Financial advisors in Greenwich, CT

632 match · page 1 of 22

Adam Elgert
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexander Palios
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexandra Rooney
Financial advisor at Main Street Research LLC
Main Street Research LLC · $2.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Angela Raitzin
Financial advisor at Cresset Asset Management, LLC
Cresset Asset Management, LLC · $78.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Tricomi
Financial advisor at Greenwich Wealth Management, LLC
Greenwich Wealth Management, LLC · $3.52B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Donovan
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dylan Givner
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elaine Potash
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jay Post
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennette Brilliant
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Crampton
Financial advisor at Cresset Asset Management, LLC
Cresset Asset Management, LLC · $78.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kelvin Savage
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kirk Mullen
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laura Drynan
Financial advisor at First Manhattan Co. LLC
First Manhattan Co. LLC · $38.09B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lidia Velazquez
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marisa Ingraham
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Naso
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Martha Kern
Financial advisor at Plan First Wealth LLC
Plan First Wealth LLC · $140.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Foster
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Northrop
Financial advisor at Main Street Research LLC
Main Street Research LLC · $2.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Savage
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nadine Lee
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Naidia Dowou
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Fiorita
Financial advisor at Main Street Research LLC
Main Street Research LLC · $2.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Grillo
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Giacomarro
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean Dowling
Financial advisor at The Dowling Group Wealth Management
The Dowling Group Wealth Management · $179.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Warren Raum
Financial advisor at Vanderbilt Advisory Services
Vanderbilt Advisory Services · $2.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aarti Mathur
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Abigail Stevenson
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Greenwich, CT

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Greenwich, CT.

How this list works

Before you hire an advisor in Greenwich, CT