Falists

Connecticut · 18 advisers

Financial Advisors in Old Greenwich, Connecticut

Looking for a financial advisor in Old Greenwich, Connecticut? Falists indexes 18 SEC-registered and state-registered investment advisers in Old Greenwich — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 15 firms list a website you can visit directly. Firms in this directory manage up to $20.76B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

18

With website

15

Largest AUM

$20.76B

Financial planning

1

Filter by specialty

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

AllWealth12Planning1Trusts1RetirementInstitutional4

Top advisors in Old Greenwich

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

View all 18 →

More cities in Connecticut

Greenwich (213)Stamford (164)Westport (77)Darien (40)Norwalk (24)Hartford (22)Glastonbury (20)Shelton (19)New Canaan (17)Farmington (13)New Haven (13)West Hartford (13)

Common questions

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