Financial advisors in New Canaan, CT

40 match · page 1 of 2

Alexandre Grantcharov
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Allison Donaldson
Financial advisor at Htg Investment Advisors Inc
Htg Investment Advisors Inc · $1.11B AUM
CFP®VerifiedFinancial planning
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Georg Wells
Financial advisor at Growe Capital Advisors, LLC
Growe Capital Advisors, LLC
CFP®VerifiedFinancial planning
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Jennifer Hunt
Financial advisor at Htg Investment Advisors Inc
Htg Investment Advisors Inc · $1.11B AUM
CFP®VerifiedFinancial planning
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Karl Molwitz
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Kerry Connell
Financial advisor at Htg Investment Advisors Inc
Htg Investment Advisors Inc · $1.11B AUM
CFP®VerifiedFinancial planning
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Robin Sherwood
Financial advisor at Htg Investment Advisors Inc
Htg Investment Advisors Inc · $1.11B AUM
CFP®VerifiedFinancial planning
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Todd Schroeder
Financial advisor at Moneco Advisors
Moneco Advisors · $2.28B AUM
CFP®VerifiedFinancial planning
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Alexa Strazsky
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Alexander Zaharoff
Financial advisor at Htg Investment Advisors Inc
Htg Investment Advisors Inc · $1.11B AUM
VerifiedFinancial planning
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Amy Sheinberg
Financial advisor at Htg Investment Advisors Inc
Htg Investment Advisors Inc · $1.11B AUM
VerifiedFinancial planning
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Brian Ericson
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Brigid Lahiff
Financial advisor at Gilman Hill Asset Management, LLC
Gilman Hill Asset Management, LLC · $1.24B AUM
VerifiedFinancial planning
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Cathy Yance
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Charles Maclean
Financial advisor at Moneco Advisors
Moneco Advisors · $2.28B AUM
VerifiedFinancial planning
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Craig Foster
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Derrek Metz
Financial advisor at Moneco Advisors
Moneco Advisors · $2.28B AUM
VerifiedFinancial planning
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Frederick Wadler
Financial advisor at Golden Eagle Capital Advisors, Inc.
Golden Eagle Capital Advisors, Inc. · $46.8M AUM
VerifiedFinancial planning
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Gregory Stanek
Financial advisor at Gilman Hill Asset Management, LLC
Gilman Hill Asset Management, LLC · $1.24B AUM
VerifiedFinancial planning
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Hillary Ambrose
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Jacob Friar
Financial advisor at Gilman Hill Asset Management, LLC
Gilman Hill Asset Management, LLC · $1.24B AUM
VerifiedFinancial planning
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Janice Lorenzetti
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Jeannie Rubsam
Financial advisor at Htg Investment Advisors Inc
Htg Investment Advisors Inc · $1.11B AUM
VerifiedFinancial planning
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Jenny Harrington
Financial advisor at Gilman Hill Asset Management, LLC
Gilman Hill Asset Management, LLC · $1.24B AUM
VerifiedFinancial planning
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Jonathan Oherron
Financial advisor at Gilman Hill Asset Management, LLC
Gilman Hill Asset Management, LLC · $1.24B AUM
VerifiedFinancial planning
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Joseph Donaldson
Financial advisor at Htg Investment Advisors Inc
Htg Investment Advisors Inc · $1.11B AUM
VerifiedFinancial planning
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Joseph Miller
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Julian Cash
Financial advisor at Savrin
Savrin · $7M AUM
VerifiedFinancial planning
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Kyle Cirillo
Financial advisor at Moneco Advisors
Moneco Advisors · $2.28B AUM
VerifiedFinancial planning
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Matthew Recalde
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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 New Canaan, 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.

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Financial advisors in New Canaan, CT.

How this list works

Before you hire an advisor in New Canaan, CT