Research Report · 2026-06-30
Largest Registered Investment Advisers in Connecticut
Connecticut SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
514
Total AUM
$3.45T
Median AUM
$771.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | GILMAN HILL ASSET MANAGEMENT, LLC | NEW CANAAN | 143970 | $1.24B | 10 | 2026-03-31 | → |
| 202 | GE VERNOVA INVESTMENT ADVISERS, LLC | STAMFORD | 329905 | $1.24B | 21 | 2026-03-31 | → |
| 203 | THEMES MANAGEMENT COMPANY LLC | GREENWICH | 323861 | $1.23B | 15 | 2026-03-31 | → |
| 204 | MOUNTAIN POINT CREDIT MANAGEMENT LLC | GREENWICH | 330615 | $1.22B | 19 | 2026-03-31 | → |
| 205 | WRIGHT INVESTORS SERVICE INC | SHELTON | 106302 | $1.21B | 22 | 2026-03-31 | → |
| 206 | SUNRIVER MANAGEMENT LLC | GREENWICH | 281277 | $1.20B | 9 | 2026-03-31 | → |
| 207 | STONE POINT CREDIT INCOME ADVISER LLC | GREENWICH | 332241 | $1.19B | 80 | 2026-03-31 | → |
| 208 | GAINLINE CAPITAL PARTNERS LP | STAMFORD | 285325 | $1.19B | 20 | 2026-03-31 | → |
| 209 | BAXTER BROTHERS INC. | RIVERSIDE | 106548 | $1.17B | 7 | 2026-03-31 | → |
| 210 | THIRD VIEW PRIVATE WEALTH, LLC | WESTPORT | 335591 | $1.16B | 11 | 2026-04-30 | → |
| 211 | ASTATINE ASSET MANAGEMENT LLC | GREENWICH | 311095 | $1.15B | 24 | 2026-03-31 | → |
| 212 | GOODNOW INVESTMENT GROUP LLC | DARIEN | 136792 | $1.13B | 8 | 2026-03-31 | → |
| 213 | WITT LAKE ASSET MANAGEMENT LLC | STAMFORD | 335523 | $1.12B | 2 | 2026-06-30 | → |
| 214 | HTG INVESTMENT ADVISORS INC | NEW CANAAN | 108614 | $1.11B | 12 | 2026-04-30 | → |
| 215 | SMITH BROTHERS FINANCIAL, LLC | GLASTONBURY | 322951 | $1.11B | 7 | 2026-05-31 | → |
| 216 | NIGHT OWL CAPITAL MANAGEMENT, LLC | GREENWICH | 106030 | $1.10B | 8 | 2026-03-31 | → |
| 217 | SOVEREIGN FINANCIAL GROUP, INC. | STAMFORD | 294314 | $1.08B | 31 | 2026-06-30 | → |
| 218 | FORESTER CAPITAL, L.L.C. | STAMFORD | 160806 | $1.07B | 8 | 2026-03-31 | → |
| 219 | ACK ASSET MANAGEMENT LLC | GREENWICH | 155136 | $1.07B | 10 | 2026-03-31 | → |
| 220 | COUNTERPOINTE INVESTMENT MANAGEMENT LLC | STAMFORD | 333864 | $1.07B | 36 | 2026-03-31 | → |
| 221 | BOURGEON CAPITAL MANAGEMENT LLC | DARIEN | 108054 | $1.07B | 7 | 2026-05-31 | → |
| 222 | RESOURCES MANAGEMENT CORP | WEST HARTFORD | 104674 | $1.07B | 14 | 2026-04-30 | → |
| 223 | TALSON CAPITAL MANAGEMENT L.P. | DARIEN | 150787 | $1.06B | 8 | 2026-03-31 | → |
| 224 | VIRTUS ALTERNATIVE INVESTMENT ADVISERS, LLC | HARTFORD | 143732 | $1.05B | 0 | 2026-06-30 | → |
| 225 | IRON TRIANGLE PARTNERS LP | COS COB | 302077 | $1.05B | 7 | 2026-03-31 | → |
| 226 | POST ROAD GROUP LLC | STAMFORD | 288459 | $1.05B | 13 | 2026-06-30 | → |
| 227 | QP GLOBAL FAMILY OFFICES, LLC | GREENWICH | 294879 | $1.05B | 9 | 2026-03-31 | → |
| 228 | NASSAU PRIVATE CREDIT LLC | DARIEN | 300220 | $1.05B | 7 | 2026-05-31 | → |
| 229 | 1543 CAPITAL LP | GREENWICH | 305398 | $1.04B | 8 | 2026-04-30 | → |
| 230 | FIERSTON FINANCIAL GROUP INC | WEST HARTFORD | 105003 | $1.04B | 7 | 2026-02-28 | → |
| 231 | TEN COVES CAPITAL, LP | DARIEN | 311121 | $1.03B | 11 | 2026-03-31 | → |
| 232 | BHMS INVESTMENTS, LP | WESTPORT | 162554 | $1.01B | 13 | 2026-03-31 | → |
