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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 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 Greenwich, Connecticut
Last Updated - May 15, 2025Greenwich has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 131 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
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
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
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
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
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
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
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
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
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 Greenwich, Connecticut (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | One Greenwich Plaza, Suite 130, 3rd Floor Greenwich, CT, 06830 | $132,541,536,421 | 294 | 573 | A percentage of AUM, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| 2 | One American Lane, Greenwich, CT, 06831-9998 | $107,251,821,000 | 4 | 524 | A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF COSTS) |
| 3 | 20 Horseneck Lane, Greenwich, CT, 06830-6327 | $48,452,616,973 | 39 | 112 | A percentage of AUM, Performance Based, Other (ADVISORY, MONITORING, AND CERTAIN OTHER RELATED FEES.) |
| 4 | 600 Steamboat Road, Suite 103 Greenwich, CT, 06830-7181 | $35,717,045,050 | 1480 | 40 | A percentage of AUM, Performance Based |
| 5 | 2 American Lane, Greenwich, CT, 06836-2571 | $29,368,098,330 | 3 | 54 | Other (REIMBURSEMENT OF EXPENSES) |
| 6 | Two Greenwich Plaza, First Floor, Greenwich, CT, 06830-6353 | $27,910,283,660 | 31 | 290 | A percentage of AUM, Performance Based |
| 7 | 599 West Putnam Avenue, Greenwich, CT, 06830 | $26,642,350,736 | 62 | 183 | A percentage of AUM, Performance Based |
| 8 | 100 West Putnam Avenue, Greenwich, CT, 06830 | $21,033,939,631 | 54 | 198 | A percentage of AUM, Performance Based |
| 9 | 33 Benedict Place, 2nd Floor, Greenwich, CT, 06830 | $20,199,107,873 | 65 | 57 | A percentage of AUM, Performance Based |
| 10 | Two Greenwich Plaza, Suite 220 Greenwich, CT, 06830 | $17,467,446,200 | 12 | 104 | A percentage of AUM, Performance Based |
| 11 | One Greenwich Plaza, Suite 300 Greenwich, CT, 06830 | $12,162,529,805 | 6 | 61 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D MISCELLANEOUS) |
| 12 | 5 Greenwich Office Park, Third Floor Greenwich, CT, 06831 | $9,531,067,693 | 32 | 34 | A percentage of AUM, Performance Based |
| 13 | 600 Steamboat Road, Suite 202 Greenwich, CT, 06830 | $9,264,598,353 | 88 | 62 | A percentage of AUM, Performance Based, Other (INCOME BASED FEE) |
| 14 | One Greenwich Plaza, Suite 110 Greenwich, CT, 06830 | $8,632,065,097 | 18 | 39 | A percentage of AUM, Performance Based |
| 15 | 100 Northfield Street, Greenwich, CT, 06830 | $8,533,620,892 | 16 | 63 | A percentage of AUM, Other (TRANSACTION FEES & MONITORING FEES) |
Information on Top Retirement Planning firms in Greenwich, Connecticut
QualificationsFirm CRD# 111883
Assets Under Management $132,541,536,421
No. Of Clients294
Clients Per Financial Advisor1
AQR CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $133B assets under management, the firm specializes in crafting personalized retirement planning solutions for 294 clients. The team consists of 573 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 companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (MODEL PORTFOLIO RECOMMENDATIONS)
QualificationsFirm CRD# 156610
Assets Under Management $107,251,821,000
No. Of Clients4
Clients Per Financial Advisor0
VERITION FUND MANAGEMENT LLC is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $107B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 524 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 vehicles
QualificationsFirm CRD# 156521
Assets Under Management $48,452,616,973
No. Of Clients39
Clients Per Financial Advisor0
STONE POINT CAPITAL LLC is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $48B assets under management, the firm specializes in crafting personalized retirement planning solutions for 39 clients. The team consists of 112 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 vehicles
QualificationsFirm CRD# 106647
Assets Under Management $35,717,045,050
No. Of Clients1480
Clients Per Financial Advisor37
EDGEWOOD MANAGEMENT LLC is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1480 clients. The team consists of 40 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# 138460
Assets Under Management $29,368,098,330
No. Of Clients3
Clients Per Financial Advisor0
PALOMA PARTNERS MANAGEMENT COMPANY 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 3 clients. The team consists of 54 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 vehicles
QualificationsFirm CRD# 157738
Assets Under Management $27,910,283,660
No. Of Clients31
Clients Per Financial Advisor0
SILVER POINT CAPITAL, L.P. is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $28B assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 290 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# 157428
Assets Under Management $26,642,350,736
No. Of Clients62
Clients Per Financial Advisor0
L CATTERTON 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 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 vehicles
QualificationsFirm CRD# 138406
Assets Under Management $21,033,939,631
No. Of Clients54
Clients Per Financial Advisor0
STRATEGIC VALUE PARTNERS, LLC is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 54 clients. The team consists of 198 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# 109605
Assets Under Management $20,199,107,873
No. Of Clients65
Clients Per Financial Advisor1
AXIOM INVESTORS is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 65 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 156602
Assets Under Management $17,467,446,200
No. Of Clients12
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 12 clients. The team consists of 104 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# 135986
Assets Under Management $12,162,529,805
No. Of Clients6
Clients Per Financial Advisor0
ARISTEIA CAPITAL, LLC is a financial advisory firm situated in Greenwich, Connecticut. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 61 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 vehicles
QualificationsFirm CRD# 110207
Assets Under Management $9,531,067,693
No. Of Clients32
Clients Per Financial Advisor1
PERFORMANCE EQUITY MANAGEMENT, 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 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 vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 166370
Assets Under Management $9,264,598,353
No. Of Clients88
Clients Per Financial Advisor1
EAGLE POINT CREDIT MANAGEMENT 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 88 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
- Other (INCOME BASED FEE)
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 157475
Assets Under Management $8,632,065,097
No. Of Clients18
Clients Per Financial Advisor0
GREENBRIAR EQUITY GROUP 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 18 clients. The team consists of 39 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# 160610
Assets Under Management $8,533,620,892
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 63 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (TRANSACTION FEES & MONITORING FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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