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RIAs in Southbury, Connecticut

Explore 3 RIAs headquartered in Southbury, with $323.2M in combined reported AUM.

RIAs3Headquartered here
Total AUM$323.2MReported regulatory AUM
Total Employees13Reported by these RIAs
% of Total State AUM0.0%% Of total State AUM Reported

All RIAs in Southbury

3 RIAs
Showing 1–3 of 3 RIAs

Kennedy Wealth & Tax Management, LLC

SOUTHBURY, CT
Reported AUM$215.5M
Employees4
66.7% of city AUMView RIA ↗

Swiss Finance Private Wealth Management LLC

SOUTHBURY, CT
Reported AUM$101.2M
Employees7
31.3% of city AUMView RIA ↗

Newday

SOUTHBURY, CT
Reported AUM$6.5M
Employees2
2.0% 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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