Adviser Record

Investment advisers in Wilton, CT

7 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in CT

FirmAssetsEmployeesDisclosures
Stonebridge Advisors LLC$11.83 billion153
Trivium Point Advisory, LLC$1.63 billion380
Round Rock Advisors LLC$906.7 million220
Ais Capital Management L.P.$358.3 million30
Altus Capital Partners, Inc.$169.3 million90
Catum Advisory Group, LLC.$128.6 million40
Agilis Investment Management LLC$123.8 million40