# Financial advisors in Greenwich, CT

> AdvisorCensus lists 222 investment advisory firms with a principal office in Greenwich, Connecticut (part of the Bridgeport metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Bridgeport metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ct/bridgeport/greenwich

## At a glance

- Investment advisory firms: 222
- Registration: SEC-registered investment adviser: 144, State-registered investment adviser: 11, Exempt reporting adviser: 67
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 15 (10%); Percentage of assets 147 (95%); Hourly charges 6 (4%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 14 (9%); Commissions 1 (1%); Performance-based fees 121 (78%); Other 28 (18%); No compensation arrangements reported 67
- Regulatory assets under management (Item 5.F): Under $25 million 3 (1%); $25 million to $100 million 12 (5%); $100 million to $500 million 40 (18%); $500 million to $1 billion 20 (9%); $1 billion to $5 billion 46 (21%); Over $5 billion 29 (13%); Not reported 72 (32%)
- Years registered: Under 5 years 103 (46%); 5 to 9 years 42 (19%); 10 to 19 years 56 (25%); 20 years or more 19 (9%); Not reported 2 (1%)

## Firms (page 1 of 5, 1 to 50 of 222, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [1543 Capital LP](https://advisorcensus.com/firm/1543-capital-lp-greenwich-ct-305398) ([md](https://advisorcensus.com/firm/1543-capital-lp-greenwich-ct-305398.md)) | 305398 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee |
| [1707 Capital, LLC](https://advisorcensus.com/firm/1707-capital-llc-greenwich-ct-331955) ([md](https://advisorcensus.com/firm/1707-capital-llc-greenwich-ct-331955.md)) | 331955 | Greenwich, CT | Exempt reporting adviser | Not reported | 2 | Not reported |
| [3 Boomerang Capital, LP](https://advisorcensus.com/firm/3-boomerang-capital-lp-greenwich-ct-326929) ([md](https://advisorcensus.com/firm/3-boomerang-capital-lp-greenwich-ct-326929.md)) | 326929 | Greenwich, CT | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Performance fee |
| [33 Capital Management LLC](https://advisorcensus.com/firm/33-capital-management-llc-greenwich-ct-326780) ([md](https://advisorcensus.com/firm/33-capital-management-llc-greenwich-ct-326780.md)) | 326780 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Performance fee, Other |
| [37SPRUCE Investment Partners, LLC](https://advisorcensus.com/firm/37spruce-investment-partners-llc-greenwich-ct-340176) ([md](https://advisorcensus.com/firm/37spruce-investment-partners-llc-greenwich-ct-340176.md)) | 340176 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [67 Capital Management, LLC](https://advisorcensus.com/firm/67-capital-management-llc-greenwich-ct-339144) ([md](https://advisorcensus.com/firm/67-capital-management-llc-greenwich-ct-339144.md)) | 339144 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [A&M Capital](https://advisorcensus.com/firm/a-and-m-capital-greenwich-ct-163576) ([md](https://advisorcensus.com/firm/a-and-m-capital-greenwich-ct-163576.md)) | 163576 | Greenwich, CT | SEC-registered investment adviser | Over $5 billion | 13 | % of assets, Performance fee, Other |
| [A.L. Stuart Investments, LLC](https://advisorcensus.com/firm/a-l-stuart-investments-llc-greenwich-ct-158974) ([md](https://advisorcensus.com/firm/a-l-stuart-investments-llc-greenwich-ct-158974.md)) | 158974 | Greenwich, CT | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Accelfoods Partners, LLC](https://advisorcensus.com/firm/accelfoods-partners-llc-greenwich-ct-287611) ([md](https://advisorcensus.com/firm/accelfoods-partners-llc-greenwich-ct-287611.md)) | 287611 | Greenwich, CT | Exempt reporting adviser | Not reported | 9 | Not reported |
| [ACK Asset Management LLC](https://advisorcensus.com/firm/ack-asset-management-llc-greenwich-ct-155136) ([md](https://advisorcensus.com/firm/ack-asset-management-llc-greenwich-ct-155136.md)) | 155136 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Performance fee |
