Financial advisors in Westport, CT

386 match · page 1 of 13

Abby McElroy
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Adam Leapley
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Andre Mirkine
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Brant Root
Financial advisor at Firethorn Capital, LLC
Firethorn Capital, LLC · $57.4M AUM
CFP®VerifiedFinancial planning
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Brian Fink
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
CFP®Verified
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Christopher Spahn
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Craig Stearns
Financial advisor at Farther
Farther · $16.01B AUM
CFP®VerifiedFinancial planning
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David Boczar
Financial advisor at Bay Colony Advisors
Bay Colony Advisors · $1.43B AUM
CFP®VerifiedFinancial planning
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David Spiecher
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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David Waddell
Financial advisor at Coastal Bridge Advisors
Coastal Bridge Advisors · $5.02B AUM
CFP®VerifiedFinancial planning
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Frank Rossetti
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
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Frederick Bitsky
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Georgi Bivolarski
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
CFP®VerifiedFinancial planning
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Hrefna Martin
Financial advisor at Merit Financial Partners LLC
Merit Financial Partners LLC · $308.2M AUM
CFP®VerifiedFinancial planning
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Ines Kasdorf
Financial advisor at Coastal Bridge Advisors
Coastal Bridge Advisors · $5.02B AUM
CFP®VerifiedFinancial planning
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Jake McCarthy
Financial advisor at Third View Private Wealth
Third View Private Wealth · $1.16B AUM
CFP®VerifiedFinancial planning
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Jeffrey Mastrianna
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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John Nelson
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
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Jonathan Papp
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Karen Lexow
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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Kevin Brady
Financial advisor at Mjp Wealth Advisors
Mjp Wealth Advisors · $1.56B AUM
CFP®VerifiedFinancial planning
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Lukas Hooper
Financial advisor at Coastal Bridge Advisors
Coastal Bridge Advisors · $5.02B AUM
CFP®VerifiedFinancial planning
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Martin Maffei
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Matthew Garnett
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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Matthew Landry
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Matthew Marini
Financial advisor at Coastal Bridge Advisors
Coastal Bridge Advisors · $5.02B AUM
CFP®VerifiedFinancial planning
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Meghan Rump
Financial advisor at Robertson Stephens
Robertson Stephens · $8.76B AUM
CFP®VerifiedFinancial planning
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Melissa Ciotoli
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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Michael Bartlett
Financial advisor at Coastal Bridge Advisors
Coastal Bridge Advisors · $5.02B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Brennan
Financial advisor at Brennan Capital Management LLC
Brennan Capital Management LLC · $40.8M AUM
CFP®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 Westport, 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 Westport, CT.

How this list works

Before you hire an advisor in Westport, CT