Connecticut · 4 advisers
Financial Advisors in Branford, Connecticut
Looking for a financial advisor in Branford, Connecticut? Falists indexes 4 SEC-registered and state-registered investment advisers in Branford — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $11.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$11.7M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Branford
Ranked by AUM · Fees, team & specialties at a glance
WORRELL ADVISORY SERVICES
Branford, CT
AUM
$6.3M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
203-315-1059
SUMMIT PLANNING GROUP, LLC
Branford, CT
AUM
—
Team
5 employees
Clients
0
Fees
Hourly charges; Fixed fees
203-483-3313
B.P. WALSH AND CO., LLC
Branford, CT
AUM
$11.7M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
203-208-0632
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Common questions
- How many financial advisors are in Branford, Connecticut?
- 4 registered investment advisers are listed in our Branford directory, sourced from public SEC filings.
- What types of advisors are in Branford?
- 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 Branford?
- 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.