# Fastest-growing independent RIAs over five years in Connecticut

As of October 2, 2026, New Edge Wealth ranked #1 in Connecticut in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 48.2%, from a base of $2.8 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-5-year/connecticut/

## Facts

- ranking: Fastest-growing independent RIAs over five years
- how_it_is_computed: 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.
- unit: pct
- scope: Connecticut
- firms_listed: 100
- rows: rank: 1, crd: 307771, firm: New Edge Wealth, city: Stamford, state: CT, value: 0.482189776170392, base_value: 2785536668, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307771/; rank: 2, crd: 171106, firm: Apella Wealth, city: West Hartford, state: CT, value: 0.461052381432454, base_value: 1662000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171106/; rank: 3, crd: 226535, firm: William Joseph Capital Management, Inc., city: Bristol, state: CT, value: 0.434761715765615, base_value: 114188130, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226535/; rank: 4, crd: 132311, firm: Basso Capital Management, L.P., city: Stamford, state: CT, value: 0.332820411629466, base_value: 608214991, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132311/; rank: 5, crd: 297213, firm: Colter Lewis Investment Partners, LLC, city: Greenwich, state: CT, value: 0.32504577336136, base_value: 835215000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297213/; rank: 6, crd: 311790, firm: Snowwater Investment Partners, LLC, city: Fairfield, state: CT, value: 0.313326587170423, base_value: 332720585, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311790/; rank: 7, crd: 171922, firm: Moneco Advisors, city: Fairfield, state: CT, value: 0.3022905886798, base_value: 608663041, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171922/; rank: 8, crd: 168299, firm: Fiscal Wisdom Wealth Management LLC, city: Canton, state: CT, value: 0.288072330411452, base_value: 108866074, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168299/; rank: 9, crd: 286007, firm: Round Rock Advisors LLC, city: Wilton, state: CT, value: 0.282702809807484, base_value: 261103895, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286007/; rank: 10, crd: 171168, firm: Johnson Brunetti, city: Wethersfield, state: CT, value: 0.254362151908342, base_value: 896665754, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171168/; rank: 11, crd: 306284, firm: Oakridge Management Group LLC, city: Stamford, state: CT, value: 0.248874384349947, base_value: 450000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306284/; rank: 12, crd: 143970, firm: Gilman Hill Asset Management, LLC, city: New Canaan, state: CT, value: 0.243033732684374, base_value: 419232038, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143970/; rank: 13, crd: 106977, firm: Its Asset Management, L.P., city: North Haven, state: CT, value: 0.2306900503866, base_value: 105483981, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106977/; rank: 14, crd: 310451, firm: Alchemi Wealth, LLC, city: Essex, state: CT, value: 0.218037160611608, base_value: 106999671, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310451/; rank: 15, crd: 292182, firm: Trivium Point Advisory, LLC, city: Wilton, state: CT, value: 0.197699839584289, base_value: 660232133, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292182/; rank: 16, crd: 283786, firm: Ridgeview Asset Management Partners, LLC, city: Stamford, state: CT, value: 0.190379858862435, base_value: 162284682, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283786/; rank: 17, crd: 125771, firm: Private Capital Advisors, Inc., city: Darien, state: CT, value: 0.188323116843722, base_value: 540931139, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125771/; rank: 18, crd: 288453, firm: Rossmore Private Capital, LLC, city: Glastonbury, state: CT, value: 0.175967348665555, base_value: 855240118, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288453/; rank: 19, crd: 294314, firm: Sovereign Financial Group, Inc., city: Stamford, state: CT, value: 0.175326354011915, base_value: 482677133, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294314/; rank: 20, crd: 152242, firm: Clear Harbor Asset Management, LLC, city: Stamford, state: CT, value: 0.174164867758306, base_value: 920530544, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152242/; rank: 21, crd: 154310, firm: Connecticut Wealth Management, LLC, city: Farmington, state: CT, value: 0.163968744626355, base_value: 2095753135, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154310/; rank: 22, crd: 127654, firm: MJP Wealth Advisors, city: Farmington, state: CT, value: 0.155962952779208, base_value: 756670567, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127654/; rank: 23, crd: 127346, firm: Toomey Investment Management, Inc, city: Wallingford, state: CT, value: 0.148085538636187, base_value: 160941055, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127346/; rank: 24, crd: 156064, firm: Medallion Wealth Advisors, LLC, city: Farmington, state: CT, value: 0.146160393539741, base_value: 