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Data / Investment advisers / Serving charitable organizations / Connecticut

Investment advisers in Connecticut serving charitable organizations: 126 firms

126 SEC registered investment advisers with a main office in Connecticut report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $27 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Commonfund Ocio, Inc.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Get charitable organizations advisers in ConnecticutWatch new advisers in Connecticut
  • 126Advisers
  • $27 billionAUM from this client type
  • 124Advisers over $100 million
  • November 2, 2026File date

Advisers in Connecticut serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Commonfund Ocio, Inc.Norwalk126$8.62 billion$23.94 billionadviserinfo.sec.gov
Portfolio Advisors LLCDarienFewer than 5$2.31 billion$47.84 billionadviserinfo.sec.gov
Usi AdvisorsGlastonbury71$2.19 billion$56.28 billionadviserinfo.sec.gov
CF Private Equity, Inc.NorwalkFewer than 5$1.97 billion$17.53 billionadviserinfo.sec.gov
Edgewood Management LLCGreenwich68$1.47 billion$21.52 billionadviserinfo.sec.gov
Gamco Asset Management Inc.Greenwich149$1.20 billion$11.69 billionadviserinfo.sec.gov
Osaic Institutions, Inc.Meriden259$863.9 million$6.49 billionadviserinfo.sec.gov
Bridgewater Associates, LPWestportFewer than 5$683.4 million$150.16 billionadviserinfo.sec.gov
Hardman Johnston Global Advisors LLCStamford34$640.4 million$8.77 billionadviserinfo.sec.gov
Axiom InvestorsGreenwich6$558 million$28.06 billionadviserinfo.sec.gov
Sustainable Growth Advisers, LPStamford2$526.9 million$16.66 billionadviserinfo.sec.gov
Chilton Investment Services, LLCStamford72$433.2 million$8.15 billionadviserinfo.sec.gov
Bradley Foster & Sargent IncHartford62$383.8 million$9.07 billionadviserinfo.sec.gov
Virtus Fixed Income Advisers, LLCHartford7$373.7 million$34.91 billionadviserinfo.sec.gov
New Edge WealthStamford23$368.4 million$19.93 billionadviserinfo.sec.gov
Steward Partners Investment Advisory, LLCStamford126$316.1 million$36.73 billionadviserinfo.sec.gov
Chilton Investment Company, Inc.StamfordFewer than 5$283.1 million$1.32 billionadviserinfo.sec.gov
O'shaughnessy Asset Management, LLCStamford40$235.8 million$19.78 billionadviserinfo.sec.gov
Greylock Capital Management, LLCStamford1$226.4 million$313.9 millionadviserinfo.sec.gov
Virtus Capital Advisers, LLCHartfordFewer than 5$226.2 million$1.49 billionadviserinfo.sec.gov
Tweedy, Browne Company LLCStamford7$206 million$7.13 billionadviserinfo.sec.gov
Avity Investment Management Inc.Greenwich20$178.2 million$2.03 billionadviserinfo.sec.gov
Rja Asset Management LLCStamfordFewer than 5$169.6 million$588.9 millionadviserinfo.sec.gov
Knights of Columbus Asset Advisors LLCNew Haven10$168.5 million$30.51 billionadviserinfo.sec.gov
Sound Shore Management IncGreenwich2$132.8 million$3.40 billionadviserinfo.sec.gov
Cigna Investments, Inc.Bloomfield1$125.4 million$25.76 billionadviserinfo.sec.gov
Sprott Asset Management USA Inc.Darien5$125.3 million$10.12 billionadviserinfo.sec.gov
Pier Capital, LLCStamford5$123.1 million$647.7 millionadviserinfo.sec.gov
QP Global Family Offices, LLCGreenwich5$112 million$1.05 billionadviserinfo.sec.gov
Essex Financial Services, Inc.Essex60$104.3 million$4.17 billionadviserinfo.sec.gov
AQR Capital Management, LLCGreenwichFewer than 5$101.3 million$311.70 billionadviserinfo.sec.gov
Bastion Management II LLCStamford1$100.5 million$572.7 millionadviserinfo.sec.gov
Conning, Inc.HartfordFewer than 5$100.4 million$106.90 billionadviserinfo.sec.gov
Connecticut Wealth Management, LLCFarmington182$83.4 million$4.48 billionadviserinfo.sec.gov
Greenwich Wealth Management, LLCGreenwich10$73.3 million$3.52 billionadviserinfo.sec.gov
Morse Asset Management, Inc.Darien11$64.8 million$534.3 millionadviserinfo.sec.gov
