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Est. 2026The front page of wealth managementNew York

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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. 7214
    Northlight Capital PartnersWestport, CT · 14 clientsPrivate fund adviser
    No custodian reported
    $582M
  2. 7241
    Jackson, Grant Investment Advisers, Inc.Stamford, CT · 94 clientsWealth manager
    Pershing 100%
    $578M
  3. 7270
    Bastion Management II LLCStamford, CT · 6 clientsPrivate fund adviserAffiliated broker-dealerMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing
    No custodian reported
    $573M
  4. 7277
    Conning Investment Products, Inc.Hartford, CTBroker-dealer firmHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management (UK) LTD.
    Royal Bank of Canada Dexia 59%BNY 41%
    $572M
  5. 7304
    Freedom Investment Management, Inc.South Windsor, CT · 520 clientsWealth manager
    Schwab 100%
    $569M
  6. 7354
    Point 41 Capital Partners, L.P.COS COB, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $563M
  7. 7402
    HT Partners LLCCenterbrook, CT · 121 clientsWealth manager
    Schwab 100%
    $556M
  8. 7434
    N10° WealthGreenwich, CT · 131 clientsWealth manager
    Goldman Sachs 100%
    $553M
  9. 7435
    Northern Right Capital Management, L.P.Darien, CT · 4 clientsPrivate fund adviser
    Merrill / Bank of America 100%
    $553M
  10. 7452
    Varcov Co.Darien, CT · 1 clientsPrivate fund adviser
    No custodian reported
    $550M
  11. 7472
    3 Boomerang Capital, LPGreenwich, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $546M
  12. 7546
    Litvak Wealth, LLCNorwalk, CT · 75 clientsWealth manager
    Bank Julius Baer & Co. LTD 41%UBS 30%Fidelity 28%
    $536M
  13. 7551
    Fairbridge Asset Management LLCDarien, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $535M
  14. 7561
    Morse Asset Management, Inc.Darien, CT · 198 clientsWealth manager
    Schwab 48%Citi 31%
    $534M
  15. 7611
    Caravela Energy Partners LPDarien, CT · 9 clientsPrivate fund adviser
    Goldman Sachs 67%Scotia Bank 33%
    $529M
  16. 7637
    5th Street Advisors, LLCSouthport, CT · 222 clientsWealth manager
    Fidelity 78%Schwab 22%
    $524M
  17. 7644
    Conifer Investments LTDWest Hartford, CT · 41 clientsWealth manager
    Schwab 100%
    $524M
  18. 7673
    Matson Financial Advisors, Inc.Danbury, CT · 232 clientsWealth managerHybrid
    Pershing 100%
    $519M
  19. 7692
    Medallion Wealth Advisors, LLCFarmington, CT · 2,484 clientsWealth managerWrap sponsorHybrid
    Schwab 83%
    $517M
  20. 7713
    Tower Bay Asset Management LPStamford, CT · 8 clientsPrivate fund adviser
    No custodian reported
    $514M
  21. 7723
    Fortwood Capital LPGreenwich, CT · 1 clientsAsset managerHybrid
    RBC 100%
    $513M
  22. 7758
    Quadratic Capital Management LLCGreenwich, CT · 2 clientsAsset managerHybrid
    No custodian reported
    $508M
  23. 7766
    Garden InvestmentsGreenwich, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $508M
  24. 7768
    Stratis Capital, LLCDarien, CT · 1 clientsWealth manager
    Goldman Sachs 86%
    $508M
  25. 7806
    11 Capital Partners LPDarien, CT · 5 clientsAsset manager
    Morgan Stanley 68%Goldman Sachs 32%
    $504M
  26. 7808
    Drum Capital Management LLCStamford, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $503M
  27. 7889
    True North Management Group, LLCStamford, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $493M
  28. 7891
    Engle Capital Management, L.P.Greenwich, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $492M
  29. 7911
    Cook Pine Capital LLCGreenwich, CT · 5 clientsPrivate fund adviserHybridCook Pine Securities LLC
    US Bancorp 100%
    $490M
  30. 7936
    BLT Fund Manager LLCStamford, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $487M
  31. 7979
    Monte Financial Group, LLCGuilford, CT · 434 clientsWealth manager
    Fidelity 100%
    $482M
  32. 8008
    Positive Selection Investment Management, LLCGreenwich, CT · 1 clientsPrivate fund adviser
    No custodian reported
    $479M
  33. 8038
    Hammond Iles Wealth AdvisorsWethersfield, CT · 982 clientsWealth managerHybrid
    Schwab 100%
    $475M
  34. 8067
    Birinyi Associates, Inc.Westport, CT · 107 clientsWealth manager
    RBC 100%
    $472M
  35. 8110
    Mark Sheptoff Financial Planning LLCGlastonbury, CT · 252 clientsWealth manager
    Fidelity 100%
    $467M
  36. 8178
    Mizzen Management LLCStamford, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $459M
  37. 8182
    Warner WealthMadison, CT · 758 clientsWealth managerHybrid
    LPL Financial 100%
    $458M
  38. 8189
    Eagle Point Income Management LLCGreenwich, CT · 1 clientsAsset managerHybridEagle Point Securities LLC, SPC Capital Markets LLC
    No custodian reported
    $458M
  39. 8236
    Cross Island Advisors LLCDarien, CTWealth manager
    No custodian reported
    $453M
  40. 8332
    Hedgeye Asset Management, LLCStamford, CT · 6 clientsAsset manager
    No custodian reported
    $443M

RIAs by state