• My Tools
53 Firms
Country: United States
State: Connecticut
City: Bridgeport

List of the Top Bridgeport Wealth and Asset Management Companies

  • Financial Advisors Diddel

    Financial Advisors Diddel

    Financial Advisors in Stamford CT

    Undisclosed
    Undisclosed
    10 - 49
    Stamford, CT
    Service Focus
    Financial Advising & Planning

    Stamford Connecticut Financial Advisors Diddel & Diddel provides Wealth Management and all Financial Services in Connecticut - Our Financial Advisors offer Wealth Management, Financial Advising…

    More

  • $5,000+
    $200 - $300 / hr
    10 - 49
    Lynbrook, NY
    Service Focus
    Financial Advising & Planning

    “VantagePoint resources are experts; they know what they’re doing, and they truly understand the HR system.”

    • Founder & CEO, Touchstone Security
  • CPA Clinics

    CPA Clinics

    Behind every successful company there is a great

    Undisclosed
    Undisclosed
    50 - 249
    Hicksville, NY
    Service Focus
    Financial Advising & Planning

    We provide you the freedom to focus on your business, knowing you will receive accurate and detailed books every month.
     
    Our comprehensive and timely bookkeeping and accounting services allow…

    More

  • Need help selecting a company? Let our team create a custom shortlist for you

    Request a Free Shortlist
  • Undisclosed
    Undisclosed
    2 - 9
    Valley Stream, NY
    Service Focus
    Financial Advising & Planning

    "We're impressed with their professionalism, high-quality work, and extensive industry knowledge."

    • Executive, Fairway Consulting
  • Legacy Edge

    Legacy Edge

    Making you feel like you are the only client

    Undisclosed
    Undisclosed
    2 - 9
    Syosset, NY
    Service Focus
    Financial Advising & Planning

    For years we envisioned a financial planning practice that would allow us to focus on 3 areas that clients care most about:1. Personalized Attention: Legacy Edge is structured to ensure every advisor…

    More

  • Business Development Machine

    Business Development Machine

    Create Success on Purpose

    $10,000+
    $300+ / hr
    2 - 9
    Merrick, NY
    Service Focus
    Financial Advising & Planning

    Profitability Consulting- Controlled Profitable Growth for Select CPA's, Lawyers and Business Owners

    Profitability Consultant- Controlled Profitable Growth for Select CPA's,…

    More

  • Undisclosed
    Undisclosed
    2 - 9
    Melville, NY
    Service Focus
    Financial Advising & Planning

    A new breed of sports agency professionals who are socially and technologically savvy, creative and have a firm understanding of the rigors of modern media and marketing.Brand development plays a…

    More

  • Finsmart Accounting

    Finsmart Accounting

    Trusted FinOps Partner

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY
    Service Focus
    Financial Advising & Planning

    Finsmart is a trusted FinOps Partner that brings domain expertise, new-age technologies, and customer-centric models for businesses across the globe. Since 2007, we have been supporting Indian…

    More

  • Baharestani & Ritt LLP

    Baharestani & Ritt LLP

    We listen. We evaluate. We advise.

    Undisclosed
    Undisclosed
    2 - 9
    New York, NY
    Service Focus
    Financial Advising & Planning

    "They have always been excellent and exceed my expectations."

    • Owner, Hospitality & Leisure Company
  • Canaccord Genuity Group

    Canaccord Genuity Group

    Driven by Your Success.

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY
    Service Focus
    Financial Advising & Planning

    Through its principal subsidiaries, Canaccord Genuity Group Inc. (the Company) is a leading independent, full-service financial services firm, with operations in two principal segments of the…

    More

  • Piper Sandler

    Piper Sandler

    Realize the Power of Partnership

    Undisclosed
    Undisclosed
    1,000 - 9,999
    New York, NY
    Service Focus
    Financial Advising & Planning

    Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®. Founded in 1895, the firm is headquartered in Minneapolis with more than 60…

    More

  • Wealth Enhancement Group

    Wealth Enhancement Group

    All the specialists you need, all in one place.

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY
    Service Focus
    Financial Advising & Planning

    In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would…

    More

  • KKR

    KKR

    Integrity. Trust. Partnership.

