Best Financial Advisors in ROWAYTON, Connecticut
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$2.3B
Median AUM
4
Firms Listed
in our database
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in ROWAYTON
#1
87
PETTEE INVESTORS INC
ROWAYTON, CT · Since 1989
$192M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
84
HOYA CAPITAL REAL ESTATE, LLC
ROWAYTON, CT · Since 2019
$140M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
83
GRAHAM CAPITAL MANAGEMENT, L.P.
ROWAYTON, CT · Since 2012
$42.9B AUM98 clientsFee: 0%
FiduciaryFee-Only
#4
82
COLISEUM CAPITAL MANAGEMENT, LLC
ROWAYTON, CT · Since 2012
$2.3B 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 ROWAYTON?
The median advisory fee in ROWAYTON, 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.