Connecticut · 2 advisers
Financial Advisors in Woodbridge, Connecticut
Looking for a financial advisor in Woodbridge, Connecticut? Falists indexes 2 SEC-registered and state-registered investment advisers in Woodbridge — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $231.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
1
Largest AUM
$231.1M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Woodbridge
Ranked by AUM · Fees, team & specialties at a glance
HERITAGE CAPITAL, LLC
Woodbridge, CT
AUM
$146.9M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
203-389-3553
WHARTON MIDMARKET INVESTMENT ADVISORS INC
Woodbridge, CT
AUM
$231.1M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
2036069696
More cities in Connecticut
Common questions
- How many financial advisors are in Woodbridge, Connecticut?
- 2 registered investment advisers are listed in our Woodbridge directory, sourced from public SEC filings.
- What types of advisors are in Woodbridge?
- 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 Woodbridge?
- 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.