RIAs in Connecticut

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

By city

GreenwichConnecticut145 FIRMS · $1T StamfordConnecticut127 FIRMS · $887B WestportConnecticut51 FIRMS · $230B DarienConnecticut37 FIRMS · $86.9B NorwalkConnecticut21 FIRMS · $122B GlastonburyConnecticut19 FIRMS · $68.8B SheltonConnecticut18 FIRMS · $112B HartfordConnecticut18 FIRMS · $338B FarmingtonConnecticut13 FIRMS · $209B Old GreenwichConnecticut13 FIRMS · $57B New CanaanConnecticut12 FIRMS · $16.2B West HartfordConnecticut11 FIRMS · $20.8B New HavenConnecticut9 FIRMS · $46B SouthportConnecticut8 FIRMS · $1.9B AvonConnecticut7 FIRMS · $1.7B GuilfordConnecticut7 FIRMS · $2.4B FairfieldConnecticut7 FIRMS · $5B WiltonConnecticut7 FIRMS · $15.1B EssexConnecticut5 FIRMS · $5.1B MadisonConnecticut5 FIRMS · $4.6B Rocky HillConnecticut4 FIRMS · $130M RidgefieldConnecticut4 FIRMS · $416M SouthburyConnecticut4 FIRMS · $326M MysticConnecticut3 FIRMS · $400M BranfordConnecticut3 FIRMS · $18M South WindsorConnecticut3 FIRMS · $643M VernonConnecticut3 FIRMS · $238M WethersfieldConnecticut3 FIRMS · $3.3B WindsorConnecticut3 FIRMS · $37.6B CheshireConnecticut3 FIRMS · $277M North HavenConnecticut3 FIRMS · $501M WoodbridgeConnecticut2 FIRMS · $378M WaterfordConnecticut2 FIRMS · $104M WallingfordConnecticut2 FIRMS · $384M ManchesterConnecticut2 FIRMS · $335M East HartfordConnecticut2 FIRMS · $2.1M ColchesterConnecticut2 FIRMS · $626M MiddletownConnecticut2 FIRMS · $362M East WindsorConnecticut2 FIRMS · $38.6M CollinsvilleConnecticut2 FIRMS · $386M DanburyConnecticut2 FIRMS · $519M TrumbullConnecticut2 FIRMS · $122M Cos CobConnecticut2 FIRMS · $770M BloomfieldConnecticut2 FIRMS · $25.8B NewtownConnecticut2 FIRMS · $20.1M RiversideConnecticut2 FIRMS · $1.3B WoodburyConnecticut1 FIRM · $3.1M BethelConnecticut1 FIRM · $44.4M BridgeportConnecticut1 FIRM · $3.2M BristolConnecticut1 FIRM · $694M CenterbrookConnecticut1 FIRM · $556M CromwellConnecticut1 FIRM · $37M DanielsonConnecticut1 FIRM · $63.6M East HamptonConnecticut1 FIRM East LymeConnecticut1 FIRM · $134M EllingtonConnecticut1 FIRM GrotonConnecticut1 FIRM · $354M HamdenConnecticut1 FIRM HigganumConnecticut1 FIRM · $192M IvorytonConnecticut1 FIRM · $42.3M KillingworthConnecticut1 FIRM · $203M LakevilleConnecticut1 FIRM · $2.7B MeridenConnecticut1 FIRM · $673M MiddleburyConnecticut1 FIRM · $103M MilfordConnecticut1 FIRM · $254M MonroeConnecticut1 FIRM · $307M NorwichConnecticut1 FIRM · $315M Old LymeConnecticut1 FIRM · $204M PlainfieldConnecticut1 FIRM · $282M PlantsvilleConnecticut1 FIRM SalisburyConnecticut1 FIRM · $154K SimsburyConnecticut1 FIRM · $97.2M SomersConnecticut1 FIRM · $43M South GlastonburyConnecticut1 FIRM · $6.5M TorringtonConnecticut1 FIRM · $199M UncasvilleConnecticut1 FIRM · $14.1M WatertownConnecticut1 FIRM · $114M WeatogueConnecticut1 FIRM WolcottConnecticut1 FIRM · $7.8M

All RIAs in Connecticut

Pasco Advisors, LLC

East Windsor, CT

AUM $38.6MTEAM 2REPS 2

Open Circle Wealth Partners

North Haven, CT

AUM $38.4MTEAM 2REPS 3

Sovereign Financial Services

Rocky Hill, CT

AUM $38MTEAM 2REPS 2

Fremont Wealth Management, LP

Southport, CT

AUM $37.5MTEAM 1REPS 1

Capital Planning Consultants, LLC

Cromwell, CT

AUM $37MTEAM 1REPS 1

Fiscal Dynamics Incorporated

Farmington, CT

AUM $35.4MTEAM 3REPS 3

Buell Investment Advisors

Glastonbury, CT

AUM $35.2MTEAM 4REPS 4

Glastonbury Cpa's Financial Advisors, LLC

Glastonbury, CT

AUM $32.3MTEAM 1REPS 1

Creative Funding Corporation

Bloomfield, CT

AUM $31.6MTEAM 2REPS 1

Cfig Investment Advisory Services, LLC

Westport, CT

AUM $31.4MTEAM 1REPS 1

Lumenai

Stamford, CT

AUM $30.3MTEAM 3REPS 2

Kingfisher Investors LLC

Westport, CT

AUM $29.8MTEAM 2REPS 1

Wiley Capital Partners

Greenwich, CT

AUM $29.2MTEAM 1REPS 1

Ernest J. Brousseau, Cpa, Cfp®

Manchester, CT

AUM $24.9MTEAM 1REPS 1

Lifestyle Financial Strategies, LLC

Middletown, CT

AUM $24.8MTEAM 1REPS 1

Araglan Capital Management, LLC

Stamford, CT

AUM $24MTEAM 1REPS 1

Dewitt Capital Management LLC

Mystic, CT

AUM $21.4MTEAM 1REPS 3

Riskin Wealth Management, LLC

Newtown, CT

AUM $20.1MTEAM 1REPS 1

Horizon Financial Advisors, LLC

West Hartford, CT

AUM $18.9MTEAM 1REPS 1

Walbert Capital Management, LLC

New Canaan, CT

AUM $18MTEAM 1REPS 1

Parker Wealth Management, LLC

Windsor, CT

AUM $16.5MTEAM 1REPS 1

JKG Capital LLC

Westport, CT

AUM $15.2MTEAM 1REPS 1

Jabez Financial, LLC

Uncasville, CT

AUM $14.1MTEAM 3REPS 2

Blue Keel Financial Planning

Westport, CT

AUM $13.4MTEAM 1REPS 1

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