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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
← PreviousPage 6 of 6 · 514 firmsNext →
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
501WAVELENGTH CAPITAL MANAGEMENT, LLCWESTPORT167725$104.0M22026-02-28→
502FINANCIAL STRATEGIES INVESTMENT ADVISOR SERVICES, INC.BETHEL113526$103.9M52025-08-31→
503EAGLE CAPITAL ADVISORS, LLCMIDDLEBURY173730$103.0M22026-06-30→
504OXFORD GATE MANAGEMENT, LLCGREENWICH297061$90.9M232026-03-31→
5051 MAIN CAPITAL MANAGEMENT, LLCWESTPORT328626$80.5M22026-05-31→
506ARROWHEAD INVESTMENT MANAGEMENT LLCGREENWICH285032$77.6M42026-03-31→
507WRIGHT PRIVATE ASSET MANAGEMENT LLCSHELTON139570$74.1M232026-05-31→
508MONACHIL CAPITAL PARTNERS LPGREENWICH311376$71.7M142026-03-31→
509OXFORD PARK MANAGEMENT, LLCGREENWICH324383$71.4M232026-03-31→
510TANAKA CAPITAL MANAGEMENT INCGREENWICH109888$69.4M32026-03-31→
511ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLCRIDGEFIELD336486$64.4M12025-10-31→
512GRAYSCALE ADVISORS, LLCSTAMFORD314868$60.6M1262026-06-30→
513PRIVATE CAPITAL ASSET MANAGEMENT LLCDARIEN317930$13.0M42026-03-31→
514NEWDAY FUNDS, INC.SOUTHBURY174758$6.5M22026-04-30→

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Sleeve514 firms · 2026-06-30