{ "path": "/advisors/ct/bridgeport/greenwich", "url": "https://advisorcensus.com/advisors/ct/bridgeport/greenwich/page/2", "page_type": "metro_city", "title": "Financial advisors in Greenwich, CT", "filters": {}, "scope_total": 222, "faq": [ { "q": "How many financial advisory firms are there in Greenwich, CT?", "a": "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." }, { "q": "How many fee-only financial advisors are in Greenwich, CT?", "a": "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." }, { "q": "How many financial advisors in Greenwich, CT offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in Greenwich, CT fiduciaries?", "a": "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." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "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.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Greenwich, CT: 222 firms from Form ADV filings as of October 2026.", "total_firms": 222, "page": 2, "total_pages": 5, "sort": "name", "registration_types": { "sec": 144, "state": 11, "exempt": 67 }, "fee_model_mix": [ { "code": "fee-only", "count": 15 }, { "code": "percentage_of_aum", "count": 147 }, { "code": "hourly", "count": 6 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 14 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 121 }, { "code": "other", "count": 28 }, { "code": "not_reported", "count": 67 } ], "years_registered_distribution": [ { "code": "under_5", "count": 103 }, { "code": "5_to_9", "count": 42 }, { "code": "10_to_19", "count": 56 }, { "code": "20_plus", "count": 19 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 3 }, { "code": "25m_100m", "count": 12 }, { "code": "100m_500m", "count": 40 }, { "code": "500m_1b", "count": 20 }, { "code": "1b_5b", "count": 46 }, { "code": "over_5b", "count": 29 }, { "code": "not_reported", "count": 72 } ], "firms": [ { "crd_number": 285340, "name": "Cross Ocean Partners Management LP", "name_as_filed": "CROSS OCEAN PARTNERS MANAGEMENT LP", "url": "https://advisorcensus.com/firm/cross-ocean-partners-management-lp-greenwich-ct-285340", "city": "Greenwich", "state": "CT", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 314888, "name": "Crowdcent LLC", "name_as_filed": "CROWDCENT LLC", "url": "https://advisorcensus.com/firm/crowdcent-llc-greenwich-ct-314888", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 319723, "name": "Crypto Native Capital, LLC", "name_as_filed": "CRYPTO NATIVE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/crypto-native-capital-llc-greenwich-ct-319723", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 158187, "name": "Deccan Value Investors L.P.", "name_as_filed": "DECCAN VALUE INVESTORS L.P.", "url": "https://advisorcensus.com/firm/deccan-value-investors-l-p-greenwich-ct-158187", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 312459, "name": "Deep Track Capital, LP", "name_as_filed": "DEEP TRACK CAPITAL, LP", "url": "https://advisorcensus.com/firm/deep-track-capital-lp-greenwich-ct-312459", "city": "Greenwich", "state": "CT", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 310885, "name": "Dellora Investments LP", "name_as_filed": "DELLORA INVESTMENTS LP", "url": "https://advisorcensus.com/firm/dellora-investments-lp-greenwich-ct-310885", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 117815, "name": "DKR Capital Partners L.P.", "name_as_filed": "DKR CAPITAL PARTNERS L.P.", "url": "https://advisorcensus.com/firm/dkr-capital-partners-l-p-greenwich-ct-117815", "city": "Greenwich", "state": "CT", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283276, "name": "Dunham Lane Capital Partners LLC", "name_as_filed": "DUNHAM LANE CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/dunham-lane-capital-partners-llc-greenwich-ct-283276", "city": "Greenwich", "state": "CT", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 164972, "name": "Dynamic Beta Investments LLC", "name_as_filed": "DYNAMIC BETA INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/dynamic-beta-investments-llc-greenwich-ct-164972", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309210, "name": "Eagle Health Investments LP", "name_as_filed": "EAGLE HEALTH INVESTMENTS LP", "url": "https://advisorcensus.com/firm/eagle-health-investments-lp-greenwich-ct-309210", "city": "Greenwich", "state": "CT", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 166370, "name": "Eagle Point Credit Management LLC", "name_as_filed": "EAGLE POINT CREDIT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/eagle-point-credit-management-llc-greenwich-ct-166370", "city": "Greenwich", "state": "CT", "years_registered": 13, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 