Connecticut · 3 advisers
Financial Advisors in Mystic, Connecticut
Looking for a financial advisor in Mystic, Connecticut? Falists indexes 3 SEC-registered and state-registered investment advisers in Mystic — 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 $227.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$227.7M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Mystic
Ranked by AUM · Fees, team & specialties at a glance
LANSDOWNE WEALTH MANAGEMENT, LLC
Mystic, CT
AUM
$227.7M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
860-245-5078
SOUND PORTFOLIO ADVISORS, LLC
Mystic, CT
AUM
$151.1M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
860-572-2737
DEWITT CAPITAL MANAGEMENT LLC
Mystic, CT
AUM
$21.4M
Team
1 employees
Clients
0
Fees
Percentage of AUM
203-258-0028
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Common questions
- How many financial advisors are in Mystic, Connecticut?
- 3 registered investment advisers are listed in our Mystic directory, sourced from public SEC filings.
- What types of advisors are in Mystic?
- 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 Mystic?
- 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.