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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 - April 9, 2024Greenwich has 10 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
VERIFIEDCharles 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
VERIFIEDMasa 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
VERIFIEDMatt 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
VERIFIEDChristopher 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
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
VERIFIEDWalter 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
VERIFIEDHIGHLAND 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
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
VERIFIEDMichael 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
VERIFIEDJennifer 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
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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 | AQR CAPITAL MANAGEMENT, LLC One Greenwich Plaza, Suite 130, 3rd Floor Greenwich, CT, 6830 | $119,996,796,135 | 279 | 566 | 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 | $44,586,708,474 | 35 | 103 | 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 | $43,630,335,052 | 7 | 279 | A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF COSTS) |
| 4 | EDGEWOOD MANAGEMENT LLC 600 Steamboat Road, Suite 103 Greenwich, CT, 06830-7181 | $28,756,627,229 | 1600 | 38 | A Percentage of AUM, Performance Based |
| 5 | HUDSON BAY CAPITAL MANAGEMENT LP 28 Havemeyer Place, 2nd Floor Greenwich, CT, 6830 | $27,110,169,407 | 5 | 149 | A Percentage of AUM, Performance Based |
| 6 | PALOMA PARTNERS MANAGEMENT COMPANY 2 American Lane, Greenwich, CT, 06836-2571 | $26,664,198,477 | 3 | 58 | Other (REIMBURSEMENT OF EXPENSES) |
| 7 | L CATTERTON 599 West Putnam Avenue, Greenwich, CT, 6830 | $24,401,753,671 | 62 | 183 | A Percentage of AUM, Performance Based |
| 8 | SILVER POINT CAPITAL, L.P. Two Greenwich Plaza, First Floor, Greenwich, CT, 06830-6353 | $22,450,493,322 | 23 | 235 | A Percentage of AUM, Performance Based |
| 9 | STRATEGIC VALUE PARTNERS, LLC 100 West Putnam Avenue, Greenwich, CT, 6830 | $17,609,458,426 | 51 | 175 | A Percentage of AUM, Performance Based |
| 10 | LONE PINE CAPITAL LLC Two Greenwich Plaza, 2nd Floor Greenwich, CT, 6830 | $17,076,491,100 | 10 | 106 | A Percentage of AUM, Performance Based |
| 11 | AXIOM INVESTORS 33 Benedict Place, 2nd Floor, Greenwich, CT, 6830 | $16,572,658,763 | 67 | 62 | A Percentage of AUM, Performance Based |
| 12 | PERFORMANCE EQUITY MANAGEMENT, LLC 5 Greenwich Office Park, Third Floor Greenwich, CT, 6831 | $11,092,678,291 | 32 | 34 | A Percentage of AUM, Performance Based |
| 13 | ARISTEIA CAPITAL, LLC One Greenwich Plaza, Suite 300 Greenwich, CT, 6830 | $9,924,645,575 | 6 | 59 | 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 | $9,555,388,016 | 2 | 44 | A Percentage of AUM, Performance Based |
| 15 | ATLAS HOLDINGS LLC 100 Northfield Street, Greenwich, CT, 6830 | $8,819,436,043 | 16 | 60 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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