Top financial advisors in Guilford, CT
We've curated a list of the best financial advisors in Guilford, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $211,541,391 Number of advisors 4 advisors | |||
| 2 | Assets under management $56,940,633 Number of advisors 3 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Guilford, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Shoreline Financial Advisors, LLC
Shoreline Financial Advisors, LLC is a registered investment advisor established in 1996 and registered with the U.S. Securities and Exchange Commission. The firm specializes in providing investment advisory services to individuals, high net worth individuals, retirement plans, and charitable organizations. Shoreline offers discretionary investment management services, financial planning services, and retirement plan advisory services. The firm's investment strategy is primarily long-term focused, with a focus on creating customized investment portfolios based on clients' goals, risk tolerance, and financial situations. For investment management services, Shoreline charges fees based on a percentage of assets under management, starting at 1.00% annually for the first $250,000 and decreasing for higher asset levels. The firm may also provide financial planning services on an hourly basis or through fixed fee engagements. Shoreline does not charge performance-based fees and does not participate in soft dollar programs. The firm's principals, Brendan T. Smith, CPA, CFP®, and Patrick M. Smith, CFA, have extensive experience and qualifications in the financial industry. Shoreline emphasizes transparency, communication, and a fiduciary commitment to clients' best interests. The firm's privacy policy ensures the protection and confidentiality of clients' personal information. Clients have the right to limit the sharing of their personal information and can request a copy of the firm's privacy policy annually.
$211,541,391 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Guilford Financial Group, Inc.
Guilford Financial Group, Inc. is a financial advisory firm based in Guilford, Connecticut. It currently has approximately $56,940,633 of assets under management and employs about 3 people. Guilford Financial Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and a percentage fee based on value of retirement plan assets.
$56,940,633 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
A PERCENTAGE FEE BASED ON VALUE OF RETIREMENT PLAN ASSETS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Guilford, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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