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Ranking, Connecticut

Fastest-growing independent RIAs over one year in Connecticut

As of October 2, 2026, Fcig Wealth Management, LLC ranked #1 in Connecticut in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 163.2%, from a base of $107.3 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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.

Fastest-growing independent RIAs over one year in Connecticut
Rank Firm City Growth Starting value
1 Fcig Wealth Management, LLC Plainfield 163.2% $107.3 million
2 Apella Wealth West Hartford 134.7% $4.7 billion
3 Greenwich Advisors, LLC Greenwich 80.1% $162.8 million
4 New Edge Wealth Stamford 65.2% $12.1 billion
5 Snowwater Investment Partners, LLC Fairfield 63.5% $795.0 million
6 Wmgna Farmington 59.6% $217.1 million
7 Gilman Hill Asset Management, LLC New Canaan 58.9% $782.9 million
8 Missionpoint Partners LLC Not reported 54.8% $250.0 million
9 William Joseph Capital Management, Inc. Bristol 49.3% $465.1 million
10 Fiscal Wisdom Wealth Management LLC Canton 48.6% $259.8 million
11 Colter Lewis Investment Partners, LLC Greenwich 47.0% $2.3 billion
12 Rossmore Private Capital, LLC Glastonbury 46.2% $1.3 billion
13 Briggs Wealth Management, Inc. Glastonbury 39.9% $258.7 million
14 Bourgeon Capital Management LLC Darien 39.3% $917.6 million
15 Milestone Asset Management Group, LLC Avon 38.8% $222.6 million
16 Purkiss Capital Advisors, LLC Ridgefield 33.0% $633.0 million
17 U.S.A. Financial & Tax Services, LLC Farmington 32.7% $120.0 million
18 Johnson Brunetti Wethersfield 32.2% $2.1 billion
19 Longwall Family Office Westport 31.3% $326.1 million
20 WJ Financial Advisors, LLC Killingworth 31.3% $154.9 million
21 Greenwich Wealth Management, LLC Greenwich 29.8% $2.7 billion
22 New England Capital Financial Advisors LLC Cheshire 28.0% $600.0 million
23 Rpo LLC Stamford 27.0% $292.9 million
24 Medallion Wealth Advisors, LLC Farmington 26.9% $407.4 million
25 Private Capital Advisors, Inc. Darien 26.7% $1.0 billion
26 Benin Management Corp Redding 26.5% $521.0 million
27 Oakridge Management Group LLC Stamford 26.5% $1.1 billion
28 Night Owl Capital Management, LLC Greenwich 26.5% $865.8 million
29 Keynote Financial Services, LLC Vernon 24.9% $182.0 million
30 Spurstone Higganum 23.6% $155.4 million
31 Adviceone Advisory Services, LLC Glastonbury 23.1% $1.7 billion
32 JK Private Wealth, LLC Glastonbury 23.1% $127.1 million
33 Sovereign Financial Group, Inc. Stamford 22.6% $882.7 million
34 Hammond Iles Wealth Advisors Wethersfield 22.6% $387.4 million
35 Alchemi Wealth, LLC Essex 22.1% $234.9 million
36 Somnio Financial Group, LLC Glastonbury 22.1% $137.8 million
37 Sound Portfolio Advisors, LLC Mystic 21.9% $123.9 million
38 Morrissey Wealth Management LLC North Haven 21.7% $135.6 million
39 Integra Global Advisors LLC Stamford 21.6% $562.6 million
40 Monhegan Capital Management, LLC Darien 21.1% $293.9 million
41 Connecticut Wealth Management, LLC Farmington 20.7% $3.7 billion
42 Ridgeview Asset Management Partners, LLC Stamford 20.7% $321.5 million
43 Oak Financial Group Inc Stamford 20.6% $146.9 million
44 Sightline Wealth Advisors, LLC Groton 20.5% $293.9 million
45 Principle Wealth Madison 20.5% $2.7 billion
46 Mullaney Keating & Wright Inc Middletown 19.8% $326.3 million
47 Moneco Advisors Fairfield 19.0% $1.9 billion
