City
Wealth management firms in Fairfield, Connecticut
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Fairfield, Connecticut reported $4.3 billion in regulatory assets under management; the largest by assets was Moneco Advisors, with $2.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $4.3 billion
- Average per firm
- $359.5 million
- SEC-registered, of those listed
- 3 of 12 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Moneco Advisors | SEC | $2.3 billion | 6,443 |
| 2 | Snowwater Investment Partners, LLC | SEC | $1.3 billion | 185 |
| 3 | Herbert J. Sims Capital Management, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $436.9 million | 685 |
| 4 | Advanced Capital Advisors, LLC | State | $173.0 million | 201 |
| 5 | Validea Capital Management LLC | State | $55.3 million | 36 |
| 6 | Compass | State | $47.7 million | 118 |
| 7 | Fairport Asset Management Corp | State | $11.7 million | 82 |
| 8 | Synthesis Capital Group | State | $7.1 million | 76 |
| 9 | Trendhaven Investment Management, LLC | State | $2.0 million | 8 |
| 10 | GCD Financial Planning and Advisory Services | State | $0 | 0 |
| 11 | NJK Wealth Management | State | $0 | 0 |
| 12 | Tailored Wealth, 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.