Registered investment advisers in Connecticut

AUM: $311.7B
Per adviser: $1.1B
Advisers: 276

No reported disclosures

Point72 Asset Management, L.P.

Stamford, CT · Est. 2016

AUM: $274.1B
Per adviser: $173M
Advisers: 1,587

Bridgewater Associates, LP

Westport, CT · Est. 1990

AUM: $150.2B
Per adviser: $589M
Advisers: 255

No reported disclosures

Verition Fund Management LLC

Greenwich, CT · Est. 2012

AUM: $139.4B
Per adviser: $268M
Advisers: 520

No reported disclosures

Hartford Investment Management Company

Hartford, CT · Est. 1996

AUM: $123.6B
Per adviser: $1.0B
Advisers: 122

No reported disclosures

New England Asset Management, INC.

Farmington, CT · Est. 1984

AUM: $111.7B
Per adviser: $2.0B
Advisers: 56

No reported disclosures

Conning, INC.

Hartford, CT · Est. 1983

AUM: $106.9B
Per adviser: $445M
Advisers: 240

No reported disclosures

Tudor Investment Corporation

Stamford, CT · Est. 2012

AUM: $106.8B
Per adviser: $389M
Advisers: 275

Ast Investment Services, INC.

Shelton, CT · Est. 1992

AUM: $91.5B
Per adviser: $10.2B
Advisers: 9

Symetra Investment Management Company

Farmington, CT · Est. 2021

AUM: $88.8B
Per adviser: $1.5B
Advisers: 61

No reported disclosures

Axa Investment Managers US INC

Stamford, CT · Est. 2001

AUM: $79.2B
Per adviser: $911M
Advisers: 87

No reported disclosures

Viking Global Investors LP

Stamford, CT · Est. 2011

AUM: $78.2B
Per adviser: $1.0B
Advisers: 77

No reported disclosures

Stone Point Capital LLC

Greenwich, CT · Est. 2012

AUM: $67.6B
Per adviser: $650M
Advisers: 104

No reported disclosures

Usi Advisors

Glastonbury, CT · Est. 1999

AUM: $56.3B
Per adviser: $1.2B
Advisers: 48

No reported disclosures

Virtus Investment Advisers, LLC

Hartford, CT · Est. 1969

AUM: $51.7B
Per adviser: $51.7B
Advisers: 1

No reported disclosures

Portfolio Advisors LLC

Darien, CT · Est. 1994

AUM: $47.8B
Per adviser: $576M
Advisers: 83

No reported disclosures

Silver Point Capital, L.P.

Greenwich, CT · Est. 2012

AUM: $46.2B
Per adviser: $395M
Advisers: 117

No reported disclosures

Graham Capital Management, L.P.

Rowayton, CT · Est. 2012

AUM: $42.9B
Per adviser: $437M
Advisers: 98

No reported disclosures

Hudson Bay Capital Management LP

Stamford, CT · Est. 2012

AUM: $40.7B
Per adviser: $266M
Advisers: 153

No reported disclosures

Voya Retirement Advisors, LLC

Windsor, CT · Est. 2000

AUM: $37.5B
Per adviser: $310M
Advisers: 121

No reported disclosures

Virtus Fixed Income Advisers, LLC

Hartford, CT · Est. 2008

AUM: $34.9B
Per adviser: $472M
Advisers: 74

No reported disclosures

Steward Partners Investment Advisory, LLC

Stamford, CT · Est. 2016

AUM: $33.5B
Per adviser: $108M
Advisers: 310

No reported disclosures

L Catterton

Greenwich, CT · Est. 2011

AUM: $30.8B
Per adviser: $318M
Advisers: 97

No reported disclosures

Knights Of Columbus Asset Advisors LLC

New Haven, CT · Est. 2015

AUM: $30.5B
Per adviser: $131M
Advisers: 233

No reported disclosures

Paloma Partners Management Company

Greenwich, CT · Est. 2011

AUM: $30.3B
Per adviser: $1.0B
Advisers: 30

No reported disclosures

Axiom Investors

Greenwich, CT · Est. 1999

AUM: $28.1B
Per adviser: $968M
Advisers: 29

No reported disclosures

Cigna Investments, INC.

Bloomfield, CT · Est. 1982

AUM: $25.8B
Per adviser: $560M
Advisers: 46

No reported disclosures

Strategic Value Partners, LLC

Greenwich, CT · Est. 2011

AUM: $25.6B
Per adviser: $231M
Advisers: 111

No reported disclosures

Arga Investment Management, LP

Stamford, CT · Est. 2012

AUM: $24.6B
Per adviser: $983M
Advisers: 25

No reported disclosures

Ge Investment Management

Norwalk, CT · Est. 2022

AUM: $24.4B
Per adviser: $12.2B
Advisers: 2

No reported disclosures

Commonfund Ocio, INC.

Norwalk, CT · Est. 1999

AUM: $22.7B
Per adviser: $687M
Advisers: 33

No reported disclosures

Neos Investments

Westport, CT · Est. 2022

AUM: $21.7B
Per adviser: $10.8B
Advisers: 2

No reported disclosures

Lone Pine Capital LLC

Greenwich, CT · Est. 2012

AUM: $21.6B
Per adviser: $1.4B
Advisers: 16

No reported disclosures

Edgewood Management LLC

Greenwich, CT · Est. 1974

AUM: $21.5B
Per adviser: $1.7B
Advisers: 13

No reported disclosures

Ellington Management Group, L.L.C.

Old Greenwich, CT · Est. 1999

AUM: $20.8B
Per adviser: $305M
Advisers: 68

No reported disclosures

Hildene Capital Management

Stamford, CT · Est. 2012

AUM: $20.2B
Per adviser: $1.1B
Advisers: 18

No reported disclosures

New Edge Wealth

Stamford, CT · Est. 2020

AUM: $19.9B
Per adviser: $201M
Advisers: 99

No reported disclosures

O'Shaughnessy Asset Management, LLC

Stamford, CT · Est. 2007

AUM: $19.8B
Per adviser: $373M
Advisers: 53

No reported disclosures

Ellington Financial Management LLC

Old Greenwich, CT · Est. 2009

AUM: $19.4B
Per adviser: $285M
Advisers: 68

No reported disclosures

Spectrum Asset Management, INC.

Stamford, CT · Est. 1987

AUM: $18.3B
Per adviser: $1.3B
Advisers: 14

No reported disclosures

Amg Funds LLC

Stamford, CT · Est. 1999

AUM: $18.3B
Per adviser: $6.1B
Advisers: 3

No reported disclosures

Atlas Holdings LLC

Greenwich, CT · Est. 2012

AUM: $18.1B
Per adviser: $318M
Advisers: 57

No reported disclosures

Sustainable Growth Advisers, LP

Stamford, CT · Est. 2003

AUM: $16.7B
Per adviser: $926M
Advisers: 18

No reported disclosures

Cf Private Equity, INC.

Norwalk, CT · Est. 1988

AUM: $15.8B
Per adviser: $415M
Advisers: 38

No reported disclosures

Greenbriar Equity Group

Greenwich, CT · Est. 2012

AUM: $15.7B
Per adviser: $602M
Advisers: 26

No reported disclosures

Great Mountain Partners

New Haven, CT · Est. 2020

AUM: $14.1B
Per adviser: $1.4B
Advisers: 10

No reported disclosures

Aristeia Capital, LLC

Greenwich, CT · Est. 2005

AUM: $13.7B
Per adviser: $572M
Advisers: 24

No reported disclosures

Trexquant Investment LP

Stamford, CT · Est. 2014

AUM: $13.5B
Per adviser: $97M
Advisers: 139

No reported disclosures

Eagle Point Credit Management LLC

Greenwich, CT · Est. 2013

AUM: $13.2B
Per adviser: $390M
Advisers: 34

No reported disclosures

Altrinsic Global Advisors, LLC

Stamford, CT · Est. 2004

AUM: $12.2B
Per adviser: $940M
Advisers: 13

No reported disclosures

Stonebridge Advisors LLC

Wilton, CT · Est. 2005

AUM: $11.8B
Per adviser: $1.3B
Advisers: 9

No reported disclosures

Kline Hill Partners LP

Greenwich, CT · Est. 2017

AUM: $11.7B
Per adviser: $366M
Advisers: 32

No reported disclosures

Gamco Asset Management INC.

Greenwich, CT · Est. 1978

AUM: $11.7B
Per adviser: $260M
Advisers: 45

No reported disclosures

Fermat Capital Management, LLC

Westport, CT · Est. 2006

AUM: $11.1B
Per adviser: $743M
Advisers: 15

No reported disclosures

Stone Point Credit Adviser LLC

Greenwich, CT · Est. 2020

AUM: $11.1B
Per adviser: $174M
Advisers: 64

No reported disclosures

Apella Wealth

West Hartford, CT · Est. 2014

AUM: $11.1B
Per adviser: $126M
Advisers: 88

No reported disclosures

Abs Global Investments

Stamford, CT · Est. 2003

AUM: $10.5B
Per adviser: $655M
Advisers: 16

No reported disclosures

Sprott Asset Management USA INC.