    Undisclosed
    Undisclosed
    1,000 - 9,999
    New York, NY
    Service Focus
    Financial Advising & Planning

    KKR is a leading global investment firm that offers alternative asset management and capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient…

    More

  • Undisclosed
    Undisclosed
    2 - 9
    New Rochelle, NY
    Service Focus
    Financial Advising & Planning

    We are a full-service Tax & Management firm licensed in NY. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and…

    More

  • Even Financial

    Even Financial

    Financial Services New York, NY

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY
    Service Focus
    Financial Advising & Planning

    The definitive search, comparison and recommendation engine for financial services.

    Even Financial is the leading search, comparison, and recommendation engine for financial services, enabling any…

    More

  • Geller

    Geller

    INTEGRATED FINANCIAL AND WEALTH MANAGEMENT EXPERTS

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY
    Service Focus
    Financial Advising & Planning

    Geller provides strategic financial, tax, and consulting services to individuals and families of significant wealth, and their affiliated operating business and foundations.Geller was established in…

    More

  • Lightyear Capital

    Lightyear Capital

    Identifying Trends. Discovering Opportunities.

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY
    Service Focus
    Financial Advising & Planning

    Lightyear is a specialist in financial services, a dynamic and diverse industry representing a significant portion of the U.S. economy. Financial services is opportunity rich but oft-overlooked:…

    More

  • Oppenheimer & Co. Inc.

    Oppenheimer & Co. Inc.

    Achieve your financial goals and aspirations.

    Undisclosed
    Undisclosed
    1,000 - 9,999
    New York, NY
    Service Focus
    Financial Advising & Planning

    Oppenheimer & Co. Inc. is a leading national investment boutique with over a century of tradition. Oppenheimer’s culture of providing innovative, customized solutions to our clients sets us apart…

    More

  • Yellowstone Capital Partners

    Yellowstone Capital Partners

    Private Equity firm based in Houston and NYC

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY
    Service Focus
    Financial Advising & Planning

    Yellowstone Capital Partners, LLC is based in Houston and New York.  A private investment company and family office focused on acquiring and investing in small-to-medium sized businesses.…

    More

  • The Colony Group

    The Colony Group

    Managing beyond money.

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY
    Service Focus
    Financial Advising & Planning

    The Colony Group is the smart choice for building, managing and preserving your wealth.We help successful individuals and their families, busy corporate executives, entrepreneurs and business owners…

    More

  • CITIC Capital

    CITIC Capital

    GLOBAL VISION CHINA FOCUS​

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY
    Service Focus
    Financial Advising & Planning

    CITIC Capital Holdings Limited ("CITIC Capital") is an alternative investment management and advisory company. The firm manages over USD18 billion of capital through its multi-asset class…

    More

  • Lyrical Asset Management

    Lyrical Asset Management

    Back to Basics Investing

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY
    Service Focus
    Financial Advising & Planning

    Value investing is not just what we do, it is who we areFounded in 2008, we are an independent investment manager, purely focused on value investing. We manage concentrated portfolios with low…

    More

  • Bay Street Capital Holdings

    Bay Street Capital Holdings

    Investment Management

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY
    Service Focus
    Financial Advising & Planning

    Bay Street Capital Holdings is a leading provider of investment, advisory, wealth management, and financial planning services. As a fiduciary, we invest on the behalf of our clients with integrity,…

    More

  • Central Park Group

    Central Park Group

    Private Equity | Hedge Funds | Real Estate

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY
    Service Focus
    Financial Advising & Planning

    Central Park Group, LLC, ("CPG") together with its affiliates, is an investment advisory firm specializing in alternative investment strategies for high net worth and smaller institutional investors…

    More

  • Compliance Risk Concepts (CRC​)

    Compliance Risk Concepts (CRC​)

    Turning risk into reward.

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY
    Service Focus
    Financial Advising & Planning

    CRC is staffed with a team of Compliance Risk Management industry professionals that have a proven track record of establishing comprehensive Compliance Risk Management Programs throughout many…

    More

  • Mortar Group

    Mortar Group

    Niche NY Multifamily real estate investments

    $250,000+
    Undisclosed
    2 - 9
    New York, NY
    Service Focus
    Financial Advising & Planning

    Mortar Group is an established New York real estate development firm that focuses on small to mid-cap development and value add acqusitions. 

