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

Excel Wealth Management, LLC

Manchester, CT

AUM $310MTEAM 9REPS 7

Milestone Asset Management Group, LLC

Avon, CT

AUM $309MTEAM 3REPS 4

Dunbar Associates, LLC

Monroe, CT

AUM $307MTEAM 3REPS 3

Oxford Square Management, LLC

Greenwich, CT

AUM $307MTEAM 23REPS 5

Harbour Point Capital

Darien, CT

AUM $302MTEAM 4REPS 2

Triveni Capital Investments LP

Stamford, CT

AUM $301MTEAM 6REPS 1

Greenhaven Road Investment Management, LP

Greenwich, CT

AUM $299MTEAM 4REPS 2

Sarissa Capital Management LP

Greenwich, CT

AUM $298MTEAM 4REPS 2

Innovative Asset Advisors Group

Shelton, CT

AUM $298MTEAM 13REPS 17

ITS Asset Management, L.P.

North Haven, CT

AUM $298MTEAM 9REPS 3

Avos Capital Management, LLC

Darien, CT

AUM $298MTEAM 7REPS 4

Generative Investment Partners LP

Greenwich, CT

AUM $294MTEAM 4REPS 3

Greenwich Advisors, LLC

Greenwich, CT

AUM $293MTEAM 4REPS 5

Hamilton Robinson LLC

Stamford, CT

AUM $292MTEAM 10REPS 4

Watchtower Advisors, LP

Old Greenwich, CT

AUM $289MTEAM 5REPS 2

Greenhouse Wealth Management, LLC

Westport, CT

AUM $289MTEAM 2REPS 1

Broadlight Capital Management, LLC

Greenwich, CT

AUM $288MTEAM 8REPS 4

Alchemi Wealth, LLC

Essex, CT

AUM $287MTEAM 8REPS 6

Ayrshire Capital Management LLC

Westport, CT

AUM $285MTEAM 2REPS 2

Fcig Wealth Management, LLC

Plainfield, CT

AUM $282MTEAM 4REPS 6

Charter Research & Investment Group Inc

Southport, CT

AUM $275MTEAM 3REPS 4

Sound Mark Partners, LLC

Greenwich, CT

AUM $272MTEAM 6REPS 4

Fairlead Asset Management LLC

Greenwich, CT

AUM $272MTEAM 4REPS 3

Baypointe Partners, LLC

Stamford, CT

AUM $271MTEAM 4REPS 2

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