# 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.

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

## Facts

- ranking: Fastest-growing independent RIAs over one year
- how_it_is_computed: 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.
- unit: pct
- scope: Connecticut
- firms_listed: 100
- rows: rank: 1, crd: 329906, firm: Fcig Wealth Management, LLC, city: Plainfield, state: CT, value: 1.63209743570066, base_value: 107321402, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329906/; rank: 2, crd: 171106, firm: Apella Wealth, city: West Hartford, state: CT, value: 1.34693335769102, base_value: 4714755698, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171106/; rank: 3, crd: 165892, firm: Greenwich Advisors, LLC, city: Greenwich, state: CT, value: 0.800628175192955, base_value: 162827506, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165892/; rank: 4, crd: 307771, firm: New Edge Wealth, city: Stamford, state: CT, value: 0.65158595435686, base_value: 12064984416, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307771/; rank: 5, crd: 311790, firm: Snowwater Investment Partners, LLC, city: Fairfield, state: CT, value: 0.635220125786164, base_value: 795000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311790/; rank: 6, crd: 125765, firm: Wmgna, city: Farmington, state: CT, value: 0.595862640841917, base_value: 217090556, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125765/; rank: 7, crd: 143970, firm: Gilman Hill Asset Management, LLC, city: New Canaan, state: CT, value: 0.589060317268554, base_value: 782940311, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143970/; rank: 8, crd: 171282, firm: Missionpoint Partners LLC, city: not stated, state: CT, value: 0.547841358232122, base_value: 249972000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171282/; rank: 9, crd: 226535, firm: William Joseph Capital Management, Inc., city: Bristol, state: CT, value: 0.49279195893639, base_value: 465072406, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226535/; rank: 10, crd: 168299, firm: Fiscal Wisdom Wealth Management LLC, city: Canton, state: CT, value: 0.485817402315331, base_value: 259793557, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168299/; rank: 11, crd: 297213, firm: Colter Lewis Investment Partners, LLC, city: Greenwich, state: CT, value: 0.469910529386704, base_value: 2320928653, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297213/; rank: 12, crd: 288453, firm: Rossmore Private Capital, LLC, city: Glastonbury, state: CT, value: 0.461643289330724, base_value: 1315900298, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288453/; rank: 13, crd: 125518, firm: Briggs Wealth Management, Inc., city: Glastonbury, state: CT, value: 0.399265722637884, base_value: 258725939, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125518/; rank: 14, crd: 108054, firm: Bourgeon Capital Management LLC, city: Darien, state: CT, value: 0.39254577157803, base_value: 917600000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108054/; rank: 15, crd: 282896, firm: Milestone Asset Management Group, LLC, city: Avon, state: CT, value: 0.388100039709065, base_value: 222581415, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282896/; rank: 16, crd: 124324, firm: Purkiss Capital Advisors, LLC, city: Ridgefield, state: CT, value: 0.330363238453382, base_value: 633025793, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124324/; rank: 17, crd: 306214, firm: U.S.A. Financial & Tax Services, LLC, city: Farmington, state: CT, value: 0.327166666666667, base_value: 120000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306214/; rank: 18, crd: 171168, firm: Johnson Brunetti, city: Wethersfield, state: CT, value: 0.322263048708596, base_value: 2105849981, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171168/; rank: 19, crd: 324336, firm: Longwall Family Office, city: Westport, state: CT, value: 0.31306013217334, base_value: 326098591, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324336/; rank: 20, crd: 142761, firm: WJ Financial Advisors, LLC, city: Killingworth, state: CT, value: 0.312972269386124, base_value: 154881281, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142761/; rank: 21, crd: 142820, firm: Greenwich Wealth Management, LLC, city: Greenwich, state: CT, value: 0.298069188407918, base_value: 2710651273, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142820/; rank: 22, crd: 109203, firm: New England Capital Financial Advisors LLC, city: Cheshire, state: CT, value: 0.279984201204729, base_value: 600040689, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109203/; rank: 23, crd: 318296, firm: Rpo LLC, city: Stamford, state: CT, value: 0.27046528601956, base_value: 292883483, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318296/; rank: 24, crd: 156064, firm: Medallion Wealth Advisors, LLC, city: Farmington, state: CT, value: 0.268760777707141, base_value: 407428379, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156064/; rank: 25, crd: 125771, firm: Private Capital Advisors, Inc., city: Darien, state: CT, value: 0.267067428805844, base_value: 1011614356, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125771/; rank: 26, crd: 110988, firm: Benin Management Corp, city: Redding, state: CT, value: 0.265282659774116, base_value: 520975970, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110988/; rank: 27, crd: 306284, firm: Oakridge Management Group LLC, city: Stamford, state: CT, value: 0.265037581112077, base_value: 1080694337, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306284/; rank: 28, crd: 106030, firm: Night Owl Capital Management, LLC, city: Greenwich, state: CT, value: 0.264957264957265, base_value: 865800000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106030/; rank: 29, crd: 130384, firm: Keynote Financial Services, LLC, city: Vernon, state: CT, value: 0.24921383279844, base_value: 182036340, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130384/; rank: 30, crd: 284158, firm: Spurstone, city: Higganum, state: CT, value: 0.236142722498886, base_value: 155415160, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284158/; rank: 31, crd: 111614, firm: Adviceone Advisory Services, LLC, city: Glastonbury, state: CT, value: 0.230737881093428, base_value: 1662203424, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111614/; rank: 32, crd: 305987, firm: JK Private Wealth, LLC, city: Glastonbury, state: CT, value: 0.230694471296683, base_value: 127105066, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305987/; rank: 33, crd: 294314, firm: Sovereign Financial Group, Inc., city: Stamford, state: CT, value: 0.22640782865663, base_value: 882702145, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294314/; rank: 34, crd: 136372, firm: Hammond Iles Wealth Advisors, city: Wethersfield, state: CT, value: 0.225900362566251, base_value: 387374168, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136372/; rank: 35, crd: 310451, firm: Alchemi Wealth, LLC, city: Essex, state: CT, value: 0.221483380027563, base_value: 234853789, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310451/; rank: 36, crd: 174217, firm: Somnio Financial Group, LLC, city: Glastonbury, state: CT, value: 0.221262699564586, base_value: 137800000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174217/; rank: 37, crd: 125511, firm: Sound Portfolio Advisors, LLC, city: Mystic, state: CT, value: 0.218788088423238, base_value: 123941039, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125511/; rank: 38, crd: 291228, firm: Morrissey Wealth Management LLC, city: North Haven, state: CT, value: 0.217332494501155, base_value: 135613936, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291228/; rank: 39, crd: 288511, firm: Integra Global Advisors LLC, city: Stamford, state: CT, value: 0.215804203706367, base_value: 562649670, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288511/; rank: 40, crd: 304428, firm: Monhegan Capital Management, LLC, city: Darien, state: CT, value: 0.211360158991233, base_value: 293890922, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304428/; rank: 41, crd: 154310, firm: Connecticut Wealth Management, LLC, city: Farmington, state: CT, value: 0.207303452165376, base_value: 3708773192, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154310/; rank: 42, crd: 283786, firm: Ridgeview Asset Management Partners, LLC, city: Stamford, state: CT, value: 0.206569779083901, base_value: 321479242, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283786/; rank: 43, crd: 106293, firm: Oak Financial Group Inc, city: Stamford, state: CT, value: 0.206106306765836, base_value: 146883351, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106293/; rank: 44, crd: 176520, firm: Sightline Wealth Advisors, LLC, city: Groton, state: CT, value: 0.205271006378607, base_value: 293878415, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/176520/; rank: 45, crd: 290180, firm: Principle Wealth, city: Madison, state: CT, value: 0.205230162033401, base_value: 2658955480, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290180/; rank: 46, crd: 110743, firm: Mullaney Keating & Wright Inc, city: Middletown, state: CT, value: 0.198105339013281, base_value: 326335637, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110743/; rank: 47, crd: 171922, firm: Moneco Advisors, city: Fairfield, state: CT, value: 0.19049924670944, base_value: 1915081746, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171922/; rank: 48, crd: 313968, firm: Empower Financial Advisory, LLC, city: Glastonbury, state: CT, value: 0.188372372705015, base_value: 535018387, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313968/; rank: 49, crd: 299219, firm: Eagle Wealth Advisors, city: Westport, state: CT, value: 0.186603965550517, base_value: 138312902, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299219/; rank: 50, crd: 127346, firm: Toomey Investment Management, Inc, city: Wallingford, state: CT, value: 0.186189285280887, base_value: 270635074, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127346/; rank: 