City
Independent RIAs in South Windsor, Connecticut
As of October 2, 2026, 5 independent wealth management RIAs with their main office in South Windsor, Connecticut reported $813.9 million in regulatory assets under management; the largest by assets was Freedom Investment Management, Inc., with $568.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $813.9 million
- Average per firm
- $162.8 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | SEC | $568.7 million | 925 |
| 2 | Asset Management Associates | State | $101.2 million | 107 |
| 3 | Wellspring Financial, LLC | State | $69.4 million | 293 |
| 4 | Strategic Financial, LLC | State | $64.7 million | 183 |
| 5 | Butler & Co., Inc. | State | $10.0 million | 10 |
Independent RIAs 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.