Fee-OnlyFinder

Advisers in Greenwich, CT

27 advisers in Greenwich — 27 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (4)Flat / fixed fees (11)% of assets managed (26)Retirement plan consulting (4)

All advisers

33 Capital Management LLCOne East Putnam Avenue, 2nd Floor · Greenwich, CT 06830 · (203) 391-9340 · Flat / fixed feesCRD 326780 · % of assets, Fixed fees, Performance-based fees · $112.7 million AUMSEC registeredNo commissions reportedAqr Capital Management, LLCOne Greenwich Plaza, Suite 130, 3rd Floor · Greenwich, CT 06830 · (203) 742-3600 · % of assets managedCRD 111883 · % of assets, Performance-based fees, Other · $311.7 billion AUMSEC registeredNo commissions reportedAvity Investment Management INC.80 Field Point Rd. · Greenwich, CT 06830 · (203) 629-2800 · % of assets managedCRD 104623 · % of assets · $2.0 billion AUMSEC registeredNo commissions reportedColter Lewis Investment Partners, LLC22 West Putnam Avenue, Second Floor · Greenwich, CT 06830 · (203) 987-3090 · Flat / fixed feesCRD 297213 · % of assets, Fixed fees, Performance-based fees · $3.4 billion AUMSEC registeredNo commissions reportedCook Pine Capital LLC55 Railroad Avenue · Greenwich, CT 06830 · (203) 861-2930 · Flat / fixed feesCRD 134911 · % of assets, Fixed fees, Performance-based fees · $490.3 million AUMSEC registeredNo commissions reportedDunham Lane Capital Partners LLC777 West Putnam Avenue, Suite 300 · Greenwich, CT 06830 · (203) 355-3639 · % of assets managedCRD 283276 · % of assets, Performance-based fees · $117.2 million AUMSEC registeredNo commissions reportedEdgewood Management LLC600 Steamboat Road, Suite 103 · Greenwich, CT 06830 · (203) 769-7606 · % of assets managedCRD 106647 · % of assets, Performance-based fees · $21.5 billion AUMSEC registeredNo commissions reportedFairlead Strategies LLC4 Greenwich Office Park · Greenwich, CT 06831 · (203) 872-6500 · Flat / fixed feesCRD 341167 · Subscription feesSEC registeredNo commissions reportedGamco Asset Management INC.191 Mason Street · Greenwich, CT 06830 · (914) 921-5000 · Flat / fixed feesCRD 104950 · % of assets, Fixed fees, Performance-based fees · $11.7 billion AUMSEC registeredNo commissions reportedGreenwich Advisors, LLC112 Mason Street · Greenwich, CT 06830 · (203) 489-0700 · Financial planningCRD 165892 · % of assets, Hourly charges, Fixed fees · $293.2 million AUMSEC registeredNo commissions reported
Greenwich Wealth Management, LLC45 East Putnam Avenue, Suite 128 · Greenwich, CT 06830 · (203) 618-0100 · Financial planningCRD 142820 · % of assets, Hourly charges, Fixed fees · $3.5 billion AUMSEC registeredNo commissions reportedJadwin Asset Management LLC115 Mason Street, 2nd Floor · Greenwich, CT 06830 · (203) 859-9500 · % of assets managedCRD 307728 · % of assets · $49.3 million AUMState registeredNo commissions reportedJudson Investments LLC8 Sound Shore Drive, Suite 210 · Greenwich, CT 06830 · (203) 883-1088 · % of assets managedCRD 169479 · % of assets, Performance-based fees · $9.9 million AUMState registeredNo commissions reportedKp7 Investors LLC164 Mason Street · Greenwich, CT 06830 · (203) 202-3613 · % of assets managedCRD 312453 · % of assets, Performance-based fees · $10.3 million AUMState registeredNo commissions reportedMartorell Capital Partners, LLC48 Maple Avenue · Greenwich, CT 06830 · (619) 708-2752 · % of assets managedCRD 286562 · % of assets, Performance-based fees · $51.3 million AUMState registeredNo commissions reportedN10° Assets5 Greenwich Office Park, Suite 100 · Greenwich, CT 06831 · (203) 930-2880 · % of assets managedCRD 342185 · % of assets, Performance-based fees · $306.9 million AUMSEC registeredNo commissions reportedN10° Wealth5 Greenwich Office Park, Suite 100 · Greenwich, CT 06831 · (203) 930-2881 · Financial planningCRD 342013 · % of assets, Hourly charges, Fixed fees · $553.1 million AUMSEC registeredNo commissions reportedNight Owl Capital Management, LLC102 Greenwich Avenue · Greenwich, CT 06830 · (203) 302-3870 · % of assets managedCRD 106030 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedOak Grove Management LLC14 Martin Dale · Greenwich, CT 06830 · (831) 566-4174 · % of assets managedCRD 167286 · % of assets, Performance-based fees · $42.1 million AUMState registeredNo commissions reportedP.a.w. Capital Partners, LP5 Greenwich Office Park, 4th Floor · Greenwich, CT 06831 · (203) 862-3300 · % of assets managedCRD 161094 · % of assets, Performance-based fees · $166.8 million AUMSEC registeredNo commissions reportedQp Global Family Offices, LLC115 East Putnam Avenue, 3rd Floor · Greenwich, CT 06830 · (646) 828-8883 · Financial planningCRD 294879 · % of assets, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedRye Brook Capital, LLC777 West Putnam Ave, Suite 300 · Greenwich, CT 06830 · (203) 542-2822 · % of assets managedCRD 288517 · % of assets · $327.3 million AUMSEC registeredNo commissions reportedShearman, Ralston INC.333 Greenwich Avenue · Greenwich, CT 06830 · (203) 489-3902 · % of assets managedCRD 7320 · % of assets · $97.7 million AUMState registeredNo commissions reportedSound Shore Management INC8 Sound Shore Dr., Suite 180 · Greenwich, CT 06830 · (203) 629-1980 · % of assets managedCRD 112379 · % of assets · $3.4 billion AUMSEC registeredNo commissions reportedTanaka Capital Management INC777 West Putnam Avenue, Suite 300 · Greenwich, CT 06830 · (212) 490-3380 · Flat / fixed feesCRD 109888 · % of assets, Fixed fees · $69.4 million AUMSEC registeredNo commissions reportedThe Dowling Group Wealth Management1171 E. Putnam Avenue, #1b · Greenwich, CT 06878 · (203) 967-2231 · Financial planningCRD 155624 · % of assets, Hourly charges, Fixed fees · $179.3 million AUMSEC registeredNo commissions reportedWiley Capital PartnersTwo Greenwich Office Park, Suite 270 · Greenwich, CT 06831 · (212) 671-2948 · Financial planningCRD 326972 · % of assets · $29.2 million AUMState registeredNo commissions reported
Talking to advisers in Greenwich? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.