Darien, CT · Est. 2006

AUM: $10.1B
Per adviser: $289M
Advisers: 35

No reported disclosures

Gridiron Capital, LLC

New Canaan, CT · Est. 2012

AUM: $9.5B
Per adviser: $272M
Advisers: 35

No reported disclosures

Sagard Private Equity Solutions

Greenwich, CT · Est. 2001

AUM: $9.4B
Per adviser: $941M
Advisers: 10

No reported disclosures

Olympus Advisors, LLC

Stamford, CT · Est. 2012

AUM: $9.2B
Per adviser: $420M
Advisers: 22

No reported disclosures

Procyon

Shelton, CT · Est. 2017

AUM: $9.2B
Per adviser: $188M
Advisers: 49

No reported disclosures

Ellington Global Asset Management, LLC

Old Greenwich, CT · Est. 2006

AUM: $9.2B
Per adviser: $135M
Advisers: 68

No reported disclosures

Bradley Foster & Sargent INC

Hartford, CT · Est. 1994

AUM: $9.1B
Per adviser: $284M
Advisers: 32

No reported disclosures

Littlejohn & Co., LLC

Greenwich, CT · Est. 2012

AUM: $9.0B
Per adviser: $230M
Advisers: 39

No reported disclosures

Westport Capital Partners LLC

Darien, CT · Est. 2011

AUM: $8.9B
Per adviser: $743M
Advisers: 12

No reported disclosures

Hardman Johnston Global Advisors LLC

Stamford, CT · Est. 1985

AUM: $8.8B
Per adviser: $626M
Advisers: 14

No reported disclosures

Deep Track Capital, LP

Greenwich, CT · Est. 2021

AUM: $8.4B
Per adviser: $698M
Advisers: 12

No reported disclosures

Chilton Investment Services, LLC

Stamford, CT · Est. 2011

AUM: $8.2B
Per adviser: $408M
Advisers: 20

No reported disclosures

Loancore Capital Credit Advisor LLC

Greenwich, CT · Est. 2018

AUM: $7.9B
Per adviser: $203M
Advisers: 39

No reported disclosures

Kensico Capital Management Corp.

Greenwich, CT · Est. 2012

AUM: $7.9B
Per adviser: $716M
Advisers: 11

No reported disclosures

Arbour Lane Capital Management LP

Stamford, CT · Est. 2018

AUM: $7.3B
Per adviser: $429M
Advisers: 17

No reported disclosures

A&M Capital

Greenwich, CT · Est. 2013

AUM: $7.2B
Per adviser: $120M
Advisers: 60

No reported disclosures

Tweedy, Browne Company LLC

Stamford, CT · Est. 1975

AUM: $7.1B
Per adviser: $648M
Advisers: 11

No reported disclosures

Discovery Capital Management, LLC

South Norwalk, CT · Est. 2012

AUM: $6.7B
Per adviser: $337M
Advisers: 20

K2/D&S Management Co., L.L.C.

Stamford, CT · Est. 2003

AUM: $6.5B
Per adviser: $653M
Advisers: 10

No reported disclosures

Osaic Institutions, INC.

Meriden, CT · Est. 2006

AUM: $6.5B
Per adviser: $14M
Advisers: 478

First Reserve

Stamford, CT · Est. 2012

AUM: $6.3B
Per adviser: $300M
Advisers: 21

Cross Ocean Partners Management LP

Greenwich, CT · Est. 2016

AUM: $6.3B
Per adviser: $449M
Advisers: 14

No reported disclosures

Lotus Infrastructure Partners, LP

Greenwich, CT · Est. 2022

AUM: $6.2B
Per adviser: $474M
Advisers: 13

No reported disclosures

Energy Income Partners

Westport, CT · Est. 2006

AUM: $6.1B
Per adviser: $758M
Advisers: 8

No reported disclosures

Dynamic Beta Investments LLC

Greenwich, CT · Est. 2012

AUM: $5.7B
Per adviser: $1.9B
Advisers: 3

No reported disclosures

Gallatin Point Capital LLC

Greenwich, CT · Est. 2017

AUM: $5.7B
Per adviser: $435M
Advisers: 13

No reported disclosures

Pentegra Investors, INC.

Shelton, CT · Est. 1990

AUM: $5.6B
Per adviser: $1.1B
Advisers: 5

No reported disclosures

Lime Rock

Westport, CT · Est. 2012

AUM: $5.5B
Per adviser: $100M
Advisers: 55

Monomoy Capital Management, L.P.

Greenwich, CT · Est. 2012

AUM: $5.5B
Per adviser: $109M
Advisers: 50

Gemspring Capital Management, LP

Westport, CT · Est. 2016

AUM: $5.1B
Per adviser: $105M
Advisers: 49

No reported disclosures

Carrington Capital Management, LLC

Old Greenwich, CT · Est. 2011

AUM: $5.1B
Per adviser: $159M
Advisers: 32

No reported disclosures

Coastal Bridge Advisors

Westport, CT · Est. 2009

AUM: $5.0B
Per adviser: $201M
Advisers: 25

No reported disclosures

Braidwell LP

Stamford, CT · Est. 2022

AUM: $5.0B
Per adviser: $262M
Advisers: 19

No reported disclosures

Northcoast Asset Management LLC

Stamford, CT · Est. 2015

AUM: $5.0B
Per adviser: $177M
Advisers: 28

No reported disclosures

Mc Credit Partners LP

Stamford, CT · Est. 2014

AUM: $4.9B
Per adviser: $225M
Advisers: 22

No reported disclosures

Contrarian Capital Management LLC

Greenwich, CT · Est. 1995

AUM: $4.8B
Per adviser: $218M
Advisers: 22

No reported disclosures

Symmetry Partners

Glastonbury, CT · Est. 2002

AUM: $4.7B
Per adviser: $946M
Advisers: 5

No reported disclosures

Shelter Growth Capital Partners LLC

Stamford, CT · Est. 2014

AUM: $4.7B
Per adviser: $466M
Advisers: 10

No reported disclosures

Sandbrook Capital Management LP

Stamford, CT · Est. 2022

AUM: $4.6B
Per adviser: $176M
Advisers: 26

No reported disclosures

H/2 Capital Partners

Stamford, CT · Est. 2012

AUM: $4.5B
Per adviser: $502M
Advisers: 9

No reported disclosures

Brighton Park Capital

Greenwich, CT · Est. 2019

AUM: $4.5B
Per adviser: $132M
Advisers: 34

No reported disclosures

Connecticut Wealth Management, LLC

Farmington, CT · Est. 2012

AUM: $4.5B
Per adviser: $97M
Advisers: 46

No reported disclosures

Aqr Arbitrage, LLC

Greenwich, CT · Est. 2001

AUM: $4.4B
Per adviser: $244M
Advisers: 18

No reported disclosures

Prana Capital Management LP

Greenwich, CT · Est. 2017

AUM: $4.3B
Per adviser: $616M
Advisers: 7

No reported disclosures

Whitehaven Asset Management, LP

Greenwich, CT · Est. 2016

AUM: $4.2B
Per adviser: $279M
Advisers: 15

No reported disclosures

Essex Financial Services, INC.

Essex, CT · Est. 2003

AUM: $4.2B
Per adviser: $99M
Advisers: 42

Hudson Structured Capital Management Ltd.

Stamford, CT · Est. 2016

AUM: $4.0B
Per adviser: $237M
Advisers: 17

No reported disclosures

Glade Brook Capital Partners LLC

Greenwich, CT · Est. 2012

AUM: $4.0B
Per adviser: $439M
Advisers: 9

No reported disclosures

Sterling Investment Partners Advisers, LLC

Greenwich, CT · Est. 2012

AUM: $3.9B
Per adviser: $232M
Advisers: 17

No reported disclosures

Clinton Investment Management, LLC

Stamford, CT · Est. 2008

AUM: $3.9B
Per adviser: $355M
Advisers: 11

No reported disclosures

Voya Financial Advisors, INC.

Windsor, CT · Est. 1994

AUM: $3.9B
Per adviser: $6M
Advisers: 638

Healthcare Royalty Management, LLC

Stamford, CT · Est. 2014

AUM: $3.8B
Per adviser: $199M
Advisers: 19

No reported disclosures

Soleus Capital Management, L.P.

Greenwich, CT · Est. 2020

AUM: $3.7B
Per adviser: $305M
Advisers: 12

No reported disclosures

Greenwich Wealth Management, LLC

Greenwich, CT · Est. 2008

AUM: $3.5B
Per adviser: $320M
Advisers: 11

No reported disclosures

Carronade Capital Management, LP

Darien, CT · Est. 2020

AUM: $3.4B
Per adviser: $429M
Advisers: 8

No reported disclosures

Colter Lewis Investment Partners, LLC

Greenwich, CT · Est. 2018

AUM: $3.4B
Per adviser: $284M
Advisers: 12

No reported disclosures

Sound Shore Management INC

Greenwich, CT · Est. 1978

AUM: $3.4B
Per adviser: $425M
Advisers: 8

No reported disclosures

Proprium Capital Partners, L.P.

Stamford, CT · Est. 2013

AUM: $3.4B
Per adviser: $124M
Advisers: 27

No reported disclosures

Warwick Capital Partners (US) LP

Stamford, CT · Est. 2023

AUM: $3.3B
Per adviser: $372M
Advisers: 9

No reported disclosures

Bharcap Partners, LLC

Greenwich, CT · Est. 2022

AUM: $3.2B
Per adviser: $405M
Advisers: 8

No reported disclosures

Principle Wealth

Madison, CT · Est. 2017

AUM: $3.2B
Per adviser: $146M
Advisers: 22

No reported disclosures

Avesi Partners LLC

Stamford, CT · Est. 2021

AUM: $3.2B
Per adviser: $166M
Advisers: 19

No reported disclosures

Nantahala Capital Management, LLC

New Canaan, CT · Est. 2011

AUM: $3.1B
Per adviser: $519M
Advisers: 6

No reported disclosures

Concentric Capital Strategies L.P.

