Best Financial Advisors in Greenwich, CT

16 firms listed · all 16 in Greenwich · 1 open weekends · 5 rated 4.5+

Data verified October 27, 2026

Strategic Value Partners

Strategic Value Partners

Coupons & offersSince 2002
100 W Putnam Ave #2
i
Fairlead Strategies

Fairlead Strategies

5.0 1 review
“Consistent and dependable reasons for reliable profitable advice.”
Since 2018
19 E Elm St 2nd floor
i
Skyworks Capital

Skyworks Capital

Since 2018
283 Greenwich Ave #4
i
Everwatch Financial

Everwatch Financial

Since 2003
8 Sound Shore Dr
i
Pentalpha Capital

Pentalpha Capital

Since 1999
2 Greenwich Office Park
i
Drake Capital Advisors

Drake Capital Advisors

Since 2001Prices online
1 Fawcett Pl # 140
i

The 16 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

All 16 firms we list here are in Greenwich itself. We have 20 firms in Greenwich on file; this page shows the highest-rated 16. 5 of the firms on this page have a rating, and all of them are rated 5.0, across 6 reviews. 1 is open on weekends. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 lists coupons or special offers. We have a website on file for all 16 of the firms on this page; 13 publish a contact page; 11 list a public email and 1 takes bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Lapides Asset Management

Lapides Asset Management

Since 2008
500 W Putnam Ave #4
i
Performance Equity Management

Performance Equity Management

Since 2005
5 Greenwich Office Park, 3rd Floor
i
Greenwich Wealth Management

Greenwich Wealth Management

Since 2007
45 E Putnam Ave #128
i
Whitehaven Asset Management, LP

Whitehaven Asset Management, LP

Since 2013
289 Greenwich Ave
i
33 Capital Management

33 Capital Management

Since 2018
1 E Putnam Ave 2nd Floor
i
Kensico Capital

Kensico Capital

Since 2003
55 Railroad Ave
i
Cerity Partners

Cerity Partners

Since 2002
1 Greenwich Office Park
i
Torsiello Capital Advisors

Torsiello Capital Advisors

Since 2000
20 Church St
i
Andersen & Co

Andersen & Co

Since 2012
55 Old Field Point Rd # 2
i
Greenwich Advisors

Greenwich Advisors

Since 2002
112 Mason St
i
HomeWealth Management AdvisorsConnecticutGreenwich, CT

Why these companies made our list

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