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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Greenwich, CT

Every SEC-registered investment adviser representative at a firm office in Greenwich, with the firms that employ the most of them.

659 registered advisors work in Greenwich; the most are at J.P. Morgan Securities LLC (142). 0 list the CFP designation and 538 are also registered broker representatives.

Firms with the most advisors in Greenwich

FirmAdvisors in Greenwich
J.P. Morgan Securities LLC news142
Morgan Stanley news99
Merrill Lynch, Pierce, Fenner & Smith Incorporated news83
Citigroup Global Markets Inc. news46
UBS Financial Services Inc. news36
Raymond James & Associates, Inc. news31
Wells Fargo Clearing Services, LLC news20
Northcoast Asset Management LLC14
Ameriprise Financial Services, LLC news13
Strategic Advisers LLC11
Greenwich Wealth Management, LLC10
Cresset Asset Management, LLC news6
Searle & Co.6
Gamco Asset Management Inc.5
Night Owl Capital Management, LLC5
Charles Schwab & Co., Inc. news4
Colter Lewis Investment Partners, LLC4
Greenwich Advisors, LLC4
Main Street Research LLC4
N10° Assets4
N10° Wealth4
Osaic Wealth, Inc. news4
Avity Investment Management Inc.3
Baxter Investment Management3
Captrust news3

Advisors in Greenwich, A to Z (first 300 of 659)

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Other cities in Connecticut

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Stamford 976Glastonbury 429Westport 408West Hartford 374Fairfield 292New Haven 272Hartford 249Shelton 246Farmington 218Windsor 150Darien 145Guilford 114Madison 110Ridgefield 104Mystic 93Norwalk 93Danbury 80Milford 77New Canaan 76Southbury 76Avon 71North Haven 69Hamden 68Wilton 65

Questions

How many financial advisors are in Greenwich, CT?

659 investment adviser representatives are registered at firm offices in Greenwich, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 538 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Greenwich?

J.P. Morgan Securities LLC, with 142 registered advisors in Greenwich, followed by Morgan Stanley with 99.

How do I check a financial advisor in Greenwich?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.