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Find Retirement Advisors for Retirement Planning in Greenwich, 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 you 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 registrations check. 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 Greenwich, Connecticut

Last Updated - May 11, 2024

Greenwich has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 136 non-vetted advisors in your local area. These retirement advisors in Greenwich, Connecticut have an average of 18 years of experience.

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List of Qualified Retirement Planning Advisors in Greenwich, Connecticut

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Charles Helme
BH Asset Management, LLC

Qualifications
CRD# 712007
Firm CRD# 152117
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.

Compensation/Fee

Fee-Only, Based on Assets

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Masa Yamazaki
CPWA®, CEPA®, CDFA®
Oxler Private Wealth

Qualifications
CRD# 2526772
Firm CRD# 309684
Series 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, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Based on Assets

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Matt Cuiffo
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Christopher Badaracco
CFP®, EA
Rose Wealth Advisors

Qualifications
CRD# 7076172
Firm CRD# 7076172

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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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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Walter Varian
Edelman Financial Engines, LLC

Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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HIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®

Qualifications
CRD# 2063878
Firm CRD# 125838

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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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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Michael Klein
CFP®
Bleakley Financial Group

Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Greg Colonna
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 4819344
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Jennifer Keiling
CRPC®
Edelman Financial Engines, LLC

Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
AQR CAPITAL MANAGEMENT, LLC
One Greenwich Plaza, Suite 130, 3rd Floor
Greenwich, CT, 6830
$119,996,796,135279566
A Percentage of AUM, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
2
STONE POINT CAPITAL LLC
20 Horseneck Lane,
Greenwich, CT, 06830-6327
$44,586,708,47435103
A Percentage of AUM, Performance Based, Other (ADVISORY, MONITORING, AND CERTAIN OTHER RELATED FEES.)
3
VERITION FUND MANAGEMENT LLC
One American Lane,
Greenwich, CT, 06831-9998
$43,630,335,0527279
A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF COSTS)
4
EDGEWOOD MANAGEMENT LLC
600 Steamboat Road, Suite 103
Greenwich, CT, 06830-7181
$28,756,627,229160038
A Percentage of AUM, Performance Based
5
HUDSON BAY CAPITAL MANAGEMENT LP
28 Havemeyer Place, 2nd Floor
Greenwich, CT, 6830
$27,110,169,4075149
A Percentage of AUM, Performance Based
6
PALOMA PARTNERS MANAGEMENT COMPANY
2 American Lane,
Greenwich, CT, 06836-2571
$26,664,198,477358
Other (REIMBURSEMENT OF EXPENSES)
7
L CATTERTON
599 West Putnam Avenue,
Greenwich, CT, 6830
$24,401,753,67162183
A Percentage of AUM, Performance Based
8
SILVER POINT CAPITAL, L.P.
Two Greenwich Plaza, First Floor,
Greenwich, CT, 06830-6353
$22,450,493,32223235
A Percentage of AUM, Performance Based
9
STRATEGIC VALUE PARTNERS, LLC
100 West Putnam Avenue,
Greenwich, CT, 6830
$17,609,458,42651175
A Percentage of AUM, Performance Based
10
LONE PINE CAPITAL LLC
Two Greenwich Plaza, 2nd Floor
Greenwich, CT, 6830
$17,076,491,10010106
A Percentage of AUM, Performance Based
11
AXIOM INVESTORS
33 Benedict Place, 2nd Floor,
Greenwich, CT, 6830
$16,572,658,7636762
A Percentage of AUM, Performance Based
12
PERFORMANCE EQUITY MANAGEMENT, LLC
5 Greenwich Office Park, Third Floor
Greenwich, CT, 6831
$11,092,678,2913234
A Percentage of AUM, Performance Based
13
ARISTEIA CAPITAL, LLC
One Greenwich Plaza, Suite 300
Greenwich, CT, 6830
$9,924,645,575659
A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D MISCELLANEOUS)
14
LOANCORE CAPITAL CREDIT ADVISOR LLC
55 Railroad Ave, Suite 100
Greenwich, CT, 6830
$9,555,388,016244
A Percentage of AUM, Performance Based
15
ATLAS HOLDINGS LLC
100 Northfield Street,
Greenwich, CT, 6830
$8,819,436,0431660
A Percentage of AUM, Performance Based, Other (TRANSACTION FEES & MONITORING FEES)

