City
Wealth management firms in New Haven, Connecticut
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in New Haven, Connecticut reported $584.9 million in regulatory assets under management; the largest by assets was Kreitler Financial LLC, with $584.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $584.9 million
- Average per firm
- $117.0 million
- SEC-registered, of those listed
- 3 of 5 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Kreitler Financial LLC | SEC | $584.9 million | 950 |
| 2 | Cedar Lane Advisors, LLC | State | $0 | 0 |
| 3 | Plootus | SEC | $0 | 0 |
| 4 | Smarter Way Wealth | State | $0 | 0 |
| 5 | Waldo.ai, Inc. | 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.