Cook Pine Capital LLCGreenwich1$52.4 million$490.3 millionadviserinfo.sec.gov
Night Owl Capital Management, LLCGreenwich3$51.1 million$1.10 billionadviserinfo.sec.gov
Clear Harbor Asset Management, LLCStamford9$49.8 million$2.05 billionadviserinfo.sec.gov
Colter Lewis Investment Partners, LLCGreenwichFewer than 5$47.7 million$3.41 billionadviserinfo.sec.gov
Apella WealthWest Hartford129$46.6 million$11.07 billionadviserinfo.sec.gov
Yhb Investment Advisors IncWest Hartford66$46.4 million$2.28 billionadviserinfo.sec.gov
Mullaney Keating & Wright IncMiddletown4$44.5 million$391 millionadviserinfo.sec.gov
Main Street Research LLCLakeville5$43.9 million$2.68 billionadviserinfo.sec.gov
RMC Investment AdvisorsWest Hartford7$41.5 million$1.07 billionadviserinfo.sec.gov
Wright Investors Service IncSheltonFewer than 5$36.5 million$1.21 billionadviserinfo.sec.gov
Agilis Investment Management LLCWilton4$35.7 million$123.8 millionadviserinfo.sec.gov
Private Capital Advisors, Inc.Darien4$35.3 million$1.28 billionadviserinfo.sec.gov
Stonebridge Advisors LLCWilton7$33.3 million$11.83 billionadviserinfo.sec.gov
K2/D&S Management Co., L.L.C.Stamford1$32.1 million$6.53 billionadviserinfo.sec.gov
Granite Group Advisors, LLCStamford5$28.9 million$829.6 millionadviserinfo.sec.gov
Founders Capital Management, LLCHartford6$27.6 million$920.3 millionadviserinfo.sec.gov
Integra Global Advisors LLCStamfordFewer than 5$27.5 million$684.1 millionadviserinfo.sec.gov
Gilman Hill Asset Management, LLCNew Canaan10$26.3 million$1.24 billionadviserinfo.sec.gov
Riskbridge Advisors, LLCNorwalk5$25.3 million$898.3 millionadviserinfo.sec.gov
Moneco AdvisorsFairfield15$25.1 million$2.28 billionadviserinfo.sec.gov
Baxter Investment ManagementRiverside5$22.3 million$1.17 billionadviserinfo.sec.gov
Conifer Investments LTDWest HartfordFewer than 5$19 million$524 millionadviserinfo.sec.gov
Compass Wealth Management LLCGuilford5$17.4 million$682.5 millionadviserinfo.sec.gov
Symmetry PartnersGlastonbury37$17.3 million$4.73 billionadviserinfo.sec.gov
Medallion Wealth Advisors, LLCFarmington5$15.9 million$516.9 millionadviserinfo.sec.gov
Its Asset Management, L.P.North HavenFewer than 5$15.2 million$297.8 millionadviserinfo.sec.gov
Wright Private Asset Management LLCSheltonFewer than 5$13.8 million$74.1 millionadviserinfo.sec.gov
Sovereign Financial Group, Inc.Stamford12$13.8 million$1.08 billionadviserinfo.sec.gov
MJP Wealth AdvisorsFarmington5$13.2 million$1.56 billionadviserinfo.sec.gov
Pettee Investors IncRowaytonFewer than 5$12.9 million$191.9 millionadviserinfo.sec.gov
Fierston Financial Group IncWest HartfordFewer than 5$12.9 million$1.04 billionadviserinfo.sec.gov
Rossmore Private Capital, LLCGlastonbury10$12.5 million$1.92 billionadviserinfo.sec.gov
Kreitler Financial LLCNew HavenFewer than 5$12 million$584.9 millionadviserinfo.sec.gov
Freedom Investment Management, Inc.South Windsor6$11.3 million$568.7 millionadviserinfo.sec.gov
Coastal Bridge AdvisorsWestport12$10.8 million$5.02 billionadviserinfo.sec.gov
Sky Investment Group LLCHartford8$10.3 million$931 millionadviserinfo.sec.gov
Fairfield, Bush & Co.Darien7$8.1 million$589 millionadviserinfo.sec.gov
Ridgeview Asset Management Partners, LLCStamfordFewer than 5$7.7 million$387.9 millionadviserinfo.sec.gov
Ladd Capital Management LLCNew Haven3$7.3 million$176.6 millionadviserinfo.sec.gov
Beirne.DarienFewer than 5$6.9 million$2.26 billionadviserinfo.sec.gov
New England Capital Financial Advisors LLCCheshire6$6.8 million$768 millionadviserinfo.sec.gov
John a. Bysko AssociatesOld Lyme2$6.6 million$204.3 millionadviserinfo.sec.gov
Eagle Point Credit Management LLCGreenwichFewer than 5$6.3 million$13.24 billionadviserinfo.sec.gov
Round Rock Advisors LLCWilton5$5.9 million$906.7 millionadviserinfo.sec.gov
Monte Financial Group, LLCGuilfordFewer than 5$5.7 million$482.4 millionadviserinfo.sec.gov