Information on Top Retirement Planning firms in Greenwich, Connecticut

QualificationsFirm CRD# 111883

Assets Under Management $119,996,796,135

No. Of Clients279

Clients Per Financial Advisor0

AQR CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $120B assets under management, the firm specializes in crafting personalized retirement planning solutions for 279 clients. The team consists of 566 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 156521

Assets Under Management $44,586,708,474

No. Of Clients35

Clients Per Financial Advisor0

STONE POINT CAPITAL LLC is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $45B assets under management, the firm specializes in crafting personalized retirement planning solutions for 35 clients. The team consists of 103 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (ADVISORY
  • MONITORING
  • AND CERTAIN OTHER RELATED FEES.)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 156610

Assets Under Management $43,630,335,052

No. Of Clients7

Clients Per Financial Advisor0

VERITION FUND MANAGEMENT LLC is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $44B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 279 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (REIMBURSEMENT OF COSTS)

Financial Planning Services

  • Portfolio Management for pooled Investment
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QualificationsFirm CRD# 106647

Assets Under Management $28,756,627,229

No. Of Clients1600

Clients Per Financial Advisor42

EDGEWOOD MANAGEMENT LLC is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $29B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1600 clients. The team consists of 38 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
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QualificationsFirm CRD# 155910

Assets Under Management $27,110,169,407

No. Of Clients5

Clients Per Financial Advisor0

HUDSON BAY CAPITAL MANAGEMENT LP is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 149 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
View Full Profile

QualificationsFirm CRD# 138460

Assets Under Management $26,664,198,477

No. Of Clients3

Clients Per Financial Advisor0

PALOMA PARTNERS MANAGEMENT COMPANY is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 58 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Other (REIMBURSEMENT OF EXPENSES)

Financial Planning Services

  • Portfolio Management for pooled Investment
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QualificationsFirm CRD# 157428

Assets Under Management $24,401,753,671

No. Of Clients62

Clients Per Financial Advisor0

L CATTERTON is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 62 clients. The team consists of 183 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
View Full Profile

QualificationsFirm CRD# 157738

Assets Under Management $22,450,493,322

No. Of Clients23

Clients Per Financial Advisor0

SILVER POINT CAPITAL, L.P. is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 clients. The team consists of 235 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
View Full Profile

QualificationsFirm CRD# 138406

Assets Under Management $17,609,458,426

No. Of Clients51

Clients Per Financial Advisor0

STRATEGIC VALUE PARTNERS, LLC is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 clients. The team consists of 175 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 156602

Assets Under Management $17,076,491,100

No. Of Clients10

Clients Per Financial Advisor0

LONE PINE CAPITAL LLC is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 106 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
View Full Profile

QualificationsFirm CRD# 109605

Assets Under Management $16,572,658,763

No. Of Clients67

Clients Per Financial Advisor1

AXIOM INVESTORS is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 67 clients. The team consists of 62 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 Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 110207

Assets Under Management $11,092,678,291

No. Of Clients32

Clients Per Financial Advisor1

PERFORMANCE EQUITY MANAGEMENT, LLC is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 32 clients. The team consists of 34 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 135986

Assets Under Management $9,924,645,575

No. Of Clients6

Clients Per Financial Advisor0

ARISTEIA CAPITAL, LLC is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 59 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (SEE SCHEDULE D MISCELLANEOUS)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 293737

Assets Under Management $9,555,388,016

No. Of Clients2

Clients Per Financial Advisor0

LOANCORE CAPITAL CREDIT ADVISOR LLC is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 44 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
View Full Profile

QualificationsFirm CRD# 160610

Assets Under Management $8,819,436,043

No. Of Clients16

Clients Per Financial Advisor0

ATLAS HOLDINGS LLC is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (TRANSACTION FEES & MONITORING FEES)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

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