Connecticut · 24 advisers
Financial Advisors in Norwalk, Connecticut
Looking for a financial advisor in Norwalk, Connecticut? Falists indexes 24 SEC-registered and state-registered investment advisers in Norwalk — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 17 firms list a website you can visit directly. Firms in this directory manage up to $24.36B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
24
With website
17
Largest AUM
$24.36B
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Norwalk
Ranked by AUM · Fees, team & specialties at a glance
COMMONFUND OCIO, INC.
Norwalk, CT
AUM
$22.66B
Team
33 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-563-5000
CF PRIVATE EQUITY, INC.
Norwalk, CT
AUM
$15.78B
Team
38 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-563-5000
ARDSLEY PARTNERS
Norwalk, CT
AUM
$1.64B
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-564-4200
TEEWINOT CAPITAL ADVISERS, L.L.C.
Norwalk, CT
AUM
$1.61B
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-984-2360
HEARTWOOD PARTNERS, LLC
Norwalk, CT
AUM
$1.36B
Team
22 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-625-0770
RISKBRIDGE ADVISORS, LLC
Norwalk, CT
AUM
$898.3M
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(203) 658-6055
LITVAK WEALTH, LLC
Norwalk, CT
AUM
$536.1M
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(203) 227-8000
SAVOIR FAIRE CAPITAL MANAGEMENT, LP
Norwalk, CT
AUM
$389.5M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
321-328-0985
CAPZONE MANAGEMENT LLC
Norwalk, CT
AUM
$201.6M
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-299-2376
LBB HOLDING COMPANY LLC
Norwalk, CT
AUM
$199.5M
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-299-3220
HONDIUS CAPITAL MANAGEMENT, LP
Norwalk, CT
AUM
$129.9M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-930-2200
ADRIATIC WEALTH MANAGEMENT LLC
Norwalk, CT
AUM
$2.6M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
646-251-8602
GE INVESTMENT MANAGEMENT
Norwalk, CT
AUM
$24.36B
Team
2 advisors
Clients
—
Fees
COST REIMBURSEMENT
203-229-1145
GRADIENT RIDGE CAPITAL, L.P.
Norwalk, CT
AUM
$231.8M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
732-616-3877
VON KOHORN RESEARCH & ADVISORY, INC.
Norwalk, CT
AUM
$3.9M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203 919 1919
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Common questions
- How many financial advisors are in Norwalk, Connecticut?
- 24 registered investment advisers are listed in our Norwalk directory, sourced from public SEC filings.
- What types of advisors are in Norwalk?
- 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 Norwalk?
- 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.