "New Canaan", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 173802, "name": "Starboard Capital Partners, LLC", "name_as_filed": "STARBOARD CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/starboard-capital-partners-llc-southport-ct-173802", "city": "Southport", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172775, "name": "Steeprock Capital", "name_as_filed": "STEEPROCK CAPITAL", "url": "https://advisorcensus.com/firm/steeprock-capital-greenwich-ct-172775", "city": "Greenwich", "state": "CT", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 343939, "name": "Stelvio Private Wealth", "name_as_filed": "STELVIO PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/stelvio-private-wealth-greenwich-ct-343939", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156946, "name": "Sterling Investment Partners Advisers, LLC", "name_as_filed": "STERLING INVESTMENT PARTNERS ADVISERS, LLC", "url": "https://advisorcensus.com/firm/sterling-investment-partners-advisers-llc-greenwich-ct-156946", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 322230, "name": "Stevens Asset Management LLC", "name_as_filed": "STEVENS ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/stevens-asset-management-llc-darien-ct-322230", "city": "Darien", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283004, "name": "Steward Partners Investment Advisory, LLC", "name_as_filed": "STEWARD PARTNERS INVESTMENT ADVISORY, LLC", "url": "https://advisorcensus.com/firm/steward-partners-investment-advisory-llc-stamford-ct-283004", "city": "Stamford", "state": "CT", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287469, "name": "Still Lake Capital, LLC", "name_as_filed": "STILL LAKE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/still-lake-capital-llc-wilton-ct-287469", "city": "Wilton", "state": "CT", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338595, "name": "Stock Financial and Retirement Solutions", "name_as_filed": "STOCK FINANCIAL AND RETIREMENT SOLUTIONS", "url": "https://advisorcensus.com/firm/stock-financial-and-retirement-solutions-338595", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 335050, "name": "Stocklift", "name_as_filed": "STOCKLIFT", "url": "https://advisorcensus.com/firm/stocklift-new-canaan-ct-335050", "city": "New Canaan", "state": "CT", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "subscription" ], "enhanced": false }, { "crd_number": 322243, "name": "Stolar Capital Investment Management LLC", "name_as_filed": "STOLAR CAPITAL INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/stolar-capital-investment-management-llc-stamford-ct-322243", "city": "Stamford", "state": "CT", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334535, "name": "Stone Blue Capital LLC", "name_as_filed": "STONE BLUE CAPITAL LLC", "url": "https://advisorcensus.com/firm/stone-blue-capital-llc-darien-ct-334535", "city": "Darien", "state": "CT", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 156521, "name": "Stone Point Capital LLC", "name_as_filed": "STONE POINT CAPITAL LLC", "url": "https://advisorcensus.com/firm/stone-point-capital-llc-greenwich-ct-156521", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 310377, "name": "Stone Point Credit Adviser LLC", "name_as_filed": "STONE POINT CREDIT ADVISER LLC", "url": "https://advisorcensus.com/firm/stone-point-credit-adviser-llc-greenwich-ct-310377", "city": "Greenwich", "state": "CT", "years_registered": 6, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 332241, "name": "Stone Point Credit Income Adviser LLC", "name_as_filed": "STONE POINT CREDIT INCOME ADVISER LLC", "url": "https://advisorcensus.com/firm/stone-point-credit-income-adviser-llc-greenwich-ct-332241", "city": "Greenwich", "state": "CT", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 331409, "name": "Stone Wall Money Management LLC", "name_as_filed": "STONE WALL MONEY MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/stone-wall-money-management-llc-shelton-ct-331409", "city": "Shelton", "state": "CT", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134017, "name": "Stonebridge Advisors LLC", "name_as_filed": "STONEBRIDGE ADVISORS LLC", "url": "https://advisorcensus.com/firm/stonebridge-advisors-llc-wilton-ct-134017", "city": "Wilton", "state": "CT", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285486, "name": "Stormfield Capital, LLC", "name_as_filed": "STORMFIELD CAPITAL, LLC", "url": "https://advisorcensus.com/firm/stormfield-capital-llc-southport-ct-285486", "city": "Southport", "state": "CT", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 305329, "name": "Story Ventures", "name_as_filed": "STORY VENTURES", "url": "https://advisorcensus.com/firm/story-ventures-westport-ct-305329", "city": "Westport", "state": "CT", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 122437, "name": "Strategic Financial, LLC", "name_as_filed": "STRATEGIC FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/strategic-financial-llc-south-windsor-ct-122437", "city": "South Windsor", "state": "CT", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 282825, "name": "Strategic Investment Planning LLC", "name_as_filed": "STRATEGIC INVESTMENT PLANNING LLC", "url": "https://advisorcensus.com/firm/strategic-investment-planning-llc-west-hartford-ct-282825", "city": "West Hartford", "state": "CT", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 138406, "name": "Strategic Value Partners, LLC", "name_as_filed": "STRATEGIC VALUE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/strategic-value-partners-llc-greenwich-ct-138406", "city": "Greenwich", "state": "CT", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 300130, "name": "Stratis Capital, LLC", "name_as_filed": "STRATIS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/stratis-capital-llc-darien-ct-300130", "city": "Darien", "state": "CT", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162560, "name": "Stride Capital Group, LP", "name_as_filed": "STRIDE CAPITAL GROUP, LP", "url": "https://advisorcensus.com/firm/stride-capital-group-lp-westport-ct-162560", "city": "Westport", "state": "CT", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332447, "name": "Strong Wealth