Top Financial Advisors in Westport, Connecticut
Finding the right financial advisor in Westport is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Westport, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Westport, CT.
Find the Best Financial Advisor Firms in Westport:
COASTAL BRIDGE ADVISORS
CRD#: 152569
Address: 54 Wilton Road 1st Floor, Westport, CT 06880
Clients: 960
Average Clients per Advisor: 43
AUM: $ 4.6B
A.G.P. / ALLIANCE GLOBAL PARTNERS
CRD#: 8361
Address: 88 Post Road West 2nd Floor, Westport, CT 06880
Clients: 6,208
In Business for: 3 Years
Average Clients per Advisor: 44
AUM: $ 2.3B
Disclosures: 21
THIRD VIEW PRIVATE WEALTH
CRD#: 335591
Address: 55 Post Road West 1st Floor, Westport, CT 06880
Clients: 153
Average Clients per Advisor: 25
AUM: $ 1.1B
CASTLEKEEP INVESTMENT ADVISORS
CRD#: 111656
Address: 257 Riverside Avenue 2nd Floor, Westport, CT 06880-4822
Clients: 49
Average Clients per Advisor: 24
AUM: $ 828M
GREENHOUSE WEALTH MANAGEMENT, LLC
CRD#: 283763
Address: 8 Wright Street Suite 107, Westport, CT 06880
Clients: 4
Average Clients per Advisor: 4
AUM: $ 289M
THE HERBST GROUP, LLC
CRD#: 309319
Address: Westport, CT
Clients: 86
Average Clients per Advisor: 28
AUM: $ 207M
How We Chose the Top Financial Advisors in Westport, Connecticut
To create this list of top financial advisor firms in Westport, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Westport has to offer.
Search Financial Advisors in Westport, Connecticut
Randy Brickman
Michael Christopher Kusick
Matthew Judkins Barrett
Todd Mitchell Petraco
Roland A Wauthier
Jon Michael Gladstone
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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