| [Advenio Capital Management LLC](https://advisorcensus.com/firm/advenio-capital-management-llc-greenwich-ct-282213) ([md](https://advisorcensus.com/firm/advenio-capital-management-llc-greenwich-ct-282213.md)) | 282213 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Aetos Capital Real Estate](https://advisorcensus.com/firm/aetos-capital-real-estate-greenwich-ct-156128) ([md](https://advisorcensus.com/firm/aetos-capital-real-estate-greenwich-ct-156128.md)) | 156128 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee |
| [AF Ventures](https://advisorcensus.com/firm/af-ventures-greenwich-ct-299338) ([md](https://advisorcensus.com/firm/af-ventures-greenwich-ct-299338.md)) | 299338 | Greenwich, CT | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Ambina Partners LLC](https://advisorcensus.com/firm/ambina-partners-llc-greenwich-ct-298373) ([md](https://advisorcensus.com/firm/ambina-partners-llc-greenwich-ct-298373.md)) | 298373 | Greenwich, CT | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Amphora Equity Partners LLC](https://advisorcensus.com/firm/amphora-equity-partners-llc-greenwich-ct-336575) ([md](https://advisorcensus.com/firm/amphora-equity-partners-llc-greenwich-ct-336575.md)) | 336575 | Greenwich, CT | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Amulet Capital Partners, L.P.](https://advisorcensus.com/firm/amulet-capital-partners-l-p-greenwich-ct-172012) ([md](https://advisorcensus.com/firm/amulet-capital-partners-l-p-greenwich-ct-172012.md)) | 172012 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Performance fee |
| [AQR Arbitrage, LLC](https://advisorcensus.com/firm/aqr-arbitrage-llc-greenwich-ct-114626) ([md](https://advisorcensus.com/firm/aqr-arbitrage-llc-greenwich-ct-114626.md)) | 114626 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Performance fee |
| [AQR Capital Management, LLC](https://advisorcensus.com/firm/aqr-capital-management-llc-greenwich-ct-111883) ([md](https://advisorcensus.com/firm/aqr-capital-management-llc-greenwich-ct-111883.md)) | 111883 | Greenwich, CT | SEC-registered investment adviser | Over $5 billion | 28 | % of assets, Performance fee, Other |
| [AQR Flex Management, LLC](https://advisorcensus.com/firm/aqr-flex-management-llc-greenwich-ct-342478) ([md](https://advisorcensus.com/firm/aqr-flex-management-llc-greenwich-ct-342478.md)) | 342478 | Greenwich, CT | SEC-registered investment adviser | Not reported | 0 | % of assets, Performance fee |
| [Aristeia Capital, LLC](https://advisorcensus.com/firm/aristeia-capital-llc-greenwich-ct-135986) ([md](https://advisorcensus.com/firm/aristeia-capital-llc-greenwich-ct-135986.md)) | 135986 | Greenwich, CT | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Performance fee, Other |
| [Arundel Capital LLC](https://advisorcensus.com/firm/arundel-capital-llc-greenwich-ct-164520) ([md](https://advisorcensus.com/firm/arundel-capital-llc-greenwich-ct-164520.md)) | 164520 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Astatine Investment Partners](https://advisorcensus.com/firm/astatine-investment-partners-greenwich-ct-156918) ([md](https://advisorcensus.com/firm/astatine-investment-partners-greenwich-ct-156918.md)) | 156918 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee, Other |
| [Astatine Investment Partners](https://advisorcensus.com/firm/astatine-investment-partners-greenwich-ct-311095) ([md](https://advisorcensus.com/firm/astatine-investment-partners-greenwich-ct-311095.md)) | 311095 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee |
| [Atlantic Street Capital Management, LLC](https://advisorcensus.com/firm/atlantic-street-capital-management-llc-greenwich-ct-161107) ([md](https://advisorcensus.com/firm/atlantic-street-capital-management-llc-greenwich-ct-161107.md)) | 161107 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Performance fee |
