RIAs in Connecticut

631 RIAs headquartered in Connecticut managing a combined $3.4T.

By city

GREENWICHConnecticut142 FIRMS · $1TSTAMFORDConnecticut127 FIRMS · $962BWESTPORTConnecticut50 FIRMS · $230BDARIENConnecticut35 FIRMS · $85BNORWALKConnecticut21 FIRMS · $122BGLASTONBURYConnecticut19 FIRMS · $68.8BSHELTONConnecticut18 FIRMS · $111BHARTFORDConnecticut18 FIRMS · $338BFARMINGTONConnecticut13 FIRMS · $209BOLD GREENWICHConnecticut12 FIRMS · $56.6BNEW CANAANConnecticut12 FIRMS · $16.2BWEST HARTFORDConnecticut11 FIRMS · $19.5BNEW HAVENConnecticut9 FIRMS · $46BSOUTHPORTConnecticut8 FIRMS · $1.9BAVONConnecticut7 FIRMS · $1.6BWILTONConnecticut7 FIRMS · $15.1BFAIRFIELDConnecticut7 FIRMS · $5BGUILFORDConnecticut7 FIRMS · $2.4BESSEXConnecticut5 FIRMS · $5.1BMADISONConnecticut5 FIRMS · $4.6BROCKY HILLConnecticut4 FIRMS · $130MRIDGEFIELDConnecticut4 FIRMS · $416MNORTH HAVENConnecticut3 FIRMS · $501MSOUTHBURYConnecticut3 FIRMS · $224MSOUTH WINDSORConnecticut3 FIRMS · $643MCHESHIREConnecticut3 FIRMS · $212MVERNONConnecticut3 FIRMS · $238MWETHERSFIELDConnecticut3 FIRMS · $3.3BWindsorConnecticut3 FIRMS · $37.6BBRANFORDConnecticut3 FIRMS · $18MMYSTICConnecticut3 FIRMS · $400MWATERFORDConnecticut2 FIRMS · $104MMANCHESTERConnecticut2 FIRMS · $335MWOODBRIDGEConnecticut2 FIRMS · $378MWALLINGFORDConnecticut2 FIRMS · $384MCOLLINSVILLEConnecticut2 FIRMS · $386MEAST WINDSORConnecticut2 FIRMS · $38.6MMIDDLETOWNConnecticut2 FIRMS · $362MNEWTOWNConnecticut2 FIRMS · $20.1MTRUMBULLConnecticut2 FIRMS · $122MRiversideConnecticut2 FIRMS · $1.3BEAST HARTFORDConnecticut2 FIRMS · $2.1MDANBURYConnecticut2 FIRMS · $519MCOLCHESTERConnecticut2 FIRMS · $626MBLOOMFIELDConnecticut2 FIRMS · $25.8BWOODBURYConnecticut1 FIRM · $3.1MBETHELConnecticut1 FIRM · $44.4MBRIDGEPORTConnecticut1 FIRM · $3.2MBRISTOLConnecticut1 FIRM · $694MCENTERBROOKConnecticut1 FIRM · $556MCOS COBConnecticut1 FIRM · $207MCROMWELLConnecticut1 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 FIRMWINDSOR LOCKSConnecticut1 FIRM · $415KWOLCOTTConnecticut1 FIRM · $7.8M

All RIAs in Connecticut

EXCEL WEALTH MANAGEMENT, LLC

RIA

MANCHESTER, CT

AUM $310MTEAM 9REPS 7

MILESTONE ASSET MANAGEMENT GROUP, LLC

RIA

AVON, CT

AUM $309MTEAM 3REPS 4

DUNBAR ASSOCIATES, LLC

RIA

MONROE, CT

AUM $307MTEAM 3REPS 3

OXFORD SQUARE MANAGEMENT, LLC

RIA

GREENWICH, CT

AUM $307MTEAM 23REPS 5

HARBOUR POINT CAPITAL

RIA

DARIEN, CT

AUM $302MTEAM 4REPS 2

TRIVENI CAPITAL INVESTMENTS LP

RIA

STAMFORD, CT

AUM $301MTEAM 6REPS 1

GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP

RIA

GREENWICH, CT

AUM $299MTEAM 4REPS 2

SARISSA CAPITAL MANAGEMENT LP

RIA

GREENWICH, CT

AUM $298MTEAM 4REPS 2

INNOVATIVE ASSET ADVISORS GROUP

RIA

SHELTON, CT

AUM $298MTEAM 13REPS 17

ITS ASSET MANAGEMENT, L.P.

RIA

NORTH HAVEN, CT

AUM $298MTEAM 9REPS 3

GENERATIVE INVESTMENT PARTNERS LP

RIA

GREENWICH, CT

AUM $294MTEAM 4REPS 3

HAMILTON ROBINSON LLC

RIA

STAMFORD, CT

AUM $292MTEAM 10REPS 4

WATCHTOWER ADVISORS, LP

RIA

OLD GREENWICH, CT

AUM $289MTEAM 5REPS 2

GREENHOUSE WEALTH MANAGEMENT, LLC

RIA

WESTPORT, CT

AUM $289MTEAM 2REPS 1

BROADLIGHT CAPITAL MANAGEMENT, LLC

RIA

GREENWICH, CT

AUM $288MTEAM 8REPS 4

ALCHEMI WEALTH, LLC

RIA

ESSEX, CT

AUM $287MTEAM 8REPS 6

AYRSHIRE CAPITAL MANAGEMENT LLC

RIA

WESTPORT, CT

AUM $285MTEAM 2REPS 2

FCIG WEALTH MANAGEMENT, LLC

RIA

PLAINFIELD, CT

AUM $282MTEAM 4REPS 6

CHARTER RESEARCH & INVESTMENT GROUP INC

RIA

SOUTHPORT, CT

AUM $275MTEAM 3REPS 4

SOUND MARK PARTNERS, LLC

RIA

GREENWICH, CT

AUM $272MTEAM 6REPS 4

FAIRLEAD ASSET MANAGEMENT LLC

RIA

GREENWICH, CT

AUM $272MTEAM 4REPS 3

BAYPOINTE PARTNERS, LLC

RIA

STAMFORD, CT

AUM $271MTEAM 4REPS 3

JC CAPITAL ADVISORS GROUP LLC

RIA

STAMFORD, CT

AUM $263MTEAM 2REPS 2

CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC

RIA

MILFORD, CT

AUM $254MTEAM 5REPS 4

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