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Start your Watchlist789 investment advisory firms are registered with a main office in Connecticut, together advising $3.35T for 235,654 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Greenwich · SEC-registered
|
$311.7B | 717 | 728 | Clean |
| 2 |
Stamford · SEC-registered
|
$274.1B | 19 | 3,345 | Flagged |
| 3 |
Westport · SEC-registered
|
$150.2B | 93 | 1,135 | Clean |
| 4 |
Greenwich · SEC-registered
|
$139.4B | 5 | 899 | Flagged |
| 5 |
Hartford · SEC-registered
|
$123.6B | 80 | 322 | Clean |
| 6 |
Farmington · SEC-registered
|
$111.7B | 145 | 122 | Clean |
| 7 |
Hartford · SEC-registered
|
$106.9B | 161 | 270 | Clean |
| 8 |
Stamford · SEC-registered
|
$106.8B | 22 | 483 | Flagged |
| 9 |
Shelton · SEC-registered
|
$91.5B | 1 | 42 | Flagged |
| 10 |
Farmington · SEC-registered
|
$88.8B | 10 | 101 | Clean |
| 11 |
Stamford · SEC-registered
|
$78.2B | 21 | 274 | Clean |
| 12 |
Greenwich · SEC-registered
|
$67.6B | 59 | 121 | Clean |
| 13 |
Glastonbury · SEC-registered
|
$56.3B | 1,353 | 79 | Clean |
| 14 |
Hartford · SEC-registered
|
$51.7B | 106 | 1 | Clean |
| 15 |
Darien · SEC-registered
|
$47.8B | 114 | 164 | Clean |
| 16 |
Greenwich · SEC-registered
|
$46.2B | 58 | 357 | Clean |
| 17 |
Rowayton · SEC-registered
|
$42.9B | 35 | 209 | Clean |
| 18 |
Stamford · SEC-registered
|
$40.7B | 7 | 418 | Clean |
| 19 |
Windsor · SEC-registered
|
$37.5B | 7,672 | 121 | Flagged |
| 20 |
Stamford · SEC-registered
|
$36.7B | 42,763 | 549 | Flagged |
| 21 |
Hartford · SEC-registered
|
$34.9B | 220 | 95 | Clean |
| 22 |
Greenwich · SEC-registered
|
$30.8B | 88 | 183 | Clean |
| 23 |
New Haven · SEC-registered
|
$30.5B | 6,094 | 249 | Clean |
| 24 |
Greenwich · SEC-registered
|
$30.3B | 3 | 64 | Clean |
| 25 |
Greenwich · SEC-registered
|
$28.1B | 70 | 57 | Clean |
| 26 |
Bloomfield · SEC-registered
|
$25.8B | 82 | 108 | Clean |
| 27 |
Greenwich · SEC-registered
|
$25.6B | 62 | 226 | Clean |
| 28 |
Stamford · SEC-registered
|
$24.6B | 67 | 49 | Clean |
| 29 |
Norwalk · SEC-registered
|
$24.4B | 1 | 5 | Flagged |
| 30 |
Norwalk · SEC-registered
|
$22.7B | 153 | 42 | Clean |
| 31 |
Westport · SEC-registered
|
$21.7B | 19 | 35 | Clean |
| 32 |
Greenwich · SEC-registered
|
$21.6B | 17 | 101 | Clean |
| 33 |
Greenwich · SEC-registered
|
$21.5B | 1,070 | 41 | Clean |
| 34 |
Old Greenwich · SEC-registered
|
$20.8B | 33 | 164 | Clean |
| 35 |
Stamford · SEC-registered
|
$20.2B | 82 | 33 | Clean |
| 36 |
Stamford · SEC-registered
|
$19.9B | 3,692 | 211 | Clean |
| 37 |
Stamford · SEC-registered
|
$19.8B | 11,156 | 103 | Clean |
| 38 |
Old Greenwich · SEC-registered
|
$19.4B | 1 | 164 | Clean |
| 39 |
Stamford · SEC-registered
|
$18.3B | 74 | 27 | Flagged |
| 40 |
Stamford · SEC-registered
|
$18.3B | 5 | 99 | Clean |
| 41 |
Greenwich · SEC-registered
|
$18.1B | 17 | 87 | Clean |
| 42 |
Stamford · SEC-registered
|
$16.7B | 224 | 33 | Clean |
| 43 |
Norwalk · SEC-registered
|
$15.8B | 77 | 66 | Clean |
| 44 |
Greenwich · SEC-registered
|
$15.7B | 21 | 37 | Clean |
| 45 |
New Haven · SEC-registered
|
$14.1B | 11 | 17 | Clean |
| 46 |
Greenwich · SEC-registered
|
$13.7B | 3 | 65 | Clean |
| 47 |
Stamford · SEC-registered
|
$13.5B | 9 | 167 | Clean |
| 48 |
Greenwich · SEC-registered
|
$13.2B | 91 | 120 | Clean |
| 49 |
Stamford · SEC-registered
|
