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Est. 2026The front page of wealth managementNew York

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IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund Market
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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. 5861
    Cannae Portfolio Advisors, LLCStamford, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $859M
  2. 5862
    J.H. Whitney Capital Partners, LLCNew Canaan, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $859M
  3. 5897
    Aetna Asset Advisors, LLCHartford, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $850M
  4. 5933
    Coinbase Asset Management, LLCStamford, CT · 6 clientsAsset managerAffiliated broker-dealerCoinbase Capital Markets Corp, clears through Apex Clearing
    Coinbase Custody Trust Company 100%
    $840M
  5. 5975
    Granite Group Advisors, LLCStamford, CT · 170 clientsAsset manager
    RBC 100%
    $830M
  6. 6041
    Horizon Technology FinanceFarmington, CT · 1 clientsAsset manager
    No custodian reported
    $811M
  7. 6138
    Land & Buildings Investment Management, LLCStamford, CT · 5 clientsAsset manager
    Goldman Sachs 60%Wells Fargo 40%
    $790M
  8. 6204
    Stormfield Capital, LLCSouthport, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $776M
  9. 6241
    New England Capital Financial Advisors LLCCheshire, CT · 1,219 clientsWealth manager
    Fidelity 92%
    $768M
  10. 6249
    Ironwood Capital Advisors LLCAvon, CT · 10 clientsPrivate fund adviser
    No custodian reported
    $766M
  11. 6288
    Prostar Capital (US) LLCGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $757M
  12. 6300
    Mill Road CapitalGreenwich, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $754M
  13. 6346
    Piney Lake Capital Management LPGreenwich, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $745M
  14. 6417
    Cooperative Funeral Fund IncMadison, CT · 1,250 clientsAsset manager
    Wells Fargo 100%
    $728M
  15. 6426
    Trgp Investment Partners, LPStamford, CT · 12 clientsPrivate fund adviser
    No custodian reported
    $727M
  16. 6452
    Union Capital Associates, L.P.Greenwich, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $722M
  17. 6485
    Drake Capital Advisors LLCOld Greenwich, CT · 4 clientsAsset manager
    No custodian reported
    $713M
  18. 6549
    HFM Wealth ManagementWest Hartford, CT · 185 clientsWealth manager
    Schwab 82%
    $700M
  19. 6566
    Fox RUN Management LLCGreenwich, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $696M
  20. 6576
    William Joseph Capital Management, Inc.Bristol, CT · 1,879 clientsWealth managerWrap sponsor
    Assetmark Trust 97%
    $694M
  21. 6623
    Integra Global Advisors LLCStamford, CT · 52 clientsWealth managerHybrid
    Schwab 100%
    $684M
  22. 6630
    Compass Wealth Management LLCGuilford, CT · 375 clientsWealth managerWrap sponsor
    Schwab 93%
    $683M
  23. 6670
    Pasi Investments, LLCFarmington, CT · 439 clientsAsset managerAffiliated broker-dealerDaybright Securities, LLC
    Empower Trust 48%Schwab 33%
    $676M
  24. 6819
    Pier Capital, LLCStamford, CT · 8 clientsAsset manager
    SEB 41%U.S. Bank 39%
    $648M
  25. 6826
    GPB Capital Holdings, LLCGreenwich, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $646M
  26. 6834
    DWM Asset Management, LLCStamford, CT · 6 clientsPrivate fund adviserHybridDWM Finance LLC
    No custodian reported
    $645M
  27. 6870
    Olympiad Research LPStamford, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $640M
  28. 6892
    Empower Financial Advisory, LLCGlastonbury, CT · 295 clientsWealth manager
    Fidelity 100%
    $636M
  29. 6923
    Searle & Co.Greenwich, CT · 127 clientsBroker-dealer firmHybrid
    Pershing 100%
    $630M
  30. 6927
    Solas Capital Management, LLCDarien, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $629M
  31. 6929
    Manatuck Hill Partners, LLCWestport, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $629M
  32. 6948
    Phraction Management LLCColchester, CT · 73 clientsAsset manager
    No custodian reported
    $626M
  33. 7007
    Grey Ledge Advisors, LLCGuilford, CT · 887 clientsWealth managerBank-affiliated
    Fidelity 63%Schwab 37%
    $616M
  34. 7073
    Eagle Health Investments LPGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $605M
  35. 7090
    Endeavour Capital Advisors Inc.Greenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $603M
  36. 7107
    GFG Alternative Investment Advisors LLCGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $600M
  37. 7140
    Greensledge Asset Management LLCGlastonbury, CT · 4 clientsPrivate fund adviserHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
    No custodian reported
    $593M
  38. 7165
    Fairfield, Bush & Co.Darien, CT · 253 clientsWealth manager
    J.P. Morgan 61%Schwab 23%
    $589M
  39. 7166
    RJA Asset Management LLCStamford, CT · 6 clientsAsset manager
    Schwab 83%
    $589M
  40. 7191
    Kreitler Financial LLCNew Haven, CT · 173 clientsWealth manager
    Raymond James 84%
    $585M

RIAs by state