RIA Intel›Advisers›Connecticut›WORRELL ADVISORY SERVICES, LLC

WORRELL ADVISORY SERVICES, LLC

Advisory

BRANFORD, CT

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in CT
#1,231
of 1,312 advisers by AUM
Average account
$78K
across 81 accounts
AUM per adviser
$6M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM
$6M
Discretionary %
100%
Clients
49
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients49
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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