RIAs in Connecticut

639 RIAs headquartered in Connecticut managing a combined $3.3T.

By city

GreenwichConnecticut145 FIRMS · $1TStamfordConnecticut127 FIRMS · $887BWestportConnecticut51 FIRMS · $230BDarienConnecticut37 FIRMS · $86.9BNorwalkConnecticut21 FIRMS · $122BGlastonburyConnecticut19 FIRMS · $68.8BSheltonConnecticut18 FIRMS · $112BHartfordConnecticut18 FIRMS · $338BFarmingtonConnecticut13 FIRMS · $209BOld GreenwichConnecticut13 FIRMS · $57BNew CanaanConnecticut12 FIRMS · $16.2BWest HartfordConnecticut11 FIRMS · $20.8BNew HavenConnecticut9 FIRMS · $46BSouthportConnecticut8 FIRMS · $1.9BAvonConnecticut7 FIRMS · $1.7BGuilfordConnecticut7 FIRMS · $2.4BFairfieldConnecticut7 FIRMS · $5BWiltonConnecticut7 FIRMS · $15.1BEssexConnecticut5 FIRMS · $5.1BMadisonConnecticut5 FIRMS · $4.6BRocky HillConnecticut4 FIRMS · $130MRidgefieldConnecticut4 FIRMS · $416MSouthburyConnecticut4 FIRMS · $326MMysticConnecticut3 FIRMS · $400MBranfordConnecticut3 FIRMS · $18MSouth WindsorConnecticut3 FIRMS · $643MVernonConnecticut3 FIRMS · $238MWethersfieldConnecticut3 FIRMS · $3.3BWindsorConnecticut3 FIRMS · $37.6BCheshireConnecticut3 FIRMS · $277MNorth HavenConnecticut3 FIRMS · $501MWoodbridgeConnecticut2 FIRMS · $378MWaterfordConnecticut2 FIRMS · $104MWallingfordConnecticut2 FIRMS · $384MManchesterConnecticut2 FIRMS · $335MEast HartfordConnecticut2 FIRMS · $2.1MColchesterConnecticut2 FIRMS · $626MMiddletownConnecticut2 FIRMS · $362MEast WindsorConnecticut2 FIRMS · $38.6MCollinsvilleConnecticut2 FIRMS · $386MDanburyConnecticut2 FIRMS · $519MTrumbullConnecticut2 FIRMS · $122MCos CobConnecticut2 FIRMS · $770MBloomfieldConnecticut2 FIRMS · $25.8BNewtownConnecticut2 FIRMS · $20.1MRiversideConnecticut2 FIRMS · $1.3BWoodburyConnecticut1 FIRM · $3.1MBethelConnecticut1 FIRM · $44.4MBridgeportConnecticut1 FIRM · $3.2MBristolConnecticut1 FIRM · $694MCenterbrookConnecticut1 FIRM · $556MCromwellConnecticut1 FIRM · $37MDanielsonConnecticut1 FIRM · $63.6MEast HamptonConnecticut1 FIRMEast LymeConnecticut1 FIRM · $134MEllingtonConnecticut1 FIRMGrotonConnecticut1 FIRM · $354MHamdenConnecticut1 FIRMHigganumConnecticut1 FIRM · $192MIvorytonConnecticut1 FIRM · $42.3MKillingworthConnecticut1 FIRM · $203MLakevilleConnecticut1 FIRM · $2.7BMeridenConnecticut1 FIRM · $673MMiddleburyConnecticut1 FIRM · $103MMilfordConnecticut1 FIRM · $254MMonroeConnecticut1 FIRM · $307MNorwichConnecticut1 FIRM · $315MOld LymeConnecticut1 FIRM · $204MPlainfieldConnecticut1 FIRM · $282MPlantsvilleConnecticut1 FIRMSalisburyConnecticut1 FIRM · $154KSimsburyConnecticut1 FIRM · $97.2MSomersConnecticut1 FIRM · $43MSouth GlastonburyConnecticut1 FIRM · $6.5MTorringtonConnecticut1 FIRM · $199MUncasvilleConnecticut1 FIRM · $14.1MWatertownConnecticut1 FIRM · $114MWeatogueConnecticut1 FIRMWolcottConnecticut1 FIRM · $7.8M

All RIAs in Connecticut

Morse Asset Management, Inc.

RIA

Darien, CT

AUM $534MTEAM 6REPS 5

Caravela Energy Partners LP

RIA

Darien, CT

AUM $529MTEAM 16REPS 2

5th Street Advisors, LLC

RIA

Southport, CT

AUM $524MTEAM 7REPS 4

Conifer Investments Ltd

RIA

West Hartford, CT

AUM $524MTEAM 3REPS 1

Matson Financial Advisors, Inc.

RIA

Danbury, CT

AUM $519MTEAM 9REPS 4

Medallion Wealth Advisors, LLC

RIA

Farmington, CT

AUM $517MTEAM 7REPS 6

Tower Bay Asset Management LP

RIA

Stamford, CT

AUM $514MTEAM 10REPS 3

Fortwood Capital LP

RIA

Greenwich, CT

AUM $513MTEAM 9REPS 8

Quadratic Capital Management LLC

RIA

Greenwich, CT

AUM $508MTEAM 4REPS 2

Garden Investments

RIA

Greenwich, CT

AUM $508MTEAM 8REPS 4

Stratis Capital, LLC

RIA

Darien, CT

AUM $508MTEAM 1REPS 1

11 Capital Partners LP

RIA

Darien, CT

AUM $504MTEAM 5REPS 2

Drum Capital Management LLC

RIA

Stamford, CT

AUM $503MTEAM 6REPS 2

True North Management Group, LLC

RIA

Stamford, CT

AUM $493MTEAM 9REPS 1

Engle Capital Management, L.P.

RIA

Greenwich, CT

AUM $492MTEAM 8REPS 3

Cook Pine Capital LLC

RIA

Greenwich, CT

AUM $490MTEAM 8REPS 3

BLT Fund Manager LLC

RIA

Stamford, CT

AUM $487MTEAM 7REPS 1

Monte Financial Group, LLC

RIA

Guilford, CT

AUM $482MTEAM 12REPS 6

Positive Selection Investment Management, LLC

RIA

Greenwich, CT

AUM $479MTEAM 4REPS 3

Hammond Iles Wealth Advisors

RIA

Wethersfield, CT

AUM $475MTEAM 7REPS 5

Birinyi Associates, Inc.

RIA

Westport, CT

AUM $472MTEAM 4REPS 2

Mark Sheptoff Financial Planning LLC

RIA

Glastonbury, CT

AUM $467MTEAM 3REPS 2

Mizzen Management LLC

RIA

Stamford, CT

AUM $459MTEAM 13REPS 3

Warner Wealth

RIA

Madison, CT

AUM $458MTEAM 20REPS 11

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