Overview Industry data States Rankings Reports Methodology Search
RIA directory Rankings Fastest growing Connecticut
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.
More rankings
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 .