Connecticut · 2 advisers
Financial Advisors in Canton, Connecticut
Looking for a financial advisor in Canton, Connecticut? Falists indexes 2 SEC-registered and state-registered investment advisers in Canton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $386.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$386.0M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Canton
Ranked by AUM · Fees, team & specialties at a glance
FISCAL WISDOM WEALTH MANAGEMENT LLC
Canton, CT
AUM
$386.0M
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
678-202-4066
CHADWICK FINANCIAL ADVISORS, LLC
Canton, CT
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
860-673-1942
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Common questions
- How many financial advisors are in Canton, Connecticut?
- 2 registered investment advisers are listed in our Canton directory, sourced from public SEC filings.
- What types of advisors are in Canton?
- 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 Canton?
- 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.