261338886, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156064/; rank: 25, crd: 126295, firm: Thames Financial Management, city: Norwich, state: CT, value: 0.142235140633344, base_value: 162234576, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126295/; rank: 26, crd: 118853, firm: Founders Capital Management, LLC, city: Hartford, state: CT, value: 0.141666881276369, base_value: 474473299, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118853/; rank: 27, crd: 114629, firm: Main Street Research LLC, city: Lakeville, state: CT, value: 0.140477555209805, base_value: 1389974082, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114629/; rank: 28, crd: 124324, firm: Purkiss Capital Advisors, LLC, city: Ridgefield, state: CT, value: 0.137826476321921, base_value: 441582105, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124324/; rank: 29, crd: 111614, firm: Adviceone Advisory Services, LLC, city: Glastonbury, state: CT, value: 0.137541065556539, base_value: 1074024830, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111614/; rank: 30, crd: 125714, firm: Spivak Asset Management, LLC, city: Avon, state: CT, value: 0.135244711088726, base_value: 232870920, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125714/; rank: 31, crd: 106928, firm: Bradley Foster & Sargent Inc, city: Hartford, state: CT, value: 0.132076823588907, base_value: 4879423390, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106928/; rank: 32, crd: 127549, firm: Essex Financial Services, Inc., city: Essex, state: CT, value: 0.129061061544174, base_value: 2272726892, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127549/; rank: 33, crd: 125663, firm: Werlinich Asset Management, L.L.C., city: Stamford, state: CT, value: 0.128881320730198, base_value: 114000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125663/; rank: 34, crd: 108054, firm: Bourgeon Capital Management LLC, city: Darien, state: CT, value: 0.127809507744156, base_value: 700300000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108054/; rank: 35, crd: 152569, firm: Coastal Bridge Advisors, city: Westport, state: CT, value: 0.127176795483255, base_value: 2759431503, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152569/; rank: 36, crd: 290180, firm: Principle Wealth, city: Madison, state: CT, value: 0.12661098751458, base_value: 1765676534, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290180/; rank: 37, crd: 125518, firm: Briggs Wealth Management, Inc., city: Glastonbury, state: CT, value: 0.123409349452613, base_value: 202325209, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125518/; rank: 38, crd: 176520, firm: Sightline Wealth Advisors, LLC, city: Groton, state: CT, value: 0.123333271812921, base_value: 198020105, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/176520/; rank: 39, crd: 288511, firm: Integra Global Advisors LLC, city: Stamford, state: CT, value: 0.12255341891452, base_value: 383766114, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288511/; rank: 40, crd: 126681, firm: Jeffrey N. Mehler, CFP LLC, city: Essex, state: CT, value: 0.119909002214184, base_value: 236230689, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126681/; rank: 41, crd: 142761, firm: WJ Financial Advisors, LLC, city: Killingworth, state: CT, value: 0.118339511890484, base_value: 116248174, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142761/; rank: 42, crd: 109203, firm: New England Capital Financial Advisors LLC, city: Cheshire, state: CT, value: 0.118101913584209, base_value: 439519711, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109203/; rank: 43, crd: 170827, firm: Oaktrust Wealth Advisors, LLC, city: Wilton, state: CT, value: 0.115879047915162, base_value: 164744966, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170827/; rank: 44, crd: 159306, firm: Chilton Investment Services, LLC, city: Stamford, state: CT, value: 0.114183994781085, base_value: 4746569000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159306/; rank: 45, crd: 121060, firm: Investmark Advisory Group LLC, city: Shelton, state: CT, value: 0.114081570961466, base_value: 541679509, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121060/; rank: 46, crd: 140165, firm: 5th Street Advisors, LLC, city: Southport, state: CT, value: 0.113476366138299, base_value: 306413662, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140165/; rank: 47, crd: 301186, firm: Wharton Midmarket Investment Advisors Inc, city: Woodbridge, state: CT, value: 0.110992593823492, base_value: 136563891, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301186/; rank: 48, crd: 150119, firm: Monte Financial Group, LLC, city: Guilford, state: CT, value: 0.108837870993606, base_value: 287777203, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150119/; rank: 49, crd: 125696, firm: RZH Advisors LLC, city: Stamford, state: CT, value: 0.106671907131776, base_value: 1475082003, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125696/; rank: 50, crd: 106548, firm: Baxter Investment Management, city: Riverside, state: CT, value: 0.105396230746193, base_value: 706270884, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106548/; rank: 