The CNBC FA 100 celebrates the advisory firms that top the list in 2019 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2019 Financial Advisor 100

32. Gillespie, Robinson & Grimm

Gillespie, Robinson & Grimm's investment philosophy stresses a long-term approach, flexibility, high-quality equities and bonds and focused portfolios. The firm is distinguished in its ability to create a customized investment strategy to match each client's goals, income needs, risk tolerance and tax situation.

Total AUM: 1.14B+

Years in Business: 45

Accounts Under Management: 687


Stephen Grimm, President & Treasurer

Howard Duncan, Executive Vice President, Secretary & Chief Compliance Officer


80 Field Point Road, Greenwich, CT 06830

(203) 629-2800