Financial advisers in New Haven, CT
6 registered investment adviser firms in New Haven managing $45.4B in assets, based on public SEC Form ADV filings.
Knights Of Columbus Asset Advisors LLC
New Haven, CT · Est. 2015
Regional
- AUM
- $30.5B
- Per adviser
- $131M
- Advisers
- 233
No reported disclosures
Great Mountain Partners
New Haven, CT · Est. 2020
Regional
- AUM
- $14.1B
- Per adviser
- $1.4B
- Advisers
- 10
No reported disclosures
Kreitler Financial LLC
New Haven, CT · Est. 2020
LocalInternational
- AUM
- $585M
- Per adviser
- $117M
- Advisers
- 5
No reported disclosures
Ladd Capital Management LLC
New Haven, CT · Est. 1975
LocalInternational
- AUM
- $177M
- Per adviser
- —
- Advisers
- —
No reported disclosures
Waldo.Ai, INC.
New Haven, CT · Est. 2025
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Plootus
New Haven, CT · Est. 2022
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures