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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 - May 16, 2025Darien 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 18 years of experience.
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List of Qualified Retirement Planning Advisors in Darien, Connecticut
VERIFIEDGerard 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
VERIFIEDCharles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
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, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 10 Bank Street,
Suite 1215,
White Plains, NY 10606 See Details - 1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details - 340 Madison Avenue,
New York, NY 10173 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
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
VERIFIEDAnthony 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDAltfest 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
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDFrank 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
VERIFIEDDoug 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 Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 9 Old Kings Highway South, Darien, CT, 06820 | $42,237,636,380 | 116 | 158 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 2 | 9 Old Kings Highway South, 4th Floor Darien, CT, 06820 | $6,521,641,497 | 34 | 35 | A percentage of AUM, Performance Based, Other (ORIGINATION FEES) |
| 3 | 320 Post Road, Suite 230 Darien, CT, 06820 | $4,600,551,307 | 2678 | 57 | A percentage of AUM, Performance Based |
| 4 | 17 Old Kings Highway South, Suite 140 Darien, CT, 06820-4522 | $2,020,915,089 | 3 | 15 | A percentage of AUM, Performance Based |
| 5 | 17 Old Kings Highway South, Darien, CT, 06820 | $1,181,708,333 | 9 | 6 | A percentage of AUM, Performance Based |
| 6 | 320 Post Road, Suite 110 Darien, CT, 06820 | $1,085,752,280 | 111 | 4 | A percentage of AUM, Fixed fees, Performance Based |
| 7 | 1019 Post Road, Darien, CT, 06820 | $990,475,890 | 10 | 10 | A percentage of AUM, Performance Based |
| 8 | 9 Old King'S Highway South, Darien, CT, 06820 | $878,964,579 | 6 | 8 | A percentage of AUM, Performance Based |
| 9 | 23 Old Kings Highway South, Suite 200 Darien, CT, 06820 | $793,947,229 | 250 | 6 | A percentage of AUM, Fixed fees, Performance Based |
| 10 | 320 Post Road, Suite 220 Darien, CT, 06820 | $782,900,000 | 315 | 6 | A percentage of AUM, Fixed fees |
| 11 | 320 Boston Post Rd, Suite 180-281 Darien, CT, 06820 | $600,072,014 | 71 | 6 | A percentage of AUM, Fixed fees, Performance Based |
| 12 | 1063 Post Road, 2nd Floor Darien, CT, 06820 | $599,105,084 | 3 | 4 | A percentage of AUM, Performance Based |
| 13 | 23 Old Kings Highway South, Suite 201 Darien, CT, 06820 | $529,992,269 | 32 | 4 | A percentage of AUM, Fixed fees, Performance Based |
| 14 | 17 Old Kings Highway South, Darien, CT, 06820 | $456,644,730 | 2 | 9 | A percentage of AUM, Performance Based |
| 15 | 450 Mansfield Ave, Darien, CT, 06854 | $453,000,000 | 5 | 1 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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