51, crd: 106289, firm: Compass Wealth Management LLC, city: Guilford, state: CT, value: 0.102201086971652, base_value: 419576000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106289/; rank: 52, crd: 313968, firm: Empower Financial Advisory, LLC, city: Glastonbury, state: CT, value: 0.101554758556907, base_value: 392004272, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313968/; rank: 53, crd: 142820, firm: Greenwich Wealth Management, LLC, city: Greenwich, state: CT, value: 0.0987589126909068, base_value: 2197148626, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142820/; rank: 54, crd: 122480, firm: Matson Financial Advisors, Inc., city: Danbury, state: CT, value: 0.0982586704482611, base_value: 324730075, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122480/; rank: 55, crd: 299052, firm: Howard Wealth Management, LLC, city: Madison, state: CT, value: 0.0938619322724703, base_value: 253500000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299052/; rank: 56, crd: 108614, firm: HTG Investment Advisors Inc, city: New Canaan, state: CT, value: 0.0920624121812086, base_value: 716973394, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108614/; rank: 57, crd: 304428, firm: Monhegan Capital Management, LLC, city: Darien, state: CT, value: 0.0914111450745254, base_value: 229888653, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304428/; rank: 58, crd: 110116, firm: Asset Management Group, Inc., city: Stamford, state: CT, value: 0.0855362923549987, base_value: 595964798, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110116/; rank: 59, crd: 126472, firm: Sagebroadview Wealth Management, LLC, city: Farmington, state: CT, value: 0.0843865432956419, base_value: 264885072, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126472/; rank: 60, crd: 110988, firm: Benin Management Corp, city: Redding, state: CT, value: 0.0837252721917841, base_value: 440970201, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110988/; rank: 61, crd: 172394, firm: Kennedy Wealth & Tax Management, LLC, city: Southbury, state: CT, value: 0.0828584000954429, base_value: 144739000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172394/; rank: 62, crd: 283763, firm: Greenhouse Wealth Management, LLC, city: Westport, state: CT, value: 0.0822519698797337, base_value: 194367790, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283763/; rank: 63, crd: 309319, firm: The Herbst Group, LLC, city: Westport, state: CT, value: 0.0774602750902296, base_value: 141000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309319/; rank: 64, crd: 134001, firm: Sky Investment Group LLC, city: Hartford, state: CT, value: 0.0761836482026452, base_value: 644924678, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134001/; rank: 65, crd: 107169, firm: Birinyi Associates, Inc., city: Westport, state: CT, value: 0.0757779586678493, base_value: 327355588, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107169/; rank: 66, crd: 106159, firm: Conifer Investments Ltd, city: West Hartford, state: CT, value: 0.0745934960659296, base_value: 365711529, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106159/; rank: 67, crd: 310378, firm: Constitution Investment Advisory and Portfolio Management, city: Shelton, state: CT, value: 0.0738826043175644, base_value: 168974075, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310378/; rank: 68, crd: 105970, firm: Fairfield, Bush & Co., city: Darien, state: CT, value: 0.0737354280620492, base_value: 412677592, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105970/; rank: 69, crd: 108156, firm: Jackson, Grant Investment Advisers, Inc., city: Stamford, state: CT, value: 0.0727873678125368, base_value: 406557617, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108156/; rank: 70, crd: 300130, firm: Stratis Capital, LLC, city: Darien, state: CT, value: 0.0702989714555533, base_value: 361351906, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300130/; rank: 71, crd: 157883, firm: Ayrshire Capital Management LLC, city: Westport, state: CT, value: 0.069950391444989, base_value: 203285025, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157883/; rank: 72, crd: 289185, firm: Plan First Wealth LLC, city: Greenwich, state: CT, value: 0.0698379759442433, base_value: 100118658, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289185/; rank: 73, crd: 171282, firm: Missionpoint Partners LLC, city: not stated, state: CT, value: 0.0698096375855932, base_value: 276112000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171282/; rank: 74, crd: 125511, firm: Sound Portfolio Advisors, LLC, city: Mystic, state: CT, value: 0.0688896441511508, base_value: 108262733, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125511/; rank: 75, crd: 309056, firm: Kreitler Financial LLC, city: New Haven, state: CT, value: 0.0664892981401686, base_value: 423939109, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309056/; rank: 76, crd: 313013, firm: LCR Wealth Management LLC, city: Westport, state: CT, value: 0.0651685427014195, base_value: 110700000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313013/; rank: 