Falists

Connecticut · 13 advisers

Financial Advisors in New Haven, Connecticut

Looking for a financial advisor in New Haven, Connecticut? Falists indexes 13 SEC-registered and state-registered investment advisers in New Haven — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 11 firms list a website you can visit directly. Firms in this directory manage up to $30.51B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

13

With website

11

Largest AUM

$30.51B

Financial planning

2

Filter by specialty

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

AllWealth8Planning2Trusts5Retirement2Institutional3

Top advisors in New Haven

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

View all 13 →

PLOOTUS

New Haven, CT

AUM

—

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

More than 500

Fees

CURRENTLY FREE, MAY CHARGE SUBSCRIPTION FEE IN THE FUTURE

4752092079

Full profileVisit site →

More cities in Connecticut

Greenwich (213)Stamford (164)Westport (77)Darien (40)Norwalk (24)Hartford (22)Glastonbury (20)Shelton (19)Old Greenwich (18)New Canaan (17)Farmington (13)West Hartford (13)

Common questions

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