City
Wealth management firms in Southport, Connecticut
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Southport, Connecticut reported $1.1 billion in regulatory assets under management; the largest by assets was 5th Street Advisors, LLC, with $524.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $155.9 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | 5th Street Advisors, LLC | SEC | $524.5 million | 688 |
| 2 | Charter Research & Investment Group Inc | SEC | $275.1 million | 355 |
| 3 | Southport Station Financial Management, LLC | SEC | $192.1 million | 326 |
| 4 | B Side Partners, LLC | State | $62.3 million | 55 |
| 5 | Fremont Wealth Management, LP | State | $37.5 million | 110 |
| 6 | Connecticut Cambridge Advisors | State | $0 | 0 |
| 7 | Rondeivu Advisory 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 | $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.