Research Report · 2026-06-30
Largest Registered Investment Advisers in Connecticut
Connecticut SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
514
Total AUM
$3.45T
Median AUM
$771.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | LITVAK WEALTH, LLC | NORWALK | 170805 | $536.1M | 6 | 2026-03-31 | → |
| 302 | FAIRBRIDGE ASSET MANAGEMENT LLC | DARIEN | 314538 | $535.4M | 17 | 2026-03-31 | → |
| 303 | MORSE ASSET MANAGEMENT, INC. | DARIEN | 285650 | $534.3M | 6 | 2026-03-31 | → |
| 304 | CARAVELA ENERGY PARTNERS LP | DARIEN | 323131 | $529.1M | 16 | 2026-03-31 | → |
| 305 | 5TH STREET ADVISORS, LLC | SOUTHPORT | 140165 | $524.5M | 7 | 2026-05-31 | → |
| 306 | CONIFER INVESTMENTS LTD | WEST HARTFORD | 106159 | $524.0M | 3 | 2026-03-31 | → |
| 307 | MATSON FINANCIAL ADVISORS, INC. | DANBURY | 122480 | $518.9M | 9 | 2026-03-31 | → |
| 308 | MEDALLION WEALTH ADVISORS, LLC | FARMINGTON | 156064 | $516.9M | 7 | 2026-03-31 | → |
| 309 | TOWER BAY ASSET MANAGEMENT LP | STAMFORD | 317104 | $513.6M | 10 | 2026-03-31 | → |
| 310 | FORTWOOD CAPITAL LP | GREENWICH | 329381 | $513.0M | 9 | 2026-06-30 | → |
| 311 | QUADRATIC CAPITAL MANAGEMENT LLC | GREENWICH | 172768 | $508.1M | 4 | 2026-02-28 | → |
| 312 | GARDEN INVESTMENT MANAGEMENT, L.P. | GREENWICH | 330358 | $507.7M | 8 | 2026-03-31 | → |
| 313 | STRATIS CAPITAL, LLC | DARIEN | 300130 | $507.5M | 1 | 2026-03-31 | → |
| 314 | 11 CAPITAL PARTNERS LP | DARIEN | 306165 | $503.5M | 5 | 2026-03-31 | → |
| 315 | DRUM CAPITAL MANAGEMENT LLC | STAMFORD | 137964 | $503.2M | 6 | 2026-03-31 | → |
| 316 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | GLASTONBURY | 112243 | $501.2M | 8 | 2025-04-30 | → |
| 317 | TRUE NORTH MANAGEMENT GROUP, LLC | STAMFORD | 161042 | $492.5M | 9 | 2026-03-31 | → |
| 318 | ENGLE CAPITAL MANAGEMENT, L.P. | GREENWICH | 178525 | $492.4M | 8 | 2026-03-31 | → |
| 319 | COOK PINE CAPITAL LLC | GREENWICH | 134911 | $490.3M | 8 | 2026-03-31 | → |
| 320 | BLT FUND MANAGER LLC | STAMFORD | 166743 | $487.3M | 7 | 2026-06-30 | → |
| 321 | MONTE FINANCIAL GROUP, LLC | GUILFORD | 150119 | $482.4M | 12 | 2026-03-31 | → |
| 322 | POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC | GREENWICH | 331469 | $479.2M | 4 | 2026-03-31 | → |
| 323 | KELLY FINANCIAL GROUP, LLC | WETHERSFIELD | 136372 | $474.9M | 7 | 2026-02-28 | → |
| 324 | BIRINYI ASSOCIATES, INC. | WESTPORT | 107169 | $471.7M | 4 | 2026-02-28 | → |
| 325 | MARK SHEPTOFF FINANCIAL PLANNING LLC | GLASTONBURY | 108742 | $466.5M | 3 | 2026-03-31 | → |
| 326 | MIZZEN MANAGEMENT LLC | STAMFORD | 333592 | $459.0M | 13 | 2026-03-31 | → |
| 327 | WARNER GROUP LLC | MADISON | 334877 | $458.5M | 20 | 2026-04-30 | → |
| 328 | EAGLE POINT INCOME MANAGEMENT LLC | GREENWICH | 299198 | $457.9M | 66 | 2026-03-31 | → |
| 329 | HEDGEYE ASSET MANAGEMENT, LLC | STAMFORD | 336185 | $443.4M | 10 | 2026-02-28 | → |
| 330 | TOURMALET ADVISORS, LP | FAIRFIELD | 336207 | $441.0M | 2 | 2026-05-31 | → |
| 331 | SPIVAK ASSET MANAGEMENT, LLC | AVON | 125714 | $439.1M | 1 | 2026-03-31 | → |
| 332 | HERBERT J. SIMS CAPITAL MANAGEMENT, INC. | FAIRFIELD | 134510 | $436.9M | 30 | 2026-04-30 | → |