  • New Land Capital

    New Land Capital

    Investing Forward Into the Future

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY
    Service Focus
    Financial Advising & Planning

    New Land Capital is a real estate private equity firm based in New York City. Our firm has completed many successful transactions and manages a diverse portfolio in the New York metro area. We…

    More

  • Makosi

    Makosi

    #NowTheresRoomToGrow.

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY
    Service Focus
    Financial Advising & Planning

    For young auditors, it would mean gaining invaluable experience while seeing the world. For firms, it would relieve pressure, reduce burnout, and allow their stars to shine and help grow the business…

    More

  • Solomon Partners

    Solomon Partners

    Unrivaled Wisdom.

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY
    Service Focus
    Financial Advising & Planning

    Solomon Partners is a leading financial advisory firm with a legacy as one of the first independent investment banks. We advise clients on mergers, acquisitions, divestitures, restructurings,…

    More

  • United Fund Advisors

    United Fund Advisors

    FINANCING CHANGE

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY
    Service Focus
    Financial Advising & Planning

    United Fund Advisors, LLC (UFA) is a fund manager and financial services company that provides investment capital and advisory services for community development projects throughout the country. As a…

    More

  • Cyprium Partners

    Cyprium Partners

    It's Your Vision. We'll Help You Realize It.

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY
    Service Focus
    Financial Advising & Planning

    Cyprium Partners is a private equity and mezzanine firm focused on non-controlling investments in profitable middle-market companies, allowing company owners and their management teams to retain a…

    More

  • Chase Cost Management LLC

    Chase Cost Management LLC

    Delivering Savings for Diversified Businesses

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY
    Service Focus
    Financial Advising & Planning

    Chase Cost Management was founded in 1998 on the idea that companies need professional guidance on controlling expenses that would otherwise fall under the radar.

    We deliver indirect spend…

    More

  • FTS US Inc.

    FTS US Inc.

    The Alternative to the Big 4.

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY
    Service Focus
    Financial Advising & Planning

    FTS is the only tax firm exclusively dedicated to the Alternative Investment and Family Office sectors. Our professional team is comprised of former Big Four CPAs, JDs, CFAs and MSTs with extensive…

    More

  • Sportstars, Inc.

    Sportstars, Inc.

    Full Service Athlete Management Firm

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY
    Service Focus
    Financial Advising & Planning

    We are Sportstars Inc., a full-service athlete management firm that has been representing NFL players for over 35 years. Based in New York City, with satellite offices in Phoenix, AZ, Miami, FL…

    More

  • OIC

    OIC

    Bridging the Gap Between Tomorrow and Today

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY
    Service Focus
    Financial Advising & Planning

    We’re building a diversified portfolio of investments, backed by hard asset collateral, supporting innovation in infrastructure. We utilize flexible capital and employ a partnership approach to…

    More

  • EastAlliance Partners

    EastAlliance Partners

    A Culture of Collaboration & Transparency

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY
    Service Focus
    Financial Advising & Planning

    We are an investment management firm that provides fully-customized investment & strategic advisory services to high net worth individuals, corporations, and international real estate investors.…

    More

  • Longwave Financial, LLC

    Longwave Financial, LLC

    INVEST IT FORWARD.

    Undisclosed
    Undisclosed
    2 - 9
    New York, NY
    Service Focus
    Financial Advising & Planning

    The first thing you should know about Longwave Financial is that we are not for everyone. Our clients question financial clichés, are thoughtful long-term planners, and truly embrace our confidence…

    More

  • Bristol Ebinger

    Bristol Ebinger

    Relationships. Solutions. People.

    Undisclosed
    Undisclosed
    2 - 9
    New York, NY
    Service Focus
    Financial Advising & Planning

    Bristol Ebinger is a New York City based executive search firm focused on the alternative asset management, investment banking and traditional money manager community. Founded in April 2003, the…

    More

  • Schneider Wealth Strategies

    Schneider Wealth Strategies

    Right Advice to Help Grow & Protect Your Wealth

    Undisclosed
    Undisclosed
    2 - 9
    New York, NY
    Service Focus
    Financial Advising & Planning

    David A. Schneider has been committed to helping people effectively manage their wealth for more than thirty-three years.Working closely with clients to understand their current situation and their…

    More

  • ZS Fund L.P.

