Connecticut · 3 advisers
Financial Advisors in Danbury, Connecticut
Looking for a financial advisor in Danbury, Connecticut? Falists indexes 3 SEC-registered and state-registered investment advisers in Danbury — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $518.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
1
Largest AUM
$518.9M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Danbury
Ranked by AUM · Fees, team & specialties at a glance
MATSON FINANCIAL ADVISORS, INC.
Danbury, CT
AUM
$518.9M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
203-743-0131
MITTLER & MERCALDO INVESTMENT ADVISORS
Danbury, CT
AUM
—
Team
1 advisors
Clients
—
Fees
SOLICITATION FEES
203-792-3190
More cities in Connecticut
Common questions
- How many financial advisors are in Danbury, Connecticut?
- 3 registered investment advisers are listed in our Danbury directory, sourced from public SEC filings.
- What types of advisors are in Danbury?
- 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 Danbury?
- 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.