Find a Financial Advisor in Greenwich, CT

 

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We did the hard work of finding trustworthy partners in Greenwich, CT.

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We Only Work With The Best Greenwich Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Greenwich, CT


  • Financial Advisor Close to Greenwich, CT

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Greenwich, CT


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Greenwich, CT

We evaluated over 13,000 RIA firms to bring you the best of the best Greenwich financial advisors.
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How Retirement-Friendly is Greenwich, CT?

  • Population: 13,287
  • % of Population 62 Years and Over: 22.1%
  • Average Home Value: $1222,400
  • Average Monthly Housing Cost: $2,052
  • Average Household Income: $209,877
  • Connecticut Total Tax Burden: 10.44% (5th Highest in U.S.)
  • Connecticut Property Tax: 4.06% (6th Highest in U.S.)
  • Connecticut Individual Income Tax: 3.56% (6th Highest in U.S.)
  • Connecticut Sales and Excise Tax: 2.82% (12th Lowest in U.S.)



The Top Financial Advisor Firms in Greenwich, CT

 

PERFORMANCE EQUITY MANAGEMENT, LLC

Website

(203) 742-2400

5 Greenwich Office Park
Third Floor
Greenwich, CT 6831

SEC#: 801-60051
Years in Business: 20 years

SOUND SHORE MANAGEMENT INC

Website

(203) 629-1980

8 Sound Shore Dr., Suite 180

Greenwich, CT 6830

SEC#: 801-13549
Years in Business: 44 years

FOX RUN MANAGEMENT LLC

Website

(203) 629-1729

115 E Putnam Avenue

Greenwich, CT 6830

SEC#: 801-106745
Years in Business: 6 years

GRAMERCY FUNDS MANAGEMENT LLC

Website

(203) 552-1900

20 Dayton Avenue

Greenwich, CT 6830

SEC#: 801-70808
Years in Business: 12 years

AMG FUNDS LLC

Website

(203) 299-3500

600 Steamboat Road
Suite 300
Greenwich, CT 6830

SEC#: 801-56365
Years in Business: 22 years

MOONRISE CAPITAL LP

Website

(203) 544-2302

268 Mason Street
Floor 2
Greenwich, CT 6830

SEC#: 801-117063
Years in Business: 2 years

STRATEGIC VALUE PARTNERS, LLC

Website

(203) 618-3500

100 West Putnam Avenue

Greenwich, CT 6830

SEC#: 801-72080
Years in Business: 11 years

AQR CAPITAL MANAGEMENT, LLC

Website

(203) 742-3600

Two Greenwich Plaza
3rd Floor
Greenwich, CT 6830

SEC#: 801-55543
Years in Business: 23 years

COOK PINE CAPITAL LLC

Website

(203) 861-2930

2 Sound View Drive
Second Floor
Greenwich, CT 6830

SEC#: 801-64533
Years in Business: 16 years

 


Greenwich, CT Financial Advisor FAQs

Ask if they have a fiduciary responsibility. This will reassure you that they are working primarily for your best interest.
Financial advisors usually will charge an annual fee. It varies depending on the advisor's services, past performance, and method of payment. There are many advisors who will offer their service for free or at a small monthly retainer fee.
Things to look for when selecting an advisor are whether they are registered with the SEC according to FINRA's BrokerCheck program, if their office has been investigated by regulators, how much they cost for their services, and what qualifications and certifications they have.
A financial advisor can ease your process of managing your funds with multiple goals in mind. A person will need a financial advisor if they are looking for help in investments, taxes, home-ownership, college planning or retirement planning.