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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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. 082
    AQR Capital Management, LLCGreenwich, CT · 717 clientsPrivate fund adviserHybridAQR Investments, LLC
    Fidelity 100%
    $312B
  2. 094
    Point72 Asset Management, L.P.Stamford, CT · 19 clientsPrivate fund adviser
    No custodian reported
    $274B
  3. 184
    Bridgewater Associates, LPWestport, CT · 93 clientsPrivate fund adviser
    BNY 88%
    $150B
  4. 201
    Verition Fund Management LLCGreenwich, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $139B
  5. 221
    Hartford Investment Management CompanyHartford, CT · 80 clientsAsset managerAffiliated broker-dealerHartford Funds Distributors, LLC
    J.P. Morgan 83%
    $124B
  6. 237
    New England Asset Management, Inc.Farmington, CT · 145 clientsAsset manager
    BNY 55%U.S. Bank 23%
    $112B
  7. 248
    Conning, Inc.Hartford, CT · 161 clientsAsset managerHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management LTD. (UK)
    J.P. Morgan 50%State Street 32%
    $107B
  8. 249
    Tudor Investment CorporationStamford, CT · 22 clientsPrivate fund adviser
    No custodian reported
    $107B
  9. 286
    AST Investment Services, Inc.Shelton, CT · 1 clientsAsset managerHybridPruco Securities, LLC, Prudential Annuities Distributors, Inc
    No custodian reported
    $91B
  10. 288
    Symetra Investment Management CompanyFarmington, CT · 10 clientsAsset managerAffiliated broker-dealerSymetra Securities, Inc.
    J.P. Morgan 67%Sumitomo Mitsui Trust Bank (u.s.a.) Limited 33%
    $89B
  11. 322
    Viking Global Investors LPStamford, CT · 21 clientsPrivate fund adviser
    No custodian reported
    $78B
  12. 360
    Stone Point Capital LLCGreenwich, CT · 59 clientsPrivate fund adviserHybridSPC Capital Markets LLC
    No custodian reported
    $68B
  13. 397
    USI AdvisorsGlastonbury, CT · 1,353 clientsAsset managerHybridUSI Securities, Inc.
    Fidelity 42%Schwab 39%
    $56B
  14. 419
    Virtus Investment Advisers, LLCHartford, CT · 106 clientsAsset managerAffiliated broker-dealerVP Distributors, LLC
    No custodian reported
    $52B
  15. 447
    Portfolio Advisors LLCDarien, CT · 114 clientsPrivate fund adviserAffiliated broker-dealerFS Investment Solutions, LLC
    No custodian reported
    $48B
  16. 462
    Silver Point Capital, L.P.Greenwich, CT · 58 clientsPrivate fund adviser
    No custodian reported
    $46B
  17. 487
    Graham Capital Management, L.P.Rowayton, CT · 35 clientsPrivate fund adviser
    No custodian reported
    $43B
  18. 511
    Hudson Bay Capital Management LPStamford, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $41B
  19. 547
    Voya Retirement Advisors, LLCWindsor, CT · 7,672 clientsAsset managerHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC
    Voya Instutional Trust 47%
    $37B
  20. 554
    Steward Partners Investment Advisory, LLCStamford, CT · 42,763 clientsBroker-dealer firmHybridSteward Partners Investment Solutions, LLC
    Raymond James 100%
    $37B
  21. 587
    Virtus Fixed Income Advisers, LLCHartford, CT · 220 clientsAsset managerHybridVP Distributors LLC
    Citi 100%
    $35B
  22. 635
    L CattertonGreenwich, CT · 88 clientsPrivate fund adviser
    No custodian reported
    $31B
  23. 641
    Knights of Columbus Asset Advisors LLCNew Haven, CT · 6,094 clientsAsset managerHybrid
    BNY 89%
    $31B
  24. 645
    Paloma Partners Management CompanyGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $30B
  25. 691
    Axiom InvestorsGreenwich, CT · 70 clientsPrivate fund adviser
    State Street 66%
    $28B
  26. 727
    Cigna Investments, Inc.Bloomfield, CT · 82 clientsAsset managerAffiliated broker-dealerCigna Benefits Financing, Inc.
    J.P. Morgan 100%
    $26B
  27. 730
    Strategic Value Partners, LLCGreenwich, CT · 62 clientsPrivate fund adviser
    No custodian reported
    $26B
  28. 762
    GE Investment ManagementNorwalk, CT · 1 clientsPrivate fund adviser
    No custodian reported
    $24B
  29. 776
    Commonfund Ocio, Inc.Norwalk, CT · 156 clientsPrivate fund adviserHybridCommonfund Securities, Inc.
    Fidelity 100%
    $24B
  30. 825
    Neos InvestmentsWestport, CT · 19 clientsAsset managerHybrid
    No custodian reported
    $22B
  31. 826
    Lone Pine Capital LLCGreenwich, CT · 17 clientsPrivate fund adviser
    No custodian reported
    $22B
  32. 829
    Edgewood Management LLCGreenwich, CT · 1,070 clientsAsset manager
    BNY 55%J.P. Morgan 45%
    $22B
  33. 852
    Ellington Management Group, L.L.C.Old Greenwich, CT · 33 clientsPrivate fund adviserHybridArmstrong Securities LLC
    BNY 100%
    $21B
  34. 865
    Hildene Capital ManagementStamford, CT · 82 clientsPrivate fund adviser
    State Street 81%
    $20B
  35. 875
    New Edge WealthStamford, CT · 3,692 clientsWealth managerWrap sponsorHybridMID Atlantic Clearing & Settlement Corporation, Newedge Securities, LLC
    Fidelity 85%
    $20B
  36. 878
    O'shaughnessy Asset Management, LLCStamford, CT · 11,156 clientsWealth managerPublic-company owned
    No custodian reported
    $20B
  37. 886
    Ellington Financial Management LLCOld Greenwich, CT · 1 clientsPrivate fund adviserHybridArmstrong Securities LLC
    No custodian reported
    $19B
  38. 922
    Spectrum Asset Management, Inc.Stamford, CT · 74 clientsAsset managerHybridPrincipal Funds Distributor, Inc., Principal Securities, Inc., clears through National Financial Services (Fidelity)
    Merrill / Bank of America 47%Morgan Stanley 33%
    $18B
  39. 926
    AMG Funds LLCStamford, CT · 5 clientsAsset managerHybridAMG Distributors, Inc.
    No custodian reported
    $18B
  40. 930
    Atlas Holdings LLCGreenwich, CT · 17 clientsPrivate fund adviser
    No custodian reported
    $18B

RIAs by state