# Largest independent RIAs by assets under management in Connecticut

As of October 2, 2026, New Edge Wealth ranked #1 in Connecticut in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $19.9 billion.

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

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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: usd
- scope: Connecticut
- firms_listed: 100
- rows: rank: 1, crd: 307771, firm: New Edge Wealth, city: Stamford, state: CT, value: 19926358801, base_value: not stated, 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: 11065217421, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171106/; rank: 3, crd: 106928, firm: Bradley Foster & Sargent Inc, city: Hartford, state: CT, value: 9072939203, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106928/; rank: 4, crd: 159306, firm: Chilton Investment Services, LLC, city: Stamford, state: CT, value: 8150127000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159306/; rank: 5, crd: 152569, firm: Coastal Bridge Advisors, city: Westport, state: CT, value: 5020879705, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152569/; rank: 6, crd: 282241, firm: Northcoast Asset Management LLC, city: Stamford, state: CT, value: 4967977227, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282241/; rank: 7, crd: 154310, firm: Connecticut Wealth Management, LLC, city: Farmington, state: CT, value: 4477614678, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154310/; rank: 8, crd: 127549, firm: Essex Financial Services, Inc., city: Essex, state: CT, value: 4169984114, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127549/; rank: 9, crd: 142820, firm: Greenwich Wealth Management, LLC, city: Greenwich, state: CT, value: 3518612898, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142820/; rank: 10, crd: 297213, firm: Colter Lewis Investment Partners, LLC, city: Greenwich, state: CT, value: 3411557465, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297213/; rank: 11, crd: 290180, firm: Principle Wealth, city: Madison, state: CT, value: 3204653344, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290180/; rank: 12, crd: 171168, firm: Johnson Brunetti, city: Wethersfield, state: CT, value: 2784487616, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171168/; rank: 13, crd: 114629, firm: Main Street Research LLC, city: Lakeville, state: CT, value: 2681886634, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114629/; rank: 14, crd: 132311, firm: Basso Capital Management, L.P., city: Stamford, state: CT, value: 2558086914, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132311/; rank: 15, crd: 125696, firm: RZH Advisors LLC, city: Stamford, state: CT, value: 2448559106, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125696/; rank: 16, crd: 171922, firm: Moneco Advisors, city: Fairfield, state: CT, value: 2279903376, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171922/; rank: 17, crd: 105434, firm: Yhb Investment Advisors Inc, city: West Hartford, state: CT, value: 2276256000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105434/; rank: 18, crd: 152242, firm: Clear Harbor Asset Management, LLC, city: Stamford, state: CT, value: 2054393403, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152242/; rank: 19, crd: 111614, firm: Adviceone Advisory Services, LLC, city: Glastonbury, state: CT, value: 2045736720, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111614/; rank: 20, crd: 104623, firm: Avity Investment Management Inc., city: Greenwich, state: CT, value: 2027216229, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104623/; rank: 21, crd: 288453, firm: Rossmore Private Capital, LLC, city: Glastonbury, state: CT, value: 1923376840, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288453/; rank: 22, crd: 292182, firm: Trivium Point Advisory, LLC, city: Wilton, state: CT, value: 1627183809, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292182/; rank: 23, crd: 127654, firm: MJP Wealth Advisors, city: Farmington, state: CT, value: 1561803600, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127654/; rank: 24, crd: 306284, firm: Oakridge Management Group LLC, city: Stamford, state: CT, value: 1367118950, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306284/; rank: 25, crd: 311790, firm: Snowwater Investment Partners, LLC, city: Fairfield, state: CT, value: 1300000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311790/; rank: 26, crd: 125771, firm: Private Capital Advisors, Inc., city: Darien, state: CT, value: 1281783601, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125771/; rank: 27, crd: 108054, firm: Bourgeon Capital Management LLC, city: Darien, state: CT, value: 1277800000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108054/; rank: 28, crd: 143970, firm: Gilman Hill Asset Management, LLC, city: New Canaan, state: CT, value: 1244139379, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143970/; rank: 29, crd: 106548, firm: Baxter Investment Management, city: Riverside, state: CT, value: 1165631297, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106548/; rank: 30, crd: 335591, firm: Third View Private Wealth, city: Westport, state: CT, value: 1155018535, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335591/; rank: 31, crd: 108614, firm: HTG Investment Advisors Inc, city: New Canaan, state: CT, value: 1113628499, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108614/; rank: 32, crd: 106030, firm: Night Owl Capital Management, LLC, city: Greenwich, state: CT, value: 1095200000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106030/; rank: 33, crd: 294314, firm: Sovereign