Falists

Connecticut · 77 advisers

Financial Advisors in Westport, Connecticut

Looking for a financial advisor in Westport, Connecticut? Falists indexes 77 SEC-registered and state-registered investment advisers in Westport — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 65 firms list a website you can visit directly. Firms in this directory manage up to $150.16B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

77

With website

65

Largest AUM

$150.16B

Financial planning

16

Filter by specialty

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

AllWealth50Planning16Trusts22Retirement9Institutional18

Top advisors in Westport

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

View all 77 →
View all 77 advisors in Westport

More cities in Connecticut

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

Common questions

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