Top 6 financial advisor firms in Darien

6 SEC-registered financial advisor firms are headquartered in Darien, CT, with $4.49B in combined regulatory assets under management. The largest by assets are Private Capital Advisors ($1.28B), Bourgeon Capital Management ($1.28B) and Fairfield, Bush & Co. ($589M).

6
Financial advisor firms: $4.49B
Their combined AUM: $562M
Median firm AUM: 1,088
Clients of the top 6

The 6 largest by assets

1
Private Capital Advisors
RIA
$1.28B
0.75% to 1.25% a year
2
Bourgeon Capital Management
RIA
$1.28B
0.50% to 1.00% a year
3
Fairfield, Bush & Co.
RIA
$589M
0.50% to 1.00% a year
4
Morse Asset Management
RIA
$534M
0.75% to 1.25% a year
5
Stratis Capital
RIA
$508M
0.25% to 2.00% a year
6
Avos Capital Management
RIA
$298M
Up to 0.90% a year

Profiles of the top 6

No. 1 · RIA

Private Capital Advisors

Private Capital Advisors is an investment adviser based in Darien, CT, registered with the SEC since 2003. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.28 billion, as filed on 30 March 2026.

Private Capital Advisors charges 0.75%–1.25% a year for its Investment management.

Regulatory AUM: $1.28B
Clients: 270
Advisory staff: 2
Founded: 1997
Fee schedule: 0.75% to 1.25% a year
Custodians: Pershing, J.P. Morgan
Headquarters: 23 Old Kings Highway South, Suite 200, Darien, CT 06820
Phone: 347-960-4520
Website: privatecapitaladv.com

No. 2 · RIA

Bourgeon Capital Management

Bourgeon Capital Management is an investment adviser based in Darien, CT, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.28 billion, as filed on 16 July 2026.

Bourgeon Capital Management charges 0.50%–1.00% a year for its Managed Accounts.

Regulatory AUM: $1.28B
Clients: 315
Advisory staff: 3
Founded: 1999
Fee schedule: 0.50% to 1.00% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 320 Post Road, Suite 220, Darien, CT 06820
Phone: 203-280-1170
Website: bourgeoncapital.com

No. 3 · RIA

Fairfield, Bush & Co.

Fairfield, Bush & Co. is an investment adviser based in Darien, CT, registered with the SEC since 1973. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $589 million, as filed on 17 March 2026.

Fairfield, Bush & Co. charges 0.50%–1.00% a year for its Portfolio management services.

Regulatory AUM: $589M
Clients: 253
Advisory staff: 3
Founded: 1973
Fee schedule: 0.50% to 1.00% a year
Custodians: Pershing, Charles Schwab, J.P. Morgan
Headquarters: 320 Boston Post Road, Suite 150, Darien, CT 06820
Phone: 203-777-5900
Website: fairfieldbush.com

No. 4 · RIA

Morse Asset Management

Morse Asset Management is an investment adviser based in Darien, CT, registered with the SEC since 2016. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $534 million, as filed on 31 March 2026.

Morse Asset Management charges 0.75%–1.25% a year for its Investment advisory services.

Regulatory AUM: $534M
Clients: 198
Advisory staff: 5
Fee schedule: 0.75% to 1.25% a year
Minimum account: $1,000,000
Custodians: The Bank of New York Mellon, Citigroup Global Markets, Charles Schwab
Headquarters: 23 Old Kings Highway South, Suite 200, Darien, CT 06820
Phone: 646-568-4083
Website: morseasset.com

No. 5 · RIA

Stratis Capital

Stratis Capital is an investment adviser based in Darien, CT, registered with the SEC since 2020. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $508 million, as filed on 10 March 2026.

Stratis Capital charges 0.25%–2.00% a year for its Portfolio Management and Asset Allocation Services.

Regulatory AUM: $508M
Clients: 1
Advisory staff: 1
Fee schedule: 0.25% to 2.00% a year
Minimum account: $5,000,000
Custodians: Goldman Sachs & Co., Citigroup Global Markets
Headquarters: 30 Old Kings Highway South, Darien, CT 06820
Phone: 917-705-2500
Website: stratiscap.com

No. 6 · RIA

Avos Capital Management

Avos Capital Management is an investment adviser based in Darien, CT, registered with the SEC since 2021. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and pooled investment vehicles. Its regulatory assets under management total $298 million, as filed on 26 August 2026.

Avos Capital Management charges up to 0.90% a year for its Separate Accounts Advisory Fee.

Regulatory AUM: $298M
Clients: 51
Advisory staff: 3
Fee schedule: Up to 0.90% a year
Custodians: Interactive Brokers, Charles Schwab
Headquarters: 19 Old Kings Highway South, Suite 200, Darien, CT 06820
Phone: 720-864-4348
Website: avos.co

Questions about financial advisors in Darien

How many financial advisor firms are headquartered in Darien?

6 SEC-registered financial advisor firms report their principal office in Darien, CT, managing $4.49B in regulatory assets between them. The other 18 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Darien?

Private Capital Advisors, with $1.28B in regulatory assets under management on its latest Form ADV. The next largest are Bourgeon Capital Management ($1.28B) and Fairfield, Bush & Co. ($589M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Darien?

The median firm manages $562M in regulatory assets. That is the midpoint of the 6 firms headquartered in Darien.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Darien charge?

Of the 6 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.90% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Darien?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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