Stamford, CT · Est. 2022

AUM: $3.1B
Per adviser: $388M
Advisers: 8

No reported disclosures

Compass Group Management LLC

Westport, CT · Est. 2013

AUM: $3.0B
Per adviser: $434M
Advisers: 7

Jadian Capital, LP

Stamford, CT · Est. 2018

AUM: $3.0B
Per adviser: $253M
Advisers: 12

No reported disclosures

Marblegate Asset Management, LLC

Greenwich, CT · Est. 2012

AUM: $2.9B
Per adviser: $225M
Advisers: 13

No reported disclosures

Centerbook Partners LP

Greenwich, CT · Est. 2021

AUM: $2.9B
Per adviser: $291M
Advisers: 10

No reported disclosures

Ardmore Road Asset Management LP

Westport, CT · Est. 2020

AUM: $2.8B
Per adviser: $218M
Advisers: 13

No reported disclosures

Johnson Brunetti

Wethersfield, CT · Est. 2014

AUM: $2.8B
Per adviser: $77M
Advisers: 36

No reported disclosures

Ghk Capital Partners LP

Greenwich, CT · Est. 2021

AUM: $2.8B
Per adviser: $213M
Advisers: 13

No reported disclosures

Mangrove Partners

Greenwich, CT · Est. 2013

AUM: $2.7B
Per adviser: $271M
Advisers: 10

Precision Capital Advisors, LLC

Greenwich, CT · Est. 2012

AUM: $2.7B
Per adviser: $672M
Advisers: 4

No reported disclosures

Main Street Research LLC

Lakeville, CT · Est. 2000

AUM: $2.7B
Per adviser: $168M
Advisers: 16

No reported disclosures

Steeprock Capital

Greenwich, CT · Est. 2014

AUM: $2.6B
Per adviser: $328M
Advisers: 8

No reported disclosures

Basso Capital Management, L.P.

Stamford, CT · Est. 2005

AUM: $2.6B
Per adviser: $426M
Advisers: 6

No reported disclosures

Discerene Group LP

Stamford, CT · Est. 2014

AUM: $2.5B
Per adviser: $230M
Advisers: 11

No reported disclosures

Amulet Capital Partners, L.P.

Greenwich, CT · Est. 2017

AUM: $2.5B
Per adviser: $126M
Advisers: 20

No reported disclosures

Fairview Capital Partners, LLC

West Hartford, CT · Est. 2012

AUM: $2.5B
Per adviser: $208M
Advisers: 12

No reported disclosures

Rzh Advisors LLC

Stamford, CT · Est. 2010

AUM: $2.4B
Per adviser: $350M
Advisers: 7

No reported disclosures

Cas Investment Partners, LLC

Westport, CT · Est. 2017

AUM: $2.4B
Per adviser: $1.2B
Advisers: 2

No reported disclosures

Balance Point Capital Advisors, LLC

Westport, CT · Est. 2015

AUM: $2.4B
Per adviser: $188M
Advisers: 13

No reported disclosures

Corecommodity Management, LLC

Stamford, CT · Est. 2006

AUM: $2.4B
Per adviser: $186M
Advisers: 13

No reported disclosures

One River Asset Management, LLC

Stamford, CT · Est. 2013

AUM: $2.4B
Per adviser: $265M
Advisers: 9

No reported disclosures

Cartenna Capital

Stamford, CT · Est. 2020

AUM: $2.4B
Per adviser: $337M
Advisers: 7

No reported disclosures

Ubs Realty Investors LLC

Hartford, CT · Est. 1994

AUM: $2.3B
Per adviser: $94M
Advisers: 25

No reported disclosures

Oxford Lane Management, LLC

Greenwich, CT · Est. 2010

AUM: $2.3B
Per adviser: $330M
Advisers: 7

No reported disclosures

Sageview Capital LP

Greenwich, CT · Est. 2012

AUM: $2.3B
Per adviser: $110M
Advisers: 21

No reported disclosures

A.G.P / Alliance Global Partners

Westport, CT · Est. 2009

AUM: $2.3B
Per adviser: $16M
Advisers: 140

Moneco Advisors

Fairfield, CT · Est. 2014

AUM: $2.3B
Per adviser: $52M
Advisers: 44

No reported disclosures

Yhb Investment Advisors INC

West Hartford, CT · Est. 1990

AUM: $2.3B
Per adviser: $114M
Advisers: 20

No reported disclosures

Coliseum Capital Management, LLC

Rowayton, CT · Est. 2012

AUM: $2.3B
Per adviser: $324M
Advisers: 7

No reported disclosures

Cramer Rosenthal Mcglynn LLC

Stamford, CT · Est. 1983

AUM: $2.3B
Per adviser: $252M
Advisers: 9

No reported disclosures

Longrange Capital, L.P.

Stamford, CT · Est. 2020

AUM: $2.2B
Per adviser: $131M
Advisers: 17

No reported disclosures

Southfield Capital LP

Greenwich, CT · Est. 2018

AUM: $2.1B
Per adviser: $86M
Advisers: 24

No reported disclosures

Clear Harbor Asset Management, LLC

Stamford, CT · Est. 2009

AUM: $2.1B
Per adviser: $114M
Advisers: 18

No reported disclosures

Adviceone Advisory Services, LLC

Glastonbury, CT · Est. 2003

AUM: $2.0B
Per adviser: $146M
Advisers: 14

No reported disclosures

Clearview Capital, L.P.

Stamford, CT · Est. 2012

AUM: $2.0B
Per adviser: $82M
Advisers: 25

No reported disclosures

Avity Investment Management INC.

Greenwich, CT · Est. 1970

AUM: $2.0B
Per adviser: $676M
Advisers: 3

No reported disclosures

Brynwood Partners

Greenwich, CT · Est. 2012

AUM: $2.0B
Per adviser: $151M
Advisers: 13

No reported disclosures

Quantix Commodities LP

Greenwich, CT · Est. 2022

AUM: $2.0B
Per adviser: $178M
Advisers: 11

No reported disclosures

Rossmore Private Capital, LLC

Glastonbury, CT · Est. 2017

AUM: $1.9B
Per adviser: $275M
Advisers: 7

No reported disclosures

Wolf Hill Capital Management, LP

Greenwich, CT · Est. 2020

AUM: $1.9B
Per adviser: $468M
Advisers: 4

No reported disclosures

Great Point Partners, LLC

Greenwich, CT · Est. 2012

AUM: $1.8B
Per adviser: $77M
Advisers: 23

No reported disclosures

Mycor Capital Management, LLC

Stamford, CT · Est. 2023

AUM: $1.8B
Per adviser: $175M
Advisers: 10

No reported disclosures

Parkman Healthcare Partners LLC

Stamford, CT · Est. 2019

AUM: $1.7B
Per adviser: $218M
Advisers: 8

No reported disclosures

Long Path Partners, LP

Stamford, CT · Est. 2019

AUM: $1.7B
Per adviser: $133M
Advisers: 13

No reported disclosures

Parsifal Capital Management, LP

Greenwich, CT · Est. 2019

AUM: $1.7B
Per adviser: $212M
Advisers: 8

No reported disclosures

Renwave Kore, LLC

Greenwich, CT · Est. 2025

AUM: $1.7B
Per adviser: $153M
Advisers: 11

No reported disclosures

Dock Street Capital Management LLC

Westport, CT · Est. 2012

AUM: $1.7B
Per adviser: $826M
Advisers: 2

No reported disclosures

Ardsley Partners

Norwalk, CT · Est. 2019

AUM: $1.6B
Per adviser: $234M
Advisers: 7

No reported disclosures

Karpreilly, LLC

Greenwich, CT · Est. 2012

AUM: $1.6B
Per adviser: $109M
Advisers: 15

No reported disclosures

Trivium Point Advisory, LLC

Wilton, CT · Est. 2018

AUM: $1.6B
Per adviser: $136M
Advisers: 12

No reported disclosures

Teewinot Capital Advisers, L.L.C.

Norwalk, CT · Est. 2006

AUM: $1.6B
Per adviser: $179M
Advisers: 9

No reported disclosures

Atlantic Street Capital Management, LLC

Greenwich, CT · Est. 2016

AUM: $1.6B
Per adviser: $134M
Advisers: 12

No reported disclosures

Activant Capital Group LLC

Darien, CT · Est. 2018

AUM: $1.6B
Per adviser: $134M
Advisers: 12

No reported disclosures

Rex Advisers, LLC

Fairfield, CT · Est. 2023

AUM: $1.6B
Per adviser: $316M
Advisers: 5

No reported disclosures

Astatine Investment Partners

Greenwich, CT · Est. 2012

AUM: $1.6B
Per adviser: $79M
Advisers: 20

No reported disclosures

Mjp Wealth Advisors

Farmington, CT · Est. 2004

AUM: $1.6B
Per adviser: $130M
Advisers: 12

No reported disclosures

Woodson Capital Management, LP

Greenwich, CT · Est. 2016

AUM: $1.5B
Per adviser: $309M
Advisers: 5

No reported disclosures

Titan Advisors, LLC

Stamford, CT · Est. 2006

AUM: $1.5B
Per adviser: $153M
Advisers: 10

No reported disclosures

Virtus Capital Advisers, LLC

Hartford, CT · Est. 1985

AUM: $1.5B
Per adviser: —
Advisers: —

No reported disclosures

Brookside Equity Partners LLC

Stamford, CT · Est. 2015

AUM: $1.5B
Per adviser: $213M
Advisers: 7

No reported disclosures

Iso-Mts Capital Management LP

Greenwich, CT · Est. 2022

AUM: $1.5B
Per adviser: $372M
Advisers: 4

No reported disclosures

Gabelli & Company Investment Advisers, INC.

Greenwich, CT · Est. 2006

AUM: $1.5B
Per adviser: $87M
Advisers: 17

No reported disclosures

Czech Asset Management, L.P.

Stamford, CT · Est. 2011

AUM: $1.5B
Per adviser: $370M
Advisers: 4

No reported disclosures

Nebrodi Partners, LLC

Hartford, CT · Est. 2015

AUM: $1.5B
Per adviser: $296M
Advisers: 5

No reported disclosures

Penwood Real Estate Investment Management, LLC

West Hartford, CT · Est. 2005

AUM: $1.5B
Per adviser: $82M
Advisers: 18

No reported disclosures

Virtus Advisers, LLC

Hartford, CT · Est. 2013

AUM: $1.4B
Per adviser: $203M
Advisers: 7

No reported disclosures

Equinox Partners Investment Management LLC

Stamford, CT · Est. 1987

AUM: $1.4B
Per adviser: $236M
Advisers: 6

No reported disclosures

Lykos Global Management, LP

Stamford, CT · Est. 2024

AUM: $1.4B
Per adviser: $230M
Advisers: 6

No reported disclosures

Beirne.

Shelton, CT · Est. 2013

AUM: $1.4B
Per adviser: $274M
Advisers: 5

No reported disclosures

Oakridge Management Group LLC

Stamford, CT · Est. 2020

AUM: $1.4B
Per adviser: $456M
Advisers: 3

No reported disclosures

Heartwood Partners, LLC

Norwalk, CT · Est. 2021

AUM: $1.4B
Per adviser: $62M
Advisers: 22

No reported disclosures

Granite State Capital Management, LP

Greenwich, CT · Est. 2016

AUM: $1.3B
Per adviser: $222M
Advisers: 6

No reported disclosures

Chilton Investment Company, INC.

Stamford, CT · Est. 2004

AUM: $1.3B
Per adviser: $265M
Advisers: 5

No reported disclosures

Private Capital Advisors, INC.

Darien, CT · Est. 2003

AUM: $1.3B
Per adviser: $641M
Advisers: 2

No reported disclosures

Silver Point Specialty Credit Fund Management, LLC

Greenwich, CT · Est. 2021

AUM: $1.3B
Per adviser: $11M
Advisers: 117

No reported disclosures

Gilman Hill Asset Management, LLC

New Canaan, CT · Est. 2007

AUM: $1.2B
Per adviser: $249M
Advisers: 5

No reported disclosures

Ge Vernova Investment Advisers, LLC

Stamford, CT · Est. 2024

AUM: $1.2B
Per adviser: $138M
Advisers: 9

No reported disclosures

Themes Management Company LLC

Greenwich, CT · Est. 2023

AUM: $1.2B
Per adviser: $308M
Advisers: 4

No reported disclosures

Mountain Point Credit Management LLC

Greenwich, CT · Est. 2024

AUM: $1.2B
Per adviser: $244M
Advisers: 5

No reported disclosures

Wright Investors Service INC

Shelton, CT · Est. 1996

AUM: $1.2B
Per adviser: $134M
Advisers: 9

No reported disclosures

Sunriver Management LLC

Greenwich, CT · Est. 2015

AUM: $1.2B
Per adviser: $240M
Advisers: 5

No reported disclosures

Stone Point Credit Income Adviser LLC

Greenwich, CT · Est. 2024

AUM: $1.2B
Per adviser: $19M
Advisers: 64

No reported disclosures

Gainline Capital Partners LP

Stamford, CT · Est. 2020

AUM: $1.2B
Per adviser: $74M
Advisers: 16

No reported disclosures

Baxter Investment Management

Riverside, CT · Est. 1959

AUM: $1.2B
Per adviser: $233M
Advisers: 5

No reported disclosures

Third View Private Wealth

Westport, CT · Est. 2025

AUM: $1.2B
Per adviser: $193M
Advisers: 6

No reported disclosures

Astatine Investment Partners

Greenwich, CT · Est. 2020

AUM: $1.2B
Per adviser: $58M
Advisers: 20

No reported disclosures

Goodnow Investment Group LLC

Darien, CT · Est. 2006

AUM: $1.1B
Per adviser: $283M
Advisers: 4

No reported disclosures

Witt Lake Asset Management LLC

Stamford, CT · Est. 2025

AUM: $1.1B
Per adviser: $1.1B
Advisers: 1

Htg Investment Advisors INC

New Canaan, CT · Est. 1998

AUM: $1.1B
Per adviser: $101M
Advisers: 11

No reported disclosures

Smith Brothers Financial, LLC

Glastonbury, CT · Est. 2022

AUM: $1.1B
Per adviser: $186M
Advisers: 6

No reported disclosures

Night Owl Capital Management, LLC

Greenwich, CT · Est. 1993

AUM: $1.1B
Per adviser: $183M
Advisers: 6

No reported disclosures

Sovereign Financial Group, INC.

Stamford, CT · Est. 2019

AUM: $1.1B
Per adviser: $47M
Advisers: 23

No reported disclosures

Forester Capital, L.L.C.

Stamford, CT · Est. 2012

AUM: $1.1B
Per adviser: $535M
Advisers: 2

No reported disclosures

Ack Asset Management LLC

Greenwich, CT · Est. 2010

AUM: $1.1B
Per adviser: $178M
Advisers: 6

No reported disclosures

Counterpointe Investment Management LLC

Stamford, CT · Est. 2025

AUM: $1.1B
Per adviser: $49M
Advisers: 22

No reported disclosures

Bourgeon Capital Management LLC

Darien, CT · Est. 1999

AUM: $1.1B
Per adviser: $356M
Advisers: 3

No reported disclosures

Rmc Investment Advisors

West Hartford, CT · Est. 1984

AUM: $1.1B
Per adviser: $152M
Advisers: 7

No reported disclosures

Talson Capital Management L.P.

Darien, CT · Est. 2013

AUM: $1.1B
Per adviser: $354M
Advisers: 3

No reported disclosures

Virtus Alternative Investment Advisers, LLC

Hartford, CT · Est. 2007

AUM: $1.1B
Per adviser: —
Advisers: —

No reported disclosures

Post Road Group LLC

Stamford, CT · Est. 2017

AUM: $1.1B
Per adviser: $175M
Advisers: 6

No reported disclosures

Qp Global Family Offices, LLC

Greenwich, CT · Est. 2018

AUM: $1.0B
Per adviser: $210M
Advisers: 5

No reported disclosures

Nassau Private Credit LLC

Darien, CT · Est. 2019

AUM: $1.0B
Per adviser: $209M
Advisers: 5

No reported disclosures

1543 Capital LP

Greenwich, CT · Est. 2021

AUM: $1.0B
Per adviser: $346M
Advisers: 3

No reported disclosures

Fierston Financial Group INC

West Hartford, CT · Est. 1989

AUM: $1.0B
Per adviser: $207M
Advisers: 5

No reported disclosures

Ten Coves Capital, LP

Darien, CT · Est. 2020

AUM: $1.0B
Per adviser: $114M
Advisers: 9

No reported disclosures

Bhms Investments, LP

Westport, CT · Est. 2022

AUM: $1.0B
Per adviser: $112M
Advisers: 9

No reported disclosures

Verbena Value LP

Westport, CT · Est. 2025

AUM: $1.0B
Per adviser: $125M
Advisers: 8

No reported disclosures

Goodwin Capital Advisers, INC.

Hartford, CT · Est. 1971

AUM: $987M
Per adviser: $247M
Advisers: 4

No reported disclosures

Cat Rock Capital Management LP

Greenwich, CT · Est. 2015

AUM: $968M
Per adviser: $242M
Advisers: 4

No reported disclosures

Ondo Capital Management LLC

Greenwich, CT · Est. 2025

AUM: $953M
Per adviser: $136M
Advisers: 7

No reported disclosures

Clearalpha Technologies LP

Greenwich, CT · Est. 2023

AUM: $932M
Per adviser: $155M
Advisers: 6

No reported disclosures

Sky Investment Group LLC

Hartford, CT · Est. 2005

AUM: $931M
Per adviser: $116M
Advisers: 8

No reported disclosures

Investmark Advisory Group LLC

Shelton, CT · Est. 2012

AUM: $930M
Per adviser: $93M
Advisers: 10

Castlekeep Investment Advisors

Westport, CT · Est. 2001

AUM: $921M
Per adviser: $460M
Advisers: 2

No reported disclosures

Founders Capital Management, LLC

Hartford, CT · Est. 2002

AUM: $920M
Per adviser: $230M
Advisers: 4

No reported disclosures

Rfe Management Corporation

Westport, CT · Est. 2012

AUM: $913M
Per adviser: $61M
Advisers: 15

No reported disclosures

Round Rock Advisors LLC

Wilton, CT · Est. 2017

AUM: $907M
Per adviser: $76M
Advisers: 12

No reported disclosures

Asset Management Group, INC.

