Top financial advisors in Wilton, CT
We've curated a list of the best financial advisors in Wilton, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $10,509,771,788 Number of advisors 17 advisors | |||
| 2 | Assets under management $456,727,786 Number of advisors 16 advisors | |||
| 3 | Assets under management $201,853,268 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 Wilton, 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.
Stonebridge Advisors LLC
Stonebridge Advisors LLC is a financial advisor firm based in Wilton, CT, with a team of experienced professionals. Robert Allen Wolf, the Executive Vice President and Chief Investment Officer, has over twenty-five years of fixed-income experience and leads the investment committee, overseeing investment policies and strategies for portfolio management activities. Eric D. Weaver, the Executive Vice President and Chief Strategist, has over seventeen years of investment management experience and focuses on overseeing investment strategy, security selection, and portfolio construction. Angelo Dominick Graci, the Executive Vice President, Head of Credit Research, and Portfolio Manager, brings over 20 years of credit and equity research experience, specializing in financial sectors. The firm's President and Chief Executive Officer, Scott Thomas Fleming, is the final decision-maker for all aspects of the business. The advisors are subject to the Stonebridge Code of Ethics, enforced by the Chief Compliance Officer. Stonebridge Advisors LLC does not have any disciplinary information, other business activities, or additional compensation arrangements disclosed. Clients can reach out to Mr. Fleming for any inquiries.
$10,509,771,788 under management
17 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Round Rock Advisors LLC
Round Rock Advisors LLC is a registered investment advisor established in April 2017 and located in Wilton, CT. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. Round Rock operates as a Limited Liability Company (LLC) and is owned and operated by Bert T. Bowler and Craig Jensen. The firm's investment strategy focuses on providing customized investment solutions through continuous personal client contact, offering discretionary and non-discretionary investment management, and financial planning services. Round Rock may recommend the use of independent managers for client portfolios and may retain legacy investments based on portfolio fit and tax considerations. The firm primarily employs fundamental analysis in developing investment strategies and utilizes diversified mutual funds, exchange-traded funds (ETFs), individual stocks, bonds, alternative investments, and options contracts to meet client needs. Round Rock does not charge performance-based fees and does not manage proprietary investment funds. The firm does not accept or maintain custody of client funds except for authorized fee deductions. Clients have the option to engage Round Rock on a discretionary or non-discretionary basis, and the firm does not share client information for marketing purposes. For more information, clients can contact Round Rock at (203) 920-4774 or visit their website at http://RoundRockAdvisors.com.
$456,727,786 under management
16 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
Pension Consulting Services
Selection Of Other Advisers
Ais Capital Management L.p.
AIS Capital Management, L.P. is an investment management firm established in 1987, focusing on absolute-return strategies in global financial markets. The firm offers discretionary investment management services through private investment funds and separately managed accounts. Clients typically have $500,000 or more in investable assets, with account minimums varying based on the investment program. The firm charges management fees ranging from 0.50% to 4.00% for separately managed accounts and 1.00% to 4.00% for private investment funds, along with performance-based fees up to 20%. AIS LP may discount fees for sizable client investments. Clients can impose restrictions on investment strategies or holdings in separately managed accounts. The firm does not participate in wrap-fee programs. AIS LP's investment strategies involve risks such as leverage, frequent trading, and investments in equity, fixed-income, foreign securities, and precious metals. The firm does not cross-trade among client accounts and follows best execution practices when selecting broker-dealers. Clients receive periodic reports on their accounts. John R. Hummel, the managing principal, has over 50 years of investment experience and holds a B.S. degree in investment management from Northwestern University. He is registered as an associated person and principal of AIS LP with no disciplinary events on record. John R. Hummel also serves as the general partner and CPO to the firm's pooled investment vehicles.
$201,853,268 under management
3 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
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 Wilton, 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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