| [Atlas Holdings LLC](https://advisorcensus.com/firm/atlas-holdings-llc-greenwich-ct-160610) ([md](https://advisorcensus.com/firm/atlas-holdings-llc-greenwich-ct-160610.md)) | 160610 | Greenwich, CT | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Other |
| [Avity Investment Management Inc.](https://advisorcensus.com/firm/avity-investment-management-inc-greenwich-ct-104623) ([md](https://advisorcensus.com/firm/avity-investment-management-inc-greenwich-ct-104623.md)) | 104623 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 56 | % of assets |
| [Axiom Asset Advisors, LLC](https://advisorcensus.com/firm/axiom-asset-advisors-llc-greenwich-ct-301307) ([md](https://advisorcensus.com/firm/axiom-asset-advisors-llc-greenwich-ct-301307.md)) | 301307 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Axiom Investors](https://advisorcensus.com/firm/axiom-investors-greenwich-ct-109605) ([md](https://advisorcensus.com/firm/axiom-investors-greenwich-ct-109605.md)) | 109605 | Greenwich, CT | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Performance fee |
| [Bath Leeds, LLC](https://advisorcensus.com/firm/bath-leeds-llc-greenwich-ct-293875) ([md](https://advisorcensus.com/firm/bath-leeds-llc-greenwich-ct-293875.md)) | 293875 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [BCP Advisors, LLC](https://advisorcensus.com/firm/bcp-advisors-llc-greenwich-ct-146363) ([md](https://advisorcensus.com/firm/bcp-advisors-llc-greenwich-ct-146363.md)) | 146363 | Greenwich, CT | State-registered investment adviser | Not reported | 18 | Other |
| [BD Investments](https://advisorcensus.com/firm/bd-investments-greenwich-ct-326825) ([md](https://advisorcensus.com/firm/bd-investments-greenwich-ct-326825.md)) | 326825 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Bharcap Partners, LLC](https://advisorcensus.com/firm/bharcap-partners-llc-greenwich-ct-315679) ([md](https://advisorcensus.com/firm/bharcap-partners-llc-greenwich-ct-315679.md)) | 315679 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee, Other |
| [Bitrock Capital, LLC](https://advisorcensus.com/firm/bitrock-capital-llc-greenwich-ct-319257) ([md](https://advisorcensus.com/firm/bitrock-capital-llc-greenwich-ct-319257.md)) | 319257 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Black Tide Capital Management, LLC](https://advisorcensus.com/firm/black-tide-capital-management-llc-greenwich-ct-343969) ([md](https://advisorcensus.com/firm/black-tide-capital-management-llc-greenwich-ct-343969.md)) | 343969 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Blue Orchid Capital, LLC](https://advisorcensus.com/firm/blue-orchid-capital-llc-greenwich-ct-162437) ([md](https://advisorcensus.com/firm/blue-orchid-capital-llc-greenwich-ct-162437.md)) | 162437 | Greenwich, CT | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Bluevirgo Capital Management, LLC](https://advisorcensus.com/firm/bluevirgo-capital-management-llc-greenwich-ct-294252) ([md](https://advisorcensus.com/firm/bluevirgo-capital-management-llc-greenwich-ct-294252.md)) | 294252 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Boldrose Capital](https://advisorcensus.com/firm/boldrose-capital-greenwich-ct-313272) ([md](https://advisorcensus.com/firm/boldrose-capital-greenwich-ct-313272.md)) | 313272 | Greenwich, CT | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Brighton Park Capital](https://advisorcensus.com/firm/brighton-park-capital-greenwich-ct-304261) ([md](https://advisorcensus.com/firm/brighton-park-capital-greenwich-ct-304261.md)) | 304261 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee |
