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Top RIA Firms in Farmington, Connecticut

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Farmington, Connecticut. This hub covers 10 matching firms with $209.4B in total reported AUM and median AUM of $743.7M.

Firms

Matching current profiles

Total AUM

$209.4B

Reported regulatory AUM

Median AUM

$743.7M

Across firms with AUM

Largest firm

$111.7B

New England Asset Management, INC.

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. New England Asset Management, INC. CRD 105900 · Corporation	FARMINGTON, CT	$111.7B Mar 2026	+$8.5B+8.3%	+$11.3B+11.2%	+$21.6B+24.0%	+$26.9B+31.7%	+22 employees+22.0% over 3Y	+121 accounts+13.8% over 3Y
2. Symetra Investment Management Company CRD 312176 · Corporation	FARMINGTON, CT	$88.8B Apr 2026	+$10.1B+12.9%	+$20.6B+30.2%	+$44.4B+100.2%	+$44.4B+100.2%	+32 employees+46.4% over 3Y	+68 accounts+850.0% over 3Y
3. Connecticut Wealth Management, LLC CRD 154310 · Limited Liability Company	FARMINGTON, CT	$4.5B May 2026	+$768.8M+20.7%	+$2.3B+109.9%	+$2.4B+113.7%	+$4.3B+2593.1%	+16 employees+27.6% over 3Y	+2,337 accounts+79.2% over 3Y
4. Mjp Wealth Advisors CRD 127654 · Corporation	FARMINGTON, CT	$1.6B Jan 2026	+$505.2M+47.8%	+$656.3M+72.5%	+$1.0B+186.7%	+$1.4B+1059.9%	+11 employees+110.0% over 3Y	+966 accounts+46.2% over 3Y
5. Horizon Technology Finance CRD 153052 · Limited Liability Company	FARMINGTON, CT	$811.1M Mar 2026	-$10.7M-1.3%	-$190.3M-19.0%	+$492.1M+154.3%	+$612.3M+308.0%	-9 employees-28.1% over 3Y	-1 accounts-50.0% over 3Y
6. Pasi Investments, LLC CRD 145640 · Limited Liability Company	FARMINGTON, CT	$676.3M Mar 2026	+$112.1M+19.9%	+$225.4M+50.0%	+$290.6M+75.4%	+$565.4M+510.1%	+1 employees+14.3% over 3Y	-344 accounts-43.9% over 3Y
7. Medallion Wealth Advisors, LLC CRD 156064 · Limited Liability Company	FARMINGTON, CT	$516.9M Mar 2026	+$109.5M+26.9%	+$246.7M+91.3%	+$255.6M+97.8%	+$385.7M+293.9%	0 employees+0.0% over 3Y	+523 accounts+26.7% over 3Y
8. Sagebroadview Wealth Management, LLC CRD 126472 · Limited Liability Company	FARMINGTON, CT	$397.2M Mar 2026	+$79.6M+25.0%	+$126.7M+46.8%	+$157.9M+66.0%	+$282.5M+246.3%	+2 employees+33.3% over 3Y	-1 accounts-0.2% over 3Y
9. Wmgna CRD 125765 · Limited Liability Company	FARMINGTON, CT	$346.4M Apr 2026	+$129.4M+59.6%	—	—	+$155.0M+81.0%	0 employees+0.0% over 1Y	+125 accounts+14.6% over 1Y
10. U.s.a. Financial & Tax Services, LLC CRD 306214 · Limited Liability Company	FARMINGTON, CT	$159.3M Apr 2026	+$39.3M+32.7%	—	—	+$40.8M+34.5%	+1 employees+50.0% over 1Y	+260 accounts+65.0% over 1Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.