City
Wealth management firms in Cheshire, Connecticut
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Cheshire, Connecticut reported $1.0 billion in regulatory assets under management; the largest by assets was New England Capital Financial Advisors LLC, with $768.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $1.0 billion
- Average per firm
- $209.1 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | New England Capital Financial Advisors LLC | SEC | $768.0 million | 3,121 |
| 2 | Springboard Asset Management LLC | SEC | $136.8 million | 339 |
| 3 | Charter Oak Asset Management, Inc. | State | $74.8 million | 249 |
| 4 | Soundview Private Wealth Advisors | State | $65.6 million | 180 |
| 5 | Pangaro Wealth Management | 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.