Connecticut · 3 advisers
Financial Advisors in Cos Cob, Connecticut
Looking for a financial advisor in Cos Cob, Connecticut? Falists indexes 3 SEC-registered and state-registered investment advisers in Cos Cob — 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 $206.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$206.8M
Financial planning
0
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Cos Cob
Ranked by AUM · Fees, team & specialties at a glance
BURNHAM STERLING ASSET MANAGEMENT LLC
Cos Cob, CT
AUM
$206.8M
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-862-4800
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Common questions
- How many financial advisors are in Cos Cob, Connecticut?
- 3 registered investment advisers are listed in our Cos Cob directory, sourced from public SEC filings.
- What types of advisors are in Cos Cob?
- 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 Cos Cob?
- 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.