Stamford, CT · Est. 1998

AUM: $898M
Per adviser: $449M
Advisers: 2

No reported disclosures

Riskbridge Advisors, LLC

Norwalk, CT · Est. 2020

AUM: $898M
Per adviser: $112M
Advisers: 8

No reported disclosures

Grandview Property Partners, LLC

Greenwich, CT · Est. 2019

AUM: $890M
Per adviser: $64M
Advisers: 14

No reported disclosures

True Green Capital Management LLC

Westport, CT · Est. 2022

AUM: $876M
Per adviser: $67M
Advisers: 13

No reported disclosures

Cannae Portfolio Advisors, LLC

Stamford, CT · Est. 2020

AUM: $859M
Per adviser: $107M
Advisers: 8

No reported disclosures

J.H. Whitney Capital Partners, LLC

New Canaan, CT · Est. 2012

AUM: $859M
Per adviser: $286M
Advisers: 3

No reported disclosures

Aetna Asset Advisors, LLC

Hartford, CT · Est. 2012

AUM: $850M
Per adviser: $37M
Advisers: 23

No reported disclosures

Coinbase Asset Management, LLC

Stamford, CT · Est. 2022

AUM: $840M
Per adviser: $120M
Advisers: 7

No reported disclosures

Granite Group Advisors, LLC

Stamford, CT · Est. 2003

AUM: $830M
Per adviser: $415M
Advisers: 2

No reported disclosures

Horizon Technology Finance

Farmington, CT · Est. 2010

AUM: $811M
Per adviser: $58M
Advisers: 14

Land & Buildings Investment Management, LLC

Stamford, CT · Est. 2009

AUM: $790M
Per adviser: $198M
Advisers: 4

No reported disclosures

Stormfield Capital, LLC

Southport, CT · Est. 2020

AUM: $776M
Per adviser: $55M
Advisers: 14

No reported disclosures

Ironwood Capital Advisors LLC

Avon, CT · Est. 2022

AUM: $766M
Per adviser: $40M
Advisers: 19

No reported disclosures

Prostar Capital (US) LLC

Greenwich, CT · Est. 2014

AUM: $757M
Per adviser: $126M
Advisers: 6

No reported disclosures

Mill Road Capital

Greenwich, CT · Est. 2012

AUM: $754M
Per adviser: $126M
Advisers: 6

No reported disclosures

Piney Lake Capital Management LP

Greenwich, CT · Est. 2018

AUM: $745M
Per adviser: $68M
Advisers: 11

No reported disclosures

Cooperative Funeral Fund INC

Madison, CT · Est. 1989

AUM: $728M
Per adviser: $364M
Advisers: 2

No reported disclosures

Trgp Investment Partners, LP

Stamford, CT · Est. 2020

AUM: $727M
Per adviser: $56M
Advisers: 13

No reported disclosures

Union Capital Associates, L.P.

Greenwich, CT · Est. 2016

AUM: $722M
Per adviser: $28M
Advisers: 26

No reported disclosures

Drake Capital Advisors LLC

Old Greenwich, CT · Est. 2006

AUM: $713M
Per adviser: $357M
Advisers: 2

No reported disclosures

Olympus Peak Asset Management LP

Greenwich, CT · Est. 2019

AUM: $702M
Per adviser: $176M
Advisers: 4

No reported disclosures

Hfm Wealth Management

West Hartford, CT · Est. 1989

AUM: $700M
Per adviser: $117M
Advisers: 6

No reported disclosures

Fox Run Management LLC

Greenwich, CT · Est. 2015

AUM: $696M
Per adviser: $99M
Advisers: 7

No reported disclosures

William Joseph Capital Management, INC.

Bristol, CT · Est. 2020

AUM: $694M
Per adviser: $26M
Advisers: 27

No reported disclosures

Integra Global Advisors LLC

Stamford, CT · Est. 2017

AUM: $684M
Per adviser: $62M
Advisers: 11

No reported disclosures

Compass Wealth Management LLC

Guilford, CT · Est. 1997

AUM: $683M
Per adviser: $171M
Advisers: 4

No reported disclosures

Pasi Investments, LLC

Farmington, CT · Est. 2008

AUM: $676M
Per adviser: $169M
Advisers: 4

No reported disclosures

New England Capital Financial Advisors LLC

South Meriden, CT · Est. 1999

AUM: $673M
Per adviser: $56M
Advisers: 12

No reported disclosures

Pier Capital, LLC

Stamford, CT · Est. 2004

AUM: $648M
Per adviser: $108M
Advisers: 6

No reported disclosures

Gpb Capital Holdings, LLC

Greenwich, CT · Est. 2014

AUM: $646M
Per adviser: $646M
Advisers: 1

Dwm Asset Management, LLC

Stamford, CT · Est. 2007

AUM: $645M
Per adviser: $20M
Advisers: 32

No reported disclosures

Olympiad Research LP

Stamford, CT · Est. 2019

AUM: $640M
Per adviser: $38M
Advisers: 17

No reported disclosures

Empower Financial Advisory, LLC

Glastonbury, CT · Est. 2021

AUM: $636M
Per adviser: $159M
Advisers: 4

No reported disclosures

Searle & Co.

Greenwich, CT · Est. 2007

AUM: $630M
Per adviser: $90M
Advisers: 7

Solas Capital Management, LLC

Darien, CT · Est. 2012

AUM: $629M
Per adviser: $210M
Advisers: 3

No reported disclosures

Manatuck Hill Partners, LLC

Westport, CT · Est. 2012

AUM: $629M
Per adviser: $157M
Advisers: 4

No reported disclosures

Phraction Management LLC

Colchester, CT · Est. 2018

AUM: $626M
Per adviser: $156M
Advisers: 4

No reported disclosures

Grey Ledge Advisors, LLC

Guilford, CT · Est. 2003

AUM: $616M
Per adviser: $154M
Advisers: 4

No reported disclosures

Eagle Health Investments LP

Greenwich, CT · Est. 2021

AUM: $605M
Per adviser: $101M
Advisers: 6

No reported disclosures

Endeavour Capital Advisors INC.

Greenwich, CT · Est. 2012

AUM: $603M
Per adviser: $151M
Advisers: 4

No reported disclosures

Gfg Alternative Investment Advisors LLC

Greenwich, CT · Est. 2016

AUM: $600M
Per adviser: $200M
Advisers: 3

No reported disclosures

Greensledge Asset Management LLC

Glastonbury, CT · Est. 2022

AUM: $593M
Per adviser: $198M
Advisers: 3

No reported disclosures

Fairfield, Bush & Co.

Darien, CT · Est. 1973

AUM: $589M
Per adviser: $196M
Advisers: 3

No reported disclosures

Rja Asset Management LLC

Stamford, CT · Est. 2010

AUM: $589M
Per adviser: $118M
Advisers: 5

No reported disclosures

Kreitler Financial LLC

New Haven, CT · Est. 2020

AUM: $585M
Per adviser: $117M
Advisers: 5

No reported disclosures

Northlight Capital Partners

Westport, CT · Est. 2022

AUM: $582M
Per adviser: $83M
Advisers: 7

No reported disclosures

Jackson, Grant Investment Advisers, INC.

Stamford, CT · Est. 1999

AUM: $578M
Per adviser: $144M
Advisers: 4

No reported disclosures

Bastion Management II LLC

Stamford, CT · Est. 2021

AUM: $573M
Per adviser: $72M
Advisers: 8

No reported disclosures

Conning Investment Products, INC.

Hartford, CT · Est. 2014

AUM: $572M
Per adviser: $114M
Advisers: 5

Freedom Investment Management, INC.

South Windsor, CT · Est. 2008

AUM: $569M
Per adviser: $95M
Advisers: 6

No reported disclosures

Ht Partners LLC

Centerbrook, CT · Est. 2008

AUM: $556M
Per adviser: $111M
Advisers: 5

Northern Right Capital Management, L.P.

Darien, CT · Est. 2012

AUM: $553M
Per adviser: $184M
Advisers: 3

No reported disclosures

Varcov Co.

Darien, CT · Est. 2025

AUM: $550M
Per adviser: $275M
Advisers: 2

No reported disclosures

3 Boomerang Capital, LP

Greenwich, CT · Est. 2024

AUM: $546M
Per adviser: $46M
Advisers: 12

No reported disclosures

Litvak Wealth, LLC

Norwalk, CT · Est. 2023

AUM: $536M
Per adviser: $134M
Advisers: 4

No reported disclosures

Fairbridge Asset Management LLC

Darien, CT · Est. 2023

AUM: $535M
Per adviser: $76M
Advisers: 7

No reported disclosures

Morse Asset Management, INC.

Darien, CT · Est. 2016

AUM: $534M
Per adviser: $107M
Advisers: 5

No reported disclosures

Caravela Energy Partners LP

Darien, CT · Est. 2022

AUM: $529M
Per adviser: $41M
Advisers: 13

No reported disclosures

5th Street Advisors, LLC

Southport, CT · Est. 2007

AUM: $524M
Per adviser: $105M
Advisers: 5

No reported disclosures

Conifer Investments Ltd

West Hartford, CT · Est. 1994

AUM: $524M
Per adviser: $175M
Advisers: 3

No reported disclosures

Matson Financial Advisors, INC.

Danbury, CT · Est. 2002

AUM: $519M
Per adviser: $104M
Advisers: 5

No reported disclosures

Medallion Wealth Advisors, LLC

Farmington, CT · Est. 2019

AUM: $517M
Per adviser: $129M
Advisers: 4

No reported disclosures

Tower Bay Asset Management LP

Stamford, CT · Est. 2021

AUM: $514M
Per adviser: $103M
Advisers: 5

No reported disclosures

Fortwood Capital LP

Greenwich, CT · Est. 2024

AUM: $513M
Per adviser: $128M
Advisers: 4

No reported disclosures

Quadratic Capital Management LLC

Greenwich, CT · Est. 2015

AUM: $508M
Per adviser: $254M
Advisers: 2

No reported disclosures

Garden Investments

Greenwich, CT · Est. 2024

AUM: $508M
Per adviser: $63M
Advisers: 8

No reported disclosures

Stratis Capital, LLC

Darien, CT · Est. 2020

AUM: $508M
Per adviser: $508M
Advisers: 1

No reported disclosures

11 Capital Partners LP

Darien, CT · Est. 2020

AUM: $504M
Per adviser: $126M
Advisers: 4

No reported disclosures

Drum Capital Management LLC

Stamford, CT · Est. 2006

AUM: $503M
Per adviser: $101M
Advisers: 5

No reported disclosures

True North Management Group, LLC

Stamford, CT · Est. 2012

AUM: $493M
Per adviser: $82M
Advisers: 6

No reported disclosures

Engle Capital Management, L.P.

