Top 6 advisors in Fairfield

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

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