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AdvisorIQ

Ranking, Connecticut

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

As of October 2, 2026, New Edge Wealth ranked #1 in Connecticut in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 48.2%, from a base of $2.8 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 five years between the SEC snapshots of October 4, 2021 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 New Edge Wealth Stamford 48.2% $2.8 billion
2 Apella Wealth West Hartford 46.1% $1.7 billion
3 William Joseph Capital Management, Inc. Bristol 43.5% $114.2 million
4 Basso Capital Management, L.P. Stamford 33.3% $608.2 million
5 Colter Lewis Investment Partners, LLC Greenwich 32.5% $835.2 million
6 Snowwater Investment Partners, LLC Fairfield 31.3% $332.7 million
7 Moneco Advisors Fairfield 30.2% $608.7 million
8 Steward Partners Investment Advisory, LLC Broker-dealer affiliated Stamford 30.2% $9.8 billion
9 Fiscal Wisdom Wealth Management LLC Canton 28.8% $108.9 million
10 Round Rock Advisors LLC Wilton 28.3% $261.1 million
11 Johnson Brunetti Wethersfield 25.4% $896.7 million
12 Oakridge Management Group LLC Stamford 24.9% $450.0 million
13 Gilman Hill Asset Management, LLC New Canaan 24.3% $419.2 million
14 Its Asset Management, L.P. North Haven 23.1% $105.5 million
15 Alchemi Wealth, LLC Essex 21.8% $107.0 million
16 Osaic Institutions, Inc. Broker-dealer affiliated Meriden 20.6% $2.5 billion
17 Trivium Point Advisory, LLC Wilton 19.8% $660.2 million
18 Ridgeview Asset Management Partners, LLC Stamford 19.0% $162.3 million
19 Private Capital Advisors, Inc. Darien 18.8% $540.9 million
20 A.G.P / Alliance Global Partners Broker-dealer affiliated Westport 18.2% $1.3 billion
21 Rossmore Private Capital, LLC Glastonbury 17.6% $855.2 million
22 Sovereign Financial Group, Inc. Stamford 17.5% $482.7 million
23 Clear Harbor Asset Management, LLC Stamford 17.4% $920.5 million
24 Connecticut Wealth Management, LLC Farmington 16.4% $2.1 billion
25 MJP Wealth Advisors Farmington 15.6% $756.7 million
26 Searle & Co. Broker-dealer affiliated Greenwich 15.6% $305.4 million
27 Toomey Investment Management, Inc Wallingford 14.8% $160.9 million
28 Medallion Wealth Advisors, LLC Farmington 14.6% $261.3 million
29 Thames Financial Management Norwich 14.2% $162.2 million
30 Founders Capital Management, LLC Hartford 14.2% $474.5 million
31 Main Street Research LLC Lakeville 14.0% $1.4 billion
32 Purkiss Capital Advisors, LLC Ridgefield 13.8% $441.6 million
33 Adviceone Advisory Services, LLC Glastonbury 13.8% $1.1 billion
34 Spivak Asset Management, LLC Avon 13.5% $232.9 million
35 Bradley Foster & Sargent Inc Hartford 13.2% $4.9 billion
36 Essex Financial Services, Inc. Essex 12.9% $2.3 billion
37 Werlinich Asset Management, L.L.C. Stamford 12.9% $114.0 million
38 Bourgeon Capital Management LLC Darien 12.8% $700.3 million
39 Coastal Bridge Advisors Westport 12.7% $2.8 billion
40 Principle Wealth Madison 12.7% $1.8 billion
41 Briggs Wealth Management, Inc. Glastonbury 12.3% $202.3 million
42 Sightline Wealth Advisors, LLC Groton 12.3% $198.0 million
43 Integra Global Advisors LLC Stamford 12.3% $383.8 million
44 Jeffrey N. Mehler, CFP LLC Essex 12.0% $236.2 million
45 WJ Financial Advisors, LLC Killingworth 11.8% $116.2 million
46 New England Capital Financial Advisors LLC Cheshire 11.8% $439.5 million
47 Oaktrust Wealth Advisors, LLC Wilton 11.6% $164.7 million
