# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/client-growth/connecticut/

## Facts

- ranking: Independent RIAs with the fastest client growth over one year
- how_it_is_computed: 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.
- unit: pct
- scope: Connecticut
- firms_listed: 100
- rows: rank: 1, crd: 155624, firm: The Dowling Group Wealth Management, city: Greenwich, state: CT, value: 2.22549019607843, base_value: 102, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155624/; rank: 2, crd: 329906, firm: Fcig Wealth Management, LLC, city: Plainfield, state: CT, value: 1.67664670658683, base_value: 167, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329906/; rank: 3, crd: 171106, firm: Apella Wealth, city: West Hartford, state: CT, value: 1.1385814889336, base_value: 3976, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171106/; rank: 4, crd: 156064, firm: Medallion Wealth Advisors, LLC, city: Farmington, state: CT, value: 0.663764233087743, base_value: 1493, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156064/; rank: 5, crd: 226535, firm: William Joseph Capital Management, Inc., city: Bristol, state: CT, value: 0.601875532821824, base_value: 1173, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226535/; rank: 6, crd: 309319, firm: The Herbst Group, LLC, city: Westport, state: CT, value: 0.417910447761194, base_value: 134, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309319/; rank: 7, crd: 310378, firm: Constitution Investment Advisory and Portfolio Management, city: Shelton, state: CT, value: 0.384615384615385, base_value: 130, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310378/; rank: 8, crd: 307771, firm: New Edge Wealth, city: Stamford, state: CT, value: 0.323278921220724, base_value: 2818, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307771/; rank: 9, crd: 142820, firm: Greenwich Wealth Management, LLC, city: Greenwich, state: CT, value: 0.272912423625254, base_value: 491, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142820/; rank: 10, crd: 152569, firm: Coastal Bridge Advisors, city: Westport, state: CT, value: 0.260732323232323, base_value: 1584, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152569/; rank: 11, crd: 297213, firm: Colter Lewis Investment Partners, LLC, city: Greenwich, state: CT, value: 0.226415094339623, base_value: 106, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297213/; rank: 12, crd: 283786, firm: Ridgeview Asset Management Partners, LLC, city: Stamford, state: CT, value: 0.216216216216216, base_value: 111, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283786/; rank: 13, crd: 124324, firm: Purkiss Capital Advisors, LLC, city: Ridgefield, state: CT, value: 0.213649851632048, base_value: 337, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124324/; rank: 14, crd: 306214, firm: U.S.A. Financial & Tax Services, LLC, city: Farmington, state: CT, value: 0.2, base_value: 550, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306214/; rank: 15, crd: 309056, firm: Kreitler Financial LLC, city: New Haven, state: CT, value: 0.168918918918919, base_value: 148, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309056/; rank: 16, crd: 106030, firm: Night Owl Capital Management, LLC, city: Greenwich, state: CT, value: 0.152631578947368, base_value: 190, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106030/; rank: 17, crd: 282896, firm: Milestone Asset Management Group, LLC, city: Avon, state: CT, value: 0.142105263157895, base_value: 190, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282896/; rank: 18, crd: 142761, firm: WJ Financial Advisors, LLC, city: Killingworth, state: CT, value: 0.141666666666667, base_value: 240, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142761/; rank: 19, crd: 290180, firm: Principle Wealth, city: Madison, state: CT, value: 0.10704483074108, base_value: 1093, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290180/; rank: 20, crd: 171168, firm: Johnson Brunetti, city: Wethersfield, state: CT, value: 0.10372534696859, base_value: 5476, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171168/; rank: 21, crd: 106289, firm: Compass Wealth Management LLC, city: Guilford, state: CT, value: 0.0980966325036603, base_value: 683, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106289/; rank: 22, crd: 168299, firm: Fiscal Wisdom Wealth Management LLC, city: Canton, state: CT, value: 0.0965490500193873, base_value: 2579, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168299/; rank: 23, crd: 154310, firm: Connecticut Wealth Management, LLC, city: Farmington, state: CT, value: 0.0905823148813802, base_value: 1391, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154310/; rank: 24, crd: 104623, firm: Avity Investment Management Inc., city: Greenwich, state: CT, value: 0.0899280575539569, base_value: 278, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104623/; rank: 25, crd: 285650, firm: Morse Asset Management, Inc., city: Darien, state: CT, value: 0.0819672131147542, base_value: 183, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285650/; rank: 26, crd: 114629, firm: Main Street Research LLC, city: Lakeville, state: CT, value: 0.0795811518324607, base_value: 955, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114629/; rank: 27, crd: 176520, firm: Sightline Wealth Advisors, LLC, city: Groton, state: CT, value: 0.0780669144981412, base_value: 269, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/176520/; rank: 28, crd: 111614, firm: Adviceone Advisory Services, LLC, city: Glastonbury, state: CT, value: 0.0773234200743493, base_value: 1345, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111614/; rank: 29, crd: 293013, firm: Burne Financial Concepts, LLC, city: Watertown, state: CT, value: 0.0746268656716418, base_value: 134, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293013/; rank: 30, crd: 108742, firm: Mark Sheptoff Financial Planning LLC, city: Glastonbury, state: CT, value: 0.0677966101694916, base_value: 236, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108742/; rank: 31, crd: 159306, firm: Chilton Investment Services, LLC, city: Stamford, state: CT, value: 0.0672268907563025, base_value: 1785, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159306/; rank: 32, crd: 127654, firm: MJP Wealth Advisors, city: Farmington, state: CT, value: 0.0671378091872792, base_value: 849, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127654/; rank: 33, crd: 310451, firm: Alchemi Wealth, LLC, city: Essex, state: CT, value: 0.0666666666666667, base_value: 1065, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310451/; rank: 34, crd: 105970, firm: Fairfield, Bush & Co., city: Darien, state: CT, value: 0.0630252100840336, base_value: 238, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105970/; rank: 35, crd: 118853, firm: Founders Capital Management, LLC, city: Hartford, state: CT, value: 0.061611374407583, base_value: 211, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118853/; rank: 36, crd: 284158, firm: Spurstone, city: Higganum, state: CT, value: 0.0584415584415585, base_value: 154, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284158/; rank: 37, crd: 127650, firm: Heritage Capital, LLC, city: Woodbridge, state: CT, value: 0.0579710144927537, base_value: 138, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127650/; rank: 38, crd: 125771, firm: Private Capital Advisors, Inc., city: Darien, state: CT, value: 0.0546875, base_value: 256, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125771/; rank: 39, crd: 152242, firm: Clear Harbor Asset Management, LLC, city: Stamford, state: CT, value: 0.0539845758354756, base_value: 778, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152242/; rank: 40, crd: 105434, firm: Yhb Investment Advisors Inc, city: West Hartford, state: CT, value: 0.0525378450578806, base_value: 1123, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105434/; rank: 41, crd: 125696, firm: RZH Advisors LLC, city: Stamford, state: CT, value: 0.0512820512820513, base_value: 429, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125696/; rank: 42, crd: 122480, firm: Matson Financial Advisors, Inc., city: Danbury, state: CT, value: 0.0497737556561086, base_value: 221, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122480/; rank: 43, crd: 291228, firm: Morrissey Wealth Management LLC, city: North Haven, state: CT, value: 0.0451612903225806, base_value: 155, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291228/; rank: 44, crd: 136372, firm: Hammond Iles Wealth Advisors, city: Wethersfield, state: CT, value: 0.0440313111545989, base_value: 1022, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136372/; rank: 45, crd: 109203, firm: New England Capital Financial Advisors LLC, city: Cheshire, state: CT, value: 0.0425806451612902, base_value: 2325, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109203/; rank: 46, crd: 134001, firm: Sky Investment Group LLC, city: Hartford, state: CT, value: 0.0421052631578946, base_value: 380, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134001/; rank: 47, crd: 172394, firm: Kennedy Wealth & Tax Management, LLC, city: Southbury, state: CT, value: 0.0381679389312977, base_value: 131, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172394/; rank: 48, crd: 126681, firm: Jeffrey N. Mehler, CFP LLC, city: Essex, state: CT, value: 0.0350877192982457, base_value: 171, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126681/; rank: 49, crd: 106548, firm: Baxter Investment Management, city: Riverside, state: CT, value: 0.0276497695852536, base_value: 434, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106548/; rank: 50, crd: 288453, firm: Rossmore Private Capital, LLC, city: Glastonbury, state: CT, value: 0.0275387263339071, base_value: 581, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288453/; rank: 