Falists

Connecticut · 17 advisers

Financial Advisors in New Canaan, Connecticut

Looking for a financial advisor in New Canaan, Connecticut? Falists indexes 17 SEC-registered and state-registered investment advisers in New Canaan — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 15 firms list a website you can visit directly. Firms in this directory manage up to $9.52B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

17

With website

15

Largest AUM

$9.52B

Financial planning

3

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth10Planning3Trusts6RetirementInstitutional3

Top advisors in New Canaan

Ranked by AUM · Fees, team & specialties at a glance

View all 17 →

More cities in Connecticut

Greenwich (213)Stamford (164)Westport (77)Darien (40)Norwalk (24)Hartford (22)Glastonbury (20)Shelton (19)Old Greenwich (18)Farmington (13)New Haven (13)West Hartford (13)

Common questions

How many financial advisors are in New Canaan, Connecticut?
17 registered investment advisers are listed in our New Canaan directory, sourced from public SEC filings.
What types of advisors are in New Canaan?
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 New Canaan?
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.