328508, "name": "Eagle Point Defensive Income Management LLC", "name_as_filed": "EAGLE POINT DEFENSIVE INCOME MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/eagle-point-defensive-income-management-llc-greenwich-ct-328508", "city": "Greenwich", "state": "CT", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 327357, "name": "Eagle Point Enhanced Income Management LLC", "name_as_filed": "EAGLE POINT ENHANCED INCOME MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/eagle-point-enhanced-income-management-llc-greenwich-ct-327357", "city": "Greenwich", "state": "CT", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299198, "name": "Eagle Point Income Management LLC", "name_as_filed": "EAGLE POINT INCOME MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/eagle-point-income-management-llc-greenwich-ct-299198", "city": "Greenwich", "state": "CT", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339499, "name": "Eastern Asset Management LLC", "name_as_filed": "EASTERN ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/eastern-asset-management-llc-greenwich-ct-339499", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 106647, "name": "Edgewood Management LLC", "name_as_filed": "EDGEWOOD MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/edgewood-management-llc-greenwich-ct-106647", "city": "Greenwich", "state": "CT", "years_registered": 52, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 327432, "name": "Edgeworth Capital, Inc.", "name_as_filed": "EDGEWORTH CAPITAL, INC.", "url": "https://advisorcensus.com/firm/edgeworth-capital-inc-greenwich-ct-327432", "city": "Greenwich", "state": "CT", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342148, "name": "Elypath Capital Management LLC", "name_as_filed": "ELYPATH CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/elypath-capital-management-llc-greenwich-ct-342148", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 137689, "name": "Endeavour Capital Advisors Inc.", "name_as_filed": "ENDEAVOUR CAPITAL ADVISORS INC.", "url": "https://advisorcensus.com/firm/endeavour-capital-advisors-inc-greenwich-ct-137689", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 178525, "name": "Engle Capital Management, L.P.", "name_as_filed": "ENGLE CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/engle-capital-management-l-p-greenwich-ct-178525", "city": "Greenwich", "state": "CT", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 312564, "name": "Expanding Capital", "name_as_filed": "EXPANDING CAPITAL", "url": "https://advisorcensus.com/firm/expanding-capital-greenwich-ct-312564", "city": "Greenwich", "state": "CT", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297384, "name": "Fairlead Asset Management LLC", "name_as_filed": "FAIRLEAD ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/fairlead-asset-management-llc-greenwich-ct-297384", "city": "Greenwich", "state": "CT", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 341167, "name": "Fairlead Strategies LLC", "name_as_filed": "FAIRLEAD STRATEGIES LLC", "url": "https://advisorcensus.com/firm/fairlead-strategies-llc-greenwich-ct-341167", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "subscription" ], "enhanced": false }, { "crd_number": 300486, "name": "Fairlight Capital LLC", "name_as_filed": "FAIRLIGHT CAPITAL LLC", "url": "https://advisorcensus.com/firm/fairlight-capital-llc-greenwich-ct-300486", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 306372, "name": "Family Office Venture Capital LLC", "name_as_filed": "FAMILY OFFICE VENTURE CAPITAL LLC", "url": "https://advisorcensus.com/firm/family-office-venture-capital-llc-greenwich-ct-306372", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329381, "name": "Fortwood Capital LP", "name_as_filed": "FORTWOOD CAPITAL LP", "url": "https://advisorcensus.com/firm/fortwood-capital-lp-greenwich-ct-329381", "city": "Greenwich", "state": "CT", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 327847, "name": "Forward Consumer Partners, LLC", "name_as_filed": "FORWARD CONSUMER PARTNERS, LLC", "url": "https://advisorcensus.com/firm/forward-consumer-partners-llc-greenwich-ct-327847", "city": "Greenwich", "state": "CT", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 149092, "name": "Fox Run Management LLC", "name_as_filed": "FOX RUN MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/fox-run-management-llc-greenwich-ct-149092", "city": "Greenwich", "state": "CT", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 145920, "name": "Frontfour Capital Group LLC", "name_as_filed": "FRONTFOUR CAPITAL GROUP