51, crd: 140504, firm: Barron Financial Group, LLP, city: Torrington, state: CT, value: 0.0265957446808511, base_value: 188, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140504/; rank: 52, crd: 143970, firm: Gilman Hill Asset Management, LLC, city: New Canaan, state: CT, value: 0.023972602739726, base_value: 292, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143970/; rank: 53, crd: 294314, firm: Sovereign Financial Group, Inc., city: Stamford, state: CT, value: 0.0225155279503106, base_value: 1288, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294314/; rank: 54, crd: 110743, firm: Mullaney Keating & Wright Inc, city: Middletown, state: CT, value: 0.0206185567010309, base_value: 194, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110743/; rank: 55, crd: 107363, firm: Scholtz & Company, LLC, city: Stamford, state: CT, value: 0.0147783251231528, base_value: 203, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107363/; rank: 56, crd: 110988, firm: Benin Management Corp, city: Redding, state: CT, value: 0.0136986301369864, base_value: 365, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110988/; rank: 57, crd: 157883, firm: Ayrshire Capital Management LLC, city: Westport, state: CT, value: 0.0136363636363637, base_value: 220, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157883/; rank: 58, crd: 126472, firm: Sagebroadview Wealth Management, LLC, city: Farmington, state: CT, value: 0.0134228187919463, base_value: 149, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126472/; rank: 59, crd: 170827, firm: Oaktrust Wealth Advisors, LLC, city: Wilton, state: CT, value: 0.0128755364806867, base_value: 233, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170827/; rank: 60, crd: 106452, firm: Charter Research & Investment Group Inc, city: Southport, state: CT, value: 0.009493670886076, base_value: 316, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106452/; rank: 61, crd: 147400, firm: HT Partners LLC, city: Centerbrook, state: CT, value: 0.0083333333333333, base_value: 120, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147400/; rank: 62, crd: 125518, firm: Briggs Wealth Management, Inc., city: Glastonbury, state: CT, value: 0.00735294117647056, base_value: 136, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125518/; rank: 63, crd: 121060, firm: Investmark Advisory Group LLC, city: Shelton, state: CT, value: 0.0072992700729928, base_value: 685, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121060/; rank: 64, crd: 108614, firm: HTG Investment Advisors Inc, city: New Canaan, state: CT, value: 0.00533333333333341, base_value: 375, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108614/; rank: 65, crd: 108156, firm: Jackson, Grant Investment Advisers, Inc., city: Stamford, state: CT, value: 0, base_value: 188, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108156/; rank: 65, crd: 110612, firm: John A. Bysko Associates, city: Old Lyme, state: CT, value: 0, base_value: 124, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110612/; rank: 65, crd: 127346, firm: Toomey Investment Management, Inc, city: Wallingford, state: CT, value: 0, base_value: 1302, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127346/; rank: 65, crd: 154862, firm: Springboard Asset Management LLC, city: Cheshire, state: CT, value: 0, base_value: 101, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154862/; rank: 69, crd: 127549, firm: Essex Financial Services, Inc., city: Essex, state: CT, value: -0.00134770889487867, base_value: 2968, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127549/; rank: 70, crd: 110116, firm: Asset Management Group, Inc., city: Stamford, state: CT, value: -0.00377358490566038, base_value: 265, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110116/; rank: 71, crd: 105039, firm: HFM Wealth Management, city: West Hartford, state: CT, value: -0.0053763440860215, base_value: 186, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105039/; rank: 72, crd: 108054, firm: Bourgeon Capital Management LLC, city: Darien, state: CT, value: -0.00628930817610063, base_value: 318, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108054/; rank: 73, crd: 171922, firm: Moneco Advisors, city: Fairfield, state: CT, value: -0.00735294117647056, base_value: 2856, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171922/; rank: 74, crd: 121371, firm: Sullivan Financial, LLC, city: Essex, state: CT, value: -0.00757575757575757, base_value: 132, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121371/; rank: 75, crd: 140165, firm: 5th Street Advisors, LLC, city: Southport, state: CT, value: -0.0089285714285714, base_value: 224, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140165/; rank: 76, crd: 106928, firm: Bradley Foster & Sargent Inc, city: Hartford, state: CT, value: -0.00917431192660545, base_value: 1962, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106928/; rank: 