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WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas 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

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 1927
    Dynamic Beta Investments LLCGreenwich, CT · 7 clientsAsset manager
    No custodian reported
    $5.7B
  2. 1933
    Gallatin Point Capital LLCGreenwich, CT · 44 clientsPrivate fund adviser
    No custodian reported
    $5.7B
  3. 1943
    Pentegra Investors, Inc.Shelton, CT · 250 clientsAsset managerHybridPentegra Distributors Inc.
    BNY 92%
    $5.6B
  4. 1970
    Lime RockWestport, CT · 23 clientsPrivate fund adviser
    No custodian reported
    $5.5B
  5. 1974
    Monomoy Capital Management, L.P.Greenwich, CT · 20 clientsPrivate fund adviser
    No custodian reported
    $5.5B
  6. 2056
    Gemspring Capital Management, LPWestport, CT · 15 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  7. 2077
    Carrington Capital Management, LLCOld Greenwich, CT · 14 clientsAsset manager
    No custodian reported
    $5.1B
  8. 2098
    Coastal Bridge AdvisorsWestport, CT · 1,997 clientsWealth managerAffiliated broker-dealer
    Pershing 66%Fidelity 34%
    $5.0B
  9. 2116
    Northcoast Asset Management LLCStamford, CT · 4,486 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $5.0B
  10. 2123
    MC Credit Partners LPStamford, CT · 18 clientsPrivate fund adviserHybrid
    No custodian reported
    $4.9B
  11. 2153
    Carronade Capital Management, LPDarien, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  12. 2163
    Contrarian Capital Management LLCGreenwich, CT · 24 clientsPrivate fund adviser
    J.P. Morgan 79%
    $4.8B
  13. 2183
    Symmetry PartnersGlastonbury, CT · 8,909 clientsWealth managerHybrid
    Axos 64%Schwab 36%
    $4.7B
  14. 2201
    Shelter Growth Capital Partners LLCStamford, CT · 40 clientsAsset manager
    Wilmington Trust 86%
    $4.7B
  15. 2232
    Sandbrook Capital Management LPStamford, CT · 17 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  16. 2248
    H/2 Capital PartnersStamford, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  17. 2262
    Brighton Park CapitalGreenwich, CT · 14 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  18. 2263
    Connecticut Wealth Management, LLCFarmington, CT · 1,517 clientsWealth managerHybrid
    Fidelity 100%
    $4.5B
  19. 2291
    AQR Arbitrage, LLCGreenwich, CT · 15 clientsPrivate fund adviserAffiliated broker-dealerAQR Investments, LLC
    No custodian reported
    $4.4B
  20. 2310
    Prana Capital Management LPGreenwich, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $4.3B
  21. 2358
    Whitehaven Asset Management, LPGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  22. 2364
    Essex Financial Services, Inc.Essex, CT · 2,963 clientsWealth managerBank-affiliatedHybrid
    Fidelity 94%
    $4.2B
  23. 2404
    Hudson Structured Capital Management LTD.Stamford, CT · 33 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  24. 2430
    Glade Brook Capital Partners LLCGreenwich, CT · 40 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  25. 2432
    Sterling Investment Partners Advisers, LLCGreenwich, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  26. 2444
    Clinton Investment Management, LLCStamford, CT · 2,146 clientsWealth managerWrap sponsor
    Merrill / Bank of America 59%Morgan Stanley 41%
    $3.9B
  27. 2456
    Voya Financial Advisors, Inc.Windsor, CT · 16,336 clientsBroker-dealer firmHybridVoya Financial Partners, LLC, Voya Investments Distributor, LLC
    Pershing 83%
    $3.9B
  28. 2537
    Soleus Capital Management, L.P.Greenwich, CT · 14 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  29. 2547
    Braidwell LPStamford, CT · 13 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  30. 2587
    Greenwich Wealth Management, LLCGreenwich, CT · 625 clientsWealth manager
    Interactive Brokers 100%
    $3.5B
  31. 2629
    Colter Lewis Investment Partners, LLCGreenwich, CT · 130 clientsWealth manager
    Fidelity 56%J.P. Morgan 23%
    $3.4B
  32. 2635
    Sound Shore Management IncGreenwich, CT · 370 clientsAsset manager
    J.P. Morgan 45%Goldman Sachs 23%State Street 22%
    $3.4B
  33. 2650
    Proprium Capital Partners, L.P.Stamford, CT · 10 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  34. 2656
    Warwick Capital Partners (US) LPStamford, CT · 9 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  35. 2703
    Bharcap Partners, LLCGreenwich, CT · 8 clientsAsset manager
    No custodian reported
    $3.2B
  36. 2727
    Principle WealthMadison, CT · 1,210 clientsWealth manager
    Fidelity 100%
    $3.2B
  37. 2748
    Avesi Partners LLCStamford, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  38. 2762
    Nantahala Capital Management, LLCNew Canaan, CT · 11 clientsPrivate fund adviser
    Northern Trust 100%
    $3.1B
  39. 2768
    Concentric Capital Strategies L.P.Stamford, CT · 9 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  40. 2803
    Compass Group Management LLCWestport, CTAsset manager
    No custodian reported
    $3.0B

RIAs by state