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Top RIA Firms in Wilton, Connecticut

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Wilton, Connecticut. This hub covers 6 matching firms with $15.0B in total reported AUM and median AUM of $632.5M.

Firms

6

Matching current profiles

Total AUM

$15.0B

Reported regulatory AUM

Median AUM

$632.5M

Across firms with AUM

Largest firm

$11.8B

Stonebridge Advisors LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount Signal
1. Stonebridge Advisors LLC
CRD 134017 · Limited Liability Company
WILTON, CT$11.8B
Mar 2026
+$1.8B+17.8%-$2.6B-17.9%+$1.3B+12.2%+$11.0B+1313.6%-1 employees-6.3% over 3Y-5,192 accounts-58.1% over 3Y
2. Trivium Point Advisory, LLC
CRD 292182 · Limited Liability Company
WILTON, CT$1.6B
Mar 2026
+$911.0M+127.2%+$830.4M+104.2%+$1.0B+162.9%+14 employees+58.3% over 3Y+1,099 accounts+88.0% over 3Y
3. Round Rock Advisors LLC
CRD 286007 · Limited Liability Company
WILTON, CT$906.7M
May 2026
+$92.1M+11.3%+$421.8M+87.0%+$645.6M+247.2%+6 employees+37.5% over 3Y+258 accounts+15.4% over 3Y
4. Ais Capital Management L.p.
CRD 107971 · Limited Partnership
WILTON, CT$358.3M
Feb 2026
+$190.8M+113.9%+$156.4M+77.5%+$243.8M+212.9%+$7.6M+2.2%0 employees+0.0% over 3Y-12 accounts-21.4% over 3Y
5. Altus Capital Partners, INC.
CRD 159529 · Corporation
WILTON, CT$169.3M
Mar 2026
-$9.3M-5.2%-$68.1M-28.7%-$24.5M-12.7%-$28.7M-14.5%0 employees+0.0% over 3Y+1 accounts+25.0% over 3Y
6. Agilis Investment Management LLC
CRD 336358 · Limited Liability Company
WILTON, CT$123.8M
May 2026
+1 employees+33.3% 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.