Research Report · 2026-06-30
Institutional Registered Investment Advisers in Connecticut
SEC-registered investment advisers in Connecticut ranked by reported institutional client assets.
Firms
241
Total AUM
$1.94T
Median AUM
$972.5M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | AQR CAPITAL MANAGEMENT, LLC | GREENWICH | 111883 | $311.70B | 728 | 2026-05-31 | → |
| 2 | NEW ENGLAND ASSET MANAGEMENT, INC. | FARMINGTON | 105900 | $111.72B | 122 | 2026-03-31 | → |
| 3 | CONNING, INC. | HARTFORD | 107423 | $106.90B | 270 | 2026-03-31 | → |
| 4 | HARTFORD INVESTMENT MANAGEMENT COMPANY | HARTFORD | 106699 | $123.58B | 322 | 2026-03-31 | → |
| 5 | SYMETRA INVESTMENT MANAGEMENT COMPANY | FARMINGTON | 312176 | $88.78B | 101 | 2026-04-30 | → |
| 6 | USI ADVISORS, INC. | GLASTONBURY | 108113 | $56.28B | 79 | 2026-03-31 | → |
| 7 | AXA INVESTMENT MANAGERS US INC | STAMFORD | 113608 | $79.24B | 167 | 2026-03-31 | → |
| 8 | VOYA RETIREMENT ADVISORS, LLC | WINDSOR | 3989 | $37.47B | 121 | 2026-03-31 | → |
| 9 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | NEW HAVEN | 174129 | $30.51B | 249 | 2026-03-31 | → |
| 10 | BRIDGEWATER ASSOCIATES, LP | WESTPORT | 105129 | $150.16B | 1,135 | 2026-05-31 | → |
| 11 | PORTFOLIO ADVISORS LLC | DARIEN | 105981 | $47.84B | 164 | 2026-03-31 | → |
| 12 | CIGNA INVESTMENTS, INC. | BLOOMFIELD | 105811 | $25.76B | 108 | 2026-03-31 | → |
| 13 | VIRTUS FIXED INCOME ADVISERS, LLC | HARTFORD | 146029 | $34.91B | 95 | 2026-03-31 | → |
| 14 | ELLINGTON MANAGEMENT GROUP, L.L.C. | OLD GREENWICH | 112493 | $20.76B | 164 | 2026-06-30 | → |
| 15 | ARGA INVESTMENT MANAGEMENT, LP | STAMFORD | 153665 | $24.57B | 49 | 2026-03-31 | → |
| 16 | COMMONFUND OCIO, INC. | NORWALK | 110689 | $22.66B | 42 | 2025-12-31 | → |
| 17 | AXIOM INVESTORS LLC | GREENWICH | 109605 | $28.06B | 57 | 2026-03-31 | → |
| 18 | HILDENE CAPITAL MANAGEMENT, LLC | STAMFORD | 160415 | $20.18B | 33 | 2026-04-30 | → |
| 19 | TREXQUANT INVESTMENT LP | STAMFORD | 170476 | $13.48B | 167 | 2026-03-31 | → |
| 20 | ELLINGTON GLOBAL ASSET MANAGEMENT, LLC | OLD GREENWICH | 141772 | $9.18B | 164 | 2026-03-31 | → |
| 21 | EAGLE POINT CREDIT MANAGEMENT LLC | GREENWICH | 166370 | $13.24B | 120 | 2026-05-31 | → |
| 22 | SPECTRUM ASSET MANAGEMENT, INC. | STAMFORD | 300463 | $18.30B | 27 | 2026-03-31 | → |
| 23 | FERMAT CAPITAL MANAGEMENT, LLC | WESTPORT | 134099 | $11.14B | 47 | 2026-03-31 | → |
| 24 | PROCYON ADVISORS, LLC | SHELTON | 288239 | $9.20B | 76 | 2026-05-31 | → |
| 25 | PENTEGRA INVESTORS, INC. | SHELTON | 111503 | $5.60B | 13 | 2026-05-31 | → |
| 26 | ONEAMERICA INVESTMENT ADVISORY SERVICES LLC | WINDSOR | 285390 | $5.09B | 6 | 2025-05-31 | → |
| 27 | PERFORMANCE EQUITY MANAGEMENT, LLC | GREENWICH | 110207 | $9.41B | 36 | 2026-03-31 | → |
| 28 | EDGEWOOD MANAGEMENT LLC | GREENWICH | 106647 | $21.52B | 41 | 2026-03-31 | → |
| 29 | HARDMAN JOHNSTON GLOBAL ADVISORS LLC | STAMFORD | 112500 | $8.77B | 27 | 2026-03-31 | → |
| 30 | ARISTEIA CAPITAL, LLC | GREENWICH | 135986 | $13.73B | 65 | 2026-03-31 | → |
| 31 | COMPASS GROUP MANAGEMENT LLC | WESTPORT | 168422 | $3.04B | 25 | 2026-03-31 | → |
