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Find The Best Financial Advisors in Greenwich, Connecticut

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

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How To Find The Best Financial Advisors in Greenwich, Connecticut

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Greenwich, Connecticut, FinancialAdvisor.net is a useful resource. We've compiled a list of the 11 vetted financial advisors and non-vetted financial advisors in Greenwich, Connecticut, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Greenwich, Connecticut have an average of 18 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Greenwich, Connecticut

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Charles Helme

BH Asset Management, LLC

203-987-6227

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Masa Yamazaki

Oxler Private Wealth

212-785-2860

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Matt Cuiffo

Edelman Financial Engines, LLC

516-252-1387

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Christopher Badaracco

Rose Wealth Advisors

201-961-4887

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Walter Varian

Edelman Financial Engines, LLC

646-779-2102

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Frank Lepore

Bleakley Financial Group

973-244-4237

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Michael Klein

Bleakley Financial Group

973-575-4180

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Jennifer Keiling

Edelman Financial Engines, LLC

732-578-2343

Top Financial Advisor Firms in Greenwich, Connecticut (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
AQR CAPITAL MANAGEMENT, LLC
One Greenwich Plaza, Suite 130, 3rd Floor
Greenwich, CT, 6830
111883 $119,996,796,135 279 A Percentage of AUM, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
STONE POINT CAPITAL LLC
20 Horseneck Lane,
Greenwich, CT, 06830-6327
156521 $44,586,708,474 35 A Percentage of AUM, Performance Based, Other (ADVISORY, MONITORING, AND CERTAIN OTHER RELATED FEES.)
VERITION FUND MANAGEMENT LLC
One American Lane,
Greenwich, CT, 06831-9998
156610 $43,630,335,052 7 A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF COSTS)
EDGEWOOD MANAGEMENT LLC
600 Steamboat Road, Suite 103
Greenwich, CT, 06830-7181
106647 $28,756,627,229 1600 A Percentage of AUM, Performance Based
HUDSON BAY CAPITAL MANAGEMENT LP
28 Havemeyer Place, 2nd Floor
Greenwich, CT, 6830
155910 $27,110,169,407 5 A Percentage of AUM, Performance Based
PALOMA PARTNERS MANAGEMENT COMPANY
2 American Lane,
Greenwich, CT, 06836-2571
138460 $26,664,198,477 3 Other (REIMBURSEMENT OF EXPENSES)
L CATTERTON
599 West Putnam Avenue,
Greenwich, CT, 6830
157428 $24,401,753,671 62 A Percentage of AUM, Performance Based
SILVER POINT CAPITAL, L.P.
Two Greenwich Plaza, First Floor,
Greenwich, CT, 06830-6353
157738 $22,450,493,322 23 A Percentage of AUM, Performance Based
STRATEGIC VALUE PARTNERS, LLC
100 West Putnam Avenue,
Greenwich, CT, 6830
138406 $17,609,458,426 51 A Percentage of AUM, Performance Based
LONE PINE CAPITAL LLC
Two Greenwich Plaza, 2nd Floor
Greenwich, CT, 6830
156602 $17,076,491,100 10 A Percentage of AUM, Performance Based
AXIOM INVESTORS
33 Benedict Place, 2nd Floor,
Greenwich, CT, 6830
109605 $16,572,658,763 67 A Percentage of AUM, Performance Based
PERFORMANCE EQUITY MANAGEMENT, LLC
5 Greenwich Office Park, Third Floor
Greenwich, CT, 6831
110207 $11,092,678,291 32 A Percentage of AUM, Performance Based
ARISTEIA CAPITAL, LLC
One Greenwich Plaza, Suite 300
Greenwich, CT, 6830
135986 $9,924,645,575 6 A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D MISCELLANEOUS)
LOANCORE CAPITAL CREDIT ADVISOR LLC
55 Railroad Ave, Suite 100
Greenwich, CT, 6830
293737 $9,555,388,016 2 A Percentage of AUM, Performance Based
ATLAS HOLDINGS LLC
100 Northfield Street,
Greenwich, CT, 6830
160610 $8,819,436,043 16 A Percentage of AUM, Performance Based, Other (TRANSACTION FEES & MONITORING FEES)

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