Investment advisers in New Haven, CT
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Knights of Columbus Asset Advisors LLC | $30.51 billion | 249 | 0 |
| Great Mountain Partners | $14.11 billion | 17 | 0 |
| Kreitler Financial LLC | $584.9 million | 10 | 0 |
| Ladd Capital Management LLC | $176.6 million | 0 | 0 |
| Plootus | $0 | 4 | 0 |
| Waldo.ai, Inc. | $0 | 2 | 0 |