Top 7 advisors in Norwalk
We’ve curated a list of the best financial advisors in Norwalk, take a look at it below
Find an advisor in Norwalk| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $49,512,750,895 | 17 advisors | ||
| 2 | $1,938,505,126 | 13 advisors | ||
| 3 | $789,923,159 | 12 advisors | ||
| 4 | $462,300,000 | 25 advisors | ||
| 5 | $338,871,777 | 4 advisors | ||
| 6 | $192,598,441 | 6 advisors | ||
| 7 | $15,756,257 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Norwalk, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Norwalk. 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. Ge Investment Management
Assets under management
$49,512,750,895
Fee structure
COST REIMBURSEMENT
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
2. Harvest Volatility Management, LLC
Assets under management
$1,938,505,126
Fee structure
A percentage of assets under your management
Performance-based fees
REVENUE SHARE WITH ANOTHER INVESTMENT ADVISER
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Greenwich Investment Management, Inc.
Assets under management
$789,923,159
Fee structure
A percentage of assets under your management
Services offered
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)
4. Heartwood Partners, LLC
Assets under management
$462,300,000
Fee structure
A percentage of assets under your management
Performance-based fees
WE RECEIVE A PERCENTAGE OF EBITDA FROM PORTFOLIO COMPANIES
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Savoir Faire Capital Management, Lp
Assets under management
$338,871,777
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Riskbridge Advisors, LLC
Assets under management
$192,598,441
Fee structure
A percentage of assets under your management
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
Publication Of Periodicals Or Newsletters
- Not sure which one to choose?Use our smart matching tool
7. Litvak Wealth, LLC
Assets under management
$15,756,257
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.