Connecticut · 3 advisers
Financial Advisors in Southbury, Connecticut
Looking for a financial advisor in Southbury, Connecticut? Falists indexes 3 SEC-registered and state-registered investment advisers in Southbury — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $215.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$215.5M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Southbury
Ranked by AUM · Fees, team & specialties at a glance
KENNEDY WEALTH & TAX MANAGEMENT, LLC
Southbury, CT
AUM
$215.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(203) 264-1200
SHEHU ASSET MANAGEMENT, LLC
Southbury, CT
AUM
$2.4M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
860-778-8309
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Common questions
- How many financial advisors are in Southbury, Connecticut?
- 3 registered investment advisers are listed in our Southbury directory, sourced from public SEC filings.
- What types of advisors are in Southbury?
- 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 Southbury?
- 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.