Financial advisers in Guilford, CT
5 registered investment adviser firms in Guilford managing $2.4B in assets, based on public SEC Form ADV filings.
Compass Wealth Management LLC
Guilford, CT · Est. 1997
Local
- AUM
- $683M
- Per adviser
- $171M
- Advisers
- 4
No reported disclosures
Grey Ledge Advisors, LLC
Guilford, CT · Est. 2003
LocalInternational
- AUM
- $616M
- Per adviser
- $154M
- Advisers
- 4
No reported disclosures
Monte Financial Group, LLC
Guilford, CT · Est. 2009
Local
- AUM
- $482M
- Per adviser
- $69M
- Advisers
- 7
No reported disclosures
Diastole Wealth Management
Guilford, CT · Est. 2000
Local
- AUM
- $396M
- Per adviser
- $44M
- Advisers
- 9
No reported disclosures
Granite Islands Private Wealth, LLC
Guilford, CT · Est. 2025
LocalInternational
- AUM
- $230M
- Per adviser
- $57M
- Advisers
- 4
No reported disclosures