51, crd: 127654, firm: MJP Wealth Advisors, city: Farmington, state: CT, value: 0.184031405080166, base_value: 1319055891, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127654/; rank: 52, crd: 159306, firm: Chilton Investment Services, LLC, city: Stamford, state: CT, value: 0.182414391630435, base_value: 6892784000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159306/; rank: 53, crd: 140504, firm: Barron Financial Group, LLP, city: Torrington, state: CT, value: 0.179892093169168, base_value: 168766517, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140504/; rank: 54, crd: 152242, firm: Clear Harbor Asset Management, LLC, city: Stamford, state: CT, value: 0.178788962015148, base_value: 1742800000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152242/; rank: 55, crd: 125663, firm: Werlinich Asset Management, L.L.C., city: Stamford, state: CT, value: 0.174157303370787, base_value: 178000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125663/; rank: 56, crd: 140165, firm: 5th Street Advisors, LLC, city: Southport, state: CT, value: 0.173881534573214, base_value: 446775008, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140165/; rank: 57, crd: 134500, firm: Aspetuck Financial Management LLC, city: Westport, state: CT, value: 0.16706496043398, base_value: 152745716, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134500/; rank: 58, crd: 289185, firm: Plan First Wealth LLC, city: Greenwich, state: CT, value: 0.165699665227322, base_value: 120370038, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289185/; rank: 59, crd: 122480, firm: Matson Financial Advisors, Inc., city: Danbury, state: CT, value: 0.161095374781521, base_value: 446866523, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122480/; rank: 60, crd: 125696, firm: RZH Advisors LLC, city: Stamford, state: CT, value: 0.158724434793437, base_value: 2113150489, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125696/; rank: 61, crd: 118853, firm: Founders Capital Management, LLC, city: Hartford, state: CT, value: 0.157746016584222, base_value: 794868883, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118853/; rank: 62, crd: 108156, firm: Jackson, Grant Investment Advisers, Inc., city: Stamford, state: CT, value: 0.157745083896453, base_value: 498973420, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108156/; rank: 63, crd: 106548, firm: Baxter Investment Management, city: Riverside, state: CT, value: 0.155994282460604, base_value: 1008336559, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106548/; rank: 64, crd: 154862, firm: Springboard Asset Management LLC, city: Cheshire, state: CT, value: 0.150290562461031, base_value: 118916256, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154862/; rank: 65, crd: 108614, firm: HTG Investment Advisors Inc, city: New Canaan, state: CT, value: 0.149658203057453, base_value: 968660508, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108614/; rank: 66, crd: 132311, firm: Basso Capital Management, L.P., city: Stamford, state: CT, value: 0.146349916012533, base_value: 2231506173, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132311/; rank: 67, crd: 126295, firm: Thames Financial Management, city: Norwich, state: CT, value: 0.14548416974232, base_value: 275379693, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126295/; rank: 68, crd: 121060, firm: Investmark Advisory Group LLC, city: Shelton, state: CT, value: 0.144617908601953, base_value: 812207175, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121060/; rank: 69, crd: 105434, firm: Yhb Investment Advisors Inc, city: West Hartford, state: CT, value: 0.143875401957134, base_value: 1989951000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105434/; rank: 70, crd: 123359, firm: Drum Hill Capital, LLC, city: Westport, state: CT, value: 0.140241005739247, base_value: 170385237, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123359/; rank: 71, crd: 305013, firm: Connecticut Capital Management Group, LLC, city: Milford, state: CT, value: 0.140041369190283, base_value: 222730006, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305013/; rank: 72, crd: 127650, firm: Heritage Capital, LLC, city: Woodbridge, state: CT, value: 0.1397466721524, base_value: 128908923, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127650/; rank: 73, crd: 309056, firm: Kreitler Financial LLC, city: New Haven, state: CT, value: 0.135932534186846, base_value: 514912522, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309056/; rank: 74, crd: 126472, firm: Sagebroadview Wealth Management, LLC, city: Farmington, state: CT, value: 0.133674975898758, base_value: 350339835, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126472/; rank: 75, crd: 293013, firm: Burne Financial Concepts, LLC, city: Watertown, state: CT, value: 0.132203487855908, base_value: 100423644, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293013/; rank: 76, crd: 285650, firm: Morse Asset Management, Inc., city: Darien, state: CT, value: 