Connecticut · 1 advisers
Financial Advisors in Groton, Connecticut
Looking for a financial advisor in Groton, Connecticut? Falists indexes 1 SEC-registered and state-registered investment advisers in Groton — 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 $354.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
1
With website
1
Largest AUM
$354.2M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Groton
Ranked by AUM · Fees, team & specialties at a glance
SIGHTLINE WEALTH ADVISORS, LLC
Groton, CT
AUM
$354.2M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(860) 448-0611
More cities in Connecticut
Common questions
- How many financial advisors are in Groton, Connecticut?
- 1 registered investment advisers are listed in our Groton directory, sourced from public SEC filings.
- What types of advisors are in Groton?
- 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 Groton?
- 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.