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IN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR 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 PracticeWM As AI Expands, the Standard for Human Advice Must RiseIN 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 Anthropic
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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. 2805
    Jadian Capital, LPStamford, CT · 43 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  2. 2861
    A.g.p / Alliance Global PartnersWestport, CT · 7,490 clientsBroker-dealer firmHybrid
    Fidelity 90%
    $2.9B
  3. 2872
    Marblegate Asset Management, LLCGreenwich, CT · 31 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  4. 2881
    Centerbook Partners LPGreenwich, CT · 9 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  5. 2932
    Ardmore Road Asset Management LPWestport, CT · 14 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  6. 2969
    Johnson BrunettiWethersfield, CT · 6,044 clientsWealth managerAffiliated broker-dealerAlera Securities LLC
    Fidelity 100%
    $2.8B
  7. 2983
    GHK Capital Partners LPGreenwich, CT · 10 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  8. 3013
    Mangrove PartnersGreenwich, CT · 3 clientsPrivate fund adviser
    HSBC Private Banking 100%
    $2.7B
  9. 3034
    Precision Capital Advisors, LLCGreenwich, CT · 42 clientsPrivate fund adviserHybridPCA Capital Securities, LLC
    No custodian reported
    $2.7B
  10. 3040
    Main Street Research LLCLakeville, CT · 1,031 clientsWealth manager
    Schwab 100%
    $2.7B
  11. 3081
    Steeprock CapitalGreenwich, CT · 11 clientsAsset manager
    No custodian reported
    $2.6B
  12. 3125
    Basso Capital Management, L.P.Stamford, CT · 115 clientsWealth manager
    Pershing 52%Schwab 34%
    $2.6B
  13. 3147
    Discerene Group LPStamford, CT · 10 clientsPrivate fund adviser
    BNP Paribas Securities Services 62%Goldman Sachs 38%
    $2.5B
  14. 3159
    Amulet Capital Partners, L.P.Greenwich, CT · 8 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  15. 3183
    Fairview Capital Partners, LLCWest Hartford, CT · 26 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  16. 3216
    RZH Advisors LLCStamford, CT · 451 clientsWealth manager
    Fidelity 100%
    $2.4B
  17. 3218
    CAS Investment Partners, LLCWestport, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  18. 3225
    Balance Point Capital Advisors, LLCWestport, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  19. 3251
    Corecommodity Management, LLCStamford, CT · 16 clientsAsset managerHybrid
    Citi 100%
    $2.4B
  20. 3280
    One River Asset Management, LLCStamford, CT · 11 clientsPrivate fund adviser
    J.P. Morgan 100%
    $2.4B
  21. 3299
    Cartenna CapitalStamford, CT · 22 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  22. 3315
    UBS Realty Investors LLCHartford, CT · 3 clientsPrivate fund adviserHybridUBS AG, UBS Asset Management (US) Inc.
    No custodian reported
    $2.3B
  23. 3333
    Oxford Lane Management, LLCGreenwich, CT · 1 clientsAsset managerHybrid
    No custodian reported
    $2.3B
  24. 3337
    Sageview Capital LPGreenwich, CT · 8 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  25. 3364
    Moneco AdvisorsFairfield, CT · 2,812 clientsWealth managerHybrid
    LPL Financial 76%
    $2.3B
  26. 3371
    YHB Investment Advisors IncWest Hartford, CT · 1,182 clientsWealth manager
    Pershing 53%Schwab 47%
    $2.3B
  27. 3376
    Coliseum Capital Management, LLCRowayton, CT · 6 clientsPrivate fund adviser
    Goldman Sachs 100%
    $2.3B
  28. 3381
    Cramer Rosenthal McGlynn LLCStamford, CT · 282 clientsAsset managerHybrid
    Northern Trust 100%
    $2.3B
  29. 3386
    Beirne.Darien, CT · 473 clientsAsset manager
    Fidelity 100%
    $2.3B
  30. 3425
    Longrange Capital, L.P.Stamford, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  31. 3565
    Southfield Capital LPGreenwich, CT · 8 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  32. 3569
    Clear Harbor Asset Management, LLCStamford, CT · 820 clientsWealth manager
    Pershing 73%Schwab 27%
    $2.1B
  33. 3578
    Adviceone Advisory Services, LLCGlastonbury, CT · 1,449 clientsWealth manager
    Schwab 86%
    $2.0B
  34. 3586
    Clearview Capital, L.P.Stamford, CT · 9 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  35. 3602
    Avity Investment Management Inc.Greenwich, CT · 303 clientsWealth manager
    Schwab 100%
    $2.0B
  36. 3673
    Brynwood PartnersGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  37. 3686
    Quantix Commodities LPGreenwich, CT · 2 clientsAsset manager
    No custodian reported
    $2.0B
  38. 3723
    Rossmore Private Capital, LLCGlastonbury, CT · 275 clientsWealth manager
    Pershing 100%
    $1.9B
  39. 3785
    Wolf Hill Capital Management, LPGreenwich, CT · 7 clientsPrivate fund adviser
    Goldman Sachs 63%U.S. Bank 37%
    $1.9B
  40. 3812
    REX Advisers, LLCFairfield, CT · 20 clientsAsset managerHybrid
    No custodian reported
    $1.8B

RIAs by state