Best Financial Advisors in WILTON, Connecticut
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Loading map...
Top-Ranked Advisors in WILTON
ALTUS CAPITAL PARTNERS, INC.
WILTON, CT · Since 2012
AIS CAPITAL MANAGEMENT L.P.
WILTON, CT · Since 1993
TRIVIUM POINT ADVISORY, LLC
WILTON, CT · Since 2018
ROUND ROCK ADVISORS LLC
WILTON, CT · Since 2017
CATUM ADVISORY GROUP, LLC.
WILTON, CT · Since 2026
AGILIS INVESTMENT MANAGEMENT LLC
WILTON, CT · Since 2025
STONEBRIDGE ADVISORS LLC
WILTON, CT · Since 2005
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 WILTON?
The median advisory fee in WILTON, CT is 0.95% of assets under management per year, based on Form ADV filings from 7 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.