77, crd: 104623, firm: Avity Investment Management Inc., city: Greenwich, state: CT, value: 0.0620094529377864, base_value: 1500576574, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104623/; rank: 78, crd: 105003, firm: Fierston Financial Group Inc, city: West Hartford, state: CT, value: 0.0593373493284388, base_value: 776266438, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105003/; rank: 79, crd: 285650, firm: Morse Asset Management, Inc., city: Darien, state: CT, value: 0.0586361623463501, base_value: 401837000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285650/; rank: 80, crd: 108742, firm: Mark Sheptoff Financial Planning LLC, city: Glastonbury, state: CT, value: 0.0571641413949131, base_value: 353318972, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108742/; rank: 81, crd: 305013, firm: Connecticut Capital Management Group, LLC, city: Milford, state: CT, value: 0.0570619942860897, base_value: 192396447, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305013/; rank: 82, crd: 105434, firm: Yhb Investment Advisors Inc, city: West Hartford, state: CT, value: 0.0569515669025888, base_value: 1725622000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105434/; rank: 83, crd: 294879, firm: QP Global Family Offices, LLC, city: Greenwich, state: CT, value: 0.0486247876176173, base_value: 826533928, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294879/; rank: 84, crd: 147400, firm: HT Partners LLC, city: Centerbrook, state: CT, value: 0.0485913613125875, base_value: 438831270, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147400/; rank: 85, crd: 123359, firm: Drum Hill Capital, LLC, city: Westport, state: CT, value: 0.0479880955986118, base_value: 153690446, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123359/; rank: 86, crd: 107788, firm: Diamant Asset Management, Inc., city: Ridgefield, state: CT, value: 0.0439917034448565, base_value: 170564139, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107788/; rank: 87, crd: 104674, firm: RMC Investment Advisors, city: West Hartford, state: CT, value: 0.0431663558752864, base_value: 863893975, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104674/; rank: 88, crd: 110743, firm: Mullaney Keating & Wright Inc, city: Middletown, state: CT, value: 0.0376996058300323, base_value: 324938557, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110743/; rank: 89, crd: 106452, firm: Charter Research & Investment Group Inc, city: Southport, state: CT, value: 0.0376256548541212, base_value: 228735187, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106452/; rank: 90, crd: 146270, firm: Southport Station Financial Management, LLC, city: Southport, state: CT, value: 0.0372258078311669, base_value: 159983792, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146270/; rank: 91, crd: 292058, firm: Cross Island Advisors LLC, city: Darien, state: CT, value: 0.0261307061569367, base_value: 398184897, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292058/; rank: 92, crd: 110612, firm: John A. Bysko Associates, city: Old Lyme, state: CT, value: 0.0156430153831957, base_value: 189056524, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110612/; rank: 93, crd: 107363, firm: Scholtz & Company, LLC, city: Stamford, state: CT, value: -0.000557015928982607, base_value: 341461636, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107363/; rank: 94, crd: 106030, firm: Night Owl Capital Management, LLC, city: Greenwich, state: CT, value: -0.00158914693235734, base_value: 1103943810, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106030/; rank: 95, crd: 106293, firm: Oak Financial Group Inc, city: Stamford, state: CT, value: -0.00348634095395861, base_value: 180277647, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106293/; rank: 96, crd: 105553, firm: Pettee Investors Inc, city: Rowayton, state: CT, value: -0.0166487157815826, base_value: 208676207, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105553/; rank: 97, crd: 105039, firm: HFM Wealth Management, city: West Hartford, state: CT, value: -0.0179972499359793, base_value: 766106528, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105039/; rank: 98, crd: 282241, firm: Northcoast Asset Management LLC, city: Stamford, state: CT, value: -0.0505862958955801, base_value: 6440240944, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282241/; rank: 99, crd: 111604, firm: Diastole Wealth Management, city: Guilford, state: CT, value: -0.117929549535764, base_value: 741651300, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111604/; rank: 100, crd: 126052, firm: Freedom Investment Management, Inc., city: South Windsor, state: CT, value: -0.200007373673241, base_value: 1735462754, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126052/

## 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

- [Fastest-growing independent RIAs over five years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-5-year/)
- [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/fastest-growing-5-year/connecticut/

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