RIA Intel›Advisers›Connecticut›NETHERBY ADVISORS LLC

NETHERBY ADVISORS LLC

Advisory

CT

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in CT

#1,146

of 1,312 advisers by AUM

Average account

$416K

across 45 accounts

AUM per adviser

$9M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$19M

Discretionary AUM$18M

Non-Discretionary AUM$323K

Discretionary %98.3%

Total Clients21

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

21 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

HORIZON FINANCIAL ADVISORS, LLC

WEST HARTFORD, CT

$19M

SOUND TRUST WEALTH ADVISORS, LLC

$18M

MICROCAPITAL LLC

$19M

WHB WOLVERINE ASSET MANAGEMENT INC

$18M

WALBERT CAPITAL MANAGEMENT, LLC

$18M

WARISAN CAPITAL LLC

$18M

Get the full picture on NETHERBY ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track NETHERBY ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans