AdvisorRanked

Best Financial Advisors in GREENWICH, Connecticut

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

136
Registered Firms
0.95%
Median Fee
of assets/year
$1.2B
Median AUM
136
Firms Listed
in our database

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Top Rated Established Verified135 firms shown

Top-Ranked Advisors in GREENWICH

Page 1 of 6 · 136 firms

#1
93

OXFORD LANE MANAGEMENT, LLC

GREENWICH, CT · Since 2010

$2.3B AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
93

STERLING INVESTMENT PARTNERS ADVISERS, LLC

GREENWICH, CT · Since 2012

$3.9B AUM17 clientsFee: 0%
FiduciaryFee-Only
#3
92

GREENWICH WEALTH MANAGEMENT, LLC

GREENWICH, CT · Since 2008

$3.5B AUM11 clientsFee: 0%
FiduciaryFee-Only
#4
92

ATLAS HOLDINGS LLC

GREENWICH, CT · Since 2012

$18.1B AUM57 clientsFee: 0%
FiduciaryFee-Only
#5
92

A&M CAPITAL

GREENWICH, CT · Since 2013

$7.1B AUM60 clientsFee: 0%
FiduciaryFee-Only
#6
91

CONTRARIAN CAPITAL MANAGEMENT LLC

GREENWICH, CT · Since 1995

$4.8B AUM22 clientsFee: 0%
FiduciaryFee-Only
#7
91

DYNAMIC BETA INVESTMENTS LLC

GREENWICH, CT · Since 2012

$5.7B AUM3 clientsFee: 0%
FiduciaryFee-Only
#8
91

KLINE HILL PARTNERS LP

GREENWICH, CT · Since 2017

$11.7B AUM32 clientsFee: 0%
FiduciaryFee-Only
#9
90

ATLANTIC STREET CAPITAL MANAGEMENT, LLC

GREENWICH, CT · Since 2016

$1.6B AUM12 clientsFee: 0%
FiduciaryFee-Only
#10
90

WOODSON CAPITAL MANAGEMENT, LP

GREENWICH, CT · Since 2016

$1.5B AUM5 clientsFee: 0%
FiduciaryFee-Only
#11
90

SOUTHFIELD CAPITAL LP

GREENWICH, CT · Since 2018

$2.1B AUM24 clientsFee: 0%
FiduciaryFee-Only
#12
89

ENDEAVOUR CAPITAL ADVISORS INC.

GREENWICH, CT · Since 2012

$603M AUM4 clientsFee: 0%
FiduciaryFee-Only
#13
89

PRANA CAPITAL MANAGEMENT LP

GREENWICH, CT · Since 2017

$4.3B AUM7 clientsFee: 0%
FiduciaryFee-Only
#14
89

BHARCAP PARTNERS, LLC

GREENWICH, CT · Since 2022

$3.2B AUM8 clientsFee: 0%
FiduciaryFee-Only
#15
89

SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC

GREENWICH, CT · Since 2021

$1.3B AUM117 clientsFee: 0%
FiduciaryFee-Only
#16
88

PEMBERWICK INVESTMENT ADVISORS, LLC

GREENWICH, CT · Since 2009

$174M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
88

MILL ROAD CAPITAL

GREENWICH, CT · Since 2012

$754M AUM6 clientsFee: 0%
FiduciaryFee-Only
#18
88

QUADRATIC CAPITAL MANAGEMENT LLC

GREENWICH, CT · Since 2015

$508M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
88

GRANITE STATE CAPITAL MANAGEMENT, LP

GREENWICH, CT · Since 2016

$1.3B AUM6 clientsFee: 0%
FiduciaryFee-Only
#20
88

QP GLOBAL FAMILY OFFICES, LLC

GREENWICH, CT · Since 2018

$1.0B AUM5 clientsFee: 0%
FiduciaryFee-Only
#21
88

QUANTIX COMMODITIES LP

GREENWICH, CT · Since 2022

$2.0B AUM11 clientsFee: 0%
FiduciaryFee-Only
#22
88

LOTUS INFRASTRUCTURE PARTNERS, LP

GREENWICH, CT · Since 2022

$6.2B AUM13 clientsFee: 0%
FiduciaryFee-Only
#23
87

TETON ADVISORS, LLC

GREENWICH, CT · Since 1994

$251M AUM1 clientsFee: 0%
FiduciaryFee-Only
#24
87

TANAKA CAPITAL MANAGEMENT INC

GREENWICH, CT · Since 1987

$69M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
87

OXFORD SQUARE MANAGEMENT, LLC

GREENWICH, CT · Since 2003

$307M AUM7 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 GREENWICH?

The median advisory fee in GREENWICH, CT is 0.95% of assets under management per year, based on Form ADV filings from 136 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.