Finding a Top Financial Advisor Firm in Greenwich, Connecticut
Looking for a financial advisor in Greenwich, Connecticut? We've compiled this list of the top financial advisors who serve your area, with details on each firm's advisory services, client bases, minimums, investment strategies, advisory certifications and more. If you'd like to automatically connect with as many as three advisors in your area, try using SmartAsset's free financial advisor matching tool.
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| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 |
Greenwich Wealth Management, LLC
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$2,045,717,324 | $1,000,000 |
|
Minimum Assets$1,000,000Financial Services
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| 2 |
QP Global Family Offices, LLC
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$951,806,143 | $200,000,000 |
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Minimum Assets$200,000,000Financial Services
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| 3 |
Plan First Wealth LLC
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$131,436,862 | $500,000 |
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Minimum Assets$500,000Financial Services
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What We Use in Our Methodology
To find the top financial advisors in Greenwich, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Greenwich Wealth Management
Greenwich Wealth Management, LLC (GWM) is currently the first and only firm on our list. The firm's client base consists almost entirely of high-net-worth individuals, and there is a $1 million minimum account size requirement. Other client types the firm works with include non-high-net-worth individuals, pension plans, profit-sharing plans, charities and businesses.
GWM is a fee-only advisory firm, which means that it earns income directly from client fees only. This is different from a fee-based firm whose advisors may also receive commissions and other forms of third-party compensation.
Greenwich Wealth Management Background
Managing partner Michael J. Freeburg founded Greenwich Wealth Management in 2006. He remains the firm's principal owner to this day and has around 40 years of experience in the financial services industry. The firm employs three chartered financial analysts (CFAs).
GWM provides invesment advisory services to clients through custom portfolios that are managed on a discretionary basis. The firm also offers general financial planning services.
Greenwich Wealth Management Investment Strategy
Advisors at Greenwich Wealth Management look to tailor their investment strategies to the needs of each client based on factors such as their financial objectives, time horizon, liquidity needs and risk tolerance. They use fundamental, technical and macroeconomic analysis to help inform their investment decisions. The firm uses these three methods to figure out which securities are currently being undervalued by the market so it can invest your money in them.
Generally speaking, advisors at GWM use stocks, bonds, mutual funds, futures contracts, exchange-traded funds (ETFs) and more to flesh out clients' portfolios. Advisors implement both short- and long-term purchases, as well as options, trading, short sales and margin loans in an effort to produce returns.
QP Global Family Offices
QP Global Family Offices is a fee-only firm that works with families with large amounts of money to invest. The minimum amount required to open an account is $200 million per family and the firm only expects to take on 25 or fewer clients. The firm works with these high-net-worth individuals and families as well as their trusts, estates, corporations, foundations and more. QP Global provides traditional family office services for its clients, including wealth management, risk management, succession planning and tax planning.
QP Global Family Offices Background
The firm was founded in 2017 by Peter S. Pauley and Timothy Hall who both serve as family office presidents today. The firm has three advisors, including Mr. Pauley who has obtained his chartered financial analyst (CFA) designation. The firm manages wealth for 11 clients with a total of over $950 million in assets under management.
QP Global Family Offices Investment Strategy
QP Global seeks investment opportunities in all asset classes in order to find the best solutions for each family's customized portfolio needs. The process starts with the creation of a family investment policy which helps the firm understand things like the family's attitude towards risk, their expected investment horizon and liquidity preferences. The firm manages wealth through the framework of three distinct segments:
- Security: To preserve and protect lifestyle against short-term risks.
- Maintaining Purchasing Power: Maintain lifestyle over the long run in real terms with high confidence.
- Enhancing Wealth: Investments that did or could materially enhance lifestyle.
Plan First Wealth
Plan First Wealth is a fee-only advisory firm that works with individuals and high-net-worth individuals who are British expatraiates. The firm offers the financial services of portfolio management, financial planning, international pension schemes and tax planning. As a fee-only firm, none of its advisors earn additional commissions based on the sale of securities. The firm requires a minimum of $500,000 to open an investment account.
Plan First Wealth Background
The firm was founded in 2018 by Richard Taylor. Before Plan First Wealth got its name in 2022, the firm was known as Taylor & Taylor Financial Services USA. A firm by a similar name was started by Richard's father, Chris, back in 1993. As an expatriate, Richard aims for the firm to help others in a similar situation to himself. The firm is currently working with 110 clients and managing more than $130 million in assets under management.
Plan First Wealth Investment Strategy
Plan First Wealth only uses a long-term trading strategy with a modern portfolio theory analysis method. Some of the types of investments that the firm may recommend for clients' portfolios include equities, mutual funds, exchange-traded funds (ETFs), currency exchange and other non-U.S. accounts.
