Best Financial Advisors in WESTPORT, Connecticut
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in WESTPORT
Page 1 of 2 · 38 firms
LIME ROCK
WESTPORT, CT · Since 2012
DOCK STREET CAPITAL MANAGEMENT LLC
WESTPORT, CT · Since 2012
RFE MANAGEMENT CORPORATION
WESTPORT, CT · Since 2012
CAS INVESTMENT PARTNERS, LLC
WESTPORT, CT · Since 2017
MANATUCK HILL PARTNERS, LLC
WESTPORT, CT · Since 2012
NEOS INVESTMENTS
WESTPORT, CT · Since 2022
BIRINYI ASSOCIATES, INC.
WESTPORT, CT · Since 1990
WAVELENGTH CAPITAL MANAGEMENT, LLC
WESTPORT, CT · Since 2013
BRIDGEWATER ASSOCIATES, LP
WESTPORT, CT · Since 1990
BRIGHTLIGHT CAPITAL
WESTPORT, CT · Since 2019
VERBENA VALUE LP
WESTPORT, CT · Since 2025
NORTHLIGHT CAPITAL PARTNERS
WESTPORT, CT · Since 2022
AUGUST WEALTH ADVISORS LLC
WESTPORT, CT · Since 2025
ASPETUCK FINANCIAL MANAGEMENT LLC
WESTPORT, CT · Since 2022
COASTAL BRIDGE ADVISORS
WESTPORT, CT · Since 2009
ENERGY INCOME PARTNERS
WESTPORT, CT · Since 2006
BALANCE POINT CAPITAL ADVISORS, LLC
WESTPORT, CT · Since 2015
GEMSPRING CAPITAL MANAGEMENT, LP
WESTPORT, CT · Since 2016
FERMAT CAPITAL MANAGEMENT, LLC
WESTPORT, CT · Since 2006
COMPASS GROUP MANAGEMENT LLC
WESTPORT, CT · Since 2013
CASTLEKEEP INVESTMENT ADVISORS
WESTPORT, CT · Since 2001
YAKIRA CAPITAL MANAGEMENT, INC.
WESTPORT, CT · Since 2012
DRUM HILL CAPITAL, LLC
WESTPORT, CT · Since 2006
ARDMORE ROAD ASSET MANAGEMENT LP
WESTPORT, CT · Since 2020
BHMS INVESTMENTS, LP
WESTPORT, CT · Since 2022
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 WESTPORT?
The median advisory fee in WESTPORT, CT is 0.95% of assets under management per year, based on Form ADV filings from 38 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.