Top 6 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 | $7,454,388,626 | 165 advisors | ||
| 2 | $612,259,053 | 7 advisors | ||
| 3 | $526,183,182 | 11 advisors | ||
| 4 | $338,726,300 | 14 advisors | ||
| 5 | $195,814,543 | 3 advisors | ||
| 6 | $140,623,000 | 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. Bleakley Financial Group, LLC
Assets under management
$7,454,388,626
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 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)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Non-investment Consulting/implementation Services
2. Nara Capital, Lp
Assets under management
$612,259,053
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Key Client Fiduciary Advisors, LLC
Assets under management
$526,183,182
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)
Pension Consulting Services
Selection Of Other Advisers
4. Cornerstone Planning Group
Assets under management
$338,726,300
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
Pension Consulting Services
Educational Seminars/workshops
5. Capital Z Asset Management, LLC
Assets under management
$195,814,543
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Podell Financial Group LLC
Assets under management
$140,623,000
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
Pension Consulting Services
Your first meeting is free.