48 Empower Financial Advisory, LLC Glastonbury 18.8% $535.0 million
49 Eagle Wealth Advisors Westport 18.7% $138.3 million
50 Toomey Investment Management, Inc Wallingford 18.6% $270.6 million
51 MJP Wealth Advisors Farmington 18.4% $1.3 billion
52 Chilton Investment Services, LLC Stamford 18.2% $6.9 billion
53 Barron Financial Group, LLP Torrington 18.0% $168.8 million
54 Clear Harbor Asset Management, LLC Stamford 17.9% $1.7 billion
55 Werlinich Asset Management, L.L.C. Stamford 17.4% $178.0 million
56 5th Street Advisors, LLC Southport 17.4% $446.8 million
57 Aspetuck Financial Management LLC Westport 16.7% $152.7 million
58 Plan First Wealth LLC Greenwich 16.6% $120.4 million
59 Matson Financial Advisors, Inc. Danbury 16.1% $446.9 million
60 RZH Advisors LLC Stamford 15.9% $2.1 billion
61 Founders Capital Management, LLC Hartford 15.8% $794.9 million
62 Jackson, Grant Investment Advisers, Inc. Stamford 15.8% $499.0 million
63 Baxter Investment Management Riverside 15.6% $1.0 billion
64 Springboard Asset Management LLC Cheshire 15.0% $118.9 million
65 HTG Investment Advisors Inc New Canaan 15.0% $968.7 million
66 Basso Capital Management, L.P. Stamford 14.6% $2.2 billion
67 Thames Financial Management Norwich 14.5% $275.4 million
68 Investmark Advisory Group LLC Shelton 14.5% $812.2 million
69 Yhb Investment Advisors Inc West Hartford 14.4% $2.0 billion
70 Drum Hill Capital, LLC Westport 14.0% $170.4 million
71 Connecticut Capital Management Group, LLC Milford 14.0% $222.7 million
72 Heritage Capital, LLC Woodbridge 14.0% $128.9 million
73 Kreitler Financial LLC New Haven 13.6% $514.9 million
74 Sagebroadview Wealth Management, LLC Farmington 13.4% $350.3 million
75 Burne Financial Concepts, LLC Watertown 13.2% $100.4 million
76 Morse Asset Management, Inc. Darien 13.1% $472.2 million
77 Monte Financial Group, LLC Guilford 13.1% $426.6 million
78 Stratis Capital, LLC Darien 13.1% $448.8 million
79 Fairfield, Bush & Co. Darien 13.0% $521.1 million
80 Conifer Investments Ltd West Hartford 12.5% $465.8 million
81 Main Street Research LLC Lakeville 12.5% $2.4 billion
82 Kennedy Wealth & Tax Management, LLC Southbury 12.3% $191.8 million
83 Compass Wealth Management LLC Guilford 12.0% $609.5 million
84 Spivak Asset Management, LLC Avon 11.9% $392.5 million
85 Loretta Nolan Associates, LLC Old Greenwich 11.7% $121.6 million
86 Asset Management Group, Inc. Stamford 11.7% $804.5 million
87 Colchester Investment Counsel LLC Ridgefield 11.6% $115.5 million
88 Howard Wealth Management, LLC Madison 11.5% $356.2 million
89 Round Rock Advisors LLC Wilton 11.3% $814.6 million
90 Oaktrust Wealth Advisors, LLC Wilton 10.6% $257.7 million
91 HT Partners LLC Centerbrook 10.5% $503.4 million
92 Greenhouse Wealth Management, LLC Westport 10.5% $261.2 million
93 Essex Financial Services, Inc. Essex 10.5% $3.8 billion
94 Litvak Wealth, LLC Norwalk 10.2% $486.5 million
95 Fierston Financial Group Inc West Hartford 9.9% $942.6 million
96 Dunham Lane Capital Partners LLC Greenwich 9.7% $106.8 million
97 Sky Investment Group LLC Hartford 9.4% $850.9 million
98 Trivium Point Advisory, LLC Wilton 9.4% $1.5 billion
99 Coastal Bridge Advisors Westport 9.3% $4.6 billion
100 Mark Sheptoff Financial Planning LLC Glastonbury 9.0% $428.0 million

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

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Fastest growing 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.