0.131464704860891, base_value: 472218000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285650/; rank: 77, crd: 150119, firm: Monte Financial Group, LLC, city: Guilford, state: CT, value: 0.130856425813341, base_value: 426568880, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150119/; rank: 78, crd: 300130, firm: Stratis Capital, LLC, city: Darien, state: CT, value: 0.130780777385867, base_value: 448825448, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300130/; rank: 79, crd: 105970, firm: Fairfield, Bush & Co., city: Darien, state: CT, value: 0.130177485839282, base_value: 521135491, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105970/; rank: 80, crd: 106159, firm: Conifer Investments Ltd, city: West Hartford, state: CT, value: 0.125109880781814, base_value: 465762749, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106159/; rank: 81, crd: 114629, firm: Main Street Research LLC, city: Lakeville, state: CT, value: 0.124642062921135, base_value: 2384657948, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114629/; rank: 82, crd: 172394, firm: Kennedy Wealth & Tax Management, LLC, city: Southbury, state: CT, value: 0.123286850512737, base_value: 191846218, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172394/; rank: 83, crd: 106289, firm: Compass Wealth Management LLC, city: Guilford, state: CT, value: 0.119720982857494, base_value: 609543910, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106289/; rank: 84, crd: 125714, firm: Spivak Asset Management, LLC, city: Avon, state: CT, value: 0.118719691889752, base_value: 392501583, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125714/; rank: 85, crd: 126468, firm: Loretta Nolan Associates, LLC, city: Old Greenwich, state: CT, value: 0.117223216339215, base_value: 121560698, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126468/; rank: 86, crd: 110116, firm: Asset Management Group, Inc., city: Stamford, state: CT, value: 0.116677102799308, base_value: 804479043, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110116/; rank: 87, crd: 126805, firm: Colchester Investment Counsel LLC, city: Ridgefield, state: CT, value: 0.115843963485839, base_value: 115474433, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126805/; rank: 88, crd: 299052, firm: Howard Wealth Management, LLC, city: Madison, state: CT, value: 0.11459558709989, base_value: 356183000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299052/; rank: 89, crd: 286007, firm: Round Rock Advisors LLC, city: Wilton, state: CT, value: 0.11306681743036, base_value: 814558622, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286007/; rank: 90, crd: 170827, firm: Oaktrust Wealth Advisors, LLC, city: Wilton, state: CT, value: 0.105872237531104, base_value: 257746522, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170827/; rank: 91, crd: 147400, firm: HT Partners LLC, city: Centerbrook, state: CT, value: 0.105121563129973, base_value: 503406584, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147400/; rank: 92, crd: 283763, firm: Greenhouse Wealth Management, LLC, city: Westport, state: CT, value: 0.104997158857661, base_value: 261159038, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283763/; rank: 93, crd: 127549, firm: Essex Financial Services, Inc., city: Essex, state: CT, value: 0.104646392802085, base_value: 3774949288, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127549/; rank: 94, crd: 170805, firm: Litvak Wealth, LLC, city: Norwalk, state: CT, value: 0.101864942487663, base_value: 486526746, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170805/; rank: 95, crd: 105003, firm: Fierston Financial Group Inc, city: West Hartford, state: CT, value: 0.0986843688506309, base_value: 942560611, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105003/; rank: 96, crd: 283276, firm: Dunham Lane Capital Partners LLC, city: Greenwich, state: CT, value: 0.0967603036571782, base_value: 106831000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283276/; rank: 97, crd: 134001, firm: Sky Investment Group LLC, city: Hartford, state: CT, value: 0.0941671738074923, base_value: 850858338, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134001/; rank: 98, crd: 292182, firm: Trivium Point Advisory, LLC, city: Wilton, state: CT, value: 0.0938277151544611, base_value: 1487605211, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292182/; rank: 99, crd: 152569, firm: Coastal Bridge Advisors, city: Westport, state: CT, value: 0.0925263360528246, base_value: 4595660113, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152569/; rank: 100, crd: 108742, firm: Mark Sheptoff Financial Planning LLC, city: Glastonbury, state: CT, value: 0.0900247559245828, base_value: 427998961, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108742/

## 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 one year, nationally](https://advisoriq.com/ria/rankings/fastest-growing/)
- [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/connecticut/

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