Top 10 financial advisors in Westport, CT
We've curated a list of the best financial advisors in Westport, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $3,686,020,150 Number of advisors 8 advisors | |||
| 2 | Assets under management $2,605,166,037 Number of advisors 26 advisors | |||
| 3 | Assets under management $895,701,169 Number of advisors 11 advisors | |||
| 4 | Assets under management $572,707,015 Number of advisors 283 advisors | |||
| 5 | Assets under management $347,038,680 Number of advisors 3 advisors | |||
| 6 | Assets under management $328,289,141 Number of advisors 3 advisors | |||
| 7 | Assets under management $203,879,127 Number of advisors 2 advisors | |||
| 8 | Assets under management $199,678,632 Number of advisors 2 advisors | |||
| 9 | Assets under management $179,445,441 Number of advisors 3 advisors | |||
| 10 | Assets under management $150,566,274 Number of advisors 5 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 Westport, 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.
Northeast Financial
Northeast Financial is a financial advisory firm based in Westport, Connecticut. It currently has approximately $3,686,020,150 of assets under management and employs about 8 people. Northeast Financial uses a fee structure of a percentage of assets under your management and fixed fees.
$3,686,020,150 under management
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Coastal Bridge Advisors
Coastal Bridge Advisors is a financial advisory firm based in Westport, Connecticut. It currently has approximately $2,605,166,037 of assets under management and employs about 26 people. Coastal Bridge Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
$2,605,166,037 under management
26 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Credit And Cash Management Solutions
Iridian Asset Management LLC
Iridian Asset Management LLC is an investment adviser specializing in the active management of mid-cap U.S. equity long-only portfolios. The firm was established on November 8, 1995, and registered with the SEC on December 5, 1995. Iridian's investment philosophy focuses on investing in companies undergoing "corporate change" to tap into opportunities before they are fully recognized by the market. The firm offers discretionary investment management services to various types of clients, including high net worth individuals, foundations, endowments, and pension plans. For separately managed accounts, Iridian charges a fee based on a percentage of assets under management, with negotiable fees and account minimums in certain circumstances. The firm also acts as an investment adviser to various funds, charging fees based on a percentage of assets under management. Iridian may engage in performance-based fees for certain clients, with an emphasis on managing all client accounts invested in a particular strategy in the same manner to minimize conflicts of interest. Clients have investment discretion over their accounts, and Iridian provides proxy voting services for discretionary accounts. The firm has robust privacy measures in place to protect clients' personal information and complies with federal laws regarding the sharing of personal data.
$895,701,169 under management
11 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
A.g.p / Alliance Global Partners
A.g.p / Alliance Global Partners is a financial advisory firm based in Westport, Connecticut. It currently has approximately $572,707,015 of assets under management and employs about 283 people. A.g.p / Alliance Global Partners uses a fee structure of a percentage of assets under your management and hourly charges.
$572,707,015 under management
283 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Birinyi Associates, Inc.
Birinyi Associates, Inc. is a stock research and money management firm established in March 1989, located in Westport, Connecticut. Led by President Jeffrey Rubin and Assistant Portfolio Manager Collin Monsarrat, the firm offers investment advisory services to unaffiliated investors through separate accounts. Clients can set investment guidelines and restrictions, with assets under management totaling approximately $426,779,000 on a discretionary basis and $1,720,160 on a non-discretionary basis as of December 31, 2024. The firm charges an asset-based management fee ranging from 1% to 2% per year, payable monthly, quarterly, or semi-annually. Birinyi also provides investment information through its monthly newsletter, Reminiscences, and offers a Mini-Institutional service for more in-depth research. The firm's investment strategy aims to achieve high returns with limited correlation to equity or fixed income markets by investing in undervalued securities. Birinyi's investment philosophy is influenced by Charles Dow's ideology, focusing on market sentiment, money flows, and historical analysis. The firm discloses a settled order with the SEC related to violations of the Investment Advisers Act of 1940. Birinyi does not engage in soft dollars and may aggregate certain orders for better execution. Clients receive quarterly reports and have custody of their assets, with investment discretion granted through a power of attorney. Birinyi does not vote on client securities, and clients receive proxies directly. The firm's most recent audited balance sheet is available upon request.
$347,038,680 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
Nauset Wealth Management, LLC
Nauset Wealth Management, LLC is a SEC-registered investment adviser established in 2000, located in Connecticut. The firm offers individual portfolio management services on a discretionary basis, tailored to clients' needs and objectives. They conduct financial planning services, addressing various areas such as tax, investments, insurance, retirement, and estate planning. The firm manages over $328 million in client assets as of 12/31/2021. For portfolio management services, fees range from 0.6% to 1.0% based on assets under management, with a minimum requirement of $500,000. Financial planning fees are hourly at $300. The firm may negotiate fees based on client circumstances. Nauset Wealth Management, LLC does not charge performance-based fees and serves individuals and high net worth individuals, typically requiring a minimum of $500,000 in assets under management. The firm employs fundamental, technical, quantitative, and qualitative analysis, as well as asset allocation and mutual fund/ETF analysis in managing client accounts. They focus on long-term and short-term purchases, with a risk of loss inherent in securities investments. The firm does not engage solicitors for client referrals and does not accept compensation from non-clients. Nauset Wealth Management, LLC does not have custody of client accounts and provides discretionary asset management services. They do not vote proxies for client accounts. The firm has no financial conditions impairing its ability to meet obligations and has not been subject to bankruptcy in the past ten years.