Advisors, LLC", "name_as_filed": "STRONG WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/strong-wealth-advisors-llc-stamford-ct-332447", "city": "Stamford", "state": "CT", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 286563, "name": "Successful Wealth Strategies, LLC", "name_as_filed": "SUCCESSFUL WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/successful-wealth-strategies-llc-collinsville-ct-286563", "city": "Collinsville", "state": "CT", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 121371, "name": "Sullivan Financial, LLC", "name_as_filed": "SULLIVAN FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/sullivan-financial-llc-essex-ct-121371", "city": "Essex", "state": "CT", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338026, "name": "Summer Family Advisors LLC", "name_as_filed": "SUMMER FAMILY ADVISORS LLC", "url": "https://advisorcensus.com/firm/summer-family-advisors-llc-stamford-ct-338026", "city": "Stamford", "state": "CT", "years_registered": null, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289269, "name": "Summerhaven Investment Management, LLC", "name_as_filed": "SUMMERHAVEN INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/summerhaven-investment-management-llc-stamford-ct-289269", "city": "Stamford", "state": "CT", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 149793, "name": "Summit Investment Management, LLC", "name_as_filed": "SUMMIT INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/summit-investment-management-llc-lyme-ct-149793", "city": "Lyme", "state": "CT", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 126563, "name": "Summit Planning Group, LLC", "name_as_filed": "SUMMIT PLANNING GROUP, LLC", "url": "https://advisorcensus.com/firm/summit-planning-group-llc-branford-ct-126563", "city": "Branford", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340066, "name": "Sumus Financial LLC", "name_as_filed": "SUMUS FINANCIAL LLC", "url": "https://advisorcensus.com/firm/sumus-financial-llc-shelton-ct-340066", "city": "Shelton", "state": "CT", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329267, "name": "Sumzero Capital Management, LLC", "name_as_filed": "SUMZERO CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sumzero-capital-management-llc-greenwich-ct-329267", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317529, "name": "Sursum Financial LLC", "name_as_filed": "SURSUM FINANCIAL LLC", "url": "https://advisorcensus.com/firm/sursum-financial-llc-old-saybrook-ct-317529", "city": "Old Saybrook", "state": "CT", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 127447, "name": "Sustainable Growth Advisers, LP", "name_as_filed": "SUSTAINABLE GROWTH ADVISERS, LP", "url": "https://advisorcensus.com/firm/sustainable-growth-advisers-lp-stamford-ct-127447", "city": "Stamford", "state": "CT", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331679, "name": "Swan Investment Partners", "name_as_filed": "SWAN INVESTMENT PARTNERS", "url": "https://advisorcensus.com/firm/swan-investment-partners-old-greenwich-ct-331679", "city": "Old Greenwich", "state": "CT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 166031, "name": "Swanson River Capital Management LLC", "name_as_filed": "SWANSON RIVER CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/swanson-river-capital-management-llc-166031", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 342936, "name": "Swiss Finance Private Wealth Management LLC", "name_as_filed": "SWISS FINANCE PRIVATE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/swiss-finance-private-wealth-management-llc-southbury-ct-342936", "city": "Southbury", "state": "CT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312176, "name": "Symetra Investment Management Company", "name_as_filed": "SYMETRA INVESTMENT MANAGEMENT COMPANY", "url": "https://advisorcensus.com/firm/symetra-investment-management-company-farmington-ct-312176", "city": "Farmington", "state": "CT", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 120982, "name": "Symmetry Partners", "name_as_filed": "SYMMETRY PARTNERS", "url": "https://advisorcensus.com/firm/symmetry-partners-glastonbury-ct-120982", "city": "Glastonbury", "state": "CT", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 335461, "name": "Tadpole Investments LLC", "name_as_filed": "TADPOLE INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/tadpole-investments-llc-335461", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 342361, "name": "Tailored Wealth, LLC", "name_as_filed": "TAILORED WEALTH, LLC", "url": "https://advisorcensus.com/firm/tailored-wealth-llc-fairfield-ct-342361", "city": "Fairfield", "state": "CT", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 150787, "name": "Talson Capital Management L.P.", "name_as_filed": "TALSON CAPITAL MANAGEMENT L.P.", "url": "https://advisorcensus.com/firm/talson-capital-management-l-p-stamford-ct-150787", "city": "Stamford", "state": "CT", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/ct/bridgeport", "name": "Bridgeport", "msa_name": "Bridgeport-Stamford-Danbury, CT", "state_code": "CT", "firm_count": 635 }, { "path": "/advisors/ct/hartford", "name": "Hartford", "msa_name": "Hartford-West Hartford-East Hartford, CT", "state_code": "CT", "firm_count": 138 }, { "path": "/advisors/ct/new-haven", "name": "New Haven", "msa_name": "New Haven, CT", "state_code": "CT", "firm_count": 44 }, { "path": "/advisors/ct/waterbury", "name": "Waterbury", "msa_name": "Waterbury-Shelton, CT", "state_code": "CT", "firm_count": 33 }, { "path": "/advisors/ct/norwich", "name": "Norwich", "msa_name": "Norwich-New London-Willimantic, CT", "state_code": "CT", "firm_count": 13 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ct", "label": "Financial advisors in Connecticut" }, "fee_pages": [ { "path": "/advisors/ct/fee-only", "label": "Fee-only financial advisors in Connecticut", "firm_count": 199 }, { "path": "/advisors/ct/flat-fee", "label": "Flat-fee financial advisors in Connecticut", "firm_count": 269 }, { "path": "/advisors/ct/hourly", "label": "Hourly financial advisors in Connecticut", "firm_count": 188 } ] }, "csv": "https://advisorcensus.com/advisors/ct.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }