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AdvisorIQ

Ranking, Connecticut

Fastest-growing wealth firms over three years, including broker-dealer firms in Connecticut

As of October 2, 2026, Apella Wealth ranked #1 in Connecticut in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 64.7%, from a base of $2.5 billion.

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

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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 Apella Wealth West Hartford 64.7% $2.5 billion
2 William Joseph Capital Management, Inc. Bristol 51.1% $201.3 million
3 Herbert J. Sims Capital Management, Inc. Broker-dealer affiliated Fairfield 46.2% $139.9 million
4 Steward Partners Investment Advisory, LLC Broker-dealer affiliated Stamford 44.5% $12.2 billion
5 New Edge Wealth Stamford 42.3% $6.9 billion
6 Milestone Asset Management Group, LLC Avon 39.4% $114.0 million
7 Trivium Point Advisory, LLC Wilton 38.4% $613.6 million
8 Johnson Brunetti Wethersfield 33.0% $1.2 billion
9 Colter Lewis Investment Partners, LLC Greenwich 32.3% $1.5 billion
10 Osaic Institutions, Inc. Broker-dealer affiliated Meriden 32.1% $2.8 billion
11 Oakridge Management Group LLC Stamford 31.8% $597.7 million
12 A.G.P / Alliance Global Partners Broker-dealer affiliated Westport 30.7% $1.3 billion
13 Moneco Advisors Fairfield 30.2% $1.0 billion
14 Connecticut Wealth Management, LLC Farmington 28.0% $2.1 billion
15 Private Capital Advisors, Inc. Darien 27.8% $614.4 million
16 Longwall Family Office Westport 27.2% $208.0 million
17 Night Owl Capital Management, LLC Greenwich 27.0% $534.1 million
18 Gilman Hill Asset Management, LLC New Canaan 25.9% $623.1 million
19 Clear Harbor Asset Management, LLC Stamford 25.4% $1.0 billion
20 Barron Financial Group, LLP Torrington 24.5% $103.2 million
21 Coastal Bridge Advisors Westport 24.2% $2.6 billion
22 Medallion Wealth Advisors, LLC Farmington 24.1% $270.3 million
23 Spurstone Higganum 24.0% $100.8 million
24 Round Rock Advisors LLC Wilton 23.2% $484.8 million
25 Rossmore Private Capital, LLC Glastonbury 23.2% $1.0 billion
26 Empower Financial Advisory, LLC Glastonbury 23.2% $340.4 million
27 Purkiss Capital Advisors, LLC Ridgefield 23.0% $452.6 million
28 Ridgeview Asset Management Partners, LLC Stamford 22.9% $208.9 million
29 Briggs Wealth Management, Inc. Glastonbury 22.9% $195.1 million
30 Wharton Midmarket Investment Advisors Inc Woodbridge 22.4% $125.9 million
31 MJP Wealth Advisors Farmington 22.3% $853.4 million
32 Werlinich Asset Management, L.L.C. Stamford 22.3% $114.2 million
33 Sovereign Financial Group, Inc. Stamford 21.8% $599.5 million
34 Fiscal Wisdom Wealth Management LLC Canton 21.4% $216.0 million
35 Adviceone Advisory Services, LLC Glastonbury 21.3% $1.1 billion
36 WJ Financial Advisors, LLC Killingworth 21.0% $114.7 million
37 Snowwater Investment Partners, LLC Fairfield 20.9% $735.0 million
38 Aspetuck Financial Management LLC Westport 20.8% $101.1 million
39 Toomey Investment Management, Inc Wallingford 20.5% $183.4 million
40 RZH Advisors LLC Stamford 20.4% $1.4 billion
41 Basso Capital Management, L.P. Stamford 20.4% $1.5 billion
42 New England Capital Financial Advisors LLC Cheshire 20.4% $440.6 million
43 Baxter Investment Management Riverside 20.1% $673.5 million
44 Greenwich Wealth Management, LLC Greenwich 19.8% $2.0 billion
45 Spivak Asset Management, LLC Avon 19.6% $256.4 million
46 Integra Global Advisors LLC Stamford 19.6% $400.2 million
