Top financial advisors in South Norwalk, CT
We've curated a list of the best financial advisors in South Norwalk, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $2,518,273,833 Number of advisors 35 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 South Norwalk, 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.
Discovery Capital Management, LLC
Discovery Capital Management, LLC is an investment adviser based in South Norwalk, Connecticut, established in April 1999. The firm specializes in providing investment management services to pooled investment funds, primarily focusing on equities, currencies, credit, rates, and commodities across global markets. Discovery's investment strategy combines "Global Macro" and "Equity Long-Short" strategies, utilizing fundamental analysis for both top-down global macro analysis and bottom-up research. The firm manages various closed-end private equity funds investing in late-stage growth equity, particularly in technology companies. Discovery offers discretionary investment advisory services to sophisticated and institutional investors, with a minimum subscription amount generally set at $1 million. The firm charges investment management fees based on assets under management and may receive performance-based fees. Discovery is a fiduciary acting in the best interests of its clients, providing investment discretion and voting client securities in their best interests. The firm engages in soft dollar relationships to obtain research and brokerage services, and it aggregates client orders when beneficial. Discovery has a Code of Ethics in place to ensure fair and honest dealings with clients. The firm reviews client accounts continuously and complies with proxy voting policies to vote in the best interests of clients. Discovery has no disciplinary events to disclose and provides audited financial statements to clients annually.
$2,518,273,833 under management
35 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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 South Norwalk, 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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