Top 10 advisors in Westport
We’ve curated a list of the best financial advisors in Westport, take a look at it below
Find an advisor in Westport| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $11,218,052,132 | 218 advisors | ||
| 2 | $3,686,020,150 | 8 advisors | ||
| 3 | $2,605,166,037 | 26 advisors | ||
| 4 | $1,985,904,621 | 18 advisors | ||
| 5 | $1,541,869,899 | 15 advisors | ||
| 6 | $895,701,169 | 11 advisors | ||
| 7 | $572,707,015 | 283 advisors | ||
| 8 | $565,327,128 | 4 advisors | ||
| 9 | $456,685,192 | 5 advisors | ||
| 10 | $347,038,680 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Westport, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Westport. 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. Lime Rock
Assets under management
$11,218,052,132
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Northeast Financial
Assets under management
$3,686,020,150
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
3. Coastal Bridge Advisors
Assets under management
$2,605,166,037
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
Credit And Cash Management Solutions
4. Sterling Investment Partners Advisers, LLC
Assets under management
$1,985,904,621
Fee structure
A percentage of assets under your management
Performance-based fees
MONITORING FEES, AND CERTAIN OTHER PORTFOLIO COMPANY FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Balance Point Capital Advisors, LLC
Assets under management
$1,541,869,899
Fee structure
A percentage of assets under your management
Performance-based fees
DEBT CLOSING FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Iridian Asset Management LLC
Assets under management
$895,701,169
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
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)
- Not sure which one to choose?Use our smart matching tool
7. A.g.p / Alliance Global Partners
Assets under management
$572,707,015
Fee structure
A percentage of assets under your management
Hourly charges
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
8. Yakira Capital Management, Inc.
Assets under management
$565,327,128
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Brightlight Capital
Assets under management
$456,685,192
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Birinyi Associates, Inc.
Assets under management
$347,038,680
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Fixed fees
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)
Publication Of Periodicals Or Newsletters
Your first meeting is free.