City
Wealth management firms in Darien, Connecticut
As of October 2, 2026, 24 wealth management firms, including broker-dealer firms, with their main office in Darien, Connecticut reported $5.4 billion in regulatory assets under management; the largest by assets was Private Capital Advisors, Inc., with $1.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 24
- Regulatory assets under management
- $5.4 billion
- Average per firm
- $223.0 million
- SEC-registered, of those listed
- 9 of 24 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Private Capital Advisors, Inc. | SEC | $1.3 billion | 270 |
| 2 | Bourgeon Capital Management LLC | SEC | $1.3 billion | 315 |
| 3 | Fairfield, Bush & Co. | SEC | $589.0 million | 253 |
| 4 | Morse Asset Management, Inc. | SEC | $534.3 million | 287 |
| 5 | Stratis Capital, LLC | SEC | $507.5 million | 85 |
| 6 | Cross Island Advisors LLC | SEC | $453.0 million | 5 |
| 7 | Monhegan Capital Management, LLC | SEC | $356.0 million | 26 |
| 8 | Investors Capital Management Inc | State | $74.1 million | 111 |
| 9 | MFC Portfolios, Inc | State | $61.4 million | 37 |
| 10 | Beacon Capital, LLC | State | $61.2 million | 149 |
| 11 | Soaring Capital Management, LLC | State | $55.4 million | 36 |
| 12 | Gene Alexander Qualman | State | $41.2 million | 82 |
| 13 | Amfa LLC | State | $17.3 million | 24 |
| 14 | Private Capital Asset Management LLC | SEC | $13.0 million | 9 |
| 15 | Spree Capital Advisers | State | $12.0 million | 15 |
| 16 | Stone Blue Capital LLC | State | $5.7 million | 12 |
| 17 | Makenna & Company, Inc. | State | $3.8 million | 24 |
| 18 | Vihar Capital Management | State | $3.6 million | 10 |
| 19 | Proyash Capital Management | State | $2.5 million | 50 |
| 20 | Firmiacer Investment LLC | State | $917,000 | 20 |
| 21 | Prosophia Advisors, LLC | State | $600,000 | 2 |
| 22 | Wavelet Capital | State | $2 | 1 |
| 23 | Kodiak Capital Group LLC | State | $0 | 0 |
| 24 | Twenty Four Wealth | SEC | $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.