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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. 3884
    Great Point Partners, LLCGreenwich, CT · 17 clientsPrivate fund adviserHybridGPP Securities, LLC
    No custodian reported
    $1.8B
  2. 3914
    Mycor Capital Management, LLCStamford, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  3. 3923
    Parkman Healthcare Partners LLCStamford, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  4. 3939
    Long Path Partners, LPStamford, CT · 23 clientsPrivate fund adviser
    State Street 76%
    $1.7B
  5. 3985
    Parsifal Capital Management, LPGreenwich, CT · 5 clientsPrivate fund adviser
    Morgan Stanley 47%UBS 35%
    $1.7B
  6. 4003
    Renwave Kore, LLCGreenwich, CT · 12 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  7. 4044
    Dock Street Capital Management LLCWestport, CT · 60 clientsAsset managerHybrid
    No custodian reported
    $1.7B
  8. 4065
    Ardsley PartnersNorwalk, CT · 11 clientsPrivate fund adviser
    Morgan Stanley 100%
    $1.6B
  9. 4073
    Karpreilly, LLCGreenwich, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  10. 4076
    Trivium Point Advisory, LLCWilton, CT · 850 clientsWealth managerHybrid
    Schwab 60%LPL Financial 25%
    $1.6B
  11. 4095
    Teewinot Capital Advisers, L.L.C.Norwalk, CT · 8 clientsAsset manager
    Northern Trust 76%State Street 24%
    $1.6B
  12. 4097
    Atlantic Street Capital Management, LLCGreenwich, CT · 5 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.6B
  13. 4103
    Activant Capital Group LLCDarien, CT · 18 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  14. 4142
    Metaurus Advisors LLCWestport, CT · 5 clientsAsset managerHybrid
    Northern Trust 100%
    $1.6B
  15. 4148
    Astatine Investment PartnersGreenwich, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  16. 4164
    MJP Wealth AdvisorsFarmington, CT · 906 clientsWealth managerHybrid
    Schwab 100%
    $1.6B
  17. 4184
    Woodson Capital Management, LPGreenwich, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  18. 4213
    Titan Advisors, LLCStamford, CT · 36 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.5B
  19. 4272
    Virtus Capital Advisers, LLCHartford, CT · 213 clientsAsset managerAffiliated broker-dealerVP Distributors, LLC
    UBS 46%Northern Trust 27%Truist Bank 26%
    $1.5B
  20. 4276
    Brookside Equity Partners LLCStamford, CT · 20 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  21. 4283
    Iso-Mts Capital Management LPGreenwich, CT · 6 clientsPrivate fund adviserHybrid
    Barclays Capital 100%
    $1.5B
  22. 4299
    Gabelli & Company Investment Advisers, Inc.Greenwich, CT · 12 clientsPrivate fund adviserHybridG.distributors, LLC, G.research, LLC
    No custodian reported
    $1.5B
  23. 4305
    Czech Asset Management, L.P.Stamford, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  24. 4307
    Nebrodi Partners, LLCHartford, CT · 2 clientsAsset manager
    No custodian reported
    $1.5B
  25. 4314
    Penwood Real Estate Investment Management, LLCWest Hartford, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  26. 4413
    Virtus Advisers, LLCHartford, CT · 9 clientsAsset managerHybridVP Distributors LLC
    South Dakota College Access 529 Plan 100%
    $1.4B
  27. 4419
    Equinox Partners Investment Management LLCStamford, CT · 6 clientsPrivate fund adviser
    UBS 100%
    $1.4B
  28. 4486
    Lykos Global Management, LPStamford, CT · 9 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  29. 4518
    Oakridge Management Group LLCStamford, CT · 48 clientsWealth manager
    Fidelity 100%
    $1.4B
  30. 4538
    Heartwood Partners, LLCNorwalk, CT · 18 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  31. 4593
    Granite State Capital Management, LPGreenwich, CT · 10 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  32. 4608
    Chilton Investment Company, Inc.Stamford, CT · 9 clientsAsset manager
    Northern Trust 66%Morgan Stanley 34%
    $1.3B
  33. 4680
    Private Capital Advisors, Inc.Darien, CT · 270 clientsWealth manager
    Pershing 97%
    $1.3B
  34. 4687
    Bourgeon Capital Management LLCDarien, CT · 315 clientsWealth manager
    Schwab 100%
    $1.3B
  35. 4722
    Silver Point Specialty Credit Fund Management, LLCGreenwich, CT · 1 clientsAsset manager
    No custodian reported
    $1.3B
  36. 4755
    Gilman Hill Asset Management, LLCNew Canaan, CT · 299 clientsWealth manager
    Fidelity 46%State Street 28%Schwab 25%
    $1.2B
  37. 4767
    GE Vernova Investment Advisers, LLCStamford, CT · 1 clientsAsset managerHybridGE Vernova Capital Markets, LLC, GE Vernova Financial Services Limited
    No custodian reported
    $1.2B
  38. 4785
    Themes Management Company LLCGreenwich, CT · 90 clientsAsset managerHybrid
    No custodian reported
    $1.2B
  39. 4811
    Mountain Point Credit Management LLCGreenwich, CT · 4 clientsPrivate fund adviserAffiliated broker-dealerEagle Point Securities LLC, SPC Capital Markets LLC
    No custodian reported
    $1.2B
  40. 4844
    Wright Investors Service IncShelton, CT · 90 clientsAsset managerHybridWright Investors' Service Distributors, Inc.
    Mercantile Bank 54%Wilmington Trust 46%
    $1.2B

RIAs by state