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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

507 firms manage $3.3 trillionConnecticut

Open in the Atlas screener

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  1. 953
    CF Private Equity, Inc.Norwalk, CT · 88 clientsPrivate fund adviserHybridCommonfund Securities, Inc.
    No custodian reported
    $18B
  2. 981
    Sustainable Growth Advisers, LPStamford, CT · 224 clientsAsset managerAffiliated broker-dealerVP Distributors LLC
    J.P. Morgan 41%BNY 25%
    $17B
  3. 1020
    Greenbriar Equity GroupGreenwich, CT · 21 clientsPrivate fund adviser
    No custodian reported
    $16B
  4. 1081
    Great Mountain PartnersNew Haven, CT · 11 clientsPrivate fund adviser
    No custodian reported
    $14B
  5. 1114
    Aristeia Capital, LLCGreenwich, CT · 3 clientsPrivate fund adviser
    J.P. Morgan 38%Goldman Sachs 34%
    $14B
  6. 1125
    Trexquant Investment LPStamford, CT · 9 clientsAsset manager
    Morgan Stanley 100%
    $13B
  7. 1137
    Eagle Point Credit Management LLCGreenwich, CT · 91 clientsAsset managerHybridEagle Point Securities LLC, SPC Capital Markets LLC
    BNY 52%Northern Trust 23%
    $13B
  8. 1192
    Altrinsic Global Advisors, LLCStamford, CT · 24 clientsAsset manager
    J.P. Morgan 66%BNY 34%
    $12B
  9. 1221
    Stonebridge Advisors LLCWilton, CT · 255 clientsAsset managerHybridFirst Trust Portfolios L.P.
    Schwab 44%UBS 43%
    $12B
  10. 1228
    Kline Hill Partners LPGreenwich, CT · 36 clientsPrivate fund adviser
    No custodian reported
    $12B
  11. 1230
    Gamco Asset Management Inc.Greenwich, CT · 2,042 clientsAsset managerHybridG.distributors, LLC, G.research, LLC
    J.P. Morgan 55%Wells Fargo 45%
    $12B
  12. 1276
    Fermat Capital Management, LLCWestport, CT · 12 clientsAsset manager
    J.P. Morgan 45%Citi 39%
    $11B
  13. 1277
    Stone Point Credit Adviser LLCGreenwich, CT · 31 clientsPrivate fund adviserHybridSPC Capital Markets LLC
    BNY 100%
    $11B
  14. 1280
    Apella WealthWest Hartford, CT · 8,503 clientsWealth manager
    Schwab 80%
    $11B
  15. 1324
    ABS Global InvestmentsStamford, CT · 20 clientsPrivate fund adviserHybrid
    State Street 63%Northern Trust 37%
    $10B
  16. 1358
    Sprott Asset Management USA Inc.Darien, CT · 3,362 clientsAsset managerHybridSprott Global Resource Investments LTD
    State Street 44%
    $10B
  17. 1419
    Gridiron Capital, LLCNew Canaan, CT · 31 clientsPrivate fund adviser
    No custodian reported
    $9.5B
  18. 1431
    Sagard Private Equity SolutionsGreenwich, CT · 37 clientsPrivate fund adviserAffiliated broker-dealer
    State Street 100%
    $9.4B
  19. 1445
    Olympus Advisors, LLCStamford, CT · 12 clientsPrivate fund adviser
    No custodian reported
    $9.2B
  20. 1449
    ProcyonShelton, CT · 3,048 clientsAsset managerHybrid
    Fidelity 41%Schwab 39%
    $9.2B
  21. 1451
    Ellington Global Asset Management, LLCOld Greenwich, CT · 44 clientsAsset managerHybridArmstrong Securities LLC
    U.S. Bank 69%BNY 31%
    $9.2B
  22. 1461
    Bradley Foster & Sargent IncHartford, CT · 1,944 clientsWealth manager
    No custodian reported
    $9.1B
  23. 1474
    Littlejohn & Co., LLCGreenwich, CT · 27 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  24. 1481
    Westport Capital Partners LLCDarien, CT · 37 clientsPrivate fund adviser
    BNY 100%
    $8.9B
  25. 1491
    Hardman Johnston Global Advisors LLCStamford, CT · 263 clientsPrivate fund adviser
    J.P. Morgan 42%Schwab 34%BNY 25%
    $8.8B
  26. 1526
    Deep Track Capital, LPGreenwich, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $8.4B
  27. 1548
    Chilton Investment Services, LLCStamford, CT · 1,905 clientsWealth manager
    BNY 80%
    $8.2B
  28. 1564
    Context Capital Management LLCGreenwich, CT · 3 clientsPrivate fund adviserHybrid
    No custodian reported
    $8.0B
  29. 1578
    Loancore Capital Credit Advisor LLCGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $7.9B
  30. 1586
    Kensico Capital Management Corp.Greenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $7.9B
  31. 1648
    Arbour Lane Capital Management LPStamford, CT · 15 clientsPrivate fund adviser
    State Street 100%
    $7.3B
  32. 1665
    A&m CapitalGreenwich, CT · 14 clientsPrivate fund adviserAffiliated broker-dealerAlvarez & Marsal Securities, LLC
    No custodian reported
    $7.2B
  33. 1675
    Tweedy, Browne Company LLCStamford, CT · 222 clientsAsset managerHybridAMG Distributors, Inc.
    RBC 45%Pershing 43%
    $7.1B
  34. 1689
    Cross Ocean Partners Management LPGreenwich, CT · 40 clientsPrivate fund adviser
    No custodian reported
    $7.0B
  35. 1739
    Discovery Capital Management, LLCSouth Norwalk, CT · 15 clientsPrivate fund adviser
    No custodian reported
    $6.7B
  36. 1772
    K2/d&s Management Co., L.L.C.Stamford, CT · 72 clientsPrivate fund adviserHybridClarion Partners Emea Limited, Clarion Partners Securities, LLC
    The Master Trust Bank of Japan, LTD 100%
    $6.5B
  37. 1777
    Osaic Institutions, Inc.Meriden, CT · 16,312 clientsBroker-dealer firmHybridLadenburg Thalmann & Co. Inc., Osaic Services, Inc.
    Pershing 100%
    $6.5B
  38. 1801
    First ReserveStamford, CT · 25 clientsPrivate fund adviser
    No custodian reported
    $6.3B
  39. 1832
    Lotus Infrastructure Partners, LPGreenwich, CT · 28 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  40. 1852
    Energy Income PartnersWestport, CT · 112 clientsAsset managerHybrid
    Fidelity 60%
    $6.1B

RIAs by state