Best Financial Advisors in AVON, Connecticut
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$439M
Median AUM
4
Firms Listed
in our database
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in AVON
#1
85
IRONWOOD CAPITAL ADVISORS LLC
AVON, CT · Since 2022
$766M AUM19 clientsFee: 0%
FiduciaryFee-Only
#2
83
MILESTONE ASSET MANAGEMENT GROUP, LLC
AVON, CT · Since 2023
$309M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
78
SPIVAK ASSET MANAGEMENT, LLC
AVON, CT · Since 2015
$439M AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
75
TELOS PARTNERS LLC
AVON, CT · Since 2026
$0 AUM3 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in AVON?
The median advisory fee in AVON, CT is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.