Investment advisers in Guilford, CT
5 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Compass Wealth Management LLC | $682.5 million | 5 | 0 |
| Grey Ledge Advisors, LLC | $616.0 million | 12 | 0 |
| Monte Financial Group, LLC | $482.4 million | 12 | 0 |
| Diastole Wealth Management | $396.0 million | 13 | 4 |
| Granite Islands Private Wealth, LLC | $229.9 million | 4 | 0 |