18 n e w h a v e n B I Z
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B o o k o f L i s t s 2 0 2 2
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n e w h a v e n b i z . c o m
F I N A N C E - 2 0 2 2 B o o k o f L i s t s
Investment advisors in Greater New Haven
Ranked by local assets under management, then local investment advisors
Investment advisor
No. of local
investment advisors
Local assets under
management
Total no. of
investment advisors
Total assets under
management Top executive(s)
Year
founded
1
Beirne Wealth Consulting Services
3 Enterprise Drive, Suite 410, Shelton, CT
06484
203-701-8606 • beirnewealth.com
4 $1,895,174,449 N/A $1,895,174,449
John-Oliver Beirne
President
2012
2
Grey Ledge Advisors (1)
2614 Boston Post Road, Suite 16A,
Guilford, CT 06437
203-453-9075 • greyledge.com
7 $529,977,445 N/A N/A
Kenneth R. Russell Jr.
President & CEO
1999
3
Compass Wealth Management
10 Water St., Guilford, CT 06437
203-453-7000 •
CompassWealthManagement.com
3 $495,000,000 4 N/A
Jason W. Bear
President
William L. Mathis
Co-founder & senior portfolio
manager
1997
4
Cooper Financial Services Inc.
1000 Bridgeport Ave., Suite 308, Shelton,
CT 06484
203-248-1972 • cooperfinservices.com
4 $160,000,000 5 $160,000,000
Steven G. Butler
Vice president
Michael Butler
President
1986
5
Morrissey Wealth Management LLC
116 Washington St., North Haven, CT 06473
860-986-7881 •
morrisseywealthmanagement.com
2 $75,000,000 2 $75,000,000
Ryan Morrissey
Wealth advisor
2018
6
Kanner Financial Services LLC
116 Washington Ave., North Haven, CT
06473
203-239-5370 • kannerfinancialservices.com
1 $75,000,000 2 $75,000,000
Geoffrey Kanner
President
2007
Source: Each investment advisory firm via survey.
Notes: N/A = not available.
An investment advisor as defined by FINRA provides advice about securities to clients and is required to register with the SEC or the state in which it practices. The firm can be called an asset manager,
investment counselor, investment manager, portfolio manager or a wealth manager.
Please contact research@nebusinessmedia.com to be surveyed for this or other lists.
(1) Formerly GSB Wealth Management LLC; rebranded after acquisition of East Haven's CTMA Wealth Management in January 2021.
-Compiled by Stephanie R. Meagher
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