Top advisors in Fairfield
We’ve curated a list of the best financial advisors in Fairfield, take a look at it below
Find an advisor in Fairfield| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $222,559,000 | 2 advisors | ||
| 2 | $170,252,630 | 6 advisors | ||
| 3 | $104,018,947 | 32 advisors | ||
| 4 | $5,084,469 | 3 advisors | ||
| 5 | $3,723,750 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Fairfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fairfield. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Cooper Investment Partners LLC
Assets under management
$222,559,000
Fee structure
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Cruice Financial Organization Or Cfo Capital Management
Assets under management
$170,252,630
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
3. Herbert J. Sims Capital Management, Inc.
Assets under management
$104,018,947
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
4. Fairport Asset Management Corp
Assets under management
$5,084,469
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
SALES CHARGES, SELECTION AND MONITORING FEE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Market Timing Services
Educational Seminars/workshops
5. Rex Advisers, LLC
Assets under management
$3,723,750
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Your first meeting is free.