# 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/page/2

## 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 2 of 5, 51 to 100 of 222, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Cross Ocean Partners Management LP](https://advisorcensus.com/firm/cross-ocean-partners-management-lp-greenwich-ct-285340) ([md](https://advisorcensus.com/firm/cross-ocean-partners-management-lp-greenwich-ct-285340.md)) | 285340 | Greenwich, CT | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Performance fee |
| [Crowdcent LLC](https://advisorcensus.com/firm/crowdcent-llc-greenwich-ct-314888) ([md](https://advisorcensus.com/firm/crowdcent-llc-greenwich-ct-314888.md)) | 314888 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Crypto Native Capital, LLC](https://advisorcensus.com/firm/crypto-native-capital-llc-greenwich-ct-319723) ([md](https://advisorcensus.com/firm/crypto-native-capital-llc-greenwich-ct-319723.md)) | 319723 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Deccan Value Investors L.P.](https://advisorcensus.com/firm/deccan-value-investors-l-p-greenwich-ct-158187) ([md](https://advisorcensus.com/firm/deccan-value-investors-l-p-greenwich-ct-158187.md)) | 158187 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Deep Track Capital, LP](https://advisorcensus.com/firm/deep-track-capital-lp-greenwich-ct-312459) ([md](https://advisorcensus.com/firm/deep-track-capital-lp-greenwich-ct-312459.md)) | 312459 | Greenwich, CT | SEC-registered investment adviser | Over $5 billion | 5 | % of assets, Performance fee |
| [Dellora Investments LP](https://advisorcensus.com/firm/dellora-investments-lp-greenwich-ct-310885) ([md](https://advisorcensus.com/firm/dellora-investments-lp-greenwich-ct-310885.md)) | 310885 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [DKR Capital Partners L.P.](https://advisorcensus.com/firm/dkr-capital-partners-l-p-greenwich-ct-117815) ([md](https://advisorcensus.com/firm/dkr-capital-partners-l-p-greenwich-ct-117815.md)) | 117815 | Greenwich, CT | Exempt reporting adviser | Not reported | 13 | Not reported |
| [Dunham Lane Capital Partners LLC](https://advisorcensus.com/firm/dunham-lane-capital-partners-llc-greenwich-ct-283276) ([md](https://advisorcensus.com/firm/dunham-lane-capital-partners-llc-greenwich-ct-283276.md)) | 283276 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee |
| [Dynamic Beta Investments LLC](https://advisorcensus.com/firm/dynamic-beta-investments-llc-greenwich-ct-164972) ([md](https://advisorcensus.com/firm/dynamic-beta-investments-llc-greenwich-ct-164972.md)) | 164972 | Greenwich, CT | SEC-registered investment adviser | Over $5 billion | 14 | % of assets |
| [Eagle Health Investments LP](https://advisorcensus.com/firm/eagle-health-investments-lp-greenwich-ct-309210) ([md](https://advisorcensus.com/firm/eagle-health-investments-lp-greenwich-ct-309210.md)) | 309210 | Greenwich, CT | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Performance fee |
| [Eagle Point Credit Management LLC](https://advisorcensus.com/firm/eagle-point-credit-management-llc-greenwich-ct-166370) ([md](https://advisorcensus.com/firm/eagle-point-credit-management-llc-greenwich-ct-166370.md)) | 166370 | Greenwich, CT | SEC-registered investment adviser | Over $5 billion | 13 | % of assets, Performance fee, Other |
| [Eagle Point Defensive Income Management LLC](https://advisorcensus.com/firm/eagle-point-defensive-income-management-llc-greenwich-ct-328508) ([md](https://advisorcensus.com/firm/eagle-point-defensive-income-management-llc-greenwich-ct-328508.md)) | 328508 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Eagle Point Enhanced Income Management LLC](https://advisorcensus.com/firm/eagle-point-enhanced-income-management-llc-greenwich-ct-327357) ([md](https://advisorcensus.com/firm/eagle-point-enhanced-income-management-llc-greenwich-ct-327357.md)) | 327357 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Eagle Point Income Management LLC](https://advisorcensus.com/firm/eagle-point-income-management-llc-greenwich-ct-299198) ([md](https://advisorcensus.com/firm/eagle-point-income-management-llc-greenwich-ct-299198.md)) | 299198 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Eastern Asset Management LLC](https://advisorcensus.com/firm/eastern-asset-management-llc-greenwich-ct-339499) ([md](https://advisorcensus.com/firm/eastern-asset-management-llc-greenwich-ct-339499.md)) | 339499 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Edgewood Management LLC](https://advisorcensus.com/firm/edgewood-management-llc-greenwich-ct-106647) ([md](https://advisorcensus.com/firm/edgewood-management-llc-greenwich-ct-106647.md)) | 106647 | Greenwich, CT | SEC-registered investment adviser | Over $5 billion | 52 | % of assets, Performance fee |
