Top financial advisors in New Haven, CT
We’ve curated a list of the best financial advisors in New Haven, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$8,881,116,442
Number of advisors
11 advisors
| $8,881,116,442 | 11 advisors | |
| 2 |
Assets under management
$2,077,409,106
Number of advisors
12 advisors
| $2,077,409,106 | 12 advisors | |
| 3 |
Assets under management
$430,343,644
Number of advisors
11 advisors
| $430,343,644 | 11 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in New Haven, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New Haven. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Great Mountain Partners
Great Mountain Partners is a financial advisory firm based in New Haven, Connecticut. It currently has approximately $8,881,116,442 of assets under management and employs about 11 people. Great Mountain Partners uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$8,881,116,442 under management
11 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesEdgehill Endowment Partners
Edgehill Endowment Partners LLC is an investment advisory firm based in New Haven, Connecticut, established in 2013 and owned by Nina F. Scherago. The firm specializes in providing discretionary and non-discretionary investment management services to non-profit endowments, foundations, trusts, and other mission-based institutions with assets exceeding $150 million. As of January 31, 2024, Edgehill manages approximately $2.18 billion of client assets on a fully discretionary basis. For fees, Edgehill charges clients an asset-based advisory fee and may also charge an incentive fee based on yearly net profits. The firm emphasizes best execution in brokerage practices and does not use soft dollars. Clients are provided with monthly or quarterly performance reports and account reviews. Edgehill operates as a fiduciary, with a commitment to transparency and ethical conduct. The firm does not have any disciplinary information or financial industry affiliations to disclose. Clients have the option of granting investment discretion to Edgehill, allowing the firm to make investment decisions on their behalf within specified guidelines. Edgehill does not have custody of client assets, and clients are expected to employ a qualified custodian for their assets.
$2,077,409,106 under management
12 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersOutsourced Investment Office ServicesKreitler Financial LLC
Kreitler Financial, LLC is a registered investment advisor based in New Haven, Connecticut, established in February 2003 and registered with the U.S. Securities and Exchange Commission in May 2020. The firm offers discretionary and non-discretionary investment advisory services, including financial planning and consulting, primarily recommending allocation among mutual funds, ETFs, stocks, bonds, and fixed income securities based on client objectives. Fees are charged on a percentage basis, ranging from 0.65% to 1.25%, with a negotiable minimum account size of $1,000,000. The firm does not participate in wrap fee programs and does not accept performance-based fees. Clients include individuals, businesses, charitable organizations, and trusts. Investment strategies include long-term and short-term purchases, with a focus on fundamental, technical, and cyclical analysis. Clients are encouraged to review accounts annually, and the firm does not vote client proxies. The firm does not have any disciplinary actions, bankruptcy petitions, or financial conditions that may impair its commitments. Clients are provided with quarterly account statements and reports. The firm does not provide legal or accounting services and does not assist with financial plan implementation unless agreed upon in writing.
$430,343,644 under management
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in New Haven, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New Haven. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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