City
Wealth management firms in Norwalk, Connecticut
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Norwalk, Connecticut reported $734.0 million in regulatory assets under management; the largest by assets was Litvak Wealth, LLC, with $536.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $734.0 million
- Average per firm
- $91.8 million
- SEC-registered, of those listed
- 2 of 8 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Litvak Wealth, LLC | SEC | $536.1 million | 224 |
| 2 | Shea Financial Advisors | SEC | $118.6 million | 215 |
| 3 | Blair Capital Management | State | $38.6 million | 58 |
| 4 | Sound Trust Wealth Advisors, LLC 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. | State | $18.4 million | 25 |
| 5 | Rowayton Investment Advisors | State | $12.0 million | 1 |
| 6 | Paulson Private Wealth LLC | State | $6.3 million | 33 |
| 7 | Adriatic Wealth Management LLC | State | $2.6 million | 20 |
| 8 | Von Kohorn Research & Advisory, Inc. | State | $1.5 million | 5 |
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.