Greenwich, CT · Est. 2017

AUM: $492M
Per adviser: $98M
Advisers: 5

No reported disclosures

Cook Pine Capital LLC

Greenwich, CT · Est. 2005

AUM: $490M
Per adviser: $98M
Advisers: 5

No reported disclosures

Blt Fund Manager LLC

Stamford, CT · Est. 2013

AUM: $487M
Per adviser: $97M
Advisers: 5

No reported disclosures

Monte Financial Group, LLC

Guilford, CT · Est. 2009

AUM: $482M
Per adviser: $69M
Advisers: 7

No reported disclosures

Positive Selection Investment Management, LLC

Greenwich, CT · Est. 2024

AUM: $479M
Per adviser: $160M
Advisers: 3

No reported disclosures

Hammond Iles Wealth Advisors

Wethersfield, CT · Est. 2005

AUM: $475M
Per adviser: $95M
Advisers: 5

No reported disclosures

Birinyi Associates, INC.

Westport, CT · Est. 1990

AUM: $472M
Per adviser: $157M
Advisers: 3

Mark Sheptoff Financial Planning LLC

Glastonbury, CT · Est. 2000

AUM: $467M
Per adviser: $467M
Advisers: 1

No reported disclosures

Mizzen Management LLC

Stamford, CT · Est. 2024

AUM: $459M
Per adviser: $46M
Advisers: 10

No reported disclosures

Warner Wealth

Madison, CT · Est. 2025

AUM: $458M
Per adviser: $65M
Advisers: 7

No reported disclosures

Eagle Point Income Management LLC

Greenwich, CT · Est. 2018

AUM: $458M
Per adviser: $46M
Advisers: 10

No reported disclosures

Cross Island Advisors LLC

Darien, CT · Est. 2018

AUM: $453M
Per adviser: $453M
Advisers: 1

No reported disclosures

Hedgeye Asset Management, LLC

Stamford, CT · Est. 2025

AUM: $443M
Per adviser: $55M
Advisers: 8

No reported disclosures

Tourmalet Advisors, LP

Fairfield, CT · Est. 2025

AUM: $441M
Per adviser: $221M
Advisers: 2

No reported disclosures

Spivak Asset Management, LLC

Avon, CT · Est. 2015

AUM: $439M
Per adviser: $439M
Advisers: 1

No reported disclosures

Herbert J. Sims Capital Management, INC.

Fairfield, CT · Est. 2022

AUM: $437M
Per adviser: $17M
Advisers: 25

No reported disclosures

August Wealth Advisors LLC

Westport, CT · Est. 2025

AUM: $437M
Per adviser: $109M
Advisers: 4

No reported disclosures

Longwall Family Office

Westport, CT · Est. 2023

AUM: $428M
Per adviser: $143M
Advisers: 3

No reported disclosures

Science & Technology Partners, L.P.

Greenwich, CT · Est. 2024

AUM: $425M
Per adviser: $71M
Advisers: 6

No reported disclosures

Broadview Real Estate Partners, LLC

Stamford, CT · Est. 2018

AUM: $425M
Per adviser: $71M
Advisers: 6

No reported disclosures

Forward Consumer Partners, LLC

Greenwich, CT · Est. 2023

AUM: $425M
Per adviser: $33M
Advisers: 13

No reported disclosures

Jgb Capital Management L.P.

Westport, CT · Est. 2017

AUM: $421M
Per adviser: $53M
Advisers: 8

Jeffrey N. Mehler, Cfp LLC

Essex, CT · Est. 2006

AUM: $416M
Per adviser: $104M
Advisers: 4

No reported disclosures

Ellington Credit Company Management LLC

Old Greenwich, CT · Est. 2013

AUM: $415M
Per adviser: $6M
Advisers: 68

No reported disclosures

Yakira Capital Management, INC.

Westport, CT · Est. 2012

AUM: $412M
Per adviser: $137M
Advisers: 3

No reported disclosures

Peloton Equity LLC

Greenwich, CT · Est. 2019

AUM: $410M
Per adviser: $68M
Advisers: 6

No reported disclosures

Sagebroadview Wealth Management, LLC

Farmington, CT · Est. 2015

AUM: $397M
Per adviser: $79M
Advisers: 5

No reported disclosures

Anabranch Capital Management, LP

Stamford, CT · Est. 2020

AUM: $397M
Per adviser: $198M
Advisers: 2

No reported disclosures

Diastole Wealth Management

Guilford, CT · Est. 2000

AUM: $396M
Per adviser: $44M
Advisers: 9

No reported disclosures

Savoir Faire Capital Management, LP

Norwalk, CT · Est. 2023

AUM: $390M
Per adviser: $195M
Advisers: 2

No reported disclosures

Ridgeview Asset Management Partners, LLC

Stamford, CT · Est. 2017

AUM: $388M
Per adviser: $194M
Advisers: 2

No reported disclosures

Fiscal Wisdom Wealth Management LLC

Canton, CT · Est. 2020

AUM: $386M
Per adviser: $39M
Advisers: 10

No reported disclosures

Brightlight Capital

Westport, CT · Est. 2019

AUM: $386M
Per adviser: $193M
Advisers: 2

No reported disclosures

Philosmith Capital Corporation

Stamford, CT · Est. 2012

AUM: $380M
Per adviser: $63M
Advisers: 6

No reported disclosures

Rpo LLC

Stamford, CT · Est. 2022

AUM: $372M
Per adviser: $93M
Advisers: 4

No reported disclosures

Lucerne Capital Management, LP

Greenwich, CT · Est. 2001

AUM: $365M
Per adviser: $91M
Advisers: 4

No reported disclosures

Briggs Wealth Management, INC.

Glastonbury, CT · Est. 2006

AUM: $362M
Per adviser: $181M
Advisers: 2

No reported disclosures

Ayrton Capital LLC

Westport, CT · Est. 2022

AUM: $359M
Per adviser: $72M
Advisers: 5

No reported disclosures

Ararat Capital Management LP

Westport, CT · Est. 2020

AUM: $359M
Per adviser: $90M
Advisers: 4

No reported disclosures

Silver Point Private Credit Fund Management, LLC

Greenwich, CT · Est. 2026

AUM: $359M
Per adviser: $3M
Advisers: 117

No reported disclosures

Ais Capital Management L.P.

Wilton, CT · Est. 1993

AUM: $358M
Per adviser: $358M
Advisers: 1

No reported disclosures

Arkview Capital, L.P.

Stamford, CT · Est. 2024

AUM: $356M
Per adviser: $71M
Advisers: 5

No reported disclosures

Sightline Wealth Advisors, LLC

Groton, CT · Est. 2015

AUM: $354M
Per adviser: $89M
Advisers: 4

No reported disclosures

Gfo Advisory Services, LLC

Greenwich, CT · Est. 1999

AUM: $351M
Per adviser: —
Advisers: —

No reported disclosures

Education Growth Partners, LLC

Stamford, CT · Est. 2019

AUM: $347M
Per adviser: $58M
Advisers: 6

No reported disclosures

Wmgna

Farmington, CT · Est. 2024

AUM: $346M
Per adviser: $87M
Advisers: 4

No reported disclosures

Pegasus Capital Advisors, L.P.

Stamford, CT · Est. 2012

AUM: $343M
Per adviser: $49M
Advisers: 7

No reported disclosures

Scholtz & Company, LLC

Stamford, CT · Est. 2013

AUM: $341M
Per adviser: $68M
Advisers: 5

No reported disclosures

Aip Capital Advisors LLC

Stamford, CT · Est. 2024

AUM: $340M
Per adviser: $24M
Advisers: 14

Mullaney Keating & Wright INC

Middletown, CT · Est. 1994

AUM: $337M
Per adviser: $112M
Advisers: 3

No reported disclosures

Highland Peak Capital, LLC

Old Greenwich, CT · Est. 2022

AUM: $333M
Per adviser: $111M
Advisers: 3

No reported disclosures

Rye Brook Capital, LLC

Greenwich, CT · Est. 2020

AUM: $327M
Per adviser: $327M
Advisers: 1

No reported disclosures

Light Arc Capital Management LLC

Greenwich, CT · Est. 2026

AUM: $324M
Per adviser: $81M
Advisers: 4

No reported disclosures

Toomey Investment Management, INC

Wallingford, CT · Est. 2018

AUM: $321M
Per adviser: $107M
Advisers: 3

No reported disclosures

Thames Financial Management

Norwich, CT · Est. 2018

AUM: $315M
Per adviser: $315M
Advisers: 1

No reported disclosures

Greylock Capital Management, LLC

Stamford, CT · Est. 2006

AUM: $314M
Per adviser: $78M
Advisers: 4

No reported disclosures

Waypoint Capital Partners, LLC

Stamford, CT · Est. 2025

AUM: $311M
Per adviser: $44M
Advisers: 7

No reported disclosures

Excel Wealth Management, LLC

Manchester, CT · Est. 2019

AUM: $310M
Per adviser: $62M
Advisers: 5

No reported disclosures

Milestone Asset Management Group, LLC

Avon, CT · Est. 2023

AUM: $309M
Per adviser: $103M
Advisers: 3

No reported disclosures

Dunbar Associates, LLC

Monroe, CT · Est. 2022

AUM: $307M
Per adviser: $154M
Advisers: 2

No reported disclosures

Oxford Square Management, LLC

Greenwich, CT · Est. 2003

AUM: $307M
Per adviser: $44M
Advisers: 7

No reported disclosures

Harbour Point Capital

Darien, CT · Est. 2019

AUM: $302M
Per adviser: $76M
Advisers: 4

No reported disclosures

Triveni Capital Investments LP

Stamford, CT · Est. 2023

AUM: $301M
Per adviser: $50M
Advisers: 6

No reported disclosures

Greenhaven Road Investment Management, LP

Greenwich, CT · Est. 2021

AUM: $299M
Per adviser: $150M
Advisers: 2

Sarissa Capital Management LP

Greenwich, CT · Est. 2013

AUM: $298M
Per adviser: $99M
Advisers: 3

No reported disclosures

Innovative Asset Advisors Group

Shelton, CT · Est. 2025

AUM: $298M
Per adviser: $27M
Advisers: 11

No reported disclosures

Its Asset Management, L.P.

