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Find 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. give you extensive options to compare best advisors in Greenwich & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Greenwich?

Looking for a qualified financial advisor in Greenwich? We can help you by narrowing down your options & listing the best financial advisors in Greenwich as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Greenwich near you with the list of certified and vetted Greenwich financial advisors.

List of Qualified Financial Advisors in Greenwich, Connecticut


Charles Helme

BH Asset Management, LLC

2 Greenwich Office Park West; Third Floor, Suites 1, 1A

Greenwich, CT 06831



Peter Scholtz

Scholtz & Company

107 Elm Street
Four Stamford Plaza, 5th Floor

Stamford, CT 06902



Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606



Paresh B. Shah

PareShah Partners LLC

960 South Broadway, Suite 115-B

Hicksville, NY 11801



Emil Ben David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556



Brian Deutsch

Edelman Financial Engines, LLC

650 From Road

Paramus, NJ 07652



Paul Stawinski

CLU Wealth Advisors

310 West 86 th Street

New York, NY 10024



Jed Limmer

Bicoastal Wealth Management

142 West 57th Street

New York, NY 10019




Altfest Personal Wealth Management

445 Park Avenue
6th Floor

New York, NY 10022



Walter Varian

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173



Personal Capital

Personal Capital


Prince, NY 10012




Farther Finance, LLC

Four World Trade Center
150 Greenwich St, Ste 2946

New York, NY 10007



Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004



Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301



Kevin Shea

Edelman Financial Engines, LLC

51 JFK Parkway

Short Hills, NJ 07078



Michael Thompson

LPL Financial

110 Washington Ave. 3rd Floor

North Haven, CT 06473


Top Financial Advisor Firms in Connecticut (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
Aqr Capital Management, Llc
Two Greenwich Plaza, 3rd Floor Greenwich, CT 6830
111883 $145,451,136,492 289 A percentage of AUM
Performance Based
Strategic Value Partners, Llc
100 West Putnam Avenue, Greenwich, CT 6830
138406 $19,896,841,710 48 A percentage of AUM
Performance Based
Performance Equity Management, Llc
5 Greenwich Office Park, Third Floor Greenwich, CT 6831
110207 $12,930,733,120 32 A percentage of AUM
Performance Based
Abs Global Investments
537 Steamboat Road, Greenwich, CT 6830
127290 $7,871,705,251 20 A percentage of AUM
Fixed fees
Performance Based
Gramercy Funds Management Llc
20 Dayton Avenue, Greenwich, CT 6830
152209 $5,972,088,440 43 A percentage of AUM
Performance Based
Sound Shore Management Inc
8 Sound Shore Dr., Suite 180, Greenwich, CT 06830-7242
112379 $3,754,735,931 426 A percentage of AUM
Hourly charges
Performance Based
Woodson Capital Management, Lp
537 Steamboat Road, Suite 303 Greenwich, CT 6830
161644 $1,968,891,539 8 A percentage of AUM
Hourly charges
Performance Based
Moonrise Capital Lp
268 Mason Street, Floor 2 Greenwich, CT 6830
286269 $1,130,387,985 5 A percentage of AUM
Performance Based
Oracle Investment Management, Inc.
177 W Putnam Avenue, Greenwich, CT 6902
138127 $1,118,991,095 3 A percentage of AUM
Performance Based
Teton Advisors, Llc
189 Mason Street, Greenwich, CT 6830
105963 $868,584,986 4 A percentage of AUM
Cook Pine Capital Llc
2 Sound View Drive, Second Floor Greenwich, CT 6830
134911 $444,778,397 11 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Silverfern Capital Management, Llc
2 Greenwich Office Park, Suite 300 Greenwich, CT 6831
160308 $318,879,391 21 A percentage of AUM
Performance Based
Fox Run Management Llc
115 E Putnam Avenue, Greenwich, CT 6830
149092 $254,608,716 2 A percentage of AUM
Performance Based
Quantix Commodities Lp
16 Old Track Road, Suite A Greenwich, CT 6830
317784 $43,952,674 1 A percentage of AUM
Kyur, Inc.
500 W. Putnam Avenue, Suite 400 Greenwich, CT 6830
284721 $5,090,000 11 A percentage of AUM
Hourly charges

Additional Financial Advisors in Connecticut

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Andrew L Cushman
Inquire with Andrew
One Fawcett Place, 3rd, Floor Greenwich, CT 06830 203-625-4679
Alexander Davidson
Inquire with Alexander
1 Fawcett Place, 3rd Floor Greenwich, CT 06830 203-625-4855
Ali M Girardi
Inquire with Ali
One Fawcett Place, 3rd, Floor Greenwich, CT 06830 203-625-4845
Arnel Gonzales
Inquire with Arnel
41 W Putnam Ave, Greenwich, CT 06830 203-349-4347
Andrew L. Florio
Inquire with Andrew
One Fawcett Place, 3rd, Floor Greenwich, CT 06830 203-861-5754
Amy Mooney
Inquire with Amy
1 Fawcett Place, 3rd Floor Greenwich, CT 06830 203-625-4841
Arthur W Tuttle
Inquire with Arthur
1 Fawcett Place, 3rd Floor Greenwich, CT 06830 203-625-4807
Arthur A. Auch
Inquire with Arthur
1 Fawcett Place, 3rd Floor Greenwich, CT 06830 203-625-4829
Ross Mannino
Inquire with Ross
41 W Putnam Ave, Greenwich, CT 06830 203-661-1817
Thomas Mc Candless
Inquire with Thomas
41 W Putnam Ave, Greenwich, CT 06830 203-302-6741

Frequently Asked Questions

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 I 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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