77, crd: 105003, firm: Fierston Financial Group Inc, city: West Hartford, state: CT, value: -0.00931677018633537, base_value: 322, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105003/; rank: 78, crd: 125765, firm: Wmgna, city: Farmington, state: CT, value: -0.0124069478908189, base_value: 403, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125765/; rank: 79, crd: 106293, firm: Oak Financial Group Inc, city: Stamford, state: CT, value: -0.0150375939849624, base_value: 133, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106293/; rank: 80, crd: 305013, firm: Connecticut Capital Management Group, LLC, city: Milford, state: CT, value: -0.0158730158730159, base_value: 126, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305013/; rank: 81, crd: 107169, firm: Birinyi Associates, Inc., city: Westport, state: CT, value: -0.018348623853211, base_value: 109, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107169/; rank: 82, crd: 127481, firm: East Guilford Financial Services LLC, city: Madison, state: CT, value: -0.0290322580645161, base_value: 310, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127481/; rank: 83, crd: 125714, firm: Spivak Asset Management, LLC, city: Avon, state: CT, value: -0.0307692307692308, base_value: 130, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125714/; rank: 84, crd: 104674, firm: RMC Investment Advisors, city: West Hartford, state: CT, value: -0.0324189526184538, base_value: 401, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104674/; rank: 85, crd: 299052, firm: Howard Wealth Management, LLC, city: Madison, state: CT, value: -0.0505415162454874, base_value: 277, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299052/; rank: 86, crd: 283276, firm: Dunham Lane Capital Partners LLC, city: Greenwich, state: CT, value: -0.0516129032258065, base_value: 155, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283276/; rank: 87, crd: 150119, firm: Monte Financial Group, LLC, city: Guilford, state: CT, value: -0.0544662309368191, base_value: 459, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150119/; rank: 88, crd: 289185, firm: Plan First Wealth LLC, city: Greenwich, state: CT, value: -0.0679611650485437, base_value: 103, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289185/; rank: 89, crd: 130384, firm: Keynote Financial Services, LLC, city: Vernon, state: CT, value: -0.0711111111111111, base_value: 225, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130384/; rank: 90, crd: 286007, firm: Round Rock Advisors LLC, city: Wilton, state: CT, value: -0.0730659025787965, base_value: 698, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286007/; rank: 91, crd: 111604, firm: Diastole Wealth Management, city: Guilford, state: CT, value: -0.0953947368421053, base_value: 304, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111604/; rank: 92, crd: 126295, firm: Thames Financial Management, city: Norwich, state: CT, value: -0.105263157894737, base_value: 342, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126295/; rank: 93, crd: 305987, firm: JK Private Wealth, LLC, city: Glastonbury, state: CT, value: -0.128787878787879, base_value: 132, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305987/; rank: 94, crd: 146270, firm: Southport Station Financial Management, LLC, city: Southport, state: CT, value: -0.153488372093023, base_value: 215, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146270/; rank: 95, crd: 155422, firm: Lansdowne Wealth Management, LLC, city: Mystic, state: CT, value: -0.156108597285068, base_value: 442, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155422/; rank: 96, crd: 313968, firm: Empower Financial Advisory, LLC, city: Glastonbury, state: CT, value: -0.202702702702703, base_value: 370, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313968/; rank: 97, crd: 292182, firm: Trivium Point Advisory, LLC, city: Wilton, state: CT, value: -0.235611510791367, base_value: 1112, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292182/; rank: 98, crd: 106977, firm: Its Asset Management, L.P., city: North Haven, state: CT, value: -0.246851385390428, base_value: 794, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106977/; rank: 99, crd: 299219, firm: Eagle Wealth Advisors, city: Westport, state: CT, value: -0.257352941176471, base_value: 136, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299219/; rank: 100, crd: 125511, firm: Sound Portfolio Advisors, LLC, city: Mystic, state: CT, value: -0.488970588235294, base_value: 272, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125511/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the fastest client growth over one year, nationally](https://advisoriq.com/ria/rankings/client-growth/)
- [RIA market data for Connecticut](https://advisoriq.com/ria/states/connecticut/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/client-growth/connecticut/

License: https://advisoriq.com/license/