Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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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!

We understand your financial needs are not always the same! Choosing the right financial advisor in Greenwich is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Greenwich & pick the one as per your needs

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 17 vetted financial advisors and 131 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 17 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

Edelman Financial Engines, LLC

877-208-7414

Address

Gerard Gruber

Harbor West Wealth Management & Planning

203-454-3377

Address

830 Post Road East Suite 102,
Westport, CT 06880 See Details

Clarity Wealth Advisors

617-851-4075

Address

710 Flintlock Rd,
Southport, CT 06890 See Details

William Romero

Mml

646-805-8842

Address

900 Stewart Ave #260,
Garden City, NY 11530 See Details

Edelman Financial Engines LLC

877-208-7414

Address

650 From Road, Suite 460,
Paramus, NJ 07652 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details

Anthony M. Errico

Port Capital Management

212-597-2249

Address

684 Broadway,
Massapequa, NY 11758 See Details

Altfest Personal Wealth Management

212-796-8732

Address

445 Park Avenue,
6th Floor,
New York, NY 10022 See Details

Farther Finance, LLC

646-494-2925

Address

4 World Trade Center,
New York, NY 10019 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

340 Madison Avenue,
New York, NY 10173 See Details

Dan Brady

Savvy Advisors

914-246-8731

Address

900 Broadway Ste. 202,
New York, NY 10003 See Details

Procyon Partners, LLC

475-600-2501

Address

1 Corporate Drive,
Suite 225,
Shelton, CT 06484 See Details

Frank Lepore

Bleakley Financial Group

973-244-4237

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details

Doug Frew

BroadFront Capital Management

732-819-5006

Address

101 Crawfords Corner Rd, Suite 1120,
Holmdel, NJ 07733 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
AQR CAPITAL MANAGEMENT, LLC One Greenwich Plaza, Suite 130, 3rd Floor Greenwich, CT, 06830	111883	$132,541,536,421	294	A percentage of AUM, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
VERITION FUND MANAGEMENT LLC One American Lane, Greenwich, CT, 06831-9998	156610	$107,251,821,000	4	A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF COSTS)
STONE POINT CAPITAL LLC 20 Horseneck Lane, Greenwich, CT, 06830-6327	156521	$48,452,616,973	39	A percentage of AUM, Performance Based, Other (ADVISORY, MONITORING, AND CERTAIN OTHER RELATED FEES.)
EDGEWOOD MANAGEMENT LLC 600 Steamboat Road, Suite 103 Greenwich, CT, 06830-7181	106647	$35,717,045,050	1480	A percentage of AUM, Performance Based
PALOMA PARTNERS MANAGEMENT COMPANY 2 American Lane, Greenwich, CT, 06836-2571	138460	$29,368,098,330	3	Other (REIMBURSEMENT OF EXPENSES)
SILVER POINT CAPITAL, L.P. Two Greenwich Plaza, First Floor, Greenwich, CT, 06830-6353	157738	$27,910,283,660	31	A percentage of AUM, Performance Based
L CATTERTON 599 West Putnam Avenue, Greenwich, CT, 06830	157428	$26,642,350,736	62	A percentage of AUM, Performance Based
STRATEGIC VALUE PARTNERS, LLC 100 West Putnam Avenue, Greenwich, CT, 06830	138406	$21,033,939,631	54	A percentage of AUM, Performance Based
AXIOM INVESTORS 33 Benedict Place, 2nd Floor, Greenwich, CT, 06830	109605	$20,199,107,873	65	A percentage of AUM, Performance Based
LONE PINE CAPITAL LLC Two Greenwich Plaza, Suite 220 Greenwich, CT, 06830	156602	$17,467,446,200	12	A percentage of AUM, Performance Based
ARISTEIA CAPITAL, LLC One Greenwich Plaza, Suite 300 Greenwich, CT, 06830	135986	$12,162,529,805	6	A percentage of AUM, Performance Based, Other (SEE SCHEDULE D MISCELLANEOUS)
PERFORMANCE EQUITY MANAGEMENT, LLC 5 Greenwich Office Park, Third Floor Greenwich, CT, 06831	110207	$9,531,067,693	32	A percentage of AUM, Performance Based
EAGLE POINT CREDIT MANAGEMENT LLC 600 Steamboat Road, Suite 202 Greenwich, CT, 06830	166370	$9,264,598,353	88	A percentage of AUM, Performance Based, Other (INCOME BASED FEE)
GREENBRIAR EQUITY GROUP One Greenwich Plaza, Suite 110 Greenwich, CT, 06830	157475	$8,632,065,097	18	A percentage of AUM, Performance Based
ATLAS HOLDINGS LLC 100 Northfield Street, Greenwich, CT, 06830	160610	$8,533,620,892	16	A percentage of AUM, Other (TRANSACTION FEES & MONITORING FEES)

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Find The Best Financial Advisors in Greenwich, Connecticut

How To Find The Best Financial Advisors in Greenwich, ConnecticutLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Greenwich, Connecticut

Address

Harbor West Wealth Management & Planning

Address

Address

Mml

Address

Address

Address

Port Capital Management

Address

Address

Address

Address

Savvy Advisors

Address

Address

Bleakley Financial Group

Address

Address

BroadFront Capital Management

Address

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

Select other cities around Greenwich, Connecticut to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Greenwich, Connecticut
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy