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Best Financial Advisors near Darien, Connecticut


To help Americans find the best financial advisors in Darien, Connecticut, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Darien, Connecticut.


1. Clinton Investment Management
   (203) 276-6246
One Canterbury Green, 201 Broad Street, 4th Floor. Stamford, CT

Clinton Investment Management, registered in 2008, manages $749.1 million for 278 clients.

2. Liberty Wealth Advisors
   (203) 323-6666
707 Summer Street, 4th Floor. Stamford, CT

Liberty Wealth Advisors, registered in 2012, manages $170.9 million for 196 clients.

3. Argus Investors' Counsel
   (203) 316-9000
Soundview Plaza, 1266 East Main Street, Fourth Floor. Stamford, CT

Argus Investors' Counsel, registered in 1960, manages $214.4 million for 1 clients.

4. RZH Advisors
   (203) 355-0880
One Landmark Square, 11th Floor. Stamford, CT

RZH Advisors, registered in 2010, manages $1.0 billion for 308 clients.

5. Palisades Hudson Asset Management
   (914) 723-5000
300 First Stamford Place Suite 215, Stamford, Connecticut

Palisades Hudson Asset Management, registered in 1998, manages $1.3 billion for 143 clients.

6. BakerAvenue
   (415) 986-1110
263 Tresser Boulevard 9th Floor, Stamford, Connecticut

BakerAvenue, registered in 2004, manages $1.7 billion for 707 clients.

7. Jackson, Grant Investment Advisers
   (203) 322-1198
Two High Ridge Park Stamford, CT

Jackson, Grant Investment Advisers, registered in 1999, manages $363.4 million for 100 clients.

8. 5th Street Advisors
   (203) 327-1212
34 Fifth Street Stamford, CT

5th Street Advisors, registered in 2007, manages $254.3 million for 204 clients.

9. Willingdon Wealth Management
   (704) 659-7810
1266 East Main Street Suite 700r, Stamford, Connecticut

Willingdon Wealth Management, registered in 2004, manages $865.1 million for 1,014 clients.

10. Eagle Ridge Investment Management
   (203) 227-4515
5 High Ridge Park, 2nd Floor. Stamford, CT

Eagle Ridge Investment Management, registered in 2008, manages $882.6 million for 332 clients.

11. The Pinnacle Financial Group
   (516) 763-9700
300 Old Kings Hwy South, Darien, Connecticut

The Pinnacle Financial Group, registered in 2012, manages $674.3 million for 1,829 clients.

12. Cartesian Capital Group
   (203) 202-9767
745 Post Road, Darien, Connecticut

Cartesian Capital Group, registered in 2012, manages $1.6 billion for 9 clients.

13. Chilton Investment Services
   (203) 352-4000
1290 East Main Street 1st Floor Stamford, CT

Chilton Investment Services, registered in 2011, manages $4.5 billion for 836 clients.

14. Scholtz & Co
   (203) 714-9900
107 Elm Street, Four Stamford Plaza, 5th Floor. Stamford, CT

Scholtz & Co, registered in 2013, manages $254.2 million for 171 clients.

15. Talson Capital Management
   (203) 202-7500
23 Old Kings Highway South Darien, CT

Talson Capital Management, registered in 2013, manages $397.1 million for 38 clients.

16. Asset Management Group
   (203) 964-8300
60 Long Ridge Road Stamford, CT

Asset Management Group, registered in 1998, manages $498.5 million for 261 clients.

17. Pettee Investors
   (203) 957-8880
137 Rowayton Avenue, Suite 430. Rowayton, CT

Pettee Investors, registered in 1989, manages $193.6 million for 31 clients.

18. Bourgeon Capital Management
   (203) 280-1170
777 Post Road Darien, CT

Bourgeon Capital Management, registered in 1999, manages $382.8 million for 331 clients.

19. Drum Hill Capital
   (203) 349-8182
200 Connecticut Avenue, Suite 4A. Norwalk, CT

Drum Hill Capital, registered in 2006, manages $144.2 million for 69 clients.

20. Drum Hill Capital
   (203) 349-8182
Multiple Locations

Drum Hill Capital, registered in 2006, manages $144.2 million for 69 clients.



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Heron Wealth
   (347) 580-5280

Heron Wealth, registered in 2008, manages $342.4 million for 162 clients.

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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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West Branch Capital
   (413) 256-1225

West Branch Capital, registered in 2013, manages $410.8 million for 355 clients.

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RegentAtlantic
   (973) 425-8420

RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.

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Top Cities for Connecticut


Cos Cob, Connecticut Darien, Connecticut Greenwich, Connecticut IRS, Connecticut New Canaan, Connecticut Norwalk, Connecticut Old Greenwich, Connecticut Riverside, Connecticut Stamford, Connecticut Westport, Connecticut

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