| [Edgeworth Capital, Inc.](https://advisorcensus.com/firm/edgeworth-capital-inc-greenwich-ct-327432) ([md](https://advisorcensus.com/firm/edgeworth-capital-inc-greenwich-ct-327432.md)) | 327432 | Greenwich, CT | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Elypath Capital Management LLC](https://advisorcensus.com/firm/elypath-capital-management-llc-greenwich-ct-342148) ([md](https://advisorcensus.com/firm/elypath-capital-management-llc-greenwich-ct-342148.md)) | 342148 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Endeavour Capital Advisors Inc.](https://advisorcensus.com/firm/endeavour-capital-advisors-inc-greenwich-ct-137689) ([md](https://advisorcensus.com/firm/endeavour-capital-advisors-inc-greenwich-ct-137689.md)) | 137689 | Greenwich, CT | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance fee |
| [Engle Capital Management, L.P.](https://advisorcensus.com/firm/engle-capital-management-l-p-greenwich-ct-178525) ([md](https://advisorcensus.com/firm/engle-capital-management-l-p-greenwich-ct-178525.md)) | 178525 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Performance fee |
| [Expanding Capital](https://advisorcensus.com/firm/expanding-capital-greenwich-ct-312564) ([md](https://advisorcensus.com/firm/expanding-capital-greenwich-ct-312564.md)) | 312564 | Greenwich, CT | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Fairlead Asset Management LLC](https://advisorcensus.com/firm/fairlead-asset-management-llc-greenwich-ct-297384) ([md](https://advisorcensus.com/firm/fairlead-asset-management-llc-greenwich-ct-297384.md)) | 297384 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 4 | Other |
| [Fairlead Strategies LLC](https://advisorcensus.com/firm/fairlead-strategies-llc-greenwich-ct-341167) ([md](https://advisorcensus.com/firm/fairlead-strategies-llc-greenwich-ct-341167.md)) | 341167 | Greenwich, CT | SEC-registered investment adviser | Not reported | 0 | Subscription |
| [Fairlight Capital LLC](https://advisorcensus.com/firm/fairlight-capital-llc-greenwich-ct-300486) ([md](https://advisorcensus.com/firm/fairlight-capital-llc-greenwich-ct-300486.md)) | 300486 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Family Office Venture Capital LLC](https://advisorcensus.com/firm/family-office-venture-capital-llc-greenwich-ct-306372) ([md](https://advisorcensus.com/firm/family-office-venture-capital-llc-greenwich-ct-306372.md)) | 306372 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Fortwood Capital LP](https://advisorcensus.com/firm/fortwood-capital-lp-greenwich-ct-329381) ([md](https://advisorcensus.com/firm/fortwood-capital-lp-greenwich-ct-329381.md)) | 329381 | Greenwich, CT | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Performance fee |
| [Forward Consumer Partners, LLC](https://advisorcensus.com/firm/forward-consumer-partners-llc-greenwich-ct-327847) ([md](https://advisorcensus.com/firm/forward-consumer-partners-llc-greenwich-ct-327847.md)) | 327847 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Fox Run Management LLC](https://advisorcensus.com/firm/fox-run-management-llc-greenwich-ct-149092) ([md](https://advisorcensus.com/firm/fox-run-management-llc-greenwich-ct-149092.md)) | 149092 | Greenwich, CT | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Performance fee |
| [Frontfour Capital Group LLC](https://advisorcensus.com/firm/frontfour-capital-group-llc-greenwich-ct-145920) ([md](https://advisorcensus.com/firm/frontfour-capital-group-llc-greenwich-ct-145920.md)) | 145920 | Greenwich, CT | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Future Fintech Digital Capital Management, LLC](https://advisorcensus.com/firm/future-fintech-digital-capital-management-llc-greenwich-ct-316175) ([md](https://advisorcensus.com/firm/future-fintech-digital-capital-management-llc-greenwich-ct-316175.md)) | 316175 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Gabelli & Company Investment Advisers, Inc.](https://advisorcensus.com/firm/gabelli-and-company-investment-advisers-inc-greenwich-ct-137024) ([md](https://advisorcensus.com/firm/gabelli-and-company-investment-advisers-inc-greenwich-ct-137024.md)) | 137024 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Performance fee |
| [Gallatin Point Capital LLC](https://advisorcensus.com/firm/gallatin-point-capital-llc-greenwich-ct-287716) ([md](https://advisorcensus.com/firm/gallatin-point-capital-llc-greenwich-ct-287716.md)) | 287716 | Greenwich, CT | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Fixed fee, Performance fee |
| [Gamco Asset Management Inc.](https://advisorcensus.com/firm/gamco-asset-management-inc-greenwich-ct-104950) ([md](https://advisorcensus.com/firm/gamco-asset-management-inc-greenwich-ct-104950.md)) | 104950 | Greenwich, CT | SEC-registered investment adviser | Over $5 billion | 48 | % of assets, Fixed fee, Performance fee, Other |