$12.2B | 24 | 34 | Clean |
| 50 |
Wilton · SEC-registered
|
$11.8B | 255 | 15 | Flagged |
| 51 |
Greenwich · SEC-registered
|
$11.7B | 36 | 50 | Clean |
| 52 |
Greenwich · SEC-registered
|
$11.7B | 2,042 | 120 | Clean |
| 53 |
Westport · SEC-registered
|
$11.1B | 12 | 47 | Clean |
| 54 |
Greenwich · SEC-registered
|
$11.1B | 31 | 80 | Clean |
| 55 |
West Hartford · SEC-registered
|
$11.1B | 8,503 | 179 | Clean |
| 56 |
Stamford · SEC-registered
|
$10.5B | 20 | 47 | Clean |
| 57 |
Darien · SEC-registered
|
$10.1B | 3,362 | 64 | Flagged |
| 58 |
New Canaan · SEC-registered
|
$9.5B | 31 | 49 | Clean |
| 59 |
Greenwich · SEC-registered
|
$9.4B | 37 | 36 | Clean |
| 60 |
Stamford · SEC-registered
|
$9.2B | 12 | 24 | Clean |
| 61 |
Shelton · SEC-registered
|
$9.2B | 3,048 | 76 | Flagged |
| 62 |
Old Greenwich · SEC-registered
|
$9.2B | 44 | 164 | Clean |
| 63 |
Hartford · SEC-registered
|
$9.1B | 1,944 | 61 | Clean |
| 64 |
Greenwich · SEC-registered
|
$9.0B | 27 | 81 | Clean |
| 65 |
Darien · SEC-registered
|
$8.9B | 37 | 34 | Clean |
| 66 |
Stamford · SEC-registered
|
$8.8B | 263 | 27 | Clean |
| 67 |
Greenwich · SEC-registered
|
$8.4B | 5 | 19 | Clean |
| 68 |
Stamford · SEC-registered
|
$8.2B | 1,905 | 70 | Clean |
| 69 |
Greenwich · SEC-registered
|
$7.9B | 3 | 48 | Clean |
| 70 |
Greenwich · SEC-registered
|
$7.9B | 3 | 25 | Clean |
| 71 |
Stamford · SEC-registered
|
$7.3B | 15 | 30 | Clean |
| 72 |
Greenwich · SEC-registered
|
$7.2B | 14 | 86 | Clean |
| 73 |
Stamford · SEC-registered
|
$7.1B | 222 | 39 | Clean |
| 74 |
South Norwalk · SEC-registered
|
$6.7B | 15 | 36 | Flagged |
| 75 |
Stamford · SEC-registered
|
$6.5B | 72 | 30 | Clean |
| 76 |
Meriden · SEC-registered
|
$6.5B | 16,312 | 1,839 | Flagged |
| 77 |
Stamford · SEC-registered
|
$6.3B | 25 | 38 | Flagged |
| 78 |
Greenwich · SEC-registered
|
$6.3B | 36 | 34 | Clean |
| 79 |
Greenwich · SEC-registered
|
$6.2B | 28 | 30 | Clean |
| 80 |
Westport · SEC-registered
|
$6.1B | 112 | 21 | Clean |
| 81 |
Greenwich · SEC-registered
|
$5.7B | 7 | 7 | Clean |
| 82 |
Greenwich · SEC-registered
|
$5.7B | 44 | 23 | Clean |
| 83 |
Shelton · SEC-registered
|
$5.6B | 250 | 13 | Clean |
| 84 |
Westport · SEC-registered
|
$5.5B | 23 | 198 | Flagged |
| 85 |
Greenwich · SEC-registered
|
$5.5B | 20 | 77 | Flagged |
| 86 |
Westport · SEC-registered
|
$5.1B | 15 | 81 | Clean |
| 87 |
Old Greenwich · SEC-registered
|
$5.1B | 14 | 43 | Clean |
| 88 |
Westport · SEC-registered
|
$5.0B | 1,997 | 46 | Clean |
| 89 |
Stamford · SEC-registered
|
$5.0B | 12 | 32 | Clean |
| 90 |
Stamford · SEC-registered
|
$5.0B | 4,486 | 45 | Clean |
| 91 |
Stamford · SEC-registered
|
$4.9B | 18 | 37 | Clean |
| 92 |
Greenwich · SEC-registered
|
$4.8B | 24 | 47 | Flagged |
| 93 |
Glastonbury · SEC-registered
|
$4.7B | 8,909 | 52 | Clean |
| 94 |
Stamford · SEC-registered
|
$4.7B | 40 | 49 | Clean |
| 95 |
Stamford · SEC-registered
|
$4.6B | 17 | 29 | Clean |
| 96 |
Stamford · SEC-registered
|
$4.5B | 6 | 18 | Clean |
| 97 |
Greenwich · SEC-registered
|
$4.5B | 14 | 56 | Clean |
| 98 |
Farmington · SEC-registered
|
$4.5B | 1,517 | 74 | Clean |
| 99 |
Greenwich · SEC-registered
|
$4.4B | 15 | 18 | Flagged |
| 100 |
Greenwich · SEC-registered
|
$4.3B | 7 | 10 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Connecticut by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.