Adviser Record

Investment advisers in Guilford, CT

5 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in CT

FirmAssetsEmployeesDisclosures
Compass Wealth Management LLC$682.5 million50
Grey Ledge Advisors, LLC$616.0 million120
Monte Financial Group, LLC$482.4 million120
Diastole Wealth Management$396.0 million134
Granite Islands Private Wealth, LLC$229.9 million40