New Financial Advisory Businesses in Greenwich, CT

6 financial advisory businesses recently registered in Greenwich, Connecticut.

Updated September 27, 2026 · Most recent business filing Mar 10, 2026

6
Total Filings
Mar 10, 2026
Most Recent
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About Financial Advisory Businesses in Greenwich

This page lists new financial advisory businesses registered in Greenwich, Connecticut. We currently track 6, sourced directly from the Connecticut Division of Corporations and refreshed daily as new financial advisory companies file.

Recent additions include NexGen Investments, Hermes Capital Advisors, and Fern Financial. The most recent financial advisory business filing was on Mar 10, 2026.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial advisory businesses in Greenwich, this is one of the freshest prospect lists in the market.

All Filings

NexGen Investments

Mar 10, 2026
Financial AdvisoryVerifiedGreenwich, CT · Fairfield Co.

NexGen Advisory Partners LLC, operating as NexGen Investments, is a financial advisory firm based in Greenwich, CT, offering personalized fiduciary investment guidance and tax mitigation strategies. The firm's website emphasizes disciplined, transparent investment approaches and tax planning services, with contact information listing a Greenwich address and a New York area phone number.

Hermes Capital Advisors

Dec 29, 2025
Financial AdvisoryVerifiedGreenwich, CT · Fairfield Co.

The LLC filing for Hermes Advisors INC lists a principal address in Greenwich, CT, which may indicate a separate entity or a related office.

Fern Financial

Oct 9, 2025
Financial AdvisoryVerifiedGreenwich, CT · Fairfield Co.

Fern Advisory LLC appears to be a financial advisory or consulting firm based in Greenwich, CT, as indicated by the principal address at 42 Angus Ln. The candidate website Fern Financial (fern.financial) describes itself as a registered investment advisor focused on financial planning, which aligns with the 'Advisory' in the LLC name. The filing lists Laura Wyatt as the principal, suggesting a small, owner-operated business.

SGH Macro Advisors

Apr 30, 2025
Financial AdvisoryVerifiedGreenwich, CT · Fairfield Co.

SGH Global LLC appears to be the holding or operating entity for SGH Macro Advisors, a macro-economic and policy advisory firm founded by Sassan Ghahramani. The website lists Sassan Ghahramani as a principal, matching the LLC's authorized person.

Lolium Advisors

Mar 26, 2025
Financial AdvisoryVerifiedGreenwich, CT · Fairfield Co.

Lolium Advisors LLC is a financial advisory firm based in Greenwich, Connecticut, operating from 177 West Putnam Ave. The firm is led by Christopher Riley, whose principal address is also in Greenwich, CT.

The BPH Group

Jan 30, 2025
Financial AdvisoryVerifiedGreenwich, CT · Fairfield Co.

The LLC's principal address is in Greenwich, CT, while the candidate site lists an office in Vienna, VA, suggesting a multi-location or remote operation. The business likely provides strategic financial and M&A advisory services to small and mid-market clients.

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6 New Financial Advisory LLCs in Greenwich, CT | DayOneLead