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AdvisorIQ

Ranking, Connecticut

Independent RIAs with the most advisory staff in Connecticut

As of October 2, 2026, New Edge Wealth ranked #1 in Connecticut in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 99.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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 Most advisory staff
1 New Edge Wealth Stamford 99
2 Apella Wealth West Hartford 88
3 Connecticut Wealth Management, LLC Farmington 46
4 Moneco Advisors Fairfield 44
5 Essex Financial Services, Inc. Essex 42
6 Johnson Brunetti Wethersfield 36
7 Bradley Foster & Sargent Inc Hartford 32
8 Northcoast Asset Management LLC Stamford 28
9 William