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:
NORTHEAST FINANCIAL
CRD#: 110361
Address: 518-b Riverside Avenue 2nd Floor, Westport, CT 06880-0630
Clients: 25
Average Clients per Advisor: 8
AUM: $ 3.7B
COASTAL BRIDGE ADVISORS
CRD#: 152569
Address: 54 Wilton Road 1st Floor, Westport, CT 06880
Clients: 91
Average Clients per Advisor: 10
AUM: $ 2.6B
A.G.P. / ALLIANCE GLOBAL PARTNERS
CRD#: 8361
Address: 88 Post Road West 2nd Floor, Westport, CT 06880
Clients: 4,763
In Business for: 29 Years
Average Clients per Advisor: 38
AUM: $ 1.2B
Disclosures: 16
CASTLEKEEP INVESTMENT ADVISORS
CRD#: 111656
Address: 257 Riverside Avenue 2nd Floor, Westport, CT 06880-4822
Clients: 23
Average Clients per Advisor: 5
AUM: $ 636M
PARADIGM FINANCIAL PARTNERS, LLC
CRD#: 292182
Address: 315 Post Road West, Westport, CT 06880
Clients: 124
Average Clients per Advisor: 31
AUM: $ 614M
NAUSET WEALTH MANAGEMENT, LLC
CRD#: 110360
Address: 136 Main Street Suite 201, Westport, CT 06880
Clients: 94
Average Clients per Advisor: 47
AUM: $ 328M
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
James Andrew Betzig
Registered Affiliation(s):TRINITYPOINT WEALTH, LLC
Ian Andrew Post
Registered Affiliation(s):FIFTH SET PRIVATE WEALTH MANAGEMENT LLC
Jeffrey S Skelly
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Christopher Jon Kral
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
William Charles Greeley
Registered Affiliation(s):EDWARD JONES
Daniel F Anderson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Linda Schoff Coletti
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Karl Matthew Anderson
Registered Affiliation(s):MORGAN STANLEY
Ira Taber
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Eric Alan Tashlein
Registered Affiliation(s):CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
Susan Marie Kaupie
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Thomas Crawford Frame
Registered Affiliation(s):MORGAN STANLEY
Bryan Roth
Registered Affiliation(s):EDWARD JONES
Neil G Gargiulo
Registered Affiliation(s):EDWARD JONES
Benjamin Ira Sokol
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Alison Shirley Perrin
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Tamara Lynn Witham
Registered Affiliation(s):GREENLIFE ADVISORS, LLC
Brian Jerold Steck
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Robert Edward Feighan
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael John Gorman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robert Neil Ceccarelli
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Muriel Ellen Meade
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael George Conway
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
James Anthony Gargiulo
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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