Top financial advisors in Ridgefield, CT
We’ve curated a list of the best financial advisors in Ridgefield, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$102,164,160
Number of advisors
2 advisors
| $102,164,160 | 2 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.
Methodology
To generate our top financial advisors list in Ridgefield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ridgefield. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Colchester Investment Counsel LLC
Colchester Investment Counsel LLC, established in 2000 and based in Ridgefield, Connecticut, offers investment management services with a focus on equity, fixed-income, and balanced accounts. The firm provides tailored financial planning services, including retirement planning, social security maximization, and estate planning. Clients must have a minimum account size of $1 million, although this requirement may be waived. Colchester charges an annual fee based on a percentage of assets under management, with fees debited quarterly. The firm uses a third-party platform, Pontera, for managing held-away assets with discretion. Colchester tailors its investment advice to individual client needs and objectives, emphasizing asset allocation. As of December 31, 2024, the firm managed approximately $115.5 million in client assets. Neil S. Kenagy, a CFA charterholder, and Evan N. Kenagy, a CERTIFIED FINANCIAL PLANNER™ Professional, oversee the firm's operations and client accounts. The firm does not engage in wrap-fee programs and does not charge performance-based fees. Clients receive quarterly reports and have the option to review the firm's Code of Ethics. Colchester does not vote proxies on behalf of clients and does not have any disciplinary history. Neil Kenagy supervises all activities at the firm.
$102,164,160 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
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.
Methodology
To generate our top financial advisors list in Ridgefield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ridgefield. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.