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Best Financial Advisors near Old Greenwich, Connecticut


To help Americans find the best financial advisors in Old 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 Old Greenwich, 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. RZH Advisors
   (203) 355-0880
One Landmark Square, 11th Floor. Stamford, CT

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

4. 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.

5. 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.

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

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

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

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

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

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

9. 5th Street Advisors
   (203) 327-1212
34 Fifth Street Stamford, CT

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

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

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

13. 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.

14. 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.

15. 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.

16. U.S. Wealth Management
   (781) 849-9200
2777 Summer Street Suite 502, Stamford, Connecticut

U.S. Wealth Management, registered in 1998, manages $538.8 million for 998 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. Personal Business Management Group
   (203) 357-1046
1911 Summer ST Stamford, CT

Personal Business Management Group, registered in 1981, manages $107.9 million for 95 clients.

19. Sustainable Growth Advisers
   (203) 348-4742
301 Tresser Boulevard, Suite 1310. Stamford, CT

Sustainable Growth Advisers, registered in 2003, manages $12.3 billion for 476 clients.

20. Sustainable Growth Advisers
   (203) 348-4742
Multiple Locations

Sustainable Growth Advisers, registered in 2003, manages $12.3 billion for 476 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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RegentAtlantic
   (973) 425-8420

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