Connecticut · 11 advisers
Financial Advisors in Wilton, Connecticut
Looking for a financial advisor in Wilton, Connecticut? Falists indexes 11 SEC-registered and state-registered investment advisers in Wilton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $11.83B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
11
With website
10
Largest AUM
$11.83B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Wilton
Ranked by AUM · Fees, team & specialties at a glance
STONEBRIDGE ADVISORS LLC
Wilton, CT
AUM
$11.83B
Team
9 advisors
Clients
—
Fees
Percentage of AUM
203-762-0004
TRIVIUM POINT ADVISORY, LLC
Wilton, CT
AUM
$1.63B
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(203) 221-3085
ROUND ROCK ADVISORS LLC
Wilton, CT
AUM
$906.7M
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(203) 920-4774
AIS CAPITAL MANAGEMENT L.P.
Wilton, CT
AUM
$358.3M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-563-1180
ALTUS CAPITAL PARTNERS, INC.
Wilton, CT
AUM
$169.3M
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-429-2000
CATUM ADVISORY GROUP, LLC.
Wilton, CT
AUM
$128.6M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(203) 344-7770
AGILIS INVESTMENT MANAGEMENT LLC
Wilton, CT
AUM
$123.8M
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(203) 920-1011
More cities in Connecticut
Common questions
- How many financial advisors are in Wilton, Connecticut?
- 11 registered investment advisers are listed in our Wilton directory, sourced from public SEC filings.
- What types of advisors are in Wilton?
- 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 Wilton?
- 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.