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Find Retirement Advisors for Retirement Planning in New Canaan, 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 New Canaan, Connecticut
Last Updated - April 25, 2025New Canaan has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in New Canaan, Connecticut have an average of 16 years of experience.
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List of Qualified Retirement Planning Advisors in New Canaan, 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
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 - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 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
VERIFIEDDan 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
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
Since 1998
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Top 8 Retirement Planning firms in New Canaan, Connecticut (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 50 Pine Street, New Canaan, CT, 06840 | $9,526,392,241 | 28 | 43 | A percentage of AUM, Performance Based |
| 2 | 130 Main St., 2nd Floor New Canaan, CT, 06840 | $2,283,111,910 | 11 | 14 | A percentage of AUM, Performance Based |
| 3 | 50 Locust Avenue, New Canaan, CT, 06840 | $968,660,508 | 1411 | 14 | A percentage of AUM, Fixed fees |
| 4 | 220 Elm Street, New Canaan, CT, 06840 | $782,940,311 | 596 | 10 | A percentage of AUM |
| 5 | 212 Elm Street, Suite 1 New Canaan, CT, 06840 | $544,516,292 | 6 | 5 | A percentage of AUM, Performance Based |
| 6 | 199 Elm Street, New Canaan, CT, 06840 | $274,781,877 | 3 | 7 | A percentage of AUM, Performance Based |
| 7 | 3 Forest Street, New Canaan, CT, 06840 | $196,939,177 | 5 | 5 | A percentage of AUM, Performance Based |
| 8 | 125 Elm Street, New Canaan, CT, 06840-0201 | $100,197,000 | 14 | 3 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in New Canaan, Connecticut
QualificationsFirm CRD# 158241
Assets Under Management $9,526,392,241
No. Of Clients28
Clients Per Financial Advisor1
GRIDIRON CAPITAL, LLC is a financial advisory firm situated in New Canaan, Connecticut. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 clients. The team consists of 43 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# 158081
Assets Under Management $2,283,111,910
No. Of Clients11
Clients Per Financial Advisor1
NANTAHALA CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in New Canaan, Connecticut. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 14 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# 108614
Assets Under Management $968,660,508
No. Of Clients1411
Clients Per Financial Advisor101
HTG INVESTMENT ADVISORS INC is a financial advisory firm situated in New Canaan, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1411 clients. The team consists of 14 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
- Selection for other advisors
QualificationsFirm CRD# 143970
Assets Under Management $782,940,311
No. Of Clients596
Clients Per Financial Advisor60
GILMAN HILL ASSET MANAGEMENT, LLC is a financial advisory firm situated in New Canaan, Connecticut. With a nearly $783M assets under management, the firm specializes in crafting personalized retirement planning solutions for 596 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (PROVISION OF MODEL PORTFOLIOS TO THIRD PARTIES)
QualificationsFirm CRD# 160547
Assets Under Management $544,516,292
No. Of Clients6
Clients Per Financial Advisor1
J.H. WHITNEY CAPITAL PARTNERS, LLC is a financial advisory firm situated in New Canaan, Connecticut. With a nearly $545M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 5 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# 135520
Assets Under Management $274,781,877
No. Of Clients3
Clients Per Financial Advisor0
STADIUM CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in New Canaan, Connecticut. With a nearly $275M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 7 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# 152725
Assets Under Management $196,939,177
No. Of Clients5
Clients Per Financial Advisor1
RANGELEY CAPITAL, LLC is a financial advisory firm situated in New Canaan, Connecticut. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 5 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# 140508
Assets Under Management $100,197,000
No. Of Clients14
Clients Per Financial Advisor5
ALEXANDER CAPITAL ADVISORS, LLC is a financial advisory firm situated in New Canaan, Connecticut. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 3 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 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:
- Retirement Planners in Glastonbury, Connecticut
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- Retirement Planners in Stafford Springs, Connecticut
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Looking for more choices? Use our free match service to compare retirement planners serving your area.