City
Wealth management firms in New Canaan, Connecticut
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in New Canaan, Connecticut reported $2.5 billion in regulatory assets under management; the largest by assets was Gilman Hill Asset Management, LLC, with $1.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $2.5 billion
- Average per firm
- $273.0 million
- SEC-registered, of those listed
- 2 of 9 (22.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Gilman Hill Asset Management, LLC | SEC | $1.2 billion | 648 |
| 2 | HTG Investment Advisors Inc | SEC | $1.1 billion | 1,446 |
| 3 | McClain Value Management, LLC | State | $38.8 million | 22 |
| 4 | Compo Advisors, LLC | State | $23.0 million | 31 |
| 5 | Indigo Asset Management, Inc. | State | $11.2 million | 11 |
| 6 | Marathon Investments, LLC | State | $10.1 million | 28 |
| 7 | RLR Capital Management, Inc. | State | $8.9 million | 10 |
| 8 | Savrin | State | $7.0 million | 39 |
| 9 | Growe Capital Advisors, 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.