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Top 4 financial advisor firms in Wilton

4 SEC-registered financial advisor firms are headquartered in Wilton, CT, with $2.79B in combined regulatory assets under management. The largest by assets are Trivium Point Advisory ($1.63B), Round Rock Advisors ($907M) and Catum Advisory Group ($129M).

4
Financial advisor firms
$2.79B
Their combined AUM
$518M
Median firm AUM
1,803
Clients of the top 4

The 4 largest by assets

  1. 1
    Trivium Point Advisory

    RIA

    $1.63B

  2. 2
    Round Rock Advisors

    RIA

    $907M

  3. 3
    Catum Advisory Group

    RIA

    $129M

  4. 4
    Agilis Investment Management

    RIA

    $124M

Profiles of the top 4

No. 1 · RIA

Trivium Point Advisory

Trivium Point Advisory is an investment adviser based in Wilton, CT, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.63 billion, as filed on 6 March 2026.

Trivium Point Advisory charges 0.10%–1.25% a year for its Investment Management Services.

Regulatory AUM
$1.63B
Clients
850
Advisory staff
12
Fee schedule
0.10% to 1.25% a year
Custodians
Charles Schwab, LPL Financial, BNY Mellon Securities
Headquarters
40 Danbury Road, Suite 301, Wilton, CT 06897
Phone
203-221-3085
Website
triviumpoint.com

No. 2 · RIA

Round Rock Advisors

Round Rock Advisors is an investment adviser based in Wilton, CT, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $907 million, as filed on 22 June 2026.

Regulatory AUM
$907M
Clients
647
Advisory staff
12
Founded
2017
Custodians
Charles Schwab
Headquarters
187 Danbury Road, Suite 201, Wilton, CT 06897
Phone
203-920-4774
Website
roundrockadvisors.com

No. 3 · RIA

Catum Advisory Group

Catum Advisory Group is an investment adviser based in Wilton, CT, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $129 million, as filed on 30 March 2026.

Catum Advisory Group charges 1.20%–2.00% a year for its Portfolio Management Services.

Regulatory AUM
$129M
Clients
94
Advisory staff
2
Fee schedule
1.20% to 2.00% a year
Custodians
Charles Schwab, Nationwide Investment Services
Headquarters
88 Danbury RD, Suite 2d, Wilton, CT 06897
Phone
203-344-7770

No. 4 · RIA

Agilis Investment Management

Agilis Investment Management is an investment adviser based in Wilton, CT, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Its regulatory assets under management total $124 million, as filed on 27 May 2026.

Agilis Investment Management charges 0.80%–1.00% a year for its Management Fees.

Regulatory AUM
$124M
Clients
212
Advisory staff
4
Fee schedule
0.80% to 1.00% a year
Custodians
Charles Schwab
Headquarters
187 Danbury Road, Suite 206, Wilton, CT 06897
Phone
203-920-1011
Website
agilisim.com

Questions about financial advisors in Wilton

How many financial advisor firms are headquartered in Wilton?

4 SEC-registered financial advisor firms report their principal office in Wilton, CT, managing $2.79B in regulatory assets between them. The other 3 advisers 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 Wilton?

Trivium Point Advisory, with $1.63B in regulatory assets under management on its latest Form ADV. The next largest are Round Rock Advisors ($907M) and Catum Advisory Group ($129M).

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

How large is a typical financial advisor firm in Wilton?

The median firm manages $518M in regulatory assets. That is the midpoint of the 4 firms headquartered in Wilton.

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

How much do financial advisors in Wilton charge?

Of the 4 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 2.00% 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 Wilton?

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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