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Find Retirement Advisors for Retirement Planning in Darien, Connecticut

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Darien, Connecticut

Last Updated - April 25, 2025

Darien has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 25 non-vetted advisors in your local area. These retirement advisors in Darien, Connecticut have an average of 16 years of experience.

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List of Qualified Retirement Planning Advisors in Darien, Connecticut

advisor
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Gerard Gruber
CFP®, CDFA®
Harbor West Wealth Management & Planning

Qualifications
CRD# 4469120
Firm CRD# 120894

Minimum Assets Required
$100,000

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor

Qualifications
CRD# 1037845
Firm CRD# 8733

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals

Compensation/Fee

Not Specified

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advisor

Qualifications
Firm CRD# 288239
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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advisor
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Anthony M. Errico
Port Capital Management

Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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advisor
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Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®

Qualifications
Firm CRD# 110130
Series 65, 66

Minimum Assets Required
$1,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 302050

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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advisor
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Dan Brady
Savvy Advisors

Qualifications
CRD# 2172300
Firm CRD# 318493

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Frank Lepore
Bleakley Financial Group

Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee

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advisor
vector.svg VERIFIED

Doug Frew
CFP®, ChFC®, AWMA®
BroadFront Capital Management

Qualifications
CRD# 6030529
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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Top 15 Retirement Planning firms in Darien, Connecticut (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

9 Old Kings Highway South,
Darien, CT, 06820
$42,237,636,380116158
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
2

9 Old Kings Highway South, 4th Floor
Darien, CT, 06820
$6,521,641,4973435
A percentage of AUM, Performance Based, Other (ORIGINATION FEES)
3

320 Post Road, Suite 230
Darien, CT, 06820
$4,600,551,307267857
A percentage of AUM, Performance Based
4

17 Old Kings Highway South, Suite 140
Darien, CT, 06820-4522
$2,020,915,089315
A percentage of AUM, Performance Based
5

17 Old Kings Highway South,
Darien, CT, 06820
$1,181,708,33396
A percentage of AUM, Performance Based
6

320 Post Road, Suite 110
Darien, CT, 06820
$1,085,752,2801114
A percentage of AUM, Fixed fees, Performance Based
7

1019 Post Road,
Darien, CT, 06820
$990,475,8901010
A percentage of AUM, Performance Based
8

9 Old King'S Highway South,
Darien, CT, 06820
$878,964,57968
A percentage of AUM, Performance Based
9

23 Old Kings Highway South, Suite 200
Darien, CT, 06820
$793,947,2292506
A percentage of AUM, Fixed fees, Performance Based
10

320 Post Road, Suite 220
Darien, CT, 06820
$782,900,0003156
A percentage of AUM, Fixed fees
11

320 Boston Post Rd, Suite 180-281
Darien, CT, 06820
$600,072,014716
A percentage of AUM, Fixed fees, Performance Based
12

1063 Post Road, 2nd Floor
Darien, CT, 06820
$599,105,08434
A percentage of AUM, Performance Based
13

23 Old Kings Highway South, Suite 201
Darien, CT, 06820
$529,992,269324
A percentage of AUM, Fixed fees, Performance Based
14

17 Old Kings Highway South,
Darien, CT, 06820
$456,644,73029
A percentage of AUM, Performance Based
15

450 Mansfield Ave,
Darien, CT, 06854
$453,000,00051
Other (SALARY)

Information on Top Retirement Planning firms in Darien, Connecticut

QualificationsFirm CRD# 105981

Assets Under Management $42,237,636,380

No. Of Clients116

Clients Per Financial Advisor1

PORTFOLIO ADVISORS LLC is a financial advisory firm situated in Darien, Connecticut. With a nearly $42B assets under management, the firm specializes in crafting personalized retirement planning solutions for 116 clients. The team consists of 158 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 157493

Assets Under Management $6,521,641,497

No. Of Clients34

Clients Per Financial Advisor1

WESTPORT CAPITAL PARTNERS LLC is a financial advisory firm situated in Darien, Connecticut. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 34 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (ORIGINATION FEES)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 139022

Assets Under Management $4,600,551,307

No. Of Clients2678

Clients Per Financial Advisor47

SPROTT ASSET MANAGEMENT USA INC. is a financial advisory firm situated in Darien, Connecticut. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2678 clients. The team consists of 57 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 309174

Assets Under Management $2,020,915,089

No. Of Clients3

Clients Per Financial Advisor0

CARRONADE CAPITAL MANAGEMENT, LP is a financial advisory firm situated in Darien, Connecticut. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 300220

Assets Under Management $1,181,708,333

No. Of Clients9

Clients Per Financial Advisor2

NASSAU PRIVATE CREDIT LLC is a financial advisory firm situated in Darien, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 306284

Assets Under Management $1,085,752,280

No. Of Clients111

Clients Per Financial Advisor28

OAKRIDGE MANAGEMENT GROUP LLC is a financial advisory firm situated in Darien, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 111 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 311121

Assets Under Management $990,475,890

No. Of Clients10

Clients Per Financial Advisor1

TEN COVES CAPITAL, LP is a financial advisory firm situated in Darien, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 136792

Assets Under Management $878,964,579

No. Of Clients6

Clients Per Financial Advisor1

GOODNOW INVESTMENT GROUP LLC is a financial advisory firm situated in Darien, Connecticut. With a nearly $879M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 125771

Assets Under Management $793,947,229

No. Of Clients250

Clients Per Financial Advisor42

PRIVATE CAPITAL ADVISORS, INC. is a financial advisory firm situated in Darien, Connecticut. With a nearly $794M assets under management, the firm specializes in crafting personalized retirement planning solutions for 250 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 108054

Assets Under Management $782,900,000

No. Of Clients315

Clients Per Financial Advisor53

BOURGEON CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Darien, Connecticut. With a nearly $783M assets under management, the firm specializes in crafting personalized retirement planning solutions for 315 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 332833

Assets Under Management $600,072,014

No. Of Clients71

Clients Per Financial Advisor12

STONE TEMPLE PARTNERS LLC is a financial advisory firm situated in Darien, Connecticut. With a nearly $600M assets under management, the firm specializes in crafting personalized retirement planning solutions for 71 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 159962

Assets Under Management $599,105,084

No. Of Clients3

Clients Per Financial Advisor1

SOLAS CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Darien, Connecticut. With a nearly $599M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 150787

Assets Under Management $529,992,269

No. Of Clients32

Clients Per Financial Advisor8

TALSON CAPITAL MANAGEMENT L.P. is a financial advisory firm situated in Darien, Connecticut. With a nearly $530M assets under management, the firm specializes in crafting personalized retirement planning solutions for 32 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 155389

Assets Under Management $456,644,730

No. Of Clients2

Clients Per Financial Advisor0

POLAR CAPITAL (AMERICA) CORPORATION is a financial advisory firm situated in Darien, Connecticut. With a nearly $457M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 292058

Assets Under Management $453,000,000

No. Of Clients5

Clients Per Financial Advisor5

CROSS ISLAND ADVISORS LLC is a financial advisory firm situated in Darien, Connecticut. With a nearly $453M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Other (SALARY)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
View Full Profile

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