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Find Retirement Advisors for Retirement Planning in Old 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 Old Greenwich, Connecticut
Last Updated - May 24, 2025Old Greenwich has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Old Greenwich, Connecticut have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Old 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
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
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
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts
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
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 9 Retirement Planning firms in Old Greenwich, Connecticut (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 53 Forest Ave, 3rd Floor Old Greenwich, CT, 06870 | $15,315,930,000 | 1 | 162 | A percentage of AUM, Performance Based |
| 2 | 53 Forest Avenue, 3rd Floor Old Greenwich, CT, 06870 | $10,127,384,993 | 33 | 162 | A percentage of AUM, Performance Based |
| 3 | 1700 East Putnam Avenue, 5th Floor Old Greenwich, CT, 06870 | $4,126,977,787 | 116 | 44 | A percentage of AUM, Fixed fees, Performance Based, Other (PER-ASSET ONBOARDING AND DEBOARDING DUE DILIGENCE FEES) |
| 4 | 53 Forest Avenue, 3rd Floor Old Greenwich, CT, 06870 | $3,251,499,911 | 21 | 162 | A percentage of AUM, Performance Based |
| 5 | 53 Forest Avenue, 3rd Floor Old Greenwich, CT, 06870 | $945,690,000 | 1 | 162 | A percentage of AUM, Performance Based |
| 6 | 53 Forest Avenue, Suite 210 Old Greenwich, CT, 06870 | $652,894,000 | 8 | 6 | A percentage of AUM, Other (PERFORMANCE-BASED ALLOCATIONS) |
| 7 | 53 Forest Avenue, Suite 104, Old Greenwich, CT, 06870 | $245,247,108 | 8 | 4 | A percentage of AUM, Performance Based |
| 8 | 1700 East Putnam Avenue, Suite 209 Old Greenwich, CT, 06870 | $231,351,889 | 3 | 4 | A percentage of AUM, Performance Based |
| 9 | 53 Forest Avenue, 3rd Floor Old Greenwich, CT, 06870 | $150,395,982 | 4 | 162 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Old Greenwich, Connecticut
QualificationsFirm CRD# 150510
Assets Under Management $15,315,930,000
No. Of Clients1
Clients Per Financial Advisor0
ELLINGTON FINANCIAL MANAGEMENT LLC is a financial advisory firm situated in Old Greenwich, Connecticut. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 162 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# 112493
Assets Under Management $10,127,384,993
No. Of Clients33
Clients Per Financial Advisor0
ELLINGTON MANAGEMENT GROUP, L.L.C. is a financial advisory firm situated in Old Greenwich, Connecticut. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 162 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# 130813
Assets Under Management $4,126,977,787
No. Of Clients116
Clients Per Financial Advisor3
CARRINGTON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Old Greenwich, Connecticut. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 116 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
- Fixed fees
- Performance Based
- Other (PER-ASSET ONBOARDING AND DEBOARDING DUE DILIGENCE FEES)
Financial Planning Services
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 141772
Assets Under Management $3,251,499,911
No. Of Clients21
Clients Per Financial Advisor0
ELLINGTON GLOBAL ASSET MANAGEMENT, LLC is a financial advisory firm situated in Old Greenwich, Connecticut. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 162 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# 168311
Assets Under Management $945,690,000
No. Of Clients1
Clients Per Financial Advisor0
ELLINGTON CREDIT COMPANY MANAGEMENT LLC is a financial advisory firm situated in Old Greenwich, Connecticut. With a nearly $946M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 162 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# 136716
Assets Under Management $652,894,000
No. Of Clients8
Clients Per Financial Advisor1
DRAKE CAPITAL ADVISORS LLC is a financial advisory firm situated in Old Greenwich, Connecticut. With a nearly $653M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (PERFORMANCE-BASED ALLOCATIONS)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 306304
Assets Under Management $245,247,108
No. Of Clients8
Clients Per Financial Advisor2
HIGHLAND PEAK CAPITAL, LLC is a financial advisory firm situated in Old Greenwich, Connecticut. With a nearly $245M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 4 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# 299887
Assets Under Management $231,351,889
No. Of Clients3
Clients Per Financial Advisor1
WATCHTOWER ADVISORS, LP is a financial advisory firm situated in Old Greenwich, Connecticut. With a nearly $231M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 4 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# 117590
Assets Under Management $150,395,982
No. Of Clients4
Clients Per Financial Advisor0
DUKE FUNDING MANAGEMENT, L.L.C. is a financial advisory firm situated in Old Greenwich, Connecticut. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 162 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
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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Looking for more choices? Use our free match service to compare retirement planners serving your area.