| 32 | GAMCO ASSET MANAGEMENT INC. | GREENWICH | 104950 | $11.69B | 120 | 2026-03-31 | → |
| 33 | CHILTON INVESTMENT SERVICES, LLC | STAMFORD | 159306 | $8.15B | 70 | 2026-03-31 | → |
| 34 | K2/D&S MANAGEMENT CO., L.L.C. | STAMFORD | 123826 | $6.53B | 30 | 2026-04-30 | → |
| 35 | ALTRINSIC GLOBAL ADVISORS, LLC | STAMFORD | 109678 | $12.22B | 34 | 2026-03-31 | → |
| 36 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | STAMFORD | 144594 | $19.78B | 103 | 2025-12-31 | → |
| 37 | SKY HARBOR CAPITAL MANAGEMENT, LLC | GREENWICH | 159020 | $3.88B | 19 | 2025-03-31 | → |
| 38 | STEEPROCK CAPITAL II LLC | GREENWICH | 172775 | $2.63B | 12 | 2026-06-30 | → |
| 39 | STONE POINT CREDIT ADVISER LLC | GREENWICH | 310377 | $11.13B | 80 | 2026-03-31 | → |
| 40 | BHARCAP PARTNERS, LLC | GREENWICH | 315679 | $3.24B | 14 | 2026-03-31 | → |
| 41 | SHELTER GROWTH CAPITAL PARTNERS LLC | STAMFORD | 170685 | $4.66B | 49 | 2026-03-31 | → |
| 42 | CF PRIVATE EQUITY, INC. | NORWALK | 110657 | $15.78B | 66 | 2025-12-31 | → |
| 43 | SOUND SHORE MANAGEMENT INC | GREENWICH | 112379 | $3.40B | 16 | 2026-04-30 | → |
| 44 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | STAMFORD | 283004 | $33.52B | 549 | 2026-06-30 | → |
| 45 | OSAIC INSTITUTIONS, INC. | MERIDEN | 35371 | $6.49B | 1,839 | 2026-05-31 | → |
| 46 | TEEWINOT CAPITAL ADVISERS, L.L.C. | NORWALK | 138757 | $1.61B | 9 | 2026-06-30 | → |
| 47 | NEBRODI PARTNERS, LLC | HARTFORD | 174280 | $1.48B | 5 | 2026-03-31 | → |
| 48 | STONEBRIDGE ADVISORS LLC | WILTON | 134017 | $11.83B | 15 | 2026-03-31 | → |
| 49 | SUSTAINABLE GROWTH ADVISERS, LP | STAMFORD | 127447 | $16.66B | 33 | 2026-03-31 | → |
| 50 | GREENWICH WEALTH MANAGEMENT LLC | GREENWICH | 142820 | $3.52B | 13 | 2026-03-31 | → |
| 51 | GE VERNOVA INVESTMENT ADVISERS, LLC | STAMFORD | 329905 | $1.24B | 21 | 2026-03-31 | → |
| 52 | BEIRNE WEALTH CONSULTING SERVICES, LLC | SHELTON | 167103 | $1.37B | 9 | 2026-03-31 | → |
| 53 | WITT LAKE ASSET MANAGEMENT LLC | STAMFORD | 335523 | $1.12B | 2 | 2026-06-30 | → |
| 54 | WRIGHT INVESTORS SERVICE INC | SHELTON | 106302 | $1.21B | 22 | 2026-03-31 | → |
| 55 | NEWEDGE WEALTH, LLC | STAMFORD | 307771 | $19.93B | 211 | 2026-04-30 | → |
| 56 | COUNTERPOINTE INVESTMENT MANAGEMENT LLC | STAMFORD | 333864 | $1.07B | 36 | 2026-03-31 | → |
| 57 | GOODWIN CAPITAL ADVISERS, INC. | HARTFORD | 108290 | $986.6M | 9 | 2026-03-31 | → |
| 58 | SMITH BROTHERS FINANCIAL, LLC | GLASTONBURY | 322951 | $1.11B | 7 | 2026-05-31 | → |
| 59 | BRADLEY FOSTER & SARGENT INC | HARTFORD | 106928 | $9.07B | 61 | 2026-04-30 | → |
| 60 | HUDSON STRUCTURED CAPITAL MANAGEMENT LTD. | STAMFORD | 282919 | $4.03B | 38 | 2026-03-31 | → |
| 61 | VIRTUS CAPITAL ADVISERS, LLC | HARTFORD | 107346 | $1.49B | 0 | 2026-06-30 | → |
| 62 | ESSEX FINANCIAL SERVICES, INC. | ESSEX | 127549 | $4.17B | 46 | 2025-12-31 | → |
| 63 | 1543 CAPITAL LP | GREENWICH | 305398 | $1.04B | 8 | 2026-04-30 | → |
| 64 | CONTRARIAN CAPITAL MANAGEMENT LLC | GREENWICH | 109979 | $4.79B | 47 | 2026-03-31 | → |
| 65 | CHILTON INVESTMENT COMPANY, INC. | STAMFORD | 120107 | $1.32B | 29 | 2026-04-30 | → |