Bourgeon Capital Management LLCDarien3$5.6 million$1.28 billionadviserinfo.sec.gov
HFM Wealth ManagementWest Hartford4$5.2 million$699.6 millionadviserinfo.sec.gov
Searle & Co.Greenwich1$4.8 million$629.9 millionadviserinfo.sec.gov
Trivium Point Advisory, LLCWilton2$4.7 million$1.63 billionadviserinfo.sec.gov
Charter Research & Investment Group IncSouthportFewer than 5$4.6 million$275.1 millionadviserinfo.sec.gov
Adviceone Advisory Services, LLCGlastonburyFewer than 5$4.1 million$2.05 billionadviserinfo.sec.gov
A.G.P / Alliance Global PartnersWestport10$4 million$2.95 billionadviserinfo.sec.gov
Heritage Capital, LLCWoodbridgeFewer than 5$3.9 million$146.9 millionadviserinfo.sec.gov
Dunham Lane Capital Partners LLCGreenwich1$3.8 million$117.2 millionadviserinfo.sec.gov
Ayrshire Capital Management LLCWestportFewer than 5$3.7 million$285.1 millionadviserinfo.sec.gov
Hammond Iles Wealth AdvisorsWethersfield11$3.2 million$474.9 millionadviserinfo.sec.gov
Scholtz & Company, LLCStamford1$3.2 million$340.5 millionadviserinfo.sec.gov
Alchemi Wealth, LLCEssex5$3 million$286.9 millionadviserinfo.sec.gov
LCR Wealth Management LLCWestport1$3 million$151.8 millionadviserinfo.sec.gov
Greenwich Advisors, LLCGreenwichFewer than 5$3 million$293.2 millionadviserinfo.sec.gov
Principle WealthMadisonFewer than 5$2.7 million$3.20 billionadviserinfo.sec.gov
Jeffrey N. Mehler, CFP LLCEssexFewer than 5$2.7 million$416.2 millionadviserinfo.sec.gov
Matson Financial Advisors, Inc.Danbury2$2.6 million$518.9 millionadviserinfo.sec.gov
Diamant Asset Management, Inc.RidgefieldFewer than 5$2.5 million$211.5 millionadviserinfo.sec.gov
Northcoast Asset Management LLCStamfordFewer than 5$2.2 million$4.97 billionadviserinfo.sec.gov
Herbert J. Sims Capital Management, Inc.Fairfield1$2.2 million$436.9 millionadviserinfo.sec.gov
Castlekeep Investment AdvisorsWestportFewer than 5$1.7 million$920.8 millionadviserinfo.sec.gov
Third View Private WealthWestport2$1.6 million$1.16 billionadviserinfo.sec.gov
Constitution Investment Advisory and Portfolio ManagementSheltonFewer than 5$1.6 million$241.3 millionadviserinfo.sec.gov
WJ Financial Advisors, LLCKillingworth1$1.5 million$203.4 millionadviserinfo.sec.gov
Toomey Investment Management, IncWallingford3$1.4 million$321 millionadviserinfo.sec.gov
Grey Ledge Advisors, LLCGuilfordFewer than 5$1.4 million$616 millionadviserinfo.sec.gov
Kennedy Wealth & Tax Management, LLCSouthbury1$1.2 million$215.5 millionadviserinfo.sec.gov
Diastole Wealth ManagementGuilford1$1.1 million$396 millionadviserinfo.sec.gov
Warner WealthMadisonFewer than 5$995,505$458.5 millionadviserinfo.sec.gov
Private Capital Asset Management LLCDarien1$918,338$13 millionadviserinfo.sec.gov
Connecticut Capital Management Group, LLCMilford1$885,598$253.9 millionadviserinfo.sec.gov
Quorus Inc.WestportFewer than 5$683,342$148.2 millionadviserinfo.sec.gov
Mark Sheptoff Financial Planning LLCGlastonburyFewer than 5$638,069$466.5 millionadviserinfo.sec.gov
Burne Financial Concepts, LLCWatertownFewer than 5$552,000$113.7 millionadviserinfo.sec.gov
Voya Financial Advisors, Inc.Windsor2$538,585$3.87 billionadviserinfo.sec.gov
Smith Brothers Financial, LLCGlastonbury2$490,010$1.11 billionadviserinfo.sec.gov
Springboard Asset Management LLCCheshire1$334,089$136.8 millionadviserinfo.sec.gov
Sullivan Financial, LLCEssex1$184,567$119.1 millionadviserinfo.sec.gov
Nantahala Capital Management, LLCNew Canaan1$82,299$3.11 billionadviserinfo.sec.gov
SpurstoneHigganum1$78,942$192.1 millionadviserinfo.sec.gov
Morrissey Wealth Management LLCNorth Haven1$51,880$165.1 millionadviserinfo.sec.gov
JC Capital Advisors Group LLCStamford2$19,000$263 millionadviserinfo.sec.gov
Drum Hill Capital, LLCWestport1$18,541$194.3 millionadviserinfo.sec.gov
Coliseum Capital Management, LLCRowayton1Not listed$2.27 billionadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.