| 333 | AUGUST WEALTH ADVISORS LLC | WESTPORT | 339322 | $436.6M | 8 | 2026-06-30 | → |
| 334 | BENCHMARK WEALTH MANAGEMENT, LLC | OLD LYME | 160192 | $430.0M | 4 | 2025-08-31 | → |
| 335 | LONGWALL INVESTMENT PARTNERS, LLC | WESTPORT | 324336 | $428.2M | 5 | 2026-04-30 | → |
| 336 | SCIENCE & TECHNOLOGY PARTNERS, L.P. | GREENWICH | 331267 | $425.5M | 9 | 2026-05-31 | → |
| 337 | BROADVIEW REAL ESTATE PARTNERS, LLC | STAMFORD | 297775 | $425.1M | 8 | 2026-03-31 | → |
| 338 | FORWARD CONSUMER PARTNERS, LLC | GREENWICH | 327847 | $425.0M | 18 | 2026-03-31 | → |
| 339 | JGB CAPITAL MANAGEMENT L.P. | WESTPORT | 163658 | $421.0M | 10 | 2026-06-30 | → |
| 340 | JEFFREY N. MEHLER, CFP LLC | ESSEX | 126681 | $416.2M | 9 | 2026-03-31 | → |
| 341 | ELLINGTON CREDIT COMPANY MANAGEMENT LLC | OLD GREENWICH | 168311 | $415.0M | 164 | 2026-03-31 | → |
| 342 | YAKIRA CAPITAL MANAGEMENT, INC. | WESTPORT | 159398 | $411.6M | 4 | 2026-04-30 | → |
| 343 | PELOTON EQUITY LLC | GREENWICH | 301543 | $409.5M | 8 | 2026-05-31 | → |
| 344 | SAGEBROADVIEW WEALTH MANAGEMENT, LLC | FARMINGTON | 126472 | $397.2M | 8 | 2026-06-30 | → |
| 345 | ANABRANCH CAPITAL MANAGEMENT, LP | STAMFORD | 309151 | $397.0M | 4 | 2026-03-31 | → |
| 346 | WESTPORT ASSET MANAGEMENT INC | SOUTHPORT | 105795 | $396.8M | 4 | 2025-03-31 | → |
| 347 | DIASTOLE WEALTH MANAGEMENT, INC. | GUILFORD | 111604 | $396.0M | 13 | 2026-05-31 | → |
| 348 | SAVOIR FAIRE CAPITAL MANAGEMENT, LP | NORWALK | 306994 | $389.5M | 4 | 2026-04-30 | → |
| 349 | RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC | STAMFORD | 283786 | $387.9M | 3 | 2026-03-31 | → |
| 350 | FISCAL WISDOM WEALTH MANAGEMENT LLC | CANTON | 168299 | $386.0M | 18 | 2026-04-30 | → |
| 351 | BRIGHTLIGHT CAPITAL MANAGEMENT LP | WESTPORT | 171109 | $385.8M | 3 | 2026-04-30 | → |
| 352 | PHILOSMITH CAPITAL CORPORATION | STAMFORD | 162082 | $380.5M | 9 | 2026-03-31 | → |
| 353 | RPO LLC | STAMFORD | 318296 | $372.1M | 6 | 2026-04-30 | → |
| 354 | LUCERNE CAPITAL MANAGEMENT, LP | GREENWICH | 111288 | $364.6M | 8 | 2026-03-31 | → |
| 355 | BRIGGS WEALTH MANAGEMENT, INC. | GLASTONBURY | 125518 | $362.0M | 6 | 2026-02-28 | → |
| 356 | AYRTON CAPITAL LLC | WESTPORT | 286298 | $358.9M | 9 | 2026-04-30 | → |
| 357 | ARARAT CAPITAL MANAGEMENT LP | WESTPORT | 291783 | $358.6M | 7 | 2026-03-31 | → |
| 358 | SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC | GREENWICH | 332374 | $358.6M | 357 | 2026-03-31 | → |
| 359 | AIS CAPITAL MANAGEMENT L.P. | WILTON | 107971 | $358.3M | 3 | 2026-02-28 | → |
| 360 | ARKVIEW CAPITAL, L.P. | STAMFORD | 316130 | $355.9M | 8 | 2026-03-31 | → |
| 361 | SIGHTLINE WEALTH ADVISORS, LLC | GROTON | 176520 | $354.2M | 5 | 2026-05-31 | → |
| 362 | GFO ADVISORY SERVICES, LLC | GREENWICH | 109278 | $351.3M | 12 | 2026-04-30 | → |
| 363 | EDUCATION GROWTH PARTNERS, LLC | STAMFORD | 166162 | $347.1M | 7 | 2026-03-31 | → |
| 364 | WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC | FARMINGTON | 125765 | $346.4M | 9 | 2026-04-30 | → |
| 365 | PEGASUS CAPITAL ADVISORS, L.P. | STAMFORD | 157094 | $343.4M | 14 | 2026-03-31 | → |
| 366 | SCHOLTZ & COMPANY, L.L.C. | STAMFORD | 107363 | $340.5M | 7 | 2026-03-31 | → |