48 Chilton Investment Services, LLC Stamford 11.4% $4.7 billion
49 Investmark Advisory Group LLC Shelton 11.4% $541.7 million
50 5th Street Advisors, LLC Southport 11.3% $306.4 million
51 Wharton Midmarket Investment Advisors Inc Woodbridge 11.1% $136.6 million
52 Monte Financial Group, LLC Guilford 10.9% $287.8 million
53 RZH Advisors LLC Stamford 10.7% $1.5 billion
54 Baxter Investment Management Riverside 10.5% $706.3 million
55 Compass Wealth Management LLC Guilford 10.2% $419.6 million
56 Empower Financial Advisory, LLC Glastonbury 10.2% $392.0 million
57 Greenwich Wealth Management, LLC Greenwich 9.9% $2.2 billion
58 Matson Financial Advisors, Inc. Danbury 9.8% $324.7 million
59 Howard Wealth Management, LLC Madison 9.4% $253.5 million
60 HTG Investment Advisors Inc New Canaan 9.2% $717.0 million
61 Monhegan Capital Management, LLC Darien 9.1% $229.9 million
62 Asset Management Group, Inc. Stamford 8.6% $596.0 million
63 Sagebroadview Wealth Management, LLC Farmington 8.4% $264.9 million
64 Benin Management Corp Redding 8.4% $441.0 million
65 Kennedy Wealth & Tax Management, LLC Southbury 8.3% $144.7 million
66 Greenhouse Wealth Management, LLC Westport 8.2% $194.4 million
67 Grey Ledge Advisors, LLC Broker-dealer affiliated Guilford 7.8% $423.5 million
68 The Herbst Group, LLC Westport 7.7% $141.0 million
69 Sky Investment Group LLC Hartford 7.6% $644.9 million
70 Birinyi Associates, Inc. Westport 7.6% $327.4 million
71 Conifer Investments Ltd West Hartford 7.5% $365.7 million
72 Constitution Investment Advisory and Portfolio Management Shelton 7.4% $169.0 million
73 Fairfield, Bush & Co. Darien 7.4% $412.7 million
74 Jackson, Grant Investment Advisers, Inc. Stamford 7.3% $406.6 million
75 Stratis Capital, LLC Darien 7.0% $361.4 million
76 Ayrshire Capital Management LLC Westport 7.0% $203.3 million
77 Plan First Wealth LLC Greenwich 7.0% $100.1 million
78 Missionpoint Partners LLC Not reported 7.0% $276.1 million
79 Sound Portfolio Advisors, LLC Mystic 6.9% $108.3 million
80 Kreitler Financial LLC New Haven 6.6% $423.9 million
81 LCR Wealth Management LLC Westport 6.5% $110.7 million
82 Avity Investment Management Inc. Greenwich 6.2% $1.5 billion
83 Fierston Financial Group Inc West Hartford 5.9% $776.3 million
84 Morse Asset Management, Inc. Darien 5.9% $401.8 million
85 Mark Sheptoff Financial Planning LLC Glastonbury 5.7% $353.3 million
86 Connecticut Capital Management Group, LLC Milford 5.7% $192.4 million
87 Yhb Investment Advisors Inc West Hartford 5.7% $1.7 billion
88 QP Global Family Offices, LLC Greenwich 4.9% $826.5 million
89 HT Partners LLC Centerbrook 4.9% $438.8 million
90 Drum Hill Capital, LLC Westport 4.8% $153.7 million
91 Diamant Asset Management, Inc. Ridgefield 4.4% $170.6 million
92 RMC Investment Advisors West Hartford 4.3% $863.9 million
93 Mullaney Keating & Wright Inc Middletown 3.8% $324.9 million
94 Charter Research & Investment Group Inc Southport 3.8% $228.7 million
95 Southport Station Financial Management, LLC Southport 3.7% $160.0 million
96 Cross Island Advisors LLC Darien 2.6% $398.2 million
97 Cooper Financial Services, Inc. Broker-dealer affiliated Shelton 2.3% $164.7 million
98 John A. Bysko Associates Old Lyme 1.6% $189.1 million
99 Scholtz & Company, LLC Stamford -0.1% $341.5 million
100 Night Owl Capital Management, LLC Greenwich -0.2% $1.1 billion

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

More rankings

Fastest growing, 5 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.