Connecticut · 3 advisers
Financial Advisors in Cheshire, Connecticut
Looking for a financial advisor in Cheshire, Connecticut? Falists indexes 3 SEC-registered and state-registered investment advisers in Cheshire — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $136.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$136.8M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Cheshire
Ranked by AUM · Fees, team & specialties at a glance
SPRINGBOARD ASSET MANAGEMENT LLC
Cheshire, CT
AUM
$136.8M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
203-651-7110
CHARTER OAK ASSET MANAGEMENT, INC.
Cheshire, CT
AUM
$74.8M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
203-272-3597 X1
SOUNDVIEW PRIVATE WEALTH ADVISORS
Cheshire, CT
AUM
$0
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203-927-7644
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Common questions
- How many financial advisors are in Cheshire, Connecticut?
- 3 registered investment advisers are listed in our Cheshire directory, sourced from public SEC filings.
- What types of advisors are in Cheshire?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Cheshire?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.