Falists

Connecticut · 10 advisers

Financial Advisors in Southport, Connecticut

Looking for a financial advisor in Southport, Connecticut? Falists indexes 10 SEC-registered and state-registered investment advisers in Southport — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $776.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

10

With website

9

Largest AUM

$776.4M

Financial planning

4

Filter by specialty

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

AllWealth7Planning4Trusts5Retirement2Institutional3

Top advisors in Southport

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

View all 10 →

B SIDE PARTNERS, LLC

Southport, CT

AUM

$62.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

203-307-1090

Full profileNo website

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