| 367 | AIP CAPITAL ADVISORS LLC | STAMFORD | 328465 | $340.0M | 15 | 2026-06-30 | → |
| 368 | MULLANEY KEATING & WRIGHT INC | MIDDLETOWN | 110743 | $337.0M | 3 | 2026-05-31 | → |
| 369 | SWAN INVESTMENT PARTNERS, LP | OLD GREENWICH | 331679 | $334.2M | 5 | 2026-06-30 | → |
| 370 | HIGHLAND PEAK CAPITAL, LLC | OLD GREENWICH | 306304 | $333.2M | 5 | 2026-03-31 | → |
| 371 | RYE BROOK CAPITAL, LLC | GREENWICH | 288517 | $327.3M | 1 | 2026-02-28 | → |
| 372 | LIGHT ARC CAPITAL MANAGEMENT LLC | GREENWICH | 339985 | $324.1M | 6 | 2026-06-30 | → |
| 373 | TOOMEY INVESTMENT MANAGEMENT, INC | WALLINGFORD | 127346 | $321.0M | 3 | 2026-01-31 | → |
| 374 | CDM FINANCIAL COUNSELING SERVICES, INC. | NORWICH | 126295 | $315.4M | 2 | 2026-01-31 | → |
| 375 | GREYLOCK CAPITAL MANAGEMENT, LLC | STAMFORD | 137825 | $313.9M | 6 | 2026-03-31 | → |
| 376 | WAYPOINT CAPITAL PARTNERS ADVISORS, LLC | STAMFORD | 333573 | $310.7M | 7 | 2026-06-30 | → |
| 377 | EXCEL WEALTH MANAGEMENT, LLC | MANCHESTER | 299602 | $310.5M | 9 | 2026-03-31 | → |
| 378 | MILESTONE ASSET MANAGEMENT GROUP, LLC | AVON | 282896 | $309.0M | 3 | 2026-01-31 | → |
| 379 | DUNBAR ASSOCIATES, LLC | MONROE | 323134 | $307.5M | 3 | 2026-03-31 | → |
| 380 | OXFORD SQUARE MANAGEMENT, LLC | GREENWICH | 127888 | $306.7M | 23 | 2026-03-31 | → |
| 381 | PROSPECTOR PARTNERS ASSET MANAGEMENT, LLC | GUILFORD | 143013 | $306.5M | 14 | 2025-03-31 | → |
| 382 | HARBOUR POINT MANAGEMENT LP | DARIEN | 226521 | $302.4M | 4 | 2026-03-31 | → |
| 383 | TRIVENI CAPITAL INVESTMENTS LP | STAMFORD | 325802 | $300.9M | 6 | 2026-03-31 | → |
| 384 | GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP | GREENWICH | 288555 | $299.5M | 4 | 2026-03-31 | → |
| 385 | SARISSA CAPITAL MANAGEMENT LP | GREENWICH | 167244 | $298.3M | 4 | 2026-03-31 | → |
| 386 | INNOVATIVE ASSET ADVISORS GROUP, LLC | SHELTON | 336773 | $297.9M | 13 | 2026-03-31 | → |
| 387 | ITS ASSET MANAGEMENT LP | NORTH HAVEN | 106977 | $297.8M | 9 | 2026-06-30 | → |
| 388 | AVOS CAPITAL MANAGEMENT, LLC | DARIEN | 313979 | $297.8M | 7 | 2026-06-30 | → |
| 389 | DELTROIT ASSET MANAGEMENT (US) LLC | WILTON | 334438 | $294.6M | 1 | 2026-03-31 | → |
| 390 | TJT CAPITAL GROUP, LLC | STAMFORD | 150200 | $294.1M | 4 | 2025-04-30 | → |
| 391 | GENERATIVE INVESTMENT PARTNERS LP | GREENWICH | 312473 | $293.9M | 4 | 2026-03-31 | → |
| 392 | GREENWICH ADVISORS, LLC | GREENWICH | 165892 | $293.2M | 4 | 2026-06-30 | → |
| 393 | HAMILTON ROBINSON LLC | STAMFORD | 162590 | $292.4M | 10 | 2026-03-31 | → |
| 394 | SAYBROOK WEALTH GROUP, INC. | OLD SAYBROOK | 317867 | $292.1M | 2 | 2026-03-31 | → |
| 395 | WATCHTOWER ADVISORS, LP | OLD GREENWICH | 299887 | $289.5M | 5 | 2026-04-30 | → |
| 396 | GREENHOUSE WEALTH MANAGEMENT, LLC | WESTPORT | 283763 | $288.6M | 2 | 2026-02-28 | → |
| 397 | BROADLIGHT CAPITAL MANAGEMENT, LLC | GREENWICH | 315015 | $287.5M | 8 | 2026-03-31 | → |
| 398 | ALCHEMI WEALTH, LLC | ESSEX | 310451 | $286.9M | 8 | 2026-02-28 | → |
| 399 | AYRSHIRE CAPITAL MANAGEMENT LLC | WESTPORT | 157883 | $285.1M | 2 | 2026-02-28 | → |
| 400 | FCIG WEALTH MANAGEMENT, LLC | PLAINFIELD | 329906 | $282.5M | 4 | 2026-06-30 | → |
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