{ "path": "/advisors/ct", "url": "https://advisorcensus.com/advisors/ct/page/9", "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": 9, "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": 105342, "name": "Hamilton Advisors Inc", "name_as_filed": "HAMILTON ADVISORS INC", "url": "https://advisorcensus.com/firm/hamilton-advisors-inc-105342", "city": null, "state": null, "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162590, "name": "Hamilton Robinson LLC", "name_as_filed": "HAMILTON ROBINSON LLC", "url": "https://advisorcensus.com/firm/hamilton-robinson-llc-stamford-ct-162590", "city": "Stamford", "state": "CT", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 136372, "name": "Hammond Iles Wealth Advisors", "name_as_filed": "HAMMOND ILES WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/hammond-iles-wealth-advisors-wethersfield-ct-136372", "city": "Wethersfield", "state": "CT", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309594, "name": "Harboradvisors, LLC", "name_as_filed": "HARBORADVISORS, LLC", "url": "https://advisorcensus.com/firm/harboradvisors-llc-309594", "city": null, "state": null, "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 226521, "name": "Harbour Point Capital", "name_as_filed": "HARBOUR POINT CAPITAL", "url": "https://advisorcensus.com/firm/harbour-point-capital-darien-ct-226521", "city": "Darien", "state": "CT", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 112500, "name": "Hardman Johnston Global Advisors LLC", "name_as_filed": "HARDMAN JOHNSTON GLOBAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/hardman-johnston-global-advisors-llc-stamford-ct-112500", "city": "Stamford", "state": "CT", "years_registered": 41, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 106699, "name": "Hartford Investment Management Company", "name_as_filed": "HARTFORD INVESTMENT MANAGEMENT COMPANY", "url": "https://advisorcensus.com/firm/hartford-investment-management-company-hartford-ct-106699", "city": "Hartford", "state": "CT", "years_registered": 29, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 309199, "name": "Harvested Financial, LLC", "name_as_filed": "HARVESTED FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/harvested-financial-llc-309199", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127175, "name": "Haviland & Sams, LLC", "name_as_filed": "HAVILAND & SAMS, LLC", "url": "https://advisorcensus.com/firm/haviland-and-sams-llc-farmington-ct-127175", "city": "Farmington", "state": "CT", "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 286561, "name": "HB Capital Partners, LLC", "name_as_filed": "HB CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/hb-capital-partners-llc-new-canaan-ct-286561", "city": "New Canaan", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330765, "name": "Hcap 1 LLC", "name_as_filed": "HCAP 1 LLC", "url": "https://advisorcensus.com/firm/hcap-1-llc-westport-ct-330765", "city": "Westport", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 313052, "name": "Heartwood Partners, LLC", "name_as_filed": "HEARTWOOD PARTNERS, LLC", "url": "https://advisorcensus.com/firm/heartwood-partners-llc-norwalk-ct-313052", "city": "Norwalk", "state": "CT", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 336185, "name": "Hedgeye Asset Management, LLC", "name_as_filed": "HEDGEYE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hedgeye-asset-management-llc-stamford-ct-336185", "city": "Stamford", "state": "CT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134510, "name": "Herbert J. Sims Capital Management, Inc.", "name_as_filed": "HERBERT J. SIMS CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/herbert-j-sims-capital-management-inc-fairfield-ct-134510", "city": "Fairfield", "state": "CT", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 127650, "name": "Heritage Capital, LLC", "name_as_filed": "HERITAGE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/heritage-capital-llc-woodbridge-ct-127650", "city": "Woodbridge", "state": "CT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 105039, "name": "HFM Wealth Management", "name_as_filed": "HFM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/hfm-wealth-management-west-hartford-ct-105039", "city": "West Hartford", "state": "CT", "years_registered": 37, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 161515, "name": "High Road Capital Partners, LLC", "name_as_filed": "HIGH ROAD CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/high-road-capital-partners-llc-greenwich-ct-161515", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 170971, "name": "Highcape Partners Management, L.P.", "name_as_filed": "HIGHCAPE PARTNERS MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/highcape-partners-management-l-p-westport-ct-170971", "city": "Westport", "state": "CT", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 306304, "name": "Highland Peak Capital, LLC", "name_as_filed": "HIGHLAND PEAK CAPITAL, LLC", "url": "https://advisorcensus.com/firm/highland-peak-capital-llc-old-greenwich-ct-306304", "city": "Old Greenwich", "state": "CT", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 338539, "name": "Highlight Advisors LLC", "name_as_filed": "HIGHLIGHT ADVISORS LLC", "url": "https://advisorcensus.com/firm/highlight-advisors-llc-338539", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160415, "name": "Hildene Capital Management", "name_as_filed": "HILDENE CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/hildene-capital-management-stamford-ct-160415", "city": "Stamford", "state": "CT", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 297991, "name": "Hondius Capital Management, LP", "name_as_filed": "HONDIUS CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/hondius-capital-management-lp-norwalk-ct-297991", "city": "Norwalk", "state": "CT", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 334320, "name": "Honu Capital Management LLC", "name_as_filed": "HONU CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/honu-capital-management-llc-avon-ct-334320", "city": "Avon", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318798, "name": "Hoplon Asset Management, L.P.", "name_as_filed": "HOPLON ASSET MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/hoplon-asset-management-l-p-greenwich-ct-318798", "city": "Greenwich", "state": "CT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 127215, "name": "Horizon Financial Advisors, LLC", "name_as_filed": "HORIZON FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/horizon-financial-advisors-llc-west-hartford-ct-127215", "city": "West Hartford", "state": "CT", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 153052, "name": "Horizon Technology Finance", "name_as_filed": "HORIZON