City
Wealth management firms in Avon, Connecticut
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Avon, Connecticut reported $959.0 million in regulatory assets under management; the largest by assets was Spivak Asset Management, LLC, with $439.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $959.0 million
- Average per firm
- $159.8 million
- SEC-registered, of those listed
- 3 of 6 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Spivak Asset Management, LLC | SEC | $439.1 million | 63 |
| 2 | Milestone Asset Management Group, LLC | SEC | $309.0 million | 716 |
| 3 | Telos Partners LLC | SEC | $139.5 million | 271 |
| 4 | Crionna Wealth LLC | State | $65.6 million | 185 |
| 5 | Del Gallo Financial Services, LLC | State | $5.9 million | 12 |
| 6 | Tittmann & Rusch, LLC | State | $0 | 0 |
Wealth management firms in Connecticut, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.