| 233 | VERBENA VALUE LP | WESTPORT | 337379 | $1.00B | 9 | 2025-08-31 | → |
| 234 | GOODWIN CAPITAL ADVISERS, INC. | HARTFORD | 108290 | $986.6M | 9 | 2026-03-31 | → |
| 235 | FRANKLIN MANAGED OPTIONS STRATEGIES, LLC | STAMFORD | 325732 | $972.5M | 12 | 2025-12-31 | → |
| 236 | CAT ROCK CAPITAL MANAGEMENT LP | GREENWICH | 268817 | $968.5M | 6 | 2026-03-31 | → |
| 237 | ONDO CAPITAL MANAGEMENT LLC | GREENWICH | 325197 | $952.5M | 35 | 2026-05-31 | → |
| 238 | CLEARALPHA TECHNOLOGIES LP | GREENWICH | 325995 | $931.6M | 21 | 2026-03-31 | → |
| 239 | SKY INVESTMENT GROUP LLC | HARTFORD | 134001 | $931.0M | 11 | 2026-03-31 | → |
| 240 | INVESTMARK ADVISORY GROUP LLC | SHELTON | 121060 | $929.7M | 10 | 2026-03-31 | → |
| 241 | CASTLEKEEP INVESTMENT ADVISORS LLC | WESTPORT | 111656 | $920.8M | 5 | 2026-03-31 | → |
| 242 | FOUNDERS CAPITAL MANAGEMENT, LLC | HARTFORD | 118853 | $920.3M | 5 | 2026-02-28 | → |
| 243 | RFE MANAGEMENT CORPORATION | WESTPORT | 160360 | $913.3M | 17 | 2026-03-31 | → |
| 244 | ROUND ROCK ADVISORS LLC | WILTON | 286007 | $906.7M | 22 | 2026-06-30 | → |
| 245 | ASSET MANAGEMENT GROUP, INC. | STAMFORD | 110116 | $898.3M | 6 | 2026-03-31 | → |
| 246 | RISKBRIDGE ADVISORS, LLC | NORWALK | 310396 | $898.3M | 15 | 2026-03-31 | → |
| 247 | GRANDVIEW PROPERTY PARTNERS, LLC | GREENWICH | 299814 | $890.1M | 19 | 2026-03-31 | → |
| 248 | TRUE GREEN CAPITAL MANAGEMENT LLC | WESTPORT | 277052 | $876.2M | 34 | 2026-05-31 | → |
| 249 | CANNAE PORTFOLIO ADVISORS, LLC | STAMFORD | 310606 | $859.4M | 16 | 2026-04-30 | → |
| 250 | J.H. WHITNEY CAPITAL PARTNERS, LLC | NEW CANAAN | 160547 | $859.3M | 4 | 2026-03-31 | → |
| 251 | AETNA ASSET ADVISORS, LLC | HARTFORD | 161282 | $850.2M | 26 | 2026-03-31 | → |
| 252 | COINBASE ASSET MANAGEMENT, LLC | STAMFORD | 322174 | $840.5M | 14 | 2026-03-31 | → |
| 253 | GRANITE GROUP ADVISORS, LLC | STAMFORD | 127357 | $829.6M | 8 | 2026-03-31 | → |
| 254 | PROSPECTOR PARTNERS, LLC | GUILFORD | 123546 | $811.7M | 14 | 2025-06-30 | → |
| 255 | HORIZON TECHNOLOGY FINANCE MANAGEMENT LLC | FARMINGTON | 153052 | $811.1M | 23 | 2026-06-30 | → |
| 256 | LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC | STAMFORD | 149487 | $790.1M | 8 | 2026-03-31 | → |
| 257 | STORMFIELD CAPITAL, LLC | SOUTHPORT | 285486 | $776.4M | 24 | 2026-03-31 | → |
| 258 | IRONWOOD CAPITAL ADVISORS LLC | AVON | 321642 | $766.2M | 19 | 2026-03-31 | → |
| 259 | PROSTAR CAPITAL (US) LLC | GREENWICH | 166523 | $757.4M | 9 | 2026-03-31 | → |
| 260 | MILL ROAD CAPITAL MANAGEMENT LLC | GREENWICH | 157095 | $753.8M | 12 | 2026-03-31 | → |
| 261 | PINEY LAKE CAPITAL MANAGEMENT LP | GREENWICH | 290404 | $744.9M | 15 | 2026-03-31 | → |
| 262 | COOPERATIVE FUNERAL FUND INC | MADISON | 107631 | $727.8M | 20 | 2026-03-31 | → |
| 263 | TRGP INVESTMENT PARTNERS, LP | STAMFORD | 305563 | $726.8M | 16 | 2026-03-31 | → |
| 264 | UNION CAPITAL ASSOCIATES, L.P. | GREENWICH | 285154 | $721.5M | 28 | 2026-03-31 | → |
| 265 | DRAKE CAPITAL ADVISORS LLC | OLD GREENWICH | 136716 | $713.4M | 5 | 2026-03-31 | → |
| 266 | OLYMPUS PEAK ASSET MANAGEMENT LP | GREENWICH | 299460 | $702.0M | 5 | 2026-02-28 | → |
