RIAs in Connecticut

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

By city

GreenwichConnecticut148 FIRMS · $1T StamfordConnecticut128 FIRMS · $884B WestportConnecticut51 FIRMS · $231B DarienConnecticut38 FIRMS · $88.9B NorwalkConnecticut21 FIRMS · $122B GlastonburyConnecticut19 FIRMS · $68.8B HartfordConnecticut18 FIRMS · $338B SheltonConnecticut17 FIRMS · $110B FarmingtonConnecticut13 FIRMS · $209B Old GreenwichConnecticut13 FIRMS · $57B New CanaanConnecticut12 FIRMS · $16.2B West HartfordConnecticut11 FIRMS · $20.8B New HavenConnecticut9 FIRMS · $46B WiltonConnecticut8 FIRMS · $15.3B FairfieldConnecticut8 FIRMS · $5B SouthportConnecticut8 FIRMS · $1.9B AvonConnecticut7 FIRMS · $1.7B GuilfordConnecticut7 FIRMS · $2.4B EssexConnecticut5 FIRMS · $5.1B MadisonConnecticut5 FIRMS · $4.6B RidgefieldConnecticut4 FIRMS · $416M Rocky HillConnecticut4 FIRMS · $126M SouthburyConnecticut4 FIRMS · $326M CheshireConnecticut4 FIRMS · $1B WindsorConnecticut4 FIRMS · $37.6B MysticConnecticut3 FIRMS · $400M BranfordConnecticut3 FIRMS · $18M South WindsorConnecticut3 FIRMS · $643M VernonConnecticut3 FIRMS · $238M WethersfieldConnecticut3 FIRMS · $3.3B North HavenConnecticut3 FIRMS · $501M ManchesterConnecticut2 FIRMS · $335M East HartfordConnecticut2 FIRMS · $2.1M MiddletownConnecticut2 FIRMS · $416M ColchesterConnecticut2 FIRMS · $626M East WindsorConnecticut2 FIRMS · $38.6M Cos CobConnecticut2 FIRMS · $770M NewtownConnecticut2 FIRMS · $20.1M WaterfordConnecticut2 FIRMS · $104M WallingfordConnecticut2 FIRMS · $384M BloomfieldConnecticut2 FIRMS · $25.8B TrumbullConnecticut2 FIRMS · $122M CollinsvilleConnecticut2 FIRMS · $386M DanburyConnecticut2 FIRMS · $519M WoodbridgeConnecticut2 FIRMS · $378M 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 MiddleburyConnecticut1 FIRM · $116M MilfordConnecticut1 FIRM · $254M MonroeConnecticut1 FIRM · $307M NorwichConnecticut1 FIRM · $315M Old LymeConnecticut1 FIRM · $204M PlainfieldConnecticut1 FIRM · $282M PlantsvilleConnecticut1 FIRM RiversideConnecticut1 FIRM · $179M RiversideConnecticut1 FIRM · $1.2B 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

Wavelength Capital Management, LLC

Westport, CT

AUM $104MTEAM 2REPS 2

Compass Rose Strategic Partners LLC

Waterford, CT

AUM $103MTEAM 6REPS 4

Swiss Finance Private Wealth Management LLC

Southbury, CT

AUM $101MTEAM 7REPS 1

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

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

Monachil Capital Partners LP

Greenwich, CT

AUM $71.7MTEAM 14REPS 2

Oxford Park Management, LLC

Greenwich, CT

AUM $71.4MTEAM 23REPS 7

Lifeline Financial, LLC

Wethersfield, CT

AUM $70.7MTEAM 2REPS 1

Tanaka Capital Management Inc

Greenwich, CT

AUM $69.4MTEAM 3REPS 1

Blakely Harbor Advisors, LLC

New Haven, CT

AUM $68.9MTEAM 1REPS 1

Soundview Private Wealth Advisors

Cheshire, CT

AUM $65.6MTEAM 1REPS 1

Crionna Wealth LLC

Avon, CT

AUM $65.6MTEAM 4REPS 2

Strategic Financial, LLC

South Windsor, CT

AUM $64.7MTEAM 2REPS 2

Northstar Portfolio Investments, LLC

Stamford, CT

AUM $64.4MTEAM 2REPS 2

Westcott Investment Advisors LLC

Danielson, CT

AUM $63.6MTEAM 1REPS 1

Sentinel Asset Management, LLC

Wallingford, CT

AUM $63.2MTEAM 15REPS 7

B Side Partners, LLC

Southport, CT

AUM $62.3MTEAM 3REPS 3

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