Best Financial Advisors in Greenwich, CT

The highest-rated Financial Planning & Wealth Management companies out of 181 vetted & reviewed in the Greenwich area.

Eagle Point Credit Company

Eagle Point Credit Company

“Eagle Point Credit Company, Inc. is a publicly traded closed-end investment company that is registered under the Investment Company Act of 1940. The Company's common shares are publicly traded on the New York Stock Exchange under the symbol “ECC”....”
In Business Since 2014
600 Steamboat Rd #202, Greenwich, CT
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Alfano & Company

Alfano & Company

(21)
Services For Quickbooks, Tax Services, Business Services
“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.”
Offers Financing Options
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 1997
3 Boulder Ave, Old Greenwich, CT 06870
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Chatsworth Securities

Chatsworth Securities

Singapore, New York, Hong Kong
Licensed, BBB Rating: A+
In Business Since 1999
95 E Putnam Ave #2, Greenwich, CT
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Magnifico Frank CPA

Magnifico Frank CPA

(1)
“Helped us quite a bit with a business as well as a family return.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2005
45 E Putnam Ave # 106, Greenwich, CT
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Northcoast Asset Management

Northcoast Asset Management

(2)
“Over the past few years, my wife and I have slowly migrated all our investments to them and now have our entire portfolio expertly managed under the North Coast umbrella.”
In Business Since 2007
One Greenwich Office Park, Greenwich, CT
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Wealth Protection Management

Wealth Protection Management

(1)
“I have given several educational presentations with her, and have referred clients to her.”
In Business Since 2017
Stark Office Suites, 2 Greenwich Office Park, Bldg 2 West, Suite 300, Greenwich, CT
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Mill Road Capital

Mill Road Capital

“Mill Road Capital I, II & III: Differentiated strategy that brings private equity skills to the publicly traded micro-cap value sector to create value through governance, with the flexibility to invest in the most attractively priced security at any ...”
In Business Since 2003
382 Greenwich Ave Suite One, Greenwich, CT
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Everwatch Financial

Everwatch Financial

“EverWatch is a single family office, primarily focused on in-house investment management. Strategies include fund and direct investing. EverWatch operates from offices in West Palm Beach, FL and Providence, RI.”
In Business Since 2003
8 Sound Shore Dr, Greenwich, CT
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Altrinsic Global Advisors

Altrinsic Global Advisors

“Altrinsic Global Advisors, LLC is a focused investment boutique specializing in the identification of investment opportunities among listed global equities. By applying time-tested principles of fundamental, intrinsic value investing, the firm capita...”
In Business Since 2000
8 Sound Shore Dr UNIT 1, Greenwich, CT
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Skyworks Capital

Skyworks Capital

“We provide Investment Banking & Advisory and Leasing & Asset Management services exclusively to the aviation industry. SkyWorks has performed services encompassing over 10% of the global commercial jet fleet. Our client base includes commercial airli...”
In Business Since 2018
283 Greenwich Ave #4, Greenwich, CT
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Pentalpha Capital

Pentalpha Capital

Operational Support, Distressed Situations, Capital Markets
“PENTALPHA provides a suite of highly specialized products and services to the pace-setters of the international credit markets and structured finance industries. In a market of fierce competition, increasingly complex interdependencies, growing regul...”
In Business Since 1999
1 Greenwich Office Park # 6, Greenwich, CT
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Renaissance Capital

Renaissance Capital

“The IPO Pro platform provides a wealth of information for those interested in IPOs. Get premium features like the pipeline, calendar and profiles to make your research easier than ever be...”
Transparent Fees & Pricing
In Business Since 1998
165 Mason St # 2, Greenwich, CT
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Investment Management Institute

Investment Management Institute

“It is with a heavy heart that we must announce that our founder & patriarch Russell Mason passed away on December 20, 2022, after a lengthy battle with pancreatic cancer. We will miss his generous spirit and his unwavering positivity.”
In Business Since 2004
165 West Putnam Avenue, Greenwich, CT
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Strategic Value Partners

Strategic Value Partners

In Business Since 2002
100 West Putnam Avenue # 2, Greenwich, CT
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Acuity Knowledge Partners

Acuity Knowledge Partners

Commercial Real Estate, Consumer Mortgage, Leveraged Lending
“Acuity Knowledge Partners is a leading provider of high-value research, analytics and business intelligence to the financial services sector. We support over 520 financial institutions and consulting companies through our specialist workforce of over...”
Transparent Fees & Pricing
In Business Since 2019
7 World Trade Center, 10th Floor, 250 Greenwich St, New York, NY
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Libertas Funding

Libertas Funding

(3)
“The relationship has always been professional and productive.”
In Business Since 2016
411 West Putnam Avenue Suite 220, Greenwich, CT
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Connorforce

Connorforce

(2)
“Trust me, she will take care of you like family and ensure all operations are functioning efficiently.”
161 Lake Ave, Greenwich, CT
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GI Partners

GI Partners

“Our mission is to generate outstanding risk-adjusted returns throughout business cycles and across all our investments. Delivering such returns means identifying untapped growth opportunities while thoughtfully managing risks as stewards of our inves...”
In Business Since 2001
283 Greenwich Ave, Greenwich, CT
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Drake Capital Advisors

Drake Capital Advisors

“Drake Capital, founded in 2001, is an independently owned investment management firm dedicated to furthering our clients' long-term objectives by growing and protecting capital through investments in alternative assets.”
In Business Since 2001
1 Fawcett Pl # 140, Greenwich, CT
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Lone Pine Capital

Lone Pine Capital

2 Greenwich Plaza, Greenwich, CT
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Greenwich Advisors

Greenwich Advisors

“Our clients assets are deposited with qualified custodians such as Pershing LLC, a subsidiary of Bank of NY Mellon, or with Charles Schwab & Co., Inc. Pershing LLC has approximately $1.7 trillion in global client assets, and Charles Schwab & Co., Inc...”
In Business Since 2002
640 West Putnam Avenue, Greenwich, CT
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Monitor Capital Llc

Monitor Capital Llc

“Monitor Capital has been establishing partnerships with select alternative asset managers and implementing comprehensive capital raising strategies and personalized investor relations services since 2008. Monitor continues to expand its reach with a ...”
In Business Since 1999
8 Sound Shore Dr #19, Greenwich, CT
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Lapides Asset Management

Lapides Asset Management

In Business Since 2011
500 West Putnam Avenue # 4, Greenwich, CT
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L Catterton

L Catterton

“Since 1989, LCatterton's funds have made more than 250 investments in leading consumer brands across all segments of the consumer industry. With approximately $30 billion of assets under management dedicated to growing middle market companies and eme...”
In Business Since 2015
599 West Putnam Avenue, Greenwich, CT
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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
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Average Cost $3241
Minimum cost $1081
Maximum cost $9181
Avg Per Hour Rates $325

Typical range $2161 to $5941 is based on 366 cost profiles.

Why these companies made our list

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