    ZS Fund L.P.

    Transactions Custom-Tailored For You

    Undisclosed
    Undisclosed
    2 - 9
    New York, NY
    Service Focus
    Financial Advising & Planning

    We are a private equity firm engaged in making long-term investments in successful middle-market companies. Since 1985, we have focused on transactions that provide liquidity to business owners while…

    More

  • Ariste Advisors LLC

    Ariste Advisors LLC

    OPERATIONS, RESTRUCTURING & FINANCIAL ADVISORY

    Undisclosed
    Undisclosed
    2 - 9
    New York, NY
    Service Focus
    Financial Advising & Planning

    Founded in 2020, Ariste Advisors provides restructuring, operational and financial advisory services to middle market companies, private equity sponsors and secured creditors.  Comprised of…

    More

  • Undisclosed
    Undisclosed
    2 - 9
    New York, NY
    Service Focus
    Financial Advising & Planning

    Crowne Equity Partners, LLC (CEP) is a boutique private real estate investment firm, specializing in acquisition, asset management and syndication of multifamily properties in US emerging markets.We…

    More

  • Bone Fide Wealth

    Bone Fide Wealth

    Invest In You

    Undisclosed
    Undisclosed
    2 - 9
    New York, NY
    Service Focus
    Financial Advising & Planning

    The economic challenges we face are new. The way we approach them must be, as well.Bone Fide Wealth equips our clients with the tools they need to approach today’s reality and succeed. We are not…

    More

  • Wheeler and Morris Business Management Consulting LLC.

    Wheeler and Morris Business Management Consulting LLC.

    Business and Financial Wellness Consulting.

    Undisclosed
    Undisclosed
    2 - 9
    Brooklyn, NY
    Service Focus
    Financial Advising & Planning

    Wheeler and Morris Business Management Consulting firm understands the tedious work of opening your own business. You want to be able to focus on the joy that can be found in watching your business…

    More

  • Bleecker & Jones

    Bleecker & Jones

    Early-stage finance and accounting consultancy

    Undisclosed
    Undisclosed
    2 - 9
    New York City, NY
    Service Focus
    Financial Advising & Planning

    Bleecker & Jones is an early-stage finance and accounting consultancy. We believe that young companies can and should have excellent finance and accounting resources without having to devote…

    More

  • Ilios Selene

    Ilios Selene

    Modernity Collective

    Undisclosed
    $200 - $300 / hr
    2 - 9
    New York, NY
    Service Focus
    Financial Advising & Planning

    "Professional Finance and Administration Firm"
    "Dedicated Solutions" 
    Business Management and IT
    IAASEA © patent 2023 
    Copyright ISMC Corp. 2023
     
    Ilios Selene: 
    Modernity…"

    More

  • Brunner Consulting Inc.

    Brunner Consulting Inc.

    Lead You To The Path Of Success.

    Undisclosed
    Undisclosed
    2 - 9
    Brooklyn, NY
    Service Focus
    Financial Advising & Planning

    Brunner Consulting services a large range of financial business needs. From managing the daily operation of your business, to assisting you in building your company, we can do it all. We offer a full…

    More

  • Egis Capital Partners

    Egis Capital Partners

    Private equity firm in Summit, New Jersey

    Undisclosed
    Undisclosed
    2 - 9
    Summit, NJ
    Service Focus
    Financial Advising & Planning

    Egis Capital Partners makes control-oriented buyout and growth investments in technology-driven businesses in the Security and Protection industry. Since 2008, Egis has made 14 platform investments…

    More

  • Wetherby Asset Management

    Wetherby Asset Management

    Investment Management in San Francisco, CA

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY
    Service Focus
    Financial Advising & Planning

    Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for families and individuals with significant wealth. As an independent advisory firm we offer…

    More

  • BakerAvenue Wealth Management

    BakerAvenue Wealth Management

    When life gives you changes

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY
    Service Focus
    Financial Advising & Planning

    Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals,…

    More

Let our team find the right match for you.

Request a Free Shortlist

Something went wrong. Please try again.