City
Wealth management firms in Wilton, Connecticut
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Wilton, Connecticut reported $3.1 billion in regulatory assets under management; the largest by assets was Trivium Point Advisory, LLC, with $1.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $3.1 billion
- Average per firm
- $521.1 million
- SEC-registered, of those listed
- 5 of 6 (83.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Trivium Point Advisory, LLC | SEC | $1.6 billion | 2,348 |
| 2 | Round Rock Advisors LLC | SEC | $906.7 million | 1,935 |
| 3 | Oaktrust Wealth Advisors, LLC | SEC | $285.0 million | 482 |
| 4 | Catum Advisory Group, LLC. | SEC | $128.6 million | 296 |
| 5 | Agilis Investment Management LLC | SEC | $123.8 million | 212 |
| 6 | Ras Capital Services, Inc. | State | $55.0 million | 70 |
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.