Falists

Connecticut · 8 advisers

Financial Advisors in Guilford, Connecticut

Looking for a financial advisor in Guilford, Connecticut? Falists indexes 8 SEC-registered and state-registered investment advisers in Guilford — 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 $682.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

8

With website

6

Largest AUM

$682.5M

Financial planning

7

Filter by specialty

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

AllWealth6Planning7Trusts7Retirement4Institutional2

Top advisors in Guilford

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

View all 8 →

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 Guilford, Connecticut?
8 registered investment advisers are listed in our Guilford directory, sourced from public SEC filings.
What types of advisors are in Guilford?
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 Guilford?
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.