Connecticut · 2 advisers
Financial Advisors in Trumbull, Connecticut
Looking for a financial advisor in Trumbull, Connecticut? Falists indexes 2 SEC-registered and state-registered investment advisers in Trumbull — 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 $78.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$78.0M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Trumbull
Ranked by AUM · Fees, team & specialties at a glance
SLADEK & WITEK, LLP
Trumbull, CT
AUM
$78.0M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
203-268-5988
FAO WEALTH INC
Trumbull, CT
AUM
$44.4M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(203) 248-3076
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Common questions
- How many financial advisors are in Trumbull, Connecticut?
- 2 registered investment advisers are listed in our Trumbull directory, sourced from public SEC filings.
- What types of advisors are in Trumbull?
- 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 Trumbull?
- 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.