LLC", "url": "https://advisorcensus.com/firm/frontfour-capital-group-llc-greenwich-ct-145920", "city": "Greenwich", "state": "CT", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316175, "name": "Future Fintech Digital Capital Management, LLC", "name_as_filed": "FUTURE FINTECH DIGITAL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/future-fintech-digital-capital-management-llc-greenwich-ct-316175", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 137024, "name": "Gabelli & Company Investment Advisers, Inc.", "name_as_filed": "GABELLI & COMPANY INVESTMENT ADVISERS, INC.", "url": "https://advisorcensus.com/firm/gabelli-and-company-investment-advisers-inc-greenwich-ct-137024", "city": "Greenwich", "state": "CT", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 287716, "name": "Gallatin Point Capital LLC", "name_as_filed": "GALLATIN POINT CAPITAL LLC", "url": "https://advisorcensus.com/firm/gallatin-point-capital-llc-greenwich-ct-287716", "city": "Greenwich", "state": "CT", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 104950, "name": "Gamco Asset Management Inc.", "name_as_filed": "GAMCO ASSET MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/gamco-asset-management-inc-greenwich-ct-104950", "city": "Greenwich", "state": "CT", "years_registered": 48, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 330358, "name": "Garden Investments", "name_as_filed": "GARDEN INVESTMENTS", "url": "https://advisorcensus.com/firm/garden-investments-greenwich-ct-330358", "city": "Greenwich", "state": "CT", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 312473, "name": "Generative Investment Partners LP", "name_as_filed": "GENERATIVE INVESTMENT PARTNERS LP", "url": "https://advisorcensus.com/firm/generative-investment-partners-lp-greenwich-ct-312473", "city": "Greenwich", "state": "CT", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 160435, "name": "GFG Alternative Investment Advisors LLC", "name_as_filed": "GFG ALTERNATIVE INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/gfg-alternative-investment-advisors-llc-greenwich-ct-160435", "city": "Greenwich", "state": "CT", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 109278, "name": "GFO Advisory Services, LLC", "name_as_filed": "GFO ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/gfo-advisory-services-llc-greenwich-ct-109278", "city": "Greenwich", "state": "CT", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 306914, "name": "GHK Capital Partners LP", "name_as_filed": "GHK CAPITAL PARTNERS LP", "url": "https://advisorcensus.com/firm/ghk-capital-partners-lp-greenwich-ct-306914", "city": "Greenwich", "state": "CT", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 159807, "name": "Glade Brook Capital Partners LLC", "name_as_filed": "GLADE BROOK CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/glade-brook-capital-partners-llc-greenwich-ct-159807", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 169825, "name": "GPB Capital Holdings, LLC", "name_as_filed": "GPB CAPITAL HOLDINGS, LLC", "url": "https://advisorcensus.com/firm/gpb-capital-holdings-llc-greenwich-ct-169825", "city": "Greenwich", "state": "CT", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 299814, "name": "Grandview Property Partners, LLC", "name_as_filed": "GRANDVIEW PROPERTY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/grandview-property-partners-llc-greenwich-ct-299814", "city": "Greenwich", "state": "CT", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 284888, "name": "Granite State Capital Management, LP", "name_as_filed": "GRANITE STATE CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/granite-state-capital-management-lp-greenwich-ct-284888", "city": "Greenwich", "state": "CT", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 293681, "name": "Gray Oak Capital Management, LLC", "name_as_filed": "GRAY OAK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/gray-oak-capital-management-llc-greenwich-ct-293681", "city": "Greenwich", "state": "CT", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158423, "name": "Great Point Partners, LLC", "name_as_filed": "GREAT POINT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/great-point-partners-llc-greenwich-ct-158423", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 157475, "name": "Greenbriar Equity Group", "name_as_filed": "GREENBRIAR EQUITY GROUP", "url": "https://advisorcensus.com/firm/greenbriar-equity-group-greenwich-ct-157475", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 155968, "name": "Greenfield Partners, LLC", "name_as_filed": "GREENFIELD PARTNERS, LLC", "url": "https://advisorcensus.com/firm/greenfield-partners-llc-greenwich-ct-155968", 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