search
List Map

Best Financial Advisors near Greenwich, Connecticut


To help Americans find the best financial advisors in Greenwich, 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 Greenwich, Connecticut.


1. NorthCoast Asset Management
   (203) 532-7000
One Greenwich Office Park Greenwich, CT

NorthCoast Asset Management, registered in 2000, manages $2.1 billion for 5,422 clients.

2. 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.

3. Greenwich Wealth Management
   (203) 618-0100
45 East Putnam Avenue, Suite 128. Greenwich, CT

Greenwich Wealth Management, registered in 2008, manages $1.4 billion for 284 clients.

4. Diamant Asset Management
   (203) 661-6410
170 Mason Street Greenwich, CT

Diamant Asset Management, registered in 1987, manages $176.3 million for 55 clients.

5. Brynwood Partners
   (203) 622-1790
8 Sound Shore Drive Greenwich, CT

Brynwood Partners, registered in 2012, manages $1.6 billion for 4 clients.

6. Altium Wealth Management
   (877) 780-0074
2500 Westchester Ave., Suite 210. Purchase, NY

Altium Wealth Management, registered in 2010, manages $1.6 billion for 910 clients.

7. Cardinal Capital Management
   (203) 863-8990
Four Greenwich Office Park, 3rd Floor. Greenwich, CT

Cardinal Capital Management, registered in 1995, manages $3.4 billion for 67 clients.

8. BH Asset Management
   (347) 596-0030
Greenwich Office Park Building 2 West, Greewich, Connecticut

BH Asset Management, registered in 2010, manages $79.0 million for 93 clients.

9. PPC Enterprises
   (914) 701-0310
287 Bowman Ave 2nd Floor, Purchase, New York

PPC Enterprises, registered in 2014, manages $1.0 billion for 2 clients.

10. Offit Capital
   (203) 869-5830
52 Mason Street, Greenwich, Connecticut

Offit Capital, registered in 2007, manages $13.9 billion for 226 clients.

11. Karpreilly
   (203) 504-9900
102 Greenwich Ave, 2nd Floor. Greenwich, CT

Karpreilly, registered in 2012, manages $597.3 million for 7 clients.

12. Baxter Investment Management
   (203) 637-4559
1030 East Putnam Avenue Riverside, CT

Baxter Investment Management, registered in 1959, manages $671.0 million for 385 clients.

13. Greystone Wealth Advisors
   (914) 232-3773
800 Westchester Avenue, Suite N-641. Rye Brook, NY

Greystone Wealth Advisors, registered in 2003, manages $288.5 million for 114 clients.

14. Baffin Advisors
   (914) 371-2992
Multiple Locations

Baffin Advisors, registered in 2009, manages $100.8 million for 16 clients.

15. L Catterton
   (203) 629-4901
599 West Putnam Avenue Greenwich, CT

L Catterton, registered in 2011, manages $14.0 billion for 59 clients.

16. Gillespie Robinson & Grimm
   (203) 629-2800
80 Field Point RD. Greenwich, CT

Gillespie Robinson & Grimm, registered in 1970, manages $1.4 billion for 219 clients.

17. Lucerne Capital Management
   (203) 983-4400
35 Mason Street, 2nd Floor. Greenwich, CT

Lucerne Capital Management, registered in 2001, manages $1.8 billion for 9 clients.

18. DSM Capital Partners
   (561) 618-4000
Greenwich Office Park #9, Second Floor, Greenwich, Connecticut

DSM Capital Partners, registered in 2001, manages $7.9 billion for 1,873 clients.

19. Barrow Street Advisors
   (203) 391-6100
300 First Stamford Place, 3rd Floor East. Stamford, CT

Barrow Street Advisors, registered in 2013, manages $29.4 million for 2 clients.

20. Barrow Street Advisors
   (203) 391-6100
Multiple Locations

Barrow Street Advisors, registered in 2013, manages $29.4 million for 2 clients.



Sponsored Results help_outline


Heron Wealth
   (347) 580-5280

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

Visit Site

Fisher Investments
   (888) 823-9566

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

Visit Site

RegentAtlantic
   (973) 425-8420

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

Visit Site

West Branch Capital
   (413) 256-1225

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

Visit Site



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

Firm not here? Tell us what we're missing.

If the financial advisor firm you're looking for isn't here, let us know!


Contact us


Was this page helpful?

Yes or No
contact_supportSupport