| 66 | LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC | STAMFORD | 149487 | $790.1M | 8 | 2026-03-31 | → |
| 67 | COINBASE ASSET MANAGEMENT, LLC | STAMFORD | 322174 | $840.5M | 14 | 2026-03-31 | → |
| 68 | ONE RIVER ASSET MANAGEMENT, LLC | STAMFORD | 167835 | $2.39B | 22 | 2026-03-31 | → |
| 69 | NASSAU PRIVATE CREDIT LLC | DARIEN | 300220 | $1.05B | 7 | 2026-05-31 | → |
| 70 | COASTAL BRIDGE ADVISORS, LLC | WESTPORT | 152569 | $5.02B | 46 | 2026-03-31 | → |
| 71 | APELLA CAPITAL, LLC | WEST HARTFORD | 171106 | $11.07B | 179 | 2026-06-30 | → |
| 72 | CONNING INVESTMENT PRODUCTS, INC. | HARTFORD | 120387 | $572.0M | 8 | 2026-03-31 | → |
| 73 | SYMMETRY PARTNERS, LLC. | GLASTONBURY | 120982 | $4.73B | 52 | 2026-02-28 | → |
| 74 | ENERGY INCOME PARTNERS LLC | WESTPORT | 140799 | $6.06B | 21 | 2026-05-31 | → |
| 75 | SPROTT ASSET MANAGEMENT USA INC. | DARIEN | 139022 | $10.12B | 64 | 2026-03-31 | → |
| 76 | PASI INVESTMENTS, LLC | FARMINGTON | 145640 | $676.3M | 8 | 2026-03-31 | → |
| 77 | ABS INVESTMENT MANAGEMENT LLC | STAMFORD | 127290 | $10.48B | 47 | 2026-06-30 | → |
| 78 | GILMAN HILL ASSET MANAGEMENT, LLC | NEW CANAAN | 143970 | $1.24B | 10 | 2026-03-31 | → |
| 79 | CASTLEKEEP INVESTMENT ADVISORS LLC | WESTPORT | 111656 | $920.8M | 5 | 2026-03-31 | → |
| 80 | RISKBRIDGE ADVISORS, LLC | NORWALK | 310396 | $898.3M | 15 | 2026-03-31 | → |
| 81 | DISCERENE GROUP LP | STAMFORD | 154396 | $2.53B | 11 | 2026-03-31 | → |
| 82 | TWEEDY, BROWNE COMPANY LLC | STAMFORD | 6857 | $7.13B | 39 | 2026-06-30 | → |
| 83 | PHRACTION MANAGEMENT LLC | COLCHESTER | 298633 | $625.5M | 7 | 2026-03-31 | → |
| 84 | FORTWOOD CAPITAL LP | GREENWICH | 329381 | $513.0M | 9 | 2026-06-30 | → |
| 85 | LONE PINE CAPITAL LLC | GREENWICH | 156602 | $21.62B | 101 | 2026-03-31 | → |
| 86 | COLISEUM CAPITAL MANAGEMENT, LLC | ROWAYTON | 158120 | $2.27B | 15 | 2026-03-31 | → |
| 87 | NORTHCOAST ASSET MANAGEMENT LLC | STAMFORD | 282241 | $4.97B | 45 | 2026-06-30 | → |
| 88 | PHILOSMITH CAPITAL CORPORATION | STAMFORD | 162082 | $380.5M | 9 | 2026-03-31 | → |
| 89 | YHB INVESTMENT ADVISORS INC | WEST HARTFORD | 105434 | $2.28B | 30 | 2026-03-31 | → |
| 90 | A&M CAPITAL ADVISORS, LP | GREENWICH | 163576 | $7.20B | 86 | 2026-06-30 | → |
| 91 | AVITY INVESTMENT MANAGEMENT INC. | GREENWICH | 104623 | $2.03B | 8 | 2026-06-30 | → |
| 92 | MJP ASSOCIATES, INC. | FARMINGTON | 127654 | $1.56B | 21 | 2026-06-30 | → |
| 93 | CRAMER ROSENTHAL MCGLYNN LLC | STAMFORD | 107911 | $2.27B | 24 | 2026-04-30 | → |
| 94 | LONG PATH PARTNERS, LP | STAMFORD | 299053 | $1.73B | 16 | 2026-05-31 | → |
| 95 | WESTPORT CAPITAL PARTNERS LLC | DARIEN | 157493 | $8.92B | 34 | 2026-03-31 | → |
| 96 | FREEDOM INVESTMENT MANAGEMENT, INC. | SOUTH WINDSOR | 126052 | $568.7M | 9 | 2026-02-28 | → |
| 97 | BAYPOINTE PARTNERS, LLC | STAMFORD | 331273 | $270.5M | 4 | 2026-03-31 | → |
| 98 | EXCEL WEALTH MANAGEMENT, LLC | MANCHESTER | 299602 | $310.5M | 9 | 2026-03-31 | → |
| 99 | HEALTHCARE ROYALTY MANAGEMENT, LLC | STAMFORD | 169355 | $3.78B | 23 | 2026-04-30 | → |
| 100 | FRANKLIN MANAGED OPTIONS STRATEGIES, LLC | STAMFORD | 325732 | $972.5M | 12 | 2025-12-31 | → |
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