| 267 | HARTFORD FINANCIAL MANAGEMENT INC | WEST HARTFORD | 105039 | $699.6M | 10 | 2026-03-31 | → |
| 268 | FOX RUN MANAGEMENT LLC | GREENWICH | 149092 | $695.8M | 9 | 2026-03-31 | → |
| 269 | WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. | BRISTOL | 226535 | $694.3M | 27 | 2026-03-31 | → |
| 270 | INTEGRA GLOBAL ADVISORS LLC | STAMFORD | 288511 | $684.1M | 11 | 2026-03-31 | → |
| 271 | COMPASS WEALTH MANAGEMENT LLC | GUILFORD | 106289 | $682.5M | 5 | 2026-02-28 | → |
| 272 | PASI INVESTMENTS, LLC | FARMINGTON | 145640 | $676.3M | 8 | 2026-03-31 | → |
| 273 | NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | SOUTH MERIDEN | 109203 | $673.0M | 12 | 2026-03-31 | → |
| 274 | PIER CAPITAL, LLC | STAMFORD | 131212 | $647.7M | 9 | 2026-03-31 | → |
| 275 | GPB CAPITAL HOLDINGS, LLC | GREENWICH | 169825 | $646.2M | 7 | 2026-03-31 | → |
| 276 | DWM ASSET MANAGEMENT, LLC | STAMFORD | 143224 | $645.0M | 36 | 2026-03-31 | → |
| 277 | OLYMPIAD RESEARCH LP | STAMFORD | 304420 | $639.6M | 19 | 2026-03-31 | → |
| 278 | BARD FINANCIAL SERVICES, INC. | BRANFORD | 110017 | $639.4M | 6 | 2025-03-31 | → |
| 279 | EMPOWER FINANCIAL ADVISORY, LLC | GLASTONBURY | 313968 | $635.8M | 7 | 2026-05-31 | → |
| 280 | SEARLE & CO. | GREENWICH | 13035 | $629.9M | 13 | 2025-12-31 | → |
| 281 | SOLAS CAPITAL MANAGEMENT, LLC | DARIEN | 159962 | $629.0M | 4 | 2026-03-31 | → |
| 282 | MANATUCK HILL PARTNERS, LLC | WESTPORT | 160689 | $628.6M | 6 | 2026-03-31 | → |
| 283 | PHRACTION MANAGEMENT LLC | COLCHESTER | 298633 | $625.5M | 7 | 2026-03-31 | → |
| 284 | GREY LEDGE ADVISORS, LLC | GUILFORD | 124867 | $616.0M | 12 | 2026-03-31 | → |
| 285 | EAGLE HEALTH INVESTMENTS LP | GREENWICH | 309210 | $605.3M | 9 | 2026-03-31 | → |
| 286 | ENDEAVOUR CAPITAL ADVISORS INC. | GREENWICH | 137689 | $602.7M | 8 | 2026-03-31 | → |
| 287 | GFG ALTERNATIVE INVESTMENT ADVISORS LLC | GREENWICH | 160435 | $599.6M | 6 | 2026-03-31 | → |
| 288 | GREENSLEDGE ASSET MANAGEMENT LLC | GLASTONBURY | 307732 | $592.8M | 11 | 2026-06-30 | → |
| 289 | FAIRFIELD, BUSH & CO. | DARIEN | 105970 | $589.0M | 5 | 2026-03-31 | → |
| 290 | RJA ASSET MANAGEMENT LLC | STAMFORD | 153428 | $588.9M | 8 | 2026-05-31 | → |
| 291 | KREITLER FINANCIAL LLC | NEW HAVEN | 309056 | $584.9M | 10 | 2026-03-31 | → |
| 292 | NORTHLIGHT CAPITAL PARTNERS LLC | WESTPORT | 170112 | $582.2M | 10 | 2026-04-30 | → |
| 293 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | STAMFORD | 108156 | $577.7M | 8 | 2026-01-31 | → |
| 294 | CONNING INVESTMENT PRODUCTS, INC. | HARTFORD | 120387 | $572.0M | 8 | 2026-03-31 | → |
| 295 | FREEDOM INVESTMENT MANAGEMENT, INC. | SOUTH WINDSOR | 126052 | $568.7M | 9 | 2026-02-28 | → |
| 296 | POINT 41 CAPITAL PARTNERS, L.P. | COS COB | 334365 | $562.9M | 11 | 2026-06-30 | → |
| 297 | HT PARTNERS LLC | CENTERBROOK | 147400 | $556.3M | 7 | 2026-03-31 | → |
| 298 | NORTHERN RIGHT CAPITAL MANAGEMENT, L.P. | DARIEN | 133046 | $552.8M | 6 | 2026-03-31 | → |
| 299 | VARCOV CO. | DARIEN | 335143 | $549.6M | 2 | 2026-03-31 | → |
| 300 | 3 BOOMERANG CAPITAL, LP | GREENWICH | 326929 | $546.1M | 15 | 2026-04-30 | → |
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