Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Northcoast Asset Management LLC financial advisors in Connecticut

Every SEC-registered investment adviser representative at a Northcoast Asset Management LLC office in Connecticut, by city and A to Z.

The short answer

17 registered advisors work at Northcoast Asset Management LLC in Connecticut, out of 27 nationwide; it's the firm's number 1 state by advisors, and the most are in Greenwich (14). 0 list the CFP designation and 0 are also registered broker representatives.

Northcoast Asset Management LLC advisors by city in Connecticut

Every firm in Connecticut →

Greenwich 14Stamford 4

Northcoast Asset Management LLC advisors in Connecticut, A to Z

Search by name →

Northcoast Asset Management LLC advisors in every state →Northcoast Asset Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Northcoast Asset Management LLC financial advisors are in Connecticut?

17 investment adviser representatives are registered at Northcoast Asset Management LLC offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 27 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Connecticut does Northcoast Asset Management LLC have the most advisors?

Greenwich, with 14, then Stamford (4). Northcoast Asset Management LLC has advisors in 2 cities in Connecticut.

How do I check a Northcoast Asset Management LLC advisor in Connecticut?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Northcoast Asset Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.