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AdvisorIQ

Ranking, Connecticut

Independent RIAs with the fastest client growth over one year in Connecticut

As of October 2, 2026, The Dowling Group Wealth Management ranked #1 in Connecticut in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 222.5%, from a base of 102.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 The Dowling Group Wealth Management Greenwich 222.5% 102
2 Fcig Wealth Management, LLC Plainfield 167.7% 167
3 Apella Wealth West Hartford 113.9% 3,976
4 Medallion Wealth Advisors, LLC Farmington 66.4% 1,493
5 William Joseph Capital Management, Inc. Bristol 60.2% 1,173
6 The Herbst Group, LLC Westport 41.8% 134
7 Constitution Investment Advisory and Portfolio Management Shelton 38.5% 130
8 New Edge Wealth Stamford 32.3% 2,818
9 Greenwich Wealth Management, LLC Greenwich 27.3% 491
10 Coastal Bridge Advisors Westport 26.1% 1,584
11 Colter Lewis Investment Partners, LLC Greenwich 22.6% 106
12 Ridgeview Asset Management Partners, LLC Stamford 21.6% 111
13 Purkiss Capital Advisors, LLC Ridgefield 21.4% 337
14 U.S.A. Financial & Tax Services, LLC Farmington 20.0% 550
15 Kreitler Financial LLC New Haven 16.9% 148
16 Night Owl Capital Management, LLC Greenwich 15.3% 190
17 Milestone Asset Management Group, LLC Avon 14.2% 190
18 WJ Financial Advisors, LLC Killingworth 14.2% 240
19 Principle Wealth Madison 10.7% 1,093
20 Johnson Brunetti Wethersfield 10.4% 5,476
21 Compass Wealth Management LLC Guilford 9.8% 683
22 Fiscal Wisdom Wealth Management LLC Canton 9.7% 2,579
23 Connecticut Wealth Management, LLC Farmington 9.1% 1,391
24 Avity Investment Management Inc. Greenwich 9.0% 278
25 Morse Asset Management, Inc. Darien 8.2% 183
26 Main Street Research LLC Lakeville 8.0% 955
27 Sightline Wealth Advisors, LLC Groton 7.8% 269
28 Adviceone Advisory Services, LLC Glastonbury 7.7% 1,345
29 Burne Financial Concepts, LLC Watertown 7.5% 134
30 Mark Sheptoff Financial Planning LLC Glastonbury 6.8% 236
31 Chilton Investment Services, LLC Stamford 6.7% 1,785
32 MJP Wealth Advisors Farmington 6.7% 849
33 Alchemi Wealth, LLC Essex 6.7% 1,065
34 Fairfield, Bush & Co. Darien 6.3% 238
35 Founders Capital Management, LLC Hartford 6.2% 211
36 Spurstone Higganum 5.8% 154
37 Heritage Capital, LLC Woodbridge 5.8% 138
38 Private Capital Advisors, Inc. Darien 5.5% 256
39 Clear Harbor Asset Management, LLC Stamford 5.4% 778
40 Yhb Investment Advisors Inc West Hartford 5.3% 1,123
41 RZH Advisors LLC Stamford 5.1% 429
42 Matson Financial Advisors, Inc. Danbury 5.0% 221
43 Morrissey Wealth Management LLC North Haven 4.5% 155
44 Hammond Iles Wealth Advisors Wethersfield 4.4% 1,022
45 New England Capital Financial Advisors LLC Cheshire 4.3% 2,325
46 Sky Investment Group LLC Hartford 4.2% 380
47 Kennedy Wealth & Tax Management, LLC Southbury 3.8% 131
48 Jeffrey N. Mehler, CFP LLC Essex 3.5% 171
49 Baxter Investment Management Riverside 2.8% 434
50 Rossmore Private Capital, LLC Glastonbury 2.8% 581
51 Barron Financial Group, LLP Torrington 2.7% 188
52 Gilman Hill Asset Management, LLC New Canaan 2.4% 292
53 Sovereign Financial Group, Inc. Stamford 2.3% 1,288
54 Mullaney Keating & Wright Inc Middletown 2.1% 194
55 Scholtz & Company, LLC Stamford 1.5% 203
56 Benin Management Corp Redding 1.4% 365
57 Ayrshire Capital Management LLC Westport 1.4% 220
58 Sagebroadview Wealth Management, LLC Farmington 1.3% 149
59 Oaktrust Wealth Advisors, LLC Wilton 1.3% 233
60 Charter Research & Investment Group Inc Southport 0.9% 316
61 HT Partners LLC Centerbrook 0.8% 120
62 Briggs Wealth Management, Inc. Glastonbury 0.7% 136
63 Investmark Advisory Group LLC Shelton 0.7% 685
64 HTG Investment Advisors Inc New Canaan 0.5% 375
65 Jackson, Grant Investment Advisers, Inc. Stamford 0.0% 188
65 John A. Bysko Associates Old Lyme 0.0% 124
65 Toomey Investment Management, Inc Wallingford 0.0% 1,302
65 Springboard Asset Management LLC Cheshire 0.0% 101
69 Essex Financial Services, Inc. Essex -0.1% 2,968
70 Asset Management Group, Inc. Stamford -0.4% 265
71 HFM Wealth Management West Hartford -0.5% 186
72 Bourgeon Capital Management LLC Darien -0.6% 318
73 Moneco Advisors Fairfield -0.7% 2,856
74 Sullivan Financial, LLC Essex -0.8% 132
75 5th Street Advisors, LLC Southport -0.9% 224
76 Bradley Foster & Sargent Inc Hartford -0.9% 1,962
77 Fierston Financial Group Inc West Hartford -0.9% 322
78 Wmgna Farmington -1.2% 403
79 Oak Financial Group Inc Stamford -1.5% 133
80 Connecticut Capital Management Group, LLC Milford -1.6% 126
81 Birinyi Associates, Inc. Westport -1.8% 109
82 East Guilford Financial Services LLC Madison -2.9% 310
83 Spivak Asset Management, LLC Avon -3.1% 130
84 RMC Investment Advisors West Hartford -3.2% 401
85 Howard Wealth Management, LLC Madison -5.1% 277
86 Dunham Lane Capital Partners LLC Greenwich -5.2% 155
87 Monte Financial Group, LLC Guilford -5.4% 459
88 Plan First Wealth LLC Greenwich -6.8% 103
89 Keynote Financial Services, LLC Vernon -7.1% 225
90 Round Rock Advisors LLC Wilton -7.3% 698
91 Diastole Wealth Management Guilford -9.5% 304
92 Thames Financial Management Norwich -10.5% 342
93 JK Private Wealth, LLC Glastonbury -12.9% 132
94 Southport Station Financial Management, LLC Southport -15.3% 215
95 Lansdowne Wealth Management, LLC Mystic -15.6% 442
96 Empower Financial Advisory, LLC Glastonbury -20.3% 370
97 Trivium Point Advisory, LLC Wilton -23.6% 1,112
98 Its Asset Management, L.P. North Haven -24.7% 794
99 Eagle Wealth Advisors Westport -25.7% 136
100 Sound Portfolio Advisors, LLC Mystic -48.9% 272

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

More rankings

Client growth 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.