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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Wilton, CT

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

The short answer

59 registered advisors work in Wilton; the most are at Trivium Point Advisory, LLC (10). 7 list the CFP designation and 37 are also registered broker representatives.

Firms with the most advisors in Wilton

FirmAdvisors in Wilton
Trivium Point Advisory, LLC10
Round Rock Advisors LLC7
Strategic Advisers LLC5
Ameriprise Financial Services, LLC news4
Raymond James Financial Services Advisors, Inc. news4
Stonebridge Advisors LLC4
Agilis Investment Management LLC3
Osaic Wealth, Inc. news3
J.P. Morgan Securities LLC news2
LPL Financial LLC news2
Ais Capital Management L.P.1
Barton Investment Management, LLC1
Benin Management Corp.1
Catum Advisory Group, LLC.1
Clear Harbor Asset Management, LLC1
Commonwealth Financial Network news1
Jefferies Investment Advisers LLC1
Kestra Advisory Services, LLC news1
Merit Financial Advisors1
Oaktrust Wealth Advisors, LLC1
Principal Securities, Inc.1
RBC Capital Markets, LLC news1
Ras Capital Services, Inc.1
UBS Financial Services Inc. news1
Wells Fargo Advisors Financial Network, LLC news1

Advisors in Wilton, A to Z

CFP advisors in Wilton →

Other cities in Connecticut

All of Connecticut →

Stamford 851Greenwich 629Westport 397Glastonbury 389West Hartford 353New Haven 277Fairfield 275Shelton 239Hartford 220Farmington 212Darien 137Windsor 132Guilford 103Madison 101Mystic 90Ridgefield 86Norwalk 82New Canaan 79Milford 73Southbury 73Danbury 71North Haven 69Hamden 62Avon 56

Questions

How many financial advisors are in Wilton, CT?

59 investment adviser representatives are registered at firm offices in Wilton, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 37 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Wilton?

Trivium Point Advisory, LLC, with 10 registered advisors in Wilton, followed by Round Rock Advisors LLC with 7.

How do I check a financial advisor in Wilton?

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.