RIAs in Connecticut

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

By city

GREENWICHConnecticut142 FIRMS · $1T STAMFORDConnecticut127 FIRMS · $962B WESTPORTConnecticut50 FIRMS · $230B DARIENConnecticut35 FIRMS · $85B NORWALKConnecticut21 FIRMS · $122B GLASTONBURYConnecticut19 FIRMS · $68.8B SHELTONConnecticut18 FIRMS · $111B HARTFORDConnecticut18 FIRMS · $338B FARMINGTONConnecticut13 FIRMS · $209B OLD GREENWICHConnecticut12 FIRMS · $56.6B NEW CANAANConnecticut12 FIRMS · $16.2B WEST HARTFORDConnecticut11 FIRMS · $19.5B NEW HAVENConnecticut9 FIRMS · $46B SOUTHPORTConnecticut8 FIRMS · $1.9B AVONConnecticut7 FIRMS · $1.6B WILTONConnecticut7 FIRMS · $15.1B FAIRFIELDConnecticut7 FIRMS · $5B GUILFORDConnecticut7 FIRMS · $2.4B ESSEXConnecticut5 FIRMS · $5.1B MADISONConnecticut5 FIRMS · $4.6B ROCKY HILLConnecticut4 FIRMS · $130M RIDGEFIELDConnecticut4 FIRMS · $416M NORTH HAVENConnecticut3 FIRMS · $501M SOUTHBURYConnecticut3 FIRMS · $224M SOUTH WINDSORConnecticut3 FIRMS · $643M CHESHIREConnecticut3 FIRMS · $212M VERNONConnecticut3 FIRMS · $238M WETHERSFIELDConnecticut3 FIRMS · $3.3B WindsorConnecticut3 FIRMS · $37.6B BRANFORDConnecticut3 FIRMS · $18M MYSTICConnecticut3 FIRMS · $400M WATERFORDConnecticut2 FIRMS · $104M MANCHESTERConnecticut2 FIRMS · $335M WOODBRIDGEConnecticut2 FIRMS · $378M WALLINGFORDConnecticut2 FIRMS · $384M COLLINSVILLEConnecticut2 FIRMS · $386M EAST WINDSORConnecticut2 FIRMS · $38.6M MIDDLETOWNConnecticut2 FIRMS · $362M NEWTOWNConnecticut2 FIRMS · $20.1M TRUMBULLConnecticut2 FIRMS · $122M RiversideConnecticut2 FIRMS · $1.3B EAST HARTFORDConnecticut2 FIRMS · $2.1M DANBURYConnecticut2 FIRMS · $519M COLCHESTERConnecticut2 FIRMS · $626M BLOOMFIELDConnecticut2 FIRMS · $25.8B WOODBURYConnecticut1 FIRM · $3.1M BETHELConnecticut1 FIRM · $44.4M BRIDGEPORTConnecticut1 FIRM · $3.2M BRISTOLConnecticut1 FIRM · $694M CENTERBROOKConnecticut1 FIRM · $556M COS COBConnecticut1 FIRM · $207M 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 WINDSOR LOCKSConnecticut1 FIRM · $415K WOLCOTTConnecticut1 FIRM · $7.8M

All RIAs in Connecticut

AGILIS INVESTMENT MANAGEMENT LLC

WILTON, CT

AUM $124MTEAM 4REPS 3

SULLIVAN FINANCIAL, LLC

ESSEX, CT

AUM $119MTEAM 4REPS 2

DUNHAM LANE CAPITAL PARTNERS LLC

GREENWICH, CT

AUM $117MTEAM 2REPS 2

ALPINE HILL ADVISORS LLC

WESTPORT, CT

AUM $115MTEAM 4REPS 2

BURNE FINANCIAL CONCEPTS, LLC

WATERTOWN, CT

AUM $114MTEAM 1REPS 1

33 CAPITAL MANAGEMENT LLC

GREENWICH, CT

AUM $113MTEAM 11REPS 2

TENGRAM CAPITAL PARTNERS

WESTPORT, CT

AUM $111MTEAM 7REPS 3

WEALTHSHAPE LLC

Windsor, CT

AUM $109MTEAM 1REPS 1

TOP PRIVATE WEALTH

GLASTONBURY, CT

AUM $106MTEAM 2REPS 2

CRUISER CAPITAL ADVISORS, LLC

STAMFORD, CT

AUM $104MTEAM 2REPS 1

ALEXANDER CAPITAL ADVISORS, LLC

NEW CANAAN, CT

AUM $104MTEAM 3REPS 1

WAVELENGTH CAPITAL MANAGEMENT, LLC

WESTPORT, CT

AUM $104MTEAM 2REPS 2

Compass Rose Strategic Partners LLC

WATERFORD, CT

AUM $103MTEAM 6REPS 4

EAGLE CAPITAL ADVISORS, LLC

MIDDLEBURY, CT

AUM $103MTEAM 2REPS 2

METRIC FINANCIAL, LLC

SIMSBURY, CT

AUM $97.2MTEAM 3REPS 1

OXFORD GATE MANAGEMENT, LLC

GREENWICH, CT

AUM $90.9MTEAM 23REPS 5

BRAE HEAD, INC.

ESSEX, CT

AUM $90.6MTEAM 1REPS 1

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT

AUM $89.3MTEAM 3REPS 3

1 MAIN CAPITAL MANAGEMENT, LLC

WESTPORT, CT

AUM $80.5MTEAM 2REPS 1

SLADEK & WITEK, LLP

TRUMBULL, CT

AUM $78MTEAM 2REPS 2

ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC

RIDGEFIELD, CT

AUM $75.6MTEAM 1REPS 1

CHARTER OAK ASSET MANAGEMENT, INC.

CHESHIRE, CT

AUM $74.8MTEAM 3REPS 2

INVESTORS CAPITAL MANAGEMENT INC

DARIEN, CT

AUM $74.1MTEAM 2REPS 4

WRIGHT PRIVATE ASSET MANAGEMENT LLC

SHELTON, CT

AUM $74.1MTEAM 23REPS 5

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