Top Financial Advisory Firms in Westport, Connecticut

Jefferies

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management services.

Canaan Partners

Canaan is an early stage venture capital firm that invests in entrepreneurs with visionary ideas. With a diversified fund and over 200 exits to date, Canaan has invested in some of the world's leading technology.

BlackRock

BlackRock is one of the world’s leading providers of investment, advisory and risk management solutions. We are a fiduciary to our clients. We’re investing for the future on behalf of our clients, inspiring our employees, and supporting our local communities.

Bank of America Private Bank

THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to manage & preserve wealth across generations.

Citrin Cooperman

Citrin Cooperman” is the brand name under which Citrin Cooperman Advisors LLC and Citrin Cooperman & Company, LLP, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards.

Marks Paneth

Marks Paneth is a prominent accounting firm based in New York City, recognized as one of the top 40 CPA firms in the United States and one of the largest in the Mid-Atlantic region. With a team of approximately 700 professionals, the firm specializes in audit, tax, and consulting services across various industries, including real estate and not-for-profits. Marks Paneth has built a strong reputation for its client-centric approach and commitment to delivering tailored financial solutions.

Morgan Stanley

Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 645 investment professionals around the world and strives to provide outstanding long-term investment performance.

Marcum

Marcum LLP is a national accounting and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals.

CohnReznick

With a century’s worth of experience, nearly 4,000 global team members, and 25 locations including global subsidiaries, CohnReznick serves clients in 30 different industries through an integrated team of advisory, assurance, and tax professionals. Our Nexia International affiliation expands our reach to more than 128 countries.

Block & Anchin

Anchin, a prestigious accounting and advisory firm based in New York City, specializes in serving businesses and high-net-worth individuals with tailored solutions in tax, audit, and consulting. With a strong focus on various industries, Anchin combines deep expertise with personalized service to help clients navigate complex financial landscapes and achieve their goals.

EisnerAmper

EisnerAmper, one of the largest business consulting firms in the world, is comprised of EisnerAmper LLP, a licensed independent CPA firm that provides client attest services.

Neuberger Berman

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally.

AlixPartners

For more than forty years, AlixPartners has helped businesses around the world respond quickly and decisively to their most critical challenges – circumstances as diverse as urgent performance improvement, accelerated transformation, complex restructuring and risk mitigation.

Merrill Lynch Wealth Management

Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want.