Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Wilton has 11 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 Wilton, Connecticut have an average of 17 years of experience.
Charles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Minimum Assets Required
$500,000
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.
Fee-Only, Based on Assets
Masa Yamazaki
CPWA®, CEPA®, CDFA®
Oxler Private Wealth
Qualifications
CRD# 2526772
Firm CRD# 309684
Series 66
Minimum Assets Required
$1,000,000
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.
Fee-Only, Based on Assets
Cody St John
LPL Financial | Arrowhead Financial Group
Qualifications
CRD# 7128086
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Only, Based on Assets
Matt Cuiffo
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Christopher Badaracco
CFP®, EA
Rose Wealth Advisors
Qualifications
CRD# 7076172
Firm CRD# 7076172
Minimum Assets Required
$500,000
Not Specified.
Fee-Based, Hourly, Flat Fee, Based on Assets
Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
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.
Fee-Only, Based on Assets
Walter Varian
Edelman Financial Engines, LLC
Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
HIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®
Qualifications
CRD# 2063878
Firm CRD# 125838
Minimum Assets Required
$1,000,000
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.
Fee-Only, Based on Assets
Frank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
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.
Fee-Based, Flat Fee
Michael Klein
CFP®
Bleakley Financial Group
Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66
Minimum Assets Required
$250,000
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.
Fee-Based, Flat Fee, Based on Assets
Jennifer Keiling
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | COMMONFUND OCIO, INC. 15 Old Danbury Road, Wilton, CT, 06897-0812 | $17,284,955,913 | 133 | 48 | A Percentage of AUM, Fixed Fees, Performance Based |
2 | CF PRIVATE EQUITY, INC. 15 Old Danbury Road, Wilton, CT, 06897-0812 | $14,515,035,666 | 83 | 73 | A Percentage of AUM, Fixed Fees, Performance Based |
3 | STONEBRIDGE ADVISORS LLC 10 Westport Road, Suite C101 Wilton, CT, 06897-4543 | $10,509,771,788 | 4417 | 17 | A Percentage of AUM |
4 | ROUND ROCK ADVISORS LLC 187 Danbury Road, Suite 201 Wilton, CT, 6897 | $484,811,266 | 1677 | 16 | A Percentage of AUM, Fixed Fees |
5 | ALTUS CAPITAL PARTNERS, INC. 10 Westport Road Suite C 204, Wilton, CT, 6897 | $238,084,737 | 4 | 9 | A Percentage of AUM, Performance Based |
6 | AIS CAPITAL MANAGEMENT L.P. 187 Danbury Rd, First Floor Wilton, CT, 06897-0806 | $201,853,268 | 56 | 3 | A Percentage of AUM, Performance Based |
7 | ARMSTRONG SHAW ASSOCIATES INC. 187 Danbury Road, Suite 201, Wilton, CT, 6897 | $109,268,355 | 28 | 3 | A Percentage of AUM |
8 | FALCON CAPITAL MANAGEMENT INC 530 Danbury Road, Wilton, CT, 6897 | $90,828,624 | 88 | 3 | A Percentage of AUM, Hourly charges |
QualificationsFirm CRD# 110689
Assets Under Management $17,284,955,913
No. Of Clients133
Clients Per Financial Advisor3
COMMONFUND OCIO, INC. is a financial advisory firm situated in Wilton, Connecticut. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 133 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110657
Assets Under Management $14,515,035,666
No. Of Clients83
Clients Per Financial Advisor1
CF PRIVATE EQUITY, INC. is a financial advisory firm situated in Wilton, Connecticut. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 83 clients. The team consists of 73 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 134017
Assets Under Management $10,509,771,788
No. Of Clients4417
Clients Per Financial Advisor260
STONEBRIDGE ADVISORS LLC is a financial advisory firm situated in Wilton, Connecticut. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4417 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 286007
Assets Under Management $484,811,266
No. Of Clients1677
Clients Per Financial Advisor105
ROUND ROCK ADVISORS LLC is a financial advisory firm situated in Wilton, Connecticut. With a nearly $485M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1677 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 159529
Assets Under Management $238,084,737
No. Of Clients4
Clients Per Financial Advisor0
ALTUS CAPITAL PARTNERS, INC. is a financial advisory firm situated in Wilton, Connecticut. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107971
Assets Under Management $201,853,268
No. Of Clients56
Clients Per Financial Advisor19
AIS CAPITAL MANAGEMENT L.P. is a financial advisory firm situated in Wilton, Connecticut. With a nearly $202M assets under management, the firm specializes in crafting personalized retirement planning solutions for 56 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107957
Assets Under Management $109,268,355
No. Of Clients28
Clients Per Financial Advisor9
ARMSTRONG SHAW ASSOCIATES INC. is a financial advisory firm situated in Wilton, Connecticut. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108124
Assets Under Management $90,828,624
No. Of Clients88
Clients Per Financial Advisor29
FALCON CAPITAL MANAGEMENT INC is a financial advisory firm situated in Wilton, Connecticut. With a nearly $91M assets under management, the firm specializes in crafting personalized retirement planning solutions for 88 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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