TECHNOLOGY FINANCE", "url": "https://advisorcensus.com/firm/horizon-technology-finance-farmington-ct-153052", "city": "Farmington", "state": "CT", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 281848, "name": "Hoya Capital Real Estate, LLC", "name_as_filed": "HOYA CAPITAL REAL ESTATE, LLC", "url": "https://advisorcensus.com/firm/hoya-capital-real-estate-llc-rowayton-ct-281848", "city": "Rowayton", "state": "CT", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 147400, "name": "HT Partners LLC", "name_as_filed": "HT PARTNERS LLC", "url": "https://advisorcensus.com/firm/ht-partners-llc-centerbrook-ct-147400", "city": "Centerbrook", "state": "CT", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108614, "name": "HTG Investment Advisors Inc", "name_as_filed": "HTG INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/htg-investment-advisors-inc-new-canaan-ct-108614", "city": "New Canaan", "state": "CT", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 155910, "name": "Hudson Bay Capital Management LP", "name_as_filed": "HUDSON BAY CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/hudson-bay-capital-management-lp-stamford-ct-155910", "city": "Stamford", "state": "CT", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 282919, "name": "Hudson Structured Capital Management Ltd.", "name_as_filed": "HUDSON STRUCTURED CAPITAL MANAGEMENT LTD.", "url": "https://advisorcensus.com/firm/hudson-structured-capital-management-ltd-stamford-ct-282919", "city": "Stamford", "state": "CT", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 290595, "name": "Hunjo LLC", "name_as_filed": "HUNJO LLC", "url": "https://advisorcensus.com/firm/hunjo-llc-westport-ct-290595", "city": "Westport", "state": "CT", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 127160, "name": "IHS Herold Inc.", "name_as_filed": "IHS HEROLD INC.", "url": "https://advisorcensus.com/firm/ihs-herold-inc-westport-ct-127160", "city": "Westport", "state": "CT", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 332715, "name": "In the Money Retirement Planning Limited Liability Company", "name_as_filed": "IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY", "url": "https://advisorcensus.com/firm/in-the-money-retirement-planning-limited-liability-company-waterford-ct-332715", "city": "Waterford", "state": "CT", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127687, "name": "Indigo Asset Management, Inc.", "name_as_filed": "INDIGO ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/indigo-asset-management-inc-127687", "city": null, "state": null, "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329300, "name": "Ineffable Ventures LLC", "name_as_filed": "INEFFABLE VENTURES LLC", "url": "https://advisorcensus.com/firm/ineffable-ventures-llc-stamford-ct-329300", "city": "Stamford", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 291644, "name": "Infinity Financial Strategies, LLC", "name_as_filed": "INFINITY FINANCIAL STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/infinity-financial-strategies-llc-granby-ct-291644", "city": "Granby", "state": "CT", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336773, "name": "Innovative Asset Advisors Group", "name_as_filed": "INNOVATIVE ASSET ADVISORS GROUP", "url": "https://advisorcensus.com/firm/innovative-asset-advisors-group-shelton-ct-336773", "city": "Shelton", "state": "CT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340029, "name": "Innovative Asset Management Group, LLC", "name_as_filed": "INNOVATIVE ASSET MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/innovative-asset-management-group-llc-shelton-ct-340029", "city": "Shelton", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288511, "name": "Integra Global Advisors LLC", "name_as_filed": "INTEGRA GLOBAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/integra-global-advisors-llc-stamford-ct-288511", "city": "Stamford", "state": "CT", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 327825, "name": "Interactive Venture Partners LLC", "name_as_filed": "INTERACTIVE VENTURE PARTNERS LLC", "url": "https://advisorcensus.com/firm/interactive-venture-partners-llc-greenwich-ct-327825", "city": "Greenwich", "state": "CT", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289715, "name": "Invenire Capital, LLC", "name_as_filed": "INVENIRE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/invenire-capital-llc-ridgefield-ct-289715", "city": "Ridgefield", "state": "CT", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 121060, "name": "Investmark Advisory Group LLC", "name_as_filed": "INVESTMARK ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/investmark-advisory-group-llc-shelton-ct-121060", "city": "Shelton", "state": "CT", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110823, "name": "Investors Capital Management Inc", "name_as_filed": "INVESTORS CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/investors-capital-management-inc-darien-ct-110823", "city": "Darien", "state": "CT", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104550, "name": "Iridian Asset Management LLC", "name_as_filed": "IRIDIAN ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/iridian-asset-management-llc-westport-ct-104550", "city": "Westport", "state": "CT", "years_registered": 30, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 321642, "name": "Ironwood Capital Advisors LLC", "name_as_filed": "IRONWOOD CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/ironwood-capital-advisors-llc-avon-ct-321642", "city": "Avon", "state": "CT", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 321171, "name": "Ironwood Capital Connecticut I LLC", "name_as_filed": "IRONWOOD CAPITAL CONNECTICUT I LLC", "url": "https://advisorcensus.com/firm/ironwood-capital-connecticut-i-llc-avon-ct-321171", "city": "Avon", "state": "CT", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327217, "name": "Ishtar Gate Capital Management, LLC", "name_as_filed": "ISHTAR GATE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ishtar-gate-capital-management-llc-hartford-ct-327217", "city": "Hartford", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322648, "name": "ISO-MTS Capital Management LP", "name_as_filed": "ISO-MTS CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/iso-mts-capital-management-lp-greenwich-ct-322648", "city": "Greenwich", "state": "CT", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 313302, "name": "Isos Capital Management, LP", "name_as_filed": "ISOS CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/isos-capital-management-lp-westport-ct-313302", "city": "Westport", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "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" } }