Financial Group, Inc., city: Stamford, state: CT, value: 1082552821, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294314/; rank: 34, crd: 104674, firm: RMC Investment Advisors, city: West Hartford, state: CT, value: 1067156967, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104674/; rank: 35, crd: 294879, firm: QP Global Family Offices, LLC, city: Greenwich, state: CT, value: 1048000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294879/; rank: 36, crd: 105003, firm: Fierston Financial Group Inc, city: West Hartford, state: CT, value: 1035576610, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105003/; rank: 37, crd: 134001, firm: Sky Investment Group LLC, city: Hartford, state: CT, value: 930981263, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134001/; rank: 38, crd: 121060, firm: Investmark Advisory Group LLC, city: Shelton, state: CT, value: 929666878, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121060/; rank: 39, crd: 118853, firm: Founders Capital Management, LLC, city: Hartford, state: CT, value: 920256283, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118853/; rank: 40, crd: 286007, firm: Round Rock Advisors LLC, city: Wilton, state: CT, value: 906658173, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286007/; rank: 41, crd: 110116, firm: Asset Management Group, Inc., city: Stamford, state: CT, value: 898343327, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110116/; rank: 42, crd: 124324, firm: Purkiss Capital Advisors, LLC, city: Ridgefield, state: CT, value: 842154244, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124324/; rank: 43, crd: 109203, firm: New England Capital Financial Advisors LLC, city: Cheshire, state: CT, value: 768042602, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109203/; rank: 44, crd: 105039, firm: HFM Wealth Management, city: West Hartford, state: CT, value: 699604643, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105039/; rank: 45, crd: 226535, firm: William Joseph Capital Management, Inc., city: Bristol, state: CT, value: 694256348, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226535/; rank: 46, crd: 288511, firm: Integra Global Advisors LLC, city: Stamford, state: CT, value: 684071834, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288511/; rank: 47, crd: 106289, firm: Compass Wealth Management LLC, city: Guilford, state: CT, value: 682519106, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106289/; rank: 48, crd: 110988, firm: Benin Management Corp, city: Redding, state: CT, value: 659181861, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110988/; rank: 49, crd: 313968, firm: Empower Financial Advisory, LLC, city: Glastonbury, state: CT, value: 635801070, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313968/; rank: 50, crd: 105970, firm: Fairfield, Bush & Co., city: Darien, state: CT, value: 588975599, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105970/; rank: 51, crd: 309056, firm: Kreitler Financial LLC, city: New Haven, state: CT, value: 584905886, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309056/; rank: 52, crd: 108156, firm: Jackson, Grant Investment Advisers, Inc., city: Stamford, state: CT, value: 577684024, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108156/; rank: 53, crd: 126052, firm: Freedom Investment Management, Inc., city: South Windsor, state: CT, value: 568650228, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126052/; rank: 54, crd: 147400, firm: HT Partners LLC, city: Centerbrook, state: CT, value: 556325471, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147400/; rank: 55, crd: 342013, firm: N10° Wealth, city: Greenwich, state: CT, value: 553113709, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342013/; rank: 56, crd: 170805, firm: Litvak Wealth, LLC, city: Norwalk, state: CT, value: 536086765, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170805/; rank: 57, crd: 285650, firm: Morse Asset Management, Inc., city: Darien, state: CT, value: 534298000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285650/; rank: 58, crd: 140165, firm: 5th Street Advisors, LLC, city: Southport, state: CT, value: 524460932, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140165/; rank: 59, crd: 106159, firm: Conifer Investments Ltd, city: West Hartford, state: CT, value: 524034271, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106159/; rank: 60, crd: 122480, firm: Matson Financial Advisors, Inc., city: Danbury, state: CT, value: 518854653, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122480/; rank: 61, crd: 156064, firm: Medallion Wealth Advisors, LLC, city: Farmington, state: CT, value: 516929147, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156064/; rank: 62, crd: 300130, firm: Stratis Capital, LLC, city: Darien, state: CT, value: 507523189, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300130/; rank: 63, crd: 150119, firm: Monte Financial Group, LLC, city: Guilford, state: CT, value: 482388159, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150119/; rank: 64, crd: 136372, firm: Hammond Iles Wealth Advisors, city: Wethersfield, state: CT, value: 474882133, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136372/; rank: 65, crd: 107169, firm: Birinyi Associates, Inc., city: Westport, state: CT, value: 471664259, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107169/; rank: 66, crd: 108742, firm: Mark Sheptoff Financial Planning LLC, city: Glastonbury, state: CT, value: 466529463, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108742/; rank: 67, crd: 334877, firm: Warner Wealth, city: Madison, state: CT, value: 458494742, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334877/; rank: 