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Find Retirement Advisors for Retirement Planning in Wilton, 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 Wilton, Connecticut
Last Updated - April 25, 2025Wilton has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Wilton, Connecticut have an average of 16 years of experience.
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List of Qualified Retirement Planning Advisors in Wilton, 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# 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
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
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
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Top 6 Retirement Planning firms in Wilton, Connecticut (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 15 Old Danbury Road, Wilton, CT, 06897-0812 | $20,194,305,839 | 147 | 42 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 15 Old Danbury Road, Wilton, CT, 06897-0812 | $15,253,387,203 | 83 | 70 | A percentage of AUM, Performance Based |
| 3 | 10 Westport Road, Suite C101 Wilton, CT, 06897-4543 | $10,042,832,031 | 4104 | 17 | A percentage of AUM |
| 4 | 187 Danbury Road, Suite 201 Wilton, CT, 06897 | $673,293,156 | 1816 | 19 | A percentage of AUM, Fixed fees |
| 5 | 187 Danbury Rd, First Floor Wilton, CT, 06897-0806 | $183,200,897 | 44 | 3 | A percentage of AUM, Performance Based |
| 6 | 10 Westport Road Suite C 204, Wilton, CT, 06897 | $174,520,944 | 4 | 9 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Wilton, Connecticut
QualificationsFirm CRD# 110689
Assets Under Management $20,194,305,839
No. Of Clients147
Clients Per Financial Advisor4
COMMONFUND OCIO, INC. is a financial advisory firm situated in Wilton, Connecticut. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 147 clients. The team consists of 42 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 110657
Assets Under Management $15,253,387,203
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 70 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
- Selection for other advisors
QualificationsFirm CRD# 134017
Assets Under Management $10,042,832,031
No. Of Clients4104
Clients Per Financial Advisor241
STONEBRIDGE ADVISORS LLC is a financial advisory firm situated in Wilton, Connecticut. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4104 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 286007
Assets Under Management $673,293,156
No. Of Clients1816
Clients Per Financial Advisor96
ROUND ROCK ADVISORS LLC is a financial advisory firm situated in Wilton, Connecticut. With a nearly $673M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1816 clients. The team consists of 19 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
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 107971
Assets Under Management $183,200,897
No. Of Clients44
Clients Per Financial Advisor15
AIS CAPITAL MANAGEMENT L.P. is a financial advisory firm situated in Wilton, Connecticut. With a nearly $183M assets under management, the firm specializes in crafting personalized retirement planning solutions for 44 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
QualificationsFirm CRD# 159529
Assets Under Management $174,520,944
No. Of Clients4
Clients Per Financial Advisor0
ALTUS CAPITAL PARTNERS, INC. is a financial advisory firm situated in Wilton, Connecticut. With a nearly $175M 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.
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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- Retirement Planners in Shelton, Connecticut
- Retirement Planners in Stafford Springs, Connecticut
- Retirement Planners in Westport, Connecticut
- Retirement Planners in Woodbridge, Connecticut
Looking for more choices? Use our free match service to compare retirement planners serving your area.