47 Birinyi Associates, Inc. Westport 19.4% $277.1 million
48 Founders Capital Management, LLC Hartford 19.2% $543.9 million
49 Keynote Financial Services, LLC Vernon 19.2% $134.4 million
50 Bourgeon Capital Management LLC Darien 18.9% $760.1 million
51 Matson Financial Advisors, Inc. Danbury 18.6% $311.1 million
52 Principle Wealth Madison 18.2% $1.9 billion
53 Sightline Wealth Advisors, LLC Groton 18.0% $215.7 million
54 Alchemi Wealth, LLC Essex 17.9% $174.9 million
55 Fairfield, Bush & Co. Darien 17.3% $365.3 million
56 Voya Financial Advisors, Inc. Broker-dealer affiliated Windsor 17.1% $2.4 billion
57 Main Street Research LLC Lakeville 17.0% $1.7 billion
58 Thames Financial Management Norwich 16.9% $197.4 million
59 Greenhouse Wealth Management, LLC Westport 16.4% $182.9 million
60 Monhegan Capital Management, LLC Darien 16.3% $226.4 million
61 Searle & Co. Broker-dealer affiliated Greenwich 16.1% $402.8 million
62 Morse Asset Management, Inc. Darien 15.7% $344.8 million
63 HTG Investment Advisors Inc New Canaan 15.7% $719.2 million
64 Howard Wealth Management, LLC Madison 15.3% $259.2 million
65 Asset Management Group, Inc. Stamford 15.0% $590.7 million
66 5th Street Advisors, LLC Southport 14.9% $345.8 million
67 Essex Financial Services, Inc. Essex 14.6% $2.8 billion
68 Chilton Investment Services, LLC Stamford 14.4% $5.4 billion
69 Investmark Advisory Group LLC Shelton 14.3% $623.2 million
70 Benin Management Corp Redding 14.0% $444.8 million
71 Compass Wealth Management LLC Guilford 14.0% $461.3 million
72 Bradley Foster & Sargent Inc Hartford 13.9% $6.1 billion
73 Missionpoint Partners LLC Not reported 13.9% $262.1 million
74 Sagebroadview Wealth Management, LLC Farmington 13.7% $270.5 million
75 Conifer Investments Ltd West Hartford 13.5% $358.0 million
76 Monte Financial Group, LLC Guilford 13.2% $332.4 million
77 Fierston Financial Group Inc West Hartford 13.0% $718.3 million
78 Yhb Investment Advisors Inc West Hartford 12.5% $1.6 billion
79 Sound Portfolio Advisors, LLC Mystic 12.4% $106.4 million
80 Jeffrey N. Mehler, CFP LLC Essex 12.1% $295.3 million
81 Eagle Wealth Advisors Westport 11.9% $117.0 million
82 Ayrshire Capital Management LLC Westport 11.8% $203.9 million
83 Jackson, Grant Investment Advisers, Inc. Stamford 11.1% $421.6 million
84 Connecticut Capital Management Group, LLC Milford 10.9% $186.1 million
85 Sky Investment Group LLC Hartford 10.9% $682.6 million
86 Grey Ledge Advisors, LLC Broker-dealer affiliated Guilford 10.9% $452.0 million
87 Constitution Investment Advisory and Portfolio Management Shelton 10.5% $179.0 million
88 Oaktrust Wealth Advisors, LLC Wilton 10.4% $211.7 million
89 East Guilford Financial Services LLC Madison 10.4% $143.6 million
90 Kreitler Financial LLC New Haven 10.4% $435.1 million
91 Avity Investment Management Inc. Greenwich 10.2% $1.5 billion
92 Mullaney Keating & Wright Inc Middletown 9.4% $298.4 million
93 Litvak Wealth, LLC Norwalk 9.3% $410.7 million
94 Rpo LLC Stamford 8.9% $287.8 million
95 Kennedy Wealth & Tax Management, LLC Southbury 8.6% $168.1 million
96 Stratis Capital, LLC Darien 8.6% $396.4 million
97 Charter Research & Investment Group Inc Southport 8.4% $215.8 million
98 LCR Wealth Management LLC Westport 7.8% $121.0 million
99 RMC Investment Advisors West Hartford 7.8% $852.1 million
100 HT Partners LLC Centerbrook 7.6% $446.1 million

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

More rankings

Fastest growing, 3 years 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.