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Top 3 financial advisor firms in Avon

3 SEC-registered financial advisor firms are headquartered in Avon, CT, with $888M in combined regulatory assets under management. The largest by assets are Spivak Asset Management ($439M), Milestone Asset Management Group ($309M) and Telos Partners ($139M).

3
Financial advisor firms
$888M
Their combined AUM
$309M
Median firm AUM
342
Clients of the top 3

The 3 largest by assets

  1. 1
    Spivak Asset Management

    RIA

    $439M

  2. 2
    Milestone Asset Management Group

    RIA

    $309M

  3. 3
    Telos Partners

    RIA

    $139M

Profiles of the top 3

No. 1 · RIA

Spivak Asset Management

Spivak Asset Management is an investment adviser based in Avon, CT, registered with the SEC since 2015. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $439 million, as filed on 19 March 2026.

Spivak Asset Management charges up to 1.00% a year for its Portfolio management.

Regulatory AUM
$439M
Clients
63
Advisory staff
1
Fee schedule
Up to 1.00% a year
Minimum account
$1,000,000
Custodians
Fidelity
Headquarters
172 West Main Street, Avon, CT 06001
Phone
860-676-9756
Website
jayspivak.com

No. 2 · RIA

Milestone Asset Management Group

Milestone Asset Management Group is an investment adviser based in Avon, CT, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $309 million, as filed on 8 September 2026.

Milestone Asset Management Group charges 0.90%–1.20% a year for its Investment Management Services.

Regulatory AUM
$309M
Clients
214
Advisory staff
4
Founded
2016
Fee schedule
0.90% to 1.20% a year
Custodians
Fidelity
Headquarters
302 West Main Street, Suite 206b, Avon, CT 06001
Phone
860-259-4800
Website
milestoneamg.com

No. 3 · RIA

Telos Partners

Telos Partners is an investment adviser based in Avon, CT, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $139 million, as filed on 30 September 2026.

Telos Partners charges 0.40%–1.25% a year for its Investment Management Services.

Regulatory AUM
$139M
Clients
65
Advisory staff
4
Fee schedule
0.40% to 1.25% a year
Custodians
Interactive Brokers, Charles Schwab
Headquarters
124 Simsbury RD, BLDG 1 Ste 202, Avon, CT 06001
Phone
646-907-9424
Website
teloswealthpartners.com

Questions about financial advisors in Avon

How many financial advisor firms are headquartered in Avon?

3 SEC-registered financial advisor firms report their principal office in Avon, CT, managing $888M in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Avon?

Spivak Asset Management, with $439M in regulatory assets under management on its latest Form ADV. The next largest are Milestone Asset Management Group ($309M) and Telos Partners ($139M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Avon?

The median firm manages $309M in regulatory assets. That is the midpoint of the 3 firms headquartered in Avon.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Avon charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.25% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Avon?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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