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Fairfield Research Corp (New Canaan)


Fairfield Research Corp is a large advisory firm based in New Canaan. It manages $437.54 million of regulatory assets for 256 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, District of Columbia, and 14 other states.

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Fairfield Research Corp provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fairfield Research Corp: assets under management

The assets under management (AUM) of Fairfield Research Corp is $437.54 million. The firm's AUM has grown by 219% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $335.07 million in discretionary accounts and $102.47 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.42 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.12 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fairfield Research Corp for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New Canaan

The principal office where Fairfield Research Corp performs its advisory services is located at 65 Locust Avenue, New Canaan, CT 06840, which is also the mailing address of the firm. An additional office of the firm is in Porter Ranch, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-972-0404 or by fax 203-972-0875. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at frcinvest.com.


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