North Haven, CT · Est. 1971

AUM: $298M
Per adviser: $149M
Advisers: 2

No reported disclosures

Avos Capital Management, LLC

Darien, CT · Est. 2021

AUM: $298M
Per adviser: $99M
Advisers: 3

No reported disclosures

Generative Investment Partners LP

Greenwich, CT · Est. 2022

AUM: $294M
Per adviser: $98M
Advisers: 3

No reported disclosures

Greenwich Advisors, LLC

Greenwich, CT · Est. 2024

AUM: $293M
Per adviser: $73M
Advisers: 4

No reported disclosures

Hamilton Robinson LLC

Stamford, CT · Est. 2021

AUM: $292M
Per adviser: $37M
Advisers: 8

No reported disclosures

Watchtower Advisors, LP

Old Greenwich, CT · Est. 2019

AUM: $289M
Per adviser: $96M
Advisers: 3

No reported disclosures

Greenhouse Wealth Management, LLC

Westport, CT · Est. 2019

AUM: $289M
Per adviser: $289M
Advisers: 1

No reported disclosures

Broadlight Capital Management, LLC

Greenwich, CT · Est. 2021

AUM: $288M
Per adviser: $72M
Advisers: 4

No reported disclosures

Alchemi Wealth, LLC

Essex, CT · Est. 2020

AUM: $287M
Per adviser: $48M
Advisers: 6

No reported disclosures

Ayrshire Capital Management LLC

Westport, CT · Est. 2019

AUM: $285M
Per adviser: $143M
Advisers: 2

No reported disclosures

Fcig Wealth Management, LLC

Plainfield, CT · Est. 2024

AUM: $282M
Per adviser: $71M
Advisers: 4

No reported disclosures

Charter Research & Investment Group INC

Southport, CT · Est. 1990

AUM: $275M
Per adviser: $92M
Advisers: 3

No reported disclosures

Sound Mark Partners, LLC

Greenwich, CT · Est. 2013

AUM: $272M
Per adviser: $45M
Advisers: 6

No reported disclosures

Fairlead Asset Management LLC

Greenwich, CT · Est. 2021

AUM: $272M
Per adviser: $91M
Advisers: 3

No reported disclosures

Baypointe Partners, LLC

Stamford, CT · Est. 2024

AUM: $271M
Per adviser: $135M
Advisers: 2

No reported disclosures

Jc Capital Advisors Group LLC

Stamford, CT · Est. 2026

AUM: $263M
Per adviser: $263M
Advisers: 1

No reported disclosures

Connecticut Capital Management Group, LLC

Milford, CT · Est. 2019

AUM: $254M
Per adviser: $63M
Advisers: 4

No reported disclosures

Teton Advisors, LLC

Greenwich, CT · Est. 1994

AUM: $251M
Per adviser: $251M
Advisers: 1

No reported disclosures

Sr Alternative Credit, LLC

Darien, CT · Est. 2024

AUM: $247M
Per adviser: $31M
Advisers: 8

No reported disclosures

Abundant Wealth Management LLC

Stamford, CT · Est. 2025

AUM: $244M
Per adviser: $81M
Advisers: 3

No reported disclosures

Constitution Investment Advisory And Portfolio Management

Shelton, CT · Est. 2020

AUM: $241M
Per adviser: $121M
Advisers: 2

No reported disclosures

Ganim Private Wealth

Shelton, CT · Est. 2021

AUM: $239M
Per adviser: $60M
Advisers: 4

No reported disclosures

New China Capital Management Corp.

Stamford, CT · Est. 2023

AUM: $234M
Per adviser: $58M
Advisers: 4

No reported disclosures

Gradient Ridge Capital, L.P.

Norwalk, CT · Est. 2026

AUM: $232M
Per adviser: $58M
Advisers: 4

No reported disclosures

Brx Global

Greenwich, CT · Est. 2025

AUM: $231M
Per adviser: $116M
Advisers: 2

No reported disclosures

Wharton Midmarket Investment Advisors INC

Woodbridge, CT · Est. 2019

AUM: $231M
Per adviser: $116M
Advisers: 2

No reported disclosures

Uplift

Darien, CT · Est. 2025

AUM: $231M
Per adviser: $29M
Advisers: 8

No reported disclosures

Granite Islands Private Wealth, LLC

Guilford, CT · Est. 2025

AUM: $230M
Per adviser: $57M
Advisers: 4

No reported disclosures

Jat Capital Management LP

Greenwich, CT · Est. 2020

AUM: $228M
Per adviser: $76M
Advisers: 3

No reported disclosures

Prentice Capital Management, LP

Greenwich, CT · Est. 2018

AUM: $228M
Per adviser: $76M
Advisers: 3

No reported disclosures

Lansdowne Wealth Management, LLC

Mystic, CT · Est. 2025

AUM: $228M
Per adviser: $38M
Advisers: 6

No reported disclosures

Keynote Financial Services, LLC

Vernon, CT · Est. 2022

AUM: $227M
Per adviser: $114M
Advisers: 2

No reported disclosures

Perryridge Capital LP

Greenwich, CT · Est. 2024

AUM: $227M
Per adviser: $76M
Advisers: 3

No reported disclosures

Rangeley Capital, LLC

New Canaan, CT · Est. 2024

AUM: $220M
Per adviser: $73M
Advisers: 3

No reported disclosures

Kennedy Wealth & Tax Management, LLC

Southbury, CT · Est. 2018

AUM: $215M
Per adviser: $215M
Advisers: 1

No reported disclosures

Diamant Asset Management, INC.

Ridgefield, CT · Est. 1987

AUM: $212M
Per adviser: $71M
Advisers: 3

No reported disclosures

Burnham Sterling Asset Management LLC

Cos Cob, CT · Est. 2024

AUM: $207M
Per adviser: $41M
Advisers: 5

No reported disclosures

Kate Capital LLC

Westport, CT · Est. 2024

AUM: $207M
Per adviser: $34M
Advisers: 6

No reported disclosures

John A. Bysko Associates

Old Lyme, CT · Est. 2015

AUM: $204M
Per adviser: $204M
Advisers: 1

No reported disclosures

Wj Financial Advisors, LLC

Killingworth, CT · Est. 2021

AUM: $203M
Per adviser: $68M
Advisers: 3

No reported disclosures

Capzone Management LLC

Norwalk, CT · Est. 2024

AUM: $202M
Per adviser: $22M
Advisers: 9

No reported disclosures

Lbb Holding Company LLC

Norwalk, CT · Est. 2019

AUM: $200M
Per adviser: $50M
Advisers: 4

No reported disclosures

Barron Financial Group, LLP

Torrington, CT · Est. 2022

AUM: $199M
Per adviser: $100M
Advisers: 2

No reported disclosures

Drum Hill Capital, LLC

Westport, CT · Est. 2006

AUM: $194M
Per adviser: $97M
Advisers: 2

No reported disclosures

East Guilford Financial Services LLC

Madison, CT · Est. 2021

AUM: $193M
Per adviser: $193M
Advisers: 1

No reported disclosures

Spurstone

Higganum, CT · Est. 2023

AUM: $192M
Per adviser: $96M
Advisers: 2

No reported disclosures

Southport Station Financial Management, LLC

Southport, CT · Est. 2008

AUM: $192M
Per adviser: $64M
Advisers: 3

No reported disclosures

Pettee Investors INC

Rowayton, CT · Est. 1989

AUM: $192M
Per adviser: $38M
Advisers: 5

No reported disclosures

Aetos Capital Real Estate

Greenwich, CT · Est. 2012

AUM: $191M
Per adviser: $64M
Advisers: 3

No reported disclosures

Blue Door Asset Management, LLC

Stamford, CT · Est. 2021

AUM: $187M
Per adviser: $62M
Advisers: 3

No reported disclosures

Cooper Financial Services, INC.

Shelton, CT · Est. 1985

AUM: $184M
Per adviser: $92M
Advisers: 2

No reported disclosures

Eagle Point Defensive Income Management LLC

Greenwich, CT · Est. 2024

AUM: $184M
Per adviser: $15M
Advisers: 12

No reported disclosures

The Dowling Group Wealth Management

Greenwich, CT · Est. 2024

AUM: $179M
Per adviser: $90M
Advisers: 2

No reported disclosures

Aspetuck Financial Management LLC

Westport, CT · Est. 2022

AUM: $178M
Per adviser: $178M
Advisers: 1

No reported disclosures

Ladd Capital Management LLC

New Haven, CT · Est. 1975

AUM: $177M
Per adviser: —
Advisers: —

No reported disclosures

Summerhaven Investment Management, LLC

Stamford, CT · Est. 2017

AUM: $176M
Per adviser: $35M
Advisers: 5

Reinova Capital Advisors LLC

Greenwich, CT · Est. 2026

AUM: $175M
Per adviser: $58M
Advisers: 3

No reported disclosures

Pemberwick Investment Advisors, LLC

Greenwich, CT · Est. 2009

AUM: $174M
Per adviser: $87M
Advisers: 2

No reported disclosures

Hoplon Asset Management, L.P.

Greenwich, CT · Est. 2025

AUM: $170M
Per adviser: $57M
Advisers: 3

No reported disclosures

Altus Capital Partners, INC.

