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Alfano & Company
- Organized
- Tax Returns
- Team
“I moved from Connecticut to Florida three years ago and the personal touch and tax filing messaging are seamless compared to having his office right down the street.”
Best Financial Advisors in Greenwich, CT
24 firms listed · 19 in Greenwich · 1 open weekends · 10 rated 4.5+
Data verified October 21, 2026
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Strategic Value Partners
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Fairlead Strategies
“Consistent and dependable reasons for reliable profitable advice.”
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Wealth Protection Management
“I have given several educational presentations with her, and have referred clients to her.”
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Everwatch Financial
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Skyworks Capital
The 24 firms listed for Greenwich, CT provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Greenwich, CT
Of the 24 firms we list here, 19 are in Greenwich itself and 5 come from Old Greenwich (3, 4 mi), White Plains, NY (1, 7 mi) and Mount Vernon, NY (1, 15 mi). 10 of the firms on this page have a rating, from 4.9 to 5.0 across 191 reviews; 2 have 50 or more reviews. 1 is open on weekends. 1 has a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans; 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 17 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Greenwich listed here?
19 of the 24 firms are located in Greenwich. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Pentalpha Capital
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Merritt Point Wealth Advisors
“The staff starting with Beth Cutler are knowledgeable, professional and keep their clients informed.”
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Drake Capital Advisors
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Lapides Asset Management
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Greenwich Wealth Management
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Cardinal Capital Management
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33 Capital Management
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Performance Equity Management
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Whitehaven Asset Management, LP
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Crescent Pine Family Office Group
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Kensico Capital
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Cerity Partners
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Andersen & Co
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Torsiello Capital Advisors
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Greenwich Advisors
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Kidd & Co
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Ty Associates
- Season
- Questions
- Speed
“I would recommend Ty & Associates to anyone looking for an honest, upstanding business that exemplifies black excellence, with a passion to help people and the community.”
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Boyer 2 Accountants
- Tax Returns
- Finances
- Knowledge
“I am always blown away by their knowledge, experience, and the thoroughness with which they understand the tax laws, especially as they are constantly changing.”
Retirement Planning and Investment Management Services in Greenwich, CT Cost Estimates
Minimum cost
$1081
Maximum cost
$9181
National Average
$3241
Avg Per Hour Rates
$325
$2161
$5941
Typical price range is based on 366 cost profiles
Why these companies made our list
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