You can count on our certified financial planners, research experts, investment advisors, accountants and client service professionals to collaborate and service you every step of the way.

Cash and a sound capital structure are key to your organization’s success. As an independent SEC-registered investment advisor, Capital Advisors Group will partner with you to help you …

Capital Advisors is a second-generation family-owned and operated independent financial services firm. Since 1995 we have helped individuals and small business owners tackle their …

Tom joined Purkiss Capital Advisors from Commonfund Asset Management Company in Wilton, CT serving a wide range of institutional investors, including endowments, foundations, and …

Oct 1, 2025 · Forbes' Top RIA Firms 2025 list highlights leading Registered Investment Advisors known for expert financial advice, trust, and wealth management. View the list here.

Our Team Is Principled We have over 68 team members servicing our clients and looking out for their best financial interests. Our advisors are committed to you, building your trust and …

Capital Advisors Group was founded more than 33 years ago with a focus on providing institutional cash management, risk management, and debt finance consulting solutions to …

Our holistic, customized plans begin by understanding all aspects of a client’s financial life. Through detailed discussions and collaboration, we help our clients quantify aspirations and …

Capital Advisors Group has built a seasoned team of professionals with decades of experience in investment management. Senior members of our investment and operations teams have an …

MAI Capital Management has an office in Madison Connecticut with a team that empowers clients to simplify, protect, and grow their wealth.