FinGenADVISORS
Saved
FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Westport, CT.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

99 financial advisors40 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

40 advisory firmsCompare public facts. Verify experience directly.
99 financial advisors40 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

1 MAIN CAPITAL MANAGEMENT, LLCCRD 328626

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
A.G.P / ALLIANCE GLOBAL PARTNERSCRD 8361

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ALPINE HILL ADVISORS LLCCRD 325412

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ARARAT CAPITAL MANAGEMENT LPCRD 291783

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ARDMORE ROAD ASSET MANAGEMENT LPCRD 311471

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ASPETUCK FINANCIAL MANAGEMENT LLCCRD 134500

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
AUGUST WEALTH ADVISORS LLCCRD 339322

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
AYRSHIRE CAPITAL MANAGEMENT LLCCRD 157883

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
AYRTON CAPITAL LLCCRD 286298

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
BALANCE POINT CAPITAL ADVISORS, LLCCRD 264789

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
BHMS INVESTMENTS, LPCRD 162554

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
BIRINYI ASSOCIATES, INC.CRD 107169

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Portfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
BRIDGEWATER ASSOCIATES, LPCRD 105129

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsPension and profit sharing plansPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
BRIGHTLIGHT CAPITALCRD 171109

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
CAS INVESTMENT PARTNERS, LLCCRD 170071

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
CASTLEKEEP INVESTMENT ADVISORSCRD 111656

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
COASTAL BRIDGE ADVISORSCRD 152569

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
COMPASS GROUP MANAGEMENT LLCCRD 168422

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Corporations or other businessesOther: PROVIDE AD HOC, NON-CONTINUOUS ADVISORY SERVICES FOR A FAMILY OFFICE CLIENT ON AN AS REQUESTED BASIS.Portfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
DOCK STREET CAPITAL MANAGEMENT LLCCRD 157155

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Other: AUCTION & LIQUIDATION SERVICESPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
DRUM HILL CAPITAL, LLCCRD 123359

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

A shortlist is just the start.

Confirm services, fees, credentials, availability and your advisor’s location directly. A public filing is a starting point, not a recommendation.

Prepare for your first meeting

More cities in CT

Explore related places and planning situations

CONTEXT FOR YOUR NEXT DECISION

Read, compare, then explore.

GUIDE

How to choose a financial advisor

Compare services, fit and the questions that matter before you choose.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Understand financial advisor fees

Make sense of compensation, total costs and written terms.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Questions for your first advisor meeting

Bring consistent questions and leave with a clearer basis for comparison.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Check financial advisor credentials

Find the original public record and verify the advisor and firm separately.

Choosing an advisor · Preview guide · Named author and publication pendingRead more
All insights and guides