IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Connecticut

Fastest-growing wealth firms over one year, including broker-dealer firms in Connecticut

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

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

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.

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 Herbert J. Sims Capital Management, Inc. Broker-dealer affiliated Fairfield 133.9% $186.8 million
4 Greenwich Advisors, LLC Greenwich 80.1% $162.8 million
5 A.G.P / Alliance Global Partners Broker-dealer affiliated Westport 74.3% $1.7 billion
6 New Edge Wealth Stamford 65.2% $12.1 billion
7 Snowwater Investment Partners, LLC Fairfield 63.5% $795.0 million
8 Osaic Institutions, Inc. Broker-dealer affiliated Meriden 61.4% $4.0 billion
9 Wmgna Farmington 59.6% $217.1 million
10 Gilman Hill Asset Management, LLC New Canaan 58.9% $782.9 million
11 Missionpoint Partners LLC Not reported 54.8% $250.0 million
12 William Joseph Capital Management, Inc. Bristol 49.3% $465.1 million
13 Fiscal Wisdom Wealth Management LLC Canton 48.6% $259.8 million
14 Steward Partners Investment Advisory, LLC Broker-dealer affiliated Stamford 48.4% $24.8 billion
15 Colter Lewis Investment Partners, LLC Greenwich 47.0% $2.3 billion
16 Rossmore Private Capital, LLC Glastonbury 46.2% $1.3 billion
17 Voya Financial Advisors, Inc. Broker-dealer affiliated Windsor 41.0% $2.7 billion
18 Briggs Wealth Management, Inc. Glastonbury 39.9% $258.7 million
19 Bourgeon Capital Management LLC Darien 39.3% $917.6 million
20 Milestone Asset Management Group, LLC Avon 38.8% $222.6 million
21 Purkiss Capital Advisors, LLC Ridgefield 33.0% $633.0 million
22 U.S.A. Financial & Tax Services, LLC Farmington 32.7% $120.0 million
23 Johnson Brunetti Wethersfield 32.2% $2.1 billion
24 Longwall Family Office Westport 31.3% $326.1 million
25 WJ Financial Advisors, LLC Killingworth 31.3% $154.9 million
26 Greenwich Wealth Management, LLC Greenwich 29.8% $2.7 billion
27 New England Capital Financial Advisors LLC Cheshire 28.0% $600.0 million
28 Rpo LLC Stamford 27.0% $292.9 million
29 Medallion Wealth Advisors, LLC Farmington 26.9% $407.4 million
30 Private Capital Advisors, Inc. Darien 26.7% $1.0 billion
31 Benin Management Corp Redding 26.5% $521.0 million
32 Oakridge Management Group LLC Stamford 26.5% $1.1 billion
33 Night Owl Capital Management, LLC Greenwich 26.5% $865.8 million
34 Keynote Financial Services, LLC Vernon 24.9% $182.0 million
35 Spurstone Higganum 23.6% $155.4 million
36 Adviceone Advisory Services, LLC Glastonbury 23.1% $1.7 billion
37 JK Private Wealth, LLC Glastonbury 23.1% $127.1 million
38 Sovereign Financial Group, Inc. Stamford 22.6% $882.7 million
39 Hammond Iles Wealth Advisors Wethersfield 22.6% $387.4 million
40 Alchemi Wealth, LLC Essex 22.1% $234.9 million
41 Somnio Financial Group, LLC Glastonbury 22.1% $137.8 million
42 Sound Portfolio Advisors, LLC Mystic 21.9% $123.9 million
43 Morrissey Wealth Management LLC North Haven 21.7% $135.6 million
44 Integra Global Advisors LLC Stamford 21.6% $562.6 million
45 Monhegan Capital Management, LLC Darien 21.1% $293.9 million
46 Connecticut Wealth Management, LLC Farmington 20.7% $3.7 billion
47 Ridgeview Asset Management Partners, LLC Stamford 20.7% $321.5 million