$328,289,141 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Ayrshire Capital Management LLC
Ayrshire Capital Management, LLC, established in 2011 by Mr. John Merritt Nevin Jr., offers investment advisory services to individuals, trusts, and corporations. The firm primarily manages equities and fixed income instruments in client accounts, with asset allocation tailored to individual client needs. Ayrshire charges fees based on a percentage of assets under management, with rates ranging from 0.50% to 1.00% per year depending on the account size. The firm may provide financial advice unrelated to securities upon client request. Ayrshire exercises investment discretion with a limited power of attorney, managing $282 million in discretionary client assets as of December 31, 2024. The firm does not participate in wrap fee programs and does not charge performance-based fees. Clients must have a minimum initial portfolio value of $1 million to start a separately managed investment account, although this requirement may be waived at the firm's discretion. Ayrshire utilizes fundamental analysis and considers technical indicators and business cycles when evaluating investments. Clients are encouraged to compare custodian statements with reports from Ayrshire. The firm does not receive compensation for client referrals and does not engage in soft dollar arrangements. Ayrshire has custody of client assets for fee deduction purposes but does not physically hold securities. Clients have the right to vote on proxies for securities in their accounts. Ayrshire's professionals have no disciplinary history, and the firm's management maintains a Compliance and Code of Ethics program to ensure ethical conduct.
$203,879,127 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Greenhouse Wealth Management, LLC
Greenhouse Wealth Management, LLC is a registered investment advisor founded in April 2016 by Ryan W. Callas, who serves as the President and Chief Compliance Officer. The firm offers investment advisory services to individuals, high net worth individuals, trusts, and estates, acting as a fiduciary to clients. Services include wealth management, investment management, and financial planning. Greenhouse's investment strategy focuses on long-term goals, utilizing low-cost, diversified mutual funds, ETFs, and individual stocks and bonds. Clients have the opportunity to place restrictions on their investments. The firm manages $261,159,038 in assets as of December 31, 2024, with a fee structure based on a percentage of assets under management. Fees are billed quarterly and may be negotiable. Greenhouse does not participate in wrap fee programs and does not charge performance-based fees. The firm does not have a minimum account size requirement. Ryan W. Callas, CFP®, has a Bachelor of Science in Business Administration and has been in the financial industry since 2008. Greenhouse has a Privacy Policy in place to protect clients' personal information and maintains security measures to safeguard data. Clients can limit the sharing of personal information for certain purposes. For more information, clients can contact Greenhouse at (203) 561-5002 or [email protected].
$199,678,632 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Alpine Hill Advisors LLC
Alpine Hill Advisors LLC is a registered investment advisor established in February 2023 and located in Westport, CT. The firm specializes in offering wealth management and family office services to individuals, high net worth individuals, trusts, estates, and businesses. Alpine Hill acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm's investment philosophy is based on transparency and cost efficiency, focusing on determining the appropriate asset allocation for clients based on various factors. Alpine Hill's investment strategies include discretionary investment management, financial planning, and related advisory services. The firm primarily uses fundamental and technical analysis methods to develop investment strategies for its clients. Clients have the opportunity to place reasonable restrictions on the types of investments in their portfolios. The firm's minimum relationship size is $1,000,000, which may be reduced at the advisor's discretion. Fees for wealth management services are based on the market value of assets under management and range up to 1.50% annually. Alpine Hill does not charge performance-based fees and does not receive compensation for securities transactions other than advisory fees. The firm does not manage or place client assets into wrap fee programs. Clients have investment discretion over their accounts, and Alpine Hill does not accept proxy-voting responsibility for any client. The firm has implemented a Code of Ethics to guide its supervised persons in meeting their fiduciary obligations. Additionally, Alpine Hill has a Privacy Policy in place to protect the security and confidentiality of clients' personal information.
$179,445,441 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Castlekeep Investment Advisors
CastleKeep Investment Advisors LLC is a registered investment adviser founded in 2000 by Charles W.K. Haberstroh. The firm offers tailored investment advice to select clients, focusing on understanding individual values and financial objectives. Compensation is solely derived from client-paid fees, with no commissions from financial products. The firm manages approximately $827.7 million in assets, with discretionary and non-discretionary services available. Portfolio management services involve continuous advice or investments based on client-established guidelines. Investment advisory services allow clients to be involved in decision-making. Money manager search and monitoring services are also offered. CastleKeep Investment Advisors LLC charges tiered fees based on assets under management, with fees debited directly from client accounts. The firm does not charge performance-based fees. Clients include individuals, families, trusts, and high net worth individuals, with a minimum account size of $250,000. Investment strategies include a Low PE Strategy and Defensive Dividend Strategy. Risks associated with investments are disclosed, and the firm does not have any disciplinary events. CastleKeep Investment Advisors LLC does not receive soft dollar benefits and does not engage in principal or agency cross transactions. The firm reviews client accounts regularly and provides reports to clients. Clients may grant discretionary authority to the firm, and CastleKeep Investment Advisors LLC may exercise proxy voting authority on behalf of clients. The firm's financial condition is sound, ensuring the ability to meet contractual obligations.
$150,566,274 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
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 Westport, 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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