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AdvisorIQ

Ranking, Connecticut

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Connecticut

As of October 2, 2026, Steward Partners Investment Advisory, LLC ranked #1 in Connecticut in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $12.0 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City Increase
1 Steward Partners Investment Advisory, LLC Broker-dealer affiliated Stamford $12.0 billion
2 New Edge Wealth Stamford $7.9 billion
3 Apella Wealth West Hartford $6.4 billion
4 Osaic Institutions, Inc. Broker-dealer affiliated Meriden $2.5 billion
5 Chilton Investment Services, LLC Stamford $1.3 billion
6 A.G.P / Alliance Global Partners Broker-dealer affiliated Westport $1.3 billion
7 Third View Private Wealth Westport $1.2 billion
8 Voya Financial Advisors, Inc. Broker-dealer affiliated Windsor $1.1 billion
9 Colter Lewis Investment Partners, LLC Greenwich $1.1 billion
10 Greenwich Wealth Management, LLC Greenwich $808.0 million
11 Connecticut Wealth Management, LLC Farmington $768.8 million
12 Johnson Brunetti Wethersfield $678.6 million
13 Rossmore Private Capital, LLC Glastonbury $607.5 million
14 Principle Wealth Madison $545.7 million
15 Snowwater Investment Partners, LLC Fairfield $505.0 million
16 Bradley Foster & Sargent Inc Hartford $479.5 million
17 Gilman Hill Asset Management, LLC New Canaan $461.2 million
18 Warner Wealth Madison $458.5 million
19 Coastal Bridge Advisors Westport $425.2 million
20 Essex Financial Services, Inc. Essex $395.0 million
21 Adviceone Advisory Services, LLC Glastonbury $383.5 million
22 Moneco Advisors Fairfield $364.8 million
23 Bourgeon Capital Management LLC Darien $360.2 million
24 RZH Advisors LLC Stamford $335.4 million
25 Basso Capital Management, L.P. Stamford $326.6 million
26 Clear Harbor Asset Management, LLC Stamford $311.6 million
27 Innovative Asset Advisors Group Shelton $297.9 million
28 Main Street Research LLC Lakeville $297.2 million
29 Oakridge Management Group LLC Stamford $286.4 million
30 Yhb Investment Advisors Inc West Hartford $286.3 million
31 Private Capital Advisors, Inc. Darien $270.2 million
32 Herbert J. Sims Capital Management, Inc. Broker-dealer affiliated Fairfield $250.2 million
33 Abundant Wealth Management LLC Stamford $243.8 million
34 MJP Wealth Advisors Farmington $242.7 million
35 Night Owl Capital Management, LLC Greenwich $229.4 million
36 William Joseph Capital Management, Inc. Bristol $229.2 million
37 Purkiss Capital Advisors, LLC Ridgefield $209.1 million
38 Sovereign Financial Group, Inc. Stamford $199.9 million
39 Fcig Wealth Management, LLC Plainfield $175.2 million
40 New England Capital Financial Advisors LLC Cheshire $168.0 million
41 Avity Investment Management Inc. Greenwich $164.3 million
42 Baxter Investment Management Riverside $157.3 million
43 HTG Investment Advisors Inc New Canaan $145.0 million
44 Trivium Point Advisory, LLC Wilton $139.6 million
45 Benin Management Corp Redding $138.2 million
46 Missionpoint Partners LLC Not reported $136.9 million
47 Greenwich Advisors, LLC Greenwich $130.4 million
48 Wmgna Farmington $129.4 million
49 Fiscal Wisdom Wealth Management LLC Canton $126.2 million
50 Founders Capital Management, LLC Hartford $125.4 million
51 Agilis Investment Management LLC Wilton $123.8 million
52 Integra Global Advisors LLC Stamford $121.4 million
53 Investmark Advisory Group LLC Shelton $117.5 million
54 Medallion Wealth Advisors, LLC Farmington $109.5 million
55 Briggs Wealth Management, Inc. Glastonbury $103.3 million
56 Longwall Family Office Westport $102.1 million
57 Empower Financial Advisory, LLC Glastonbury $100.8 million
58 Asset Management Group, Inc. Stamford $93.9 million
59 Fierston Financial Group Inc West Hartford $93.0 million
60 Round Rock Advisors LLC Wilton $92.1 million
61 Hammond Iles Wealth Advisors Wethersfield $87.5 million
62 Milestone Asset Management Group, LLC Avon $86.4 million
63 QP Global Family Offices, LLC Greenwich $84.0 million
64 RMC Investment Advisors West Hartford $80.4 million
65 Sky Investment Group LLC Hartford $80.1 million
66 Rpo LLC Stamford $79.2 million
67 Jackson, Grant Investment Advisers, Inc. Stamford $78.7 million
68 5th Street Advisors, LLC Southport $77.7 million
69 Grey Ledge Advisors, LLC Broker-dealer affiliated Guilford $75.6 million
70 Compass Wealth Management LLC Guilford $73.0 million
71 Matson Financial Advisors, Inc. Danbury $72.0 million
72 Kreitler Financial LLC New Haven $70.0 million
73 Fairfield, Bush & Co. Darien $67.8 million
74 Ridgeview Asset Management Partners, LLC Stamford $66.4 million
75 Mullaney Keating & Wright Inc Middletown $64.6 million
76 Monhegan Capital Management, LLC Darien $62.1 million
77 Morse Asset Management, Inc. Darien $62.1 million
78 Sightline Wealth Advisors, LLC Groton $60.3 million
79 Stratis Capital, LLC Darien $58.7 million
80 Conifer Investments Ltd West Hartford $58.3 million
81 Monte Financial Group, LLC Guilford $55.8 million
82 HT Partners LLC Centerbrook $52.9 million
83 Alchemi Wealth, LLC Essex $52.0 million
84 Toomey Investment Management, Inc Wallingford $50.4 million
85 Litvak Wealth, LLC Norwalk $49.6 million
86 WJ Financial Advisors, LLC Killingworth $48.5 million
87 Sagebroadview Wealth Management, LLC Farmington $46.8 million
88 Spivak Asset Management, LLC Avon $46.6 million
89 Keynote Financial Services, LLC Vernon $45.4 million
90 Howard Wealth Management, LLC Madison $40.8 million
91 Thames Financial Management Norwich $40.1 million
92 U.S.A. Financial & Tax Services, LLC Farmington $39.3 million
93 Mark Sheptoff Financial Planning LLC Glastonbury $38.5 million
94 Birinyi Associates, Inc. Westport $37.1 million
95 Spurstone Higganum $36.7 million
96 Connecticut Capital Management Group, LLC Milford $31.2 million
97 Werlinich Asset Management, L.L.C. Stamford $31.0 million
98 Somnio Financial Group, LLC Glastonbury $30.5 million
99 Barron Financial Group, LLP Torrington $30.4 million
100 Oak Financial Group Inc Stamford $30.3 million

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.