Best Financial Advisors in SOUTHPORT, Connecticut
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$524M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in SOUTHPORT
#1
95
CHARTER RESEARCH & INVESTMENT GROUP INC
SOUTHPORT, CT · Since 1990
$275M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
95
5TH STREET ADVISORS, LLC
SOUTHPORT, CT · Since 2007
$524M AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
95
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
SOUTHPORT, CT · Since 2008
$192M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
95
STORMFIELD CAPITAL, LLC
SOUTHPORT, CT · Since 2020
$776M AUM14 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in SOUTHPORT?
The median advisory fee in SOUTHPORT, 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.