Best Financial Advisors in WILTON, Connecticut
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
7
Registered Firms
0.95%
Median Fee
of assets/year
$358M
Median AUM
7
Firms Listed
in our database
Top-Ranked Advisors in WILTON
#1
100
ALTUS CAPITAL PARTNERS, INC.
WILTON, CT · Since 2012
$169M AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
95
AIS CAPITAL MANAGEMENT L.P.
WILTON, CT · Since 1993
$358M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
95
CATUM ADVISORY GROUP, LLC.
WILTON, CT · Since 2026
$129M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
95
ROUND ROCK ADVISORS LLC
WILTON, CT · Since 2017
$907M AUM12 clientsFee: 0%
FiduciaryFee-Only
#5
95
TRIVIUM POINT ADVISORY, LLC
WILTON, CT · Since 2018
$1.6B AUM12 clientsFee: 0%
FiduciaryFee-Only
#6
95
AGILIS INVESTMENT MANAGEMENT LLC
WILTON, CT · Since 2025
$124M AUM4 clientsFee: 0%
FiduciaryFee-Only
#7
84
STONEBRIDGE ADVISORS LLC
WILTON, CT · Since 2005
$11.8B AUM9 clientsFee: 0%
FiduciaryFee-Only2 complaints
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 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.