Wilton, CT · Est. 2012

AUM: $169M
Per adviser: $28M
Advisers: 6

No reported disclosures

Somnio Financial Group, LLC

Glastonbury, CT · Est. 2024

AUM: $168M
Per adviser: $84M
Advisers: 2

No reported disclosures

P.A.W. Capital Partners, LP

Greenwich, CT · Est. 2012

AUM: $167M
Per adviser: $83M
Advisers: 2

Morrissey Wealth Management LLC

North Haven, CT · Est. 2025

AUM: $165M
Per adviser: $83M
Advisers: 2

No reported disclosures

U.S.A. Financial & Tax Services, LLC

Farmington, CT · Est. 2025

AUM: $159M
Per adviser: $53M
Advisers: 3

No reported disclosures

Srep Capital Management, LLC

Greenwich, CT · Est. 2025

AUM: $158M
Per adviser: $39M
Advisers: 4

No reported disclosures

Fremen Capital

Stamford, CT · Est. 2025

AUM: $157M
Per adviser: $79M
Advisers: 2

No reported disclosures

Jk Private Wealth, LLC

Glastonbury, CT · Est. 2024

AUM: $156M
Per adviser: $156M
Advisers: 1

No reported disclosures

Guggenheim Investments Loan Advisors, LLC

Stamford, CT · Est. 2026

AUM: $155M
Per adviser: $19M
Advisers: 8

No reported disclosures

Lcr Wealth Management LLC

Westport, CT · Est. 2021

AUM: $152M
Per adviser: $51M
Advisers: 3

No reported disclosures

Sound Portfolio Advisors, LLC

Mystic, CT · Est. 2021

AUM: $151M
Per adviser: $76M
Advisers: 2

No reported disclosures

Bridgelight Financial Advisors, INC

Shelton, CT · Est. 2025

AUM: $151M
Per adviser: $50M
Advisers: 3

No reported disclosures

Dellora Investments LP

Greenwich, CT · Est. 2025

AUM: $148M
Per adviser: $49M
Advisers: 3

No reported disclosures

Quorus INC.

Westport, CT · Est. 2026

AUM: $148M
Per adviser: $49M
Advisers: 3

No reported disclosures

Heritage Capital, LLC

Woodbridge, CT · Est. 2025

AUM: $147M
Per adviser: $49M
Advisers: 3

No reported disclosures

Renaissance Capital LLC

Stamford, CT · Est. 1994

AUM: $144M
Per adviser: $8M
Advisers: 17

No reported disclosures

Hoya Capital Real Estate, LLC

Rowayton, CT · Est. 2019

AUM: $140M
Per adviser: $47M
Advisers: 3

No reported disclosures

Fairview Constitution Management IV LLC

West Hartford, CT · Est. 2012

AUM: $140M
Per adviser: $12M
Advisers: 12

No reported disclosures

Vision Investment Advisors, LLC

Stamford, CT · Est. 2000

AUM: $137M
Per adviser: $34M
Advisers: 4

Springboard Asset Management LLC

Cheshire, CT · Est. 2022

AUM: $137M
Per adviser: $68M
Advisers: 2

No reported disclosures

Loretta Nolan Associates, LLC

Old Greenwich, CT · Est. 2025

AUM: $136M
Per adviser: $136M
Advisers: 1

No reported disclosures

Tumolo Wealth Management LLC

East Lyme, CT · Est. 2026

AUM: $134M
Per adviser: $34M
Advisers: 4

No reported disclosures

Blkbrd Asset Management

Old Greenwich, CT · Est. 2025

AUM: $134M
Per adviser: $33M
Advisers: 4

No reported disclosures

Hondius Capital Management, LP

Norwalk, CT · Est. 2019

AUM: $130M
Per adviser: $32M
Advisers: 4

No reported disclosures

Colchester Investment Counsel LLC

Ridgefield, CT · Est. 2022

AUM: $129M
Per adviser: $64M
Advisers: 2

No reported disclosures

Catum Advisory Group, LLC.

Wilton, CT · Est. 2026

AUM: $129M
Per adviser: $64M
Advisers: 2

No reported disclosures

Cove View Investment Partners, LLC

Old Greenwich, CT · Est. 2026

AUM: $128M
Per adviser: $64M
Advisers: 2

No reported disclosures

Duke Funding Management, L.L.C.

Old Greenwich, CT · Est. 2002

AUM: $127M
Per adviser: $2M
Advisers: 68

No reported disclosures

Paradoxiom Capital

Stamford, CT · Est. 2025

AUM: $125M
Per adviser: $42M
Advisers: 3

No reported disclosures

Eagle Point Enhanced Income Management LLC

Greenwich, CT · Est. 2023

AUM: $124M
Per adviser: $4M
Advisers: 34

No reported disclosures

Agilis Investment Management LLC

Wilton, CT · Est. 2025

AUM: $124M
Per adviser: $31M
Advisers: 4

No reported disclosures

Sullivan Financial, LLC

Essex, CT · Est. 2024

AUM: $119M
Per adviser: $60M
Advisers: 2

No reported disclosures

Dunham Lane Capital Partners LLC

Greenwich, CT · Est. 2019

AUM: $117M
Per adviser: $59M
Advisers: 2

No reported disclosures

Alpine Hill Advisors LLC

Westport, CT · Est. 2023

AUM: $115M
Per adviser: $57M
Advisers: 2

No reported disclosures

Burne Financial Concepts, LLC

Watertown, CT · Est. 2025

AUM: $114M
Per adviser: $114M
Advisers: 1

No reported disclosures

33 Capital Management LLC

Greenwich, CT · Est. 2023

AUM: $113M
Per adviser: $19M
Advisers: 6

No reported disclosures

Tengram Capital Partners

Westport, CT · Est. 2014

AUM: $111M
Per adviser: $22M
Advisers: 5

No reported disclosures

Wealthshape LLC

Windsor, CT · Est. 2026

AUM: $109M
Per adviser: $109M
Advisers: 1

No reported disclosures

Top Private Wealth

Glastonbury, CT · Est. 2026

AUM: $106M
Per adviser: $53M
Advisers: 2

No reported disclosures

Cruiser Capital Advisors, LLC

Stamford, CT · Est. 2013

AUM: $104M
Per adviser: $52M
Advisers: 2

No reported disclosures

Alexander Capital Advisors, LLC

New Canaan, CT · Est. 2025

AUM: $104M
Per adviser: $104M
Advisers: 1

No reported disclosures

Wavelength Capital Management, LLC

Westport, CT · Est. 2013

AUM: $104M
Per adviser: $104M
Advisers: 1

No reported disclosures

Eagle Capital Advisors, LLC

Middlebury, CT · Est. 2026

AUM: $103M
Per adviser: $51M
Advisers: 2

No reported disclosures

Oxford Gate Management, LLC

Greenwich, CT · Est. 2021

AUM: $91M
Per adviser: $13M
Advisers: 7

No reported disclosures

1 Main Capital Management, LLC

Westport, CT · Est. 2026

AUM: $81M
Per adviser: $40M
Advisers: 2

No reported disclosures

Wright Private Asset Management LLC

Shelton, CT · Est. 2006

AUM: $74M
Per adviser: $7M
Advisers: 10

No reported disclosures

Monachil Capital Partners LP

Greenwich, CT · Est. 2022

AUM: $72M
Per adviser: $12M
Advisers: 6

No reported disclosures

Oxford Park Management, LLC

Greenwich, CT · Est. 2023

AUM: $71M
Per adviser: $10M
Advisers: 7

No reported disclosures

Tanaka Capital Management INC

Greenwich, CT · Est. 1987

AUM: $69M
Per adviser: $23M
Advisers: 3

No reported disclosures

Grayscale Advisors

Stamford, CT · Est. 2022

AUM: $61M
Per adviser: $2M
Advisers: 27

No reported disclosures

Private Capital Asset Management LLC

Darien, CT · Est. 2022

AUM: $13M
Per adviser: $4M
Advisers: 3

No reported disclosures

Breacher Capital Advisors, LLC

Stamford, CT · Est. 2021

AUM: $8M
Per adviser: $3M
Advisers: 3

No reported disclosures

Newday

Southbury, CT · Est. 2018

AUM: $7M
Per adviser: $7M
Advisers: 1

No reported disclosures

Telos Partners LLC

Avon, CT · Est. 2026

AUM: —
Per adviser: —
Advisers: 3

No reported disclosures

Aqualis Partners LLC

Darien, CT · Est. 2026

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Usi Securities, INC.

Glastonbury, CT · Est. 1999

AUM: —
Per adviser: —
Advisers: 24

No reported disclosures

Night Owl Capital Canada, LLC

Greenwich, CT · Est. 2026

AUM: —
Per adviser: —
Advisers: 6

No reported disclosures

37spruce Investment Partners, LLC

Greenwich, CT · Est. 2026

AUM: —
Per adviser: —
Advisers: 4

No reported disclosures

Fairlead Strategies LLC

Greenwich, CT · Est. 2026

AUM: —
Per adviser: —
Advisers: 3

No reported disclosures

N10� Wealth

Greenwich, CT · Est. 2026

AUM: —
Per adviser: —
Advisers: 5

No reported disclosures

N10� Assets

Greenwich, CT · Est. 2026

AUM: —
Per adviser: —
Advisers: 5

No reported disclosures

Ubs Farmland Investors LLC

Hartford, CT · Est. 1997

AUM: —
Per adviser: —
Advisers: 6

No reported disclosures

Waldo.Ai, INC.

New Haven, CT · Est. 2025

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Plootus

New Haven, CT · Est. 2022

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

The Winthrop Corporation

Shelton, CT · Est. 1961

AUM: —
Per adviser: —
Advisers: 8

No reported disclosures

Tscg Investors, LLC

Simsbury, CT · Est. 1988

AUM: —
Per adviser: —
Advisers: 5

No reported disclosures

Fintron Advisors, LLC

Stamford, CT · Est. 2023

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Coinbase Advisors

Stamford, CT · Est. 2026