Firms by city
Registered investment advisers in Avon, CT
4 SEC-registered advisers headquartered in Avon, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Ironwood Capital Advisors | Avon, CT | $766M |
| Spivak Asset Management | Avon, CT | $439M |
| Milestone Asset Management Group | Avon, CT | $309M |
| Telos Partners | Avon, CT | $139M |
- Headquarters
- Avon, CT
- Regulatory AUM
- $766M
- Headquarters
- Avon, CT
- Regulatory AUM
- $439M
- Headquarters
- Avon, CT
- Regulatory AUM
- $309M
- Headquarters
- Avon, CT
- Regulatory AUM
- $139M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Avon on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Connecticut.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.