AdvisorCensus / Financial advisors / Connecticut / New Haven, CT / Branch offices
Advisory firms with an office in New Haven, CT, headquartered elsewhere
35 investment advisory firms with a principal office outside the New Haven, CT metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Advice and Planning Services | Hamden, CT | New York, NY | SEC-registered investment adviser |
| Agemy Wealth Advisors, LLC | Guilford, CT | Denver, CO | SEC-registered investment adviser |
| Alphastar Capital Management | Milford, CT | Cornelius, NC | SEC-registered investment adviser |
| Armstrong Advisory Group Inc. | Wallingford, CT | Needham, MA | SEC-registered investment adviser |
| Beirne. | North Haven, CT | Darien, CT | SEC-registered investment adviser |
| Belpointe Asset Management LLC | Horth Haven, CT | Reno, NV | SEC-registered investment adviser |
| Brady Martz Wealth Solutions, LLC | Orange, CT | Grand Forks, ND | SEC-registered investment adviser |
| Coastal Bridge Advisors | Milford, CT | Westport, CT | SEC-registered investment adviser |
| Creative Planning | Milford, CT | Overland Park, KS | SEC-registered investment adviser |
| Dock Street Capital Management LLC | Milford, CT | Westport, CT | SEC-registered investment adviser |
| Essex Financial Services, Inc. | Madison, CT | Essex, CT | SEC-registered investment adviser |
| Great Valley Advisor Group, LLC | North Haven, CT | Berwyn, PA | SEC-registered investment adviser |
| Hammond Iles Wealth Advisors | Guilford, CT | Wethersfield, CT | SEC-registered investment adviser |
| Hightower Advisors, LLC | Madison, CT | Chicago, IL | SEC-registered investment adviser |
| Holistic Wealth Advisors | Guilford, CT | Clifton Park, NY | SEC-registered investment adviser |
| Infinity Financial Services Advisory | Madison, CT | Oakland, CA | SEC-registered investment adviser |
| Innovative Asset Advisors Group | North Haven, CT | Shelton, CT | SEC-registered investment adviser |
| IP Financial Advisory Services LLC | North Haven, DE | Charlotte, NC | SEC-registered investment adviser |
| Johnson Brunetti | Milford, CT | Wethersfield, CT | SEC-registered investment adviser |
| Lido | New Haven, CT | Los Angeles, CA | SEC-registered investment adviser |
| MAI Capital Management, LLC | Madison, CT | Cleveland, OH | SEC-registered investment adviser |
| Milestone Asset Management Group, LLC | Milford, CT | Avon, CT | SEC-registered investment adviser |
| Moneco Advisors | Hamden, CT | Fairfield, CT | SEC-registered investment adviser |
| Newedge Advisors | Madison, CT | New Orleans, LA | SEC-registered investment adviser |
| Prime Capital Financial | Milford, CT | Overland Park, KS | SEC-registered investment adviser |
| Rubicon Technology Management L.L.C. | New Haven, CT | Boulder, CO | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | North Haven, CT | Miami, FL | SEC-registered investment adviser |
| Savant Wealth Management | Guilford, CT | Rockford, IL | SEC-registered investment adviser |
| Sightline Wealth Advisors, LLC | Madison, CT | Groton, CT | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Guilford, CT | Fort Lauderdale, FL | SEC-registered investment adviser |
| Sovereign Financial Group, Inc. | Milford, CT | Stamford, CT | SEC-registered investment adviser |
| The Patriot Financial Group, LLC | Guilford, CT | Walpole, MA | SEC-registered investment adviser |
| United Planners' Financial Services of America a Limited Partner | Wallingford, CT | Scottsdale, AZ | SEC-registered investment adviser |
| Washington Trust Advisors | New Haven, CT | Wellesley, MA | SEC-registered investment adviser |
| William Joseph Capital Management, Inc. | North Haven, CT | Bristol, CT | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in New Haven, CT, headquartered elsewhere. https://advisorcensus.com/advisors/ct/new-haven/branch-offices https://advisorcensus.com/advisors/ct/new-haven/branch-offices