Falists

Connecticut · 213 advisers

Financial Advisors in Greenwich, Connecticut

Looking for a financial advisor in Greenwich, Connecticut? Falists indexes 213 SEC-registered and state-registered investment advisers in Greenwich — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 178 firms list a website you can visit directly. Firms in this directory manage up to $311.70B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

213

With website

178

Largest AUM

$311.70B

Financial planning

4

Filter by specialty

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

AllWealth138Planning4Trusts24Retirement12Institutional49

Top advisors in Greenwich

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

View all 213 →
View all 213 advisors in Greenwich

More cities in Connecticut

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)West Hartford (13)

Common questions

How many financial advisors are in Greenwich, Connecticut?
213 registered investment advisers are listed in our Greenwich directory, sourced from public SEC filings.
What types of advisors are in Greenwich?
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 Greenwich?
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.