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 Wilton is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Wilton & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Wilton, Connecticut, FinancialAdvisor.net is a useful resource. We've compiled a list of the 11 vetted financial advisors and non-vetted financial advisors in Wilton, Connecticut, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Wilton, 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
COMMONFUND OCIO, INC. 15 Old Danbury Road, Wilton, CT, 06897-0812 | 110689 | $17,284,955,913 | 133 | A Percentage of AUM, Fixed Fees, Performance Based |
CF PRIVATE EQUITY, INC. 15 Old Danbury Road, Wilton, CT, 06897-0812 | 110657 | $14,515,035,666 | 83 | A Percentage of AUM, Fixed Fees, Performance Based |
STONEBRIDGE ADVISORS LLC 10 Westport Road, Suite C101 Wilton, CT, 06897-4543 | 134017 | $10,509,771,788 | 4417 | A Percentage of AUM |
ROUND ROCK ADVISORS LLC 187 Danbury Road, Suite 201 Wilton, CT, 6897 | 286007 | $484,811,266 | 1677 | A Percentage of AUM, Fixed Fees |
ALTUS CAPITAL PARTNERS, INC. 10 Westport Road Suite C 204, Wilton, CT, 6897 | 159529 | $238,084,737 | 4 | A Percentage of AUM, Performance Based |
AIS CAPITAL MANAGEMENT L.P. 187 Danbury Rd, First Floor Wilton, CT, 06897-0806 | 107971 | $201,853,268 | 56 | A Percentage of AUM, Performance Based |
ARMSTRONG SHAW ASSOCIATES INC. 187 Danbury Road, Suite 201, Wilton, CT, 6897 | 107957 | $109,268,355 | 28 | A Percentage of AUM |
FALCON CAPITAL MANAGEMENT INC 530 Danbury Road, Wilton, CT, 6897 | 108124 | $90,828,624 | 88 | A Percentage of AUM, Hourly charges |
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