| [Garden Investments](https://advisorcensus.com/firm/garden-investments-greenwich-ct-330358) ([md](https://advisorcensus.com/firm/garden-investments-greenwich-ct-330358.md)) | 330358 | Greenwich, CT | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Performance fee |
| [Generative Investment Partners LP](https://advisorcensus.com/firm/generative-investment-partners-lp-greenwich-ct-312473) ([md](https://advisorcensus.com/firm/generative-investment-partners-lp-greenwich-ct-312473.md)) | 312473 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee, Performance fee |
| [GFG Alternative Investment Advisors LLC](https://advisorcensus.com/firm/gfg-alternative-investment-advisors-llc-greenwich-ct-160435) ([md](https://advisorcensus.com/firm/gfg-alternative-investment-advisors-llc-greenwich-ct-160435.md)) | 160435 | Greenwich, CT | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Performance fee |
| [GFO Advisory Services, LLC](https://advisorcensus.com/firm/gfo-advisory-services-llc-greenwich-ct-109278) ([md](https://advisorcensus.com/firm/gfo-advisory-services-llc-greenwich-ct-109278.md)) | 109278 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 27 | % of assets, Performance fee |
| [GHK Capital Partners LP](https://advisorcensus.com/firm/ghk-capital-partners-lp-greenwich-ct-306914) ([md](https://advisorcensus.com/firm/ghk-capital-partners-lp-greenwich-ct-306914.md)) | 306914 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee, Other |
| [Glade Brook Capital Partners LLC](https://advisorcensus.com/firm/glade-brook-capital-partners-llc-greenwich-ct-159807) ([md](https://advisorcensus.com/firm/glade-brook-capital-partners-llc-greenwich-ct-159807.md)) | 159807 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [GPB Capital Holdings, LLC](https://advisorcensus.com/firm/gpb-capital-holdings-llc-greenwich-ct-169825) ([md](https://advisorcensus.com/firm/gpb-capital-holdings-llc-greenwich-ct-169825.md)) | 169825 | Greenwich, CT | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Performance fee, Other |
| [Grandview Property Partners, LLC](https://advisorcensus.com/firm/grandview-property-partners-llc-greenwich-ct-299814) ([md](https://advisorcensus.com/firm/grandview-property-partners-llc-greenwich-ct-299814.md)) | 299814 | Greenwich, CT | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Performance fee |
| [Granite State Capital Management, LP](https://advisorcensus.com/firm/granite-state-capital-management-lp-greenwich-ct-284888) ([md](https://advisorcensus.com/firm/granite-state-capital-management-lp-greenwich-ct-284888.md)) | 284888 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Performance fee |
| [Gray Oak Capital Management, LLC](https://advisorcensus.com/firm/gray-oak-capital-management-llc-greenwich-ct-293681) ([md](https://advisorcensus.com/firm/gray-oak-capital-management-llc-greenwich-ct-293681.md)) | 293681 | Greenwich, CT | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Great Point Partners, LLC](https://advisorcensus.com/firm/great-point-partners-llc-greenwich-ct-158423) ([md](https://advisorcensus.com/firm/great-point-partners-llc-greenwich-ct-158423.md)) | 158423 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Greenbriar Equity Group](https://advisorcensus.com/firm/greenbriar-equity-group-greenwich-ct-157475) ([md](https://advisorcensus.com/firm/greenbriar-equity-group-greenwich-ct-157475.md)) | 157475 | Greenwich, CT | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Greenfield Partners, LLC](https://advisorcensus.com/firm/greenfield-partners-llc-greenwich-ct-155968) ([md](https://advisorcensus.com/firm/greenfield-partners-llc-greenwich-ct-155968.md)) | 155968 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Greenhaven Road Investment Management, LP](https://advisorcensus.com/firm/greenhaven-road-investment-management-lp-greenwich-ct-288555) ([md](https://advisorcensus.com/firm/greenhaven-road-investment-management-lp-greenwich-ct-288555.md)) | 288555 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee, Other |
| [Greenwich Advisors, LLC](https://advisorcensus.com/firm/greenwich-advisors-llc-greenwich-ct-165892) ([md](https://advisorcensus.com/firm/greenwich-advisors-llc-greenwich-ct-165892.md)) | 165892 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Greenwich Wealth Management, LLC](https://advisorcensus.com/firm/greenwich-wealth-management-llc-greenwich-ct-142820) ([md](https://advisorcensus.com/firm/greenwich-wealth-management-llc-greenwich-ct-142820.md)) | 142820 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee |
| [High Road Capital Partners, LLC](https://advisorcensus.com/firm/high-road-capital-partners-llc-greenwich-ct-161515) ([md](https://advisorcensus.com/firm/high-road-capital-partners-llc-greenwich-ct-161515.md)) | 161515 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |

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## 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.