Firms by city
Registered investment advisers in Madison, CT
4 SEC-registered advisers headquartered in Madison, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Principle Wealth Partners | Madison, CT | $3.2B |
| Cooperative Funeral Fund | Madison, CT | $728M |
| Warner Group | Madison, CT | $458M |
| East Guilford Financial Services | Madison, CT | $193M |
- Headquarters
- Madison, CT
- Regulatory AUM
- $3.2B
- Headquarters
- Madison, CT
- Regulatory AUM
- $728M
- Headquarters
- Madison, CT
- Regulatory AUM
- $458M
- Headquarters
- Madison, CT
- Regulatory AUM
- $193M
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 Madison 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.