48 Oak Financial Group Inc Stamford 20.6% $146.9 million
49 Sightline Wealth Advisors, LLC Groton 20.5% $293.9 million
50 Principle Wealth Madison 20.5% $2.7 billion
51 Mullaney Keating & Wright Inc Middletown 19.8% $326.3 million
52 Moneco Advisors Fairfield 19.0% $1.9 billion
53 Empower Financial Advisory, LLC Glastonbury 18.8% $535.0 million
54 Eagle Wealth Advisors Westport 18.7% $138.3 million
55 Toomey Investment Management, Inc Wallingford 18.6% $270.6 million
56 MJP Wealth Advisors Farmington 18.4% $1.3 billion
57 Chilton Investment Services, LLC Stamford 18.2% $6.9 billion
58 Barron Financial Group, LLP Torrington 18.0% $168.8 million
59 Clear Harbor Asset Management, LLC Stamford 17.9% $1.7 billion
60 Werlinich Asset Management, L.L.C. Stamford 17.4% $178.0 million
61 5th Street Advisors, LLC Southport 17.4% $446.8 million
62 Aspetuck Financial Management LLC Westport 16.7% $152.7 million
63 Plan First Wealth LLC Greenwich 16.6% $120.4 million
64 Vision Investment Advisors, LLC Broker-dealer affiliated Stamford 16.6% $117.9 million
65 Matson Financial Advisors, Inc. Danbury 16.1% $446.9 million
66 RZH Advisors LLC Stamford 15.9% $2.1 billion
67 Founders Capital Management, LLC Hartford 15.8% $794.9 million
68 Jackson, Grant Investment Advisers, Inc. Stamford 15.8% $499.0 million
69 Baxter Investment Management Riverside 15.6% $1.0 billion
70 Springboard Asset Management LLC Cheshire 15.0% $118.9 million
71 HTG Investment Advisors Inc New Canaan 15.0% $968.7 million
72 Basso Capital Management, L.P. Stamford 14.6% $2.2 billion
73 Thames Financial Management Norwich 14.5% $275.4 million
74 Investmark Advisory Group LLC Shelton 14.5% $812.2 million
75 Yhb Investment Advisors Inc West Hartford 14.4% $2.0 billion
76 Drum Hill Capital, LLC Westport 14.0% $170.4 million
77 Connecticut Capital Management Group, LLC Milford 14.0% $222.7 million
78 Grey Ledge Advisors, LLC Broker-dealer affiliated Guilford 14.0% $540.4 million
79 Heritage Capital, LLC Woodbridge 14.0% $128.9 million
80 Kreitler Financial LLC New Haven 13.6% $514.9 million
81 Sagebroadview Wealth Management, LLC Farmington 13.4% $350.3 million
82 Burne Financial Concepts, LLC Watertown 13.2% $100.4 million
83 Morse Asset Management, Inc. Darien 13.1% $472.2 million
84 Monte Financial Group, LLC Guilford 13.1% $426.6 million
85 Stratis Capital, LLC Darien 13.1% $448.8 million
86 Fairfield, Bush & Co. Darien 13.0% $521.1 million
87 Conifer Investments Ltd West Hartford 12.5% $465.8 million
88 Main Street Research LLC Lakeville 12.5% $2.4 billion
89 Kennedy Wealth & Tax Management, LLC Southbury 12.3% $191.8 million
90 Compass Wealth Management LLC Guilford 12.0% $609.5 million
91 Spivak Asset Management, LLC Avon 11.9% $392.5 million
92 Loretta Nolan Associates, LLC Old Greenwich 11.7% $121.6 million
93 Asset Management Group, Inc. Stamford 11.7% $804.5 million
94 Colchester Investment Counsel LLC Ridgefield 11.6% $115.5 million
95 Howard Wealth Management, LLC Madison 11.5% $356.2 million
96 Round Rock Advisors LLC Wilton 11.3% $814.6 million
97 Oaktrust Wealth Advisors, LLC Wilton 10.6% $257.7 million
98 HT Partners LLC Centerbrook 10.5% $503.4 million
99 Greenhouse Wealth Management, LLC Westport 10.5% $261.2 million
100 Essex Financial Services, Inc. Essex 10.5% $3.8 billion

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.