Top 10 Advisor Firms in Connecticut by AUM
The largest public advisor firms headquartered in Connecticut, ranked by reported assets under management.
Connecticut
| # | Firm | AUM |
|---|---|---|
| 1 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC Stamford, CT | $33.5B |
| 2 | NEW EDGE WEALTH Stamford, CT | $19.9B |
| 3 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC Stamford, CT | $19.8B |
| 4 | APELLA WEALTH West Hartford, CT | $11.1B |
| 5 | PROCYON Shelton, CT | $9.2B |
| 6 | BRADLEY FOSTER & SARGENT INC Hartford, CT | $9.1B |
| 7 | CHILTON INVESTMENT SERVICES, LLC Stamford, CT | $8.2B |
| 8 | OSAIC INSTITUTIONS, INC. Meriden, CT | $6.5B |
| 9 | COASTAL BRIDGE ADVISORS Westport, CT | $5B |
| 10 | NORTHCOAST ASSET MANAGEMENT LLC Stamford, CT | $5B |