Financial advisers in Wilton, CT
7 registered investment adviser firms in Wilton managing $15.1B in assets, based on public SEC Form ADV filings.
Stonebridge Advisors LLC
Wilton, CT · Est. 2005
RegionalInternational
- AUM
- $11.8B
- Per adviser
- $1.3B
- Advisers
- 9
No reported disclosures
Trivium Point Advisory, LLC
Wilton, CT · Est. 2018
LocalInternational
- AUM
- $1.6B
- Per adviser
- $136M
- Advisers
- 12
No reported disclosures
Round Rock Advisors LLC
Wilton, CT · Est. 2017
LocalInternational
- AUM
- $907M
- Per adviser
- $76M
- Advisers
- 12
No reported disclosures
Ais Capital Management L.P.
Wilton, CT · Est. 1993
LocalInternational
- AUM
- $358M
- Per adviser
- $358M
- Advisers
- 1
No reported disclosures
Altus Capital Partners, INC.
Wilton, CT · Est. 2012
Local
- AUM
- $169M
- Per adviser
- $28M
- Advisers
- 6
No reported disclosures
Catum Advisory Group, LLC.
Wilton, CT · Est. 2026
LocalInternational
- AUM
- $129M
- Per adviser
- $64M
- Advisers
- 2
No reported disclosures
Agilis Investment Management LLC
Wilton, CT · Est. 2025
Local
- AUM
- $124M
- Per adviser
- $31M
- Advisers
- 4
No reported disclosures