Falists

Connecticut · 9 advisers

Financial Advisors in Avon, Connecticut

Looking for a financial advisor in Avon, Connecticut? Falists indexes 9 SEC-registered and state-registered investment advisers in Avon — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $766.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

9

With website

6

Largest AUM

$766.2M

Financial planning

5

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth6Planning5Trusts4Retirement1Institutional2

Top advisors in Avon

Ranked by AUM · Fees, team & specialties at a glance

View all 9 →

TELOS PARTNERS LLC

Avon, CT

AUM

$0

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

(646)907-9424

Full profileNo website

More cities in Connecticut

Greenwich (213)Stamford (164)Westport (77)Darien (40)Norwalk (24)Hartford (22)Glastonbury (20)Shelton (19)Old Greenwich (18)New Canaan (17)Farmington (13)New Haven (13)

Common questions

How many financial advisors are in Avon, Connecticut?
9 registered investment advisers are listed in our Avon directory, sourced from public SEC filings.
What types of advisors are in Avon?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Avon?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.