Financial advisers in Madison, CT
4 registered investment adviser firms in Madison managing $4.6B in assets, based on public SEC Form ADV filings.
Principle Wealth
Madison, CT · Est. 2017
Regional
- AUM
- $3.2B
- Per adviser
- $146M
- Advisers
- 22
No reported disclosures
Cooperative Funeral Fund INC
Madison, CT · Est. 1989
Local
- AUM
- $728M
- Per adviser
- $364M
- Advisers
- 2
No reported disclosures
Warner Wealth
Madison, CT · Est. 2025
Local
- AUM
- $458M
- Per adviser
- $65M
- Advisers
- 7
No reported disclosures
East Guilford Financial Services LLC
Madison, CT · Est. 2021
Local
- AUM
- $193M
- Per adviser
- $193M
- Advisers
- 1
No reported disclosures