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RIAs in Guilford, Connecticut

Explore 5 RIAs headquartered in Guilford, with $2.4B in combined reported AUM.

RIAs5Headquartered here
Total AUM$2.4BReported regulatory AUM
Total Employees46Reported by these RIAs
% of Total State AUM0.1%% Of total State AUM Reported

All RIAs in Guilford

5 RIAs
Showing 1–5 of 5 RIAs

Compass Wealth Management LLC

GUILFORD, CT
Reported AUM$682.5M
Employees5
28.4% of city AUMView RIA ↗

Grey Ledge Advisors, LLC

GUILFORD, CT
Reported AUM$616M
Employees12
25.6% of city AUMView RIA ↗

Monte Financial Group, LLC

GUILFORD, CT
Reported AUM$482.4M
Employees12
20.0% of city AUMView RIA ↗

Diastole Wealth Management

GUILFORD, CT
Reported AUM$396M
Employees13
16.5% of city AUMView RIA ↗

Granite Islands Private Wealth, LLC

GUILFORD, CT
Reported AUM$229.9M
Employees4
9.6% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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