Best Financial Advisors in WESTPORT, Connecticut
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in WESTPORT
BIRINYI ASSOCIATES, INC.
WESTPORT, CT · Since 1990
ASPETUCK FINANCIAL MANAGEMENT LLC
WESTPORT, CT · Since 2022
LIME ROCK
WESTPORT, CT · Since 2012
DOCK STREET CAPITAL MANAGEMENT LLC
WESTPORT, CT · Since 2012
RFE MANAGEMENT CORPORATION
WESTPORT, CT · Since 2012
MANATUCK HILL PARTNERS, LLC
WESTPORT, CT · Since 2012
WAVELENGTH CAPITAL MANAGEMENT, LLC
WESTPORT, CT · Since 2013
CAS INVESTMENT PARTNERS, LLC
WESTPORT, CT · Since 2017
NORTHLIGHT CAPITAL PARTNERS
WESTPORT, CT · Since 2022
BRIGHTLIGHT CAPITAL
WESTPORT, CT · Since 2019
NEOS INVESTMENTS
WESTPORT, CT · Since 2022
VERBENA VALUE LP
WESTPORT, CT · Since 2025
AUGUST WEALTH ADVISORS LLC
WESTPORT, CT · Since 2025
BRIDGEWATER ASSOCIATES, LP
WESTPORT, CT · Since 1990
CASTLEKEEP INVESTMENT ADVISORS
WESTPORT, CT · Since 2001
DRUM HILL CAPITAL, LLC
WESTPORT, CT · Since 2006
FERMAT CAPITAL MANAGEMENT, LLC
WESTPORT, CT · Since 2006
ENERGY INCOME PARTNERS
WESTPORT, CT · Since 2006
COASTAL BRIDGE ADVISORS
WESTPORT, CT · Since 2009
AYRSHIRE CAPITAL MANAGEMENT LLC
WESTPORT, CT · Since 2019
YAKIRA CAPITAL MANAGEMENT, INC.
WESTPORT, CT · Since 2012
BHMS INVESTMENTS, LP
WESTPORT, CT · Since 2022
TENGRAM CAPITAL PARTNERS
WESTPORT, CT · Since 2014
COMPASS GROUP MANAGEMENT LLC
WESTPORT, CT · Since 2013
BALANCE POINT CAPITAL ADVISORS, LLC
WESTPORT, CT · Since 2015
TRUE GREEN CAPITAL MANAGEMENT LLC
WESTPORT, CT · Since 2022
GREENHOUSE WEALTH MANAGEMENT, LLC
WESTPORT, CT · Since 2019
GEMSPRING CAPITAL MANAGEMENT, LP
WESTPORT, CT · Since 2016
AYRTON CAPITAL LLC
WESTPORT, CT · Since 2022
ARARAT CAPITAL MANAGEMENT LP
WESTPORT, CT · Since 2020
ARDMORE ROAD ASSET MANAGEMENT LP
WESTPORT, CT · Since 2020
LCR WEALTH MANAGEMENT LLC
WESTPORT, CT · Since 2021
LONGWALL FAMILY OFFICE
WESTPORT, CT · Since 2023
ALPINE HILL ADVISORS LLC
WESTPORT, CT · Since 2023
KATE CAPITAL LLC
WESTPORT, CT · Since 2024
THIRD VIEW PRIVATE WEALTH
WESTPORT, CT · Since 2025
JGB CAPITAL MANAGEMENT L.P.
WESTPORT, CT · Since 2017
A.G.P / ALLIANCE GLOBAL PARTNERS
WESTPORT, CT · Since 2009
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 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.