68, crd: 292058, firm: Cross Island Advisors LLC, city: Darien, state: CT, value: 453000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292058/; rank: 69, crd: 125714, firm: Spivak Asset Management, LLC, city: Avon, state: CT, value: 439099250, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125714/; rank: 70, crd: 339322, firm: August Wealth Advisors LLC, city: Westport, state: CT, value: 436607068, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339322/; rank: 71, crd: 324336, firm: Longwall Family Office, city: Westport, state: CT, value: 428187059, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324336/; rank: 72, crd: 126681, firm: Jeffrey N. Mehler, CFP LLC, city: Essex, state: CT, value: 416150092, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126681/; rank: 73, crd: 126472, firm: Sagebroadview Wealth Management, LLC, city: Farmington, state: CT, value: 397171504, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126472/; rank: 74, crd: 299052, firm: Howard Wealth Management, LLC, city: Madison, state: CT, value: 397000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299052/; rank: 75, crd: 111604, firm: Diastole Wealth Management, city: Guilford, state: CT, value: 396019097, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111604/; rank: 76, crd: 110743, firm: Mullaney Keating & Wright Inc, city: Middletown, state: CT, value: 390984469, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110743/; rank: 77, crd: 283786, firm: Ridgeview Asset Management Partners, LLC, city: Stamford, state: CT, value: 387887138, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283786/; rank: 78, crd: 171282, firm: Missionpoint Partners LLC, city: not stated, state: CT, value: 386917000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171282/; rank: 79, crd: 168299, firm: Fiscal Wisdom Wealth Management LLC, city: Canton, state: CT, value: 386005788, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168299/; rank: 80, crd: 318296, firm: Rpo LLC, city: Stamford, state: CT, value: 372098298, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318296/; rank: 81, crd: 125518, firm: Briggs Wealth Management, Inc., city: Glastonbury, state: CT, value: 362026338, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125518/; rank: 82, crd: 304428, firm: Monhegan Capital Management, LLC, city: Darien, state: CT, value: 356007754, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304428/; rank: 83, crd: 176520, firm: Sightline Wealth Advisors, LLC, city: Groton, state: CT, value: 354203133, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/176520/; rank: 84, crd: 125765, firm: Wmgna, city: Farmington, state: CT, value: 346446708, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125765/; rank: 85, crd: 107363, firm: Scholtz & Company, LLC, city: Stamford, state: CT, value: 340511697, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107363/; rank: 86, crd: 127346, firm: Toomey Investment Management, Inc, city: Wallingford, state: CT, value: 321024425, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127346/; rank: 87, crd: 126295, firm: Thames Financial Management, city: Norwich, state: CT, value: 315443079, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126295/; rank: 88, crd: 282896, firm: Milestone Asset Management Group, LLC, city: Avon, state: CT, value: 308965271, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282896/; rank: 89, crd: 342185, firm: N10° Assets, city: Greenwich, state: CT, value: 306876934, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342185/; rank: 90, crd: 336773, firm: Innovative Asset Advisors Group, city: Shelton, state: CT, value: 297932861, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336773/; rank: 91, crd: 106977, firm: Its Asset Management, L.P., city: North Haven, state: CT, value: 297803611, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106977/; rank: 92, crd: 165892, firm: Greenwich Advisors, LLC, city: Greenwich, state: CT, value: 293191795, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165892/; rank: 93, crd: 283763, firm: Greenhouse Wealth Management, LLC, city: Westport, state: CT, value: 288579995, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283763/; rank: 94, crd: 310451, firm: Alchemi Wealth, LLC, city: Essex, state: CT, value: 286870000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310451/; rank: 95, crd: 157883, firm: Ayrshire Capital Management LLC, city: Westport, state: CT, value: 285051675, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157883/; rank: 96, crd: 170827, firm: Oaktrust Wealth Advisors, LLC, city: Wilton, state: CT, value: 285034723, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170827/; rank: 97, crd: 329906, firm: Fcig Wealth Management, LLC, city: Plainfield, state: CT, value: 282480387, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329906/; rank: 98, crd: 106452, firm: Charter Research & Investment Group Inc, city: Southport, state: CT, value: 275129072, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106452/; rank: 99, crd: 339298, firm: JC Capital Advisors Group LLC, city: Stamford, state: CT, value: 263019000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339298/; rank: 100, crd: 305013, firm: Connecticut Capital Management Group, LLC, city: Milford, state: CT, value: 253921421, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305013/

## 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

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [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/largest/connecticut/

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