| [Broadlight Capital Management, LLC](https://advisorcensus.com/firm/broadlight-capital-management-llc-greenwich-ct-315015) ([md](https://advisorcensus.com/firm/broadlight-capital-management-llc-greenwich-ct-315015.md)) | 315015 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [Brookridge Capital, LLC](https://advisorcensus.com/firm/brookridge-capital-llc-greenwich-ct-327182) ([md](https://advisorcensus.com/firm/brookridge-capital-llc-greenwich-ct-327182.md)) | 327182 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [BRX Global](https://advisorcensus.com/firm/brx-global-greenwich-ct-284664) ([md](https://advisorcensus.com/firm/brx-global-greenwich-ct-284664.md)) | 284664 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Brynwood Partners](https://advisorcensus.com/firm/brynwood-partners-greenwich-ct-158087) ([md](https://advisorcensus.com/firm/brynwood-partners-greenwich-ct-158087.md)) | 158087 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Capinsights Partners, LLC](https://advisorcensus.com/firm/capinsights-partners-llc-greenwich-ct-327448) ([md](https://advisorcensus.com/firm/capinsights-partners-llc-greenwich-ct-327448.md)) | 327448 | Greenwich, CT | State-registered investment adviser | Not reported | 0 | Other |
| [CAT Rock Capital Management LP](https://advisorcensus.com/firm/cat-rock-capital-management-lp-greenwich-ct-268817) ([md](https://advisorcensus.com/firm/cat-rock-capital-management-lp-greenwich-ct-268817.md)) | 268817 | Greenwich, CT | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Performance fee |
| [Centerbook Partners LP](https://advisorcensus.com/firm/centerbook-partners-lp-greenwich-ct-312387) ([md](https://advisorcensus.com/firm/centerbook-partners-lp-greenwich-ct-312387.md)) | 312387 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee |
| [Clearalpha Technologies LP](https://advisorcensus.com/firm/clearalpha-technologies-lp-greenwich-ct-325995) ([md](https://advisorcensus.com/firm/clearalpha-technologies-lp-greenwich-ct-325995.md)) | 325995 | Greenwich, CT | SEC-registered investment adviser | $500 million to $1 billion | 3 | Performance fee, Other |
| [Colter Lewis Investment Partners, LLC](https://advisorcensus.com/firm/colter-lewis-investment-partners-llc-greenwich-ct-297213) ([md](https://advisorcensus.com/firm/colter-lewis-investment-partners-llc-greenwich-ct-297213.md)) | 297213 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee, Performance fee |
| [Context Capital Management LLC](https://advisorcensus.com/firm/context-capital-management-llc-greenwich-ct-115167) ([md](https://advisorcensus.com/firm/context-capital-management-llc-greenwich-ct-115167.md)) | 115167 | Greenwich, CT | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Performance fee |
| [Contrarian Capital Management LLC](https://advisorcensus.com/firm/contrarian-capital-management-llc-greenwich-ct-109979) ([md](https://advisorcensus.com/firm/contrarian-capital-management-llc-greenwich-ct-109979.md)) | 109979 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Performance fee |
| [Cook Pine Capital LLC](https://advisorcensus.com/firm/cook-pine-capital-llc-greenwich-ct-134911) ([md](https://advisorcensus.com/firm/cook-pine-capital-llc-greenwich-ct-134911.md)) | 134911 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Fixed fee, Performance fee |

- Next page: https://advisorcensus.com/advisors/ct/bridgeport/greenwich/page/2.md

## Questions people ask

**How many financial advisory firms are there in Greenwich, CT?**
AdvisorCensus lists 222 investment advisory firms with a principal office in Greenwich, Connecticut (part of the Bridgeport metro area), from Form ADV filings as of October 2026: 144 SEC-registered, 11 state-registered, and 67 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Greenwich, CT?**
15 of the 222 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Greenwich, CT offer financial planning?**
8 of the 155 firms in Greenwich, CT that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Greenwich, CT fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 15 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Financial advisors in Greenwich, CT: 222 firms from Form ADV filings as of October 2026.