National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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 - April 25, 2025

Greenwich 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 16 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Greenwich, Connecticut

advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right
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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right
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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right
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

Find An Advisor arrow-right
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

Find An Advisor arrow-right
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

Find An Advisor arrow-right

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

One Greenwich Plaza, Suite 130, 3rd Floor
Greenwich, CT, 06830
$132,541,536,421294573
A percentage of AUM, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
2

One American Lane,
Greenwich, CT, 06831-9998
$107,251,821,0004524
A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF COSTS)
3

20 Horseneck Lane,
Greenwich, CT, 06830-6327
$48,452,616,97339112
A percentage of AUM, Performance Based, Other (ADVISORY, MONITORING, AND CERTAIN OTHER RELATED FEES.)
4

600 Steamboat Road, Suite 103
Greenwich, CT, 06830-7181
$35,717,045,050148040
A percentage of AUM, Performance Based
5

2 American Lane,
Greenwich, CT, 06836-2571
$29,368,098,330354
Other (REIMBURSEMENT OF EXPENSES)
6

Two Greenwich Plaza, First Floor,
Greenwich, CT, 06830-6353
$27,910,283,66031290
A percentage of AUM, Performance Based
7

599 West Putnam Avenue,
Greenwich, CT, 06830
$26,642,350,73662183
A percentage of AUM, Performance Based
8

100 West Putnam Avenue,
Greenwich, CT, 06830
$21,033,939,63154198
A percentage of AUM, Performance Based
9

33 Benedict Place, 2nd Floor,
Greenwich, CT, 06830
$20,199,107,8736557
A percentage of AUM, Performance Based
10

Two Greenwich Plaza, Suite 220
Greenwich, CT, 06830
$17,467,446,20012104
A percentage of AUM, Performance Based
11

One Greenwich Plaza, Suite 300
Greenwich, CT, 06830
$12,162,529,805661
A percentage of AUM, Performance Based, Other (SEE SCHEDULE D MISCELLANEOUS)
12

5 Greenwich Office Park, Third Floor
Greenwich, CT, 06831
$9,531,067,6933234
A percentage of AUM, Performance Based
13

600 Steamboat Road, Suite 202
Greenwich, CT, 06830
$9,264,598,3538862
A percentage of AUM, Performance Based, Other (INCOME BASED FEE)
14

One Greenwich Plaza, Suite 110
Greenwich, CT, 06830
$8,632,065,0971839
A percentage of AUM, Performance Based
15

100 Northfield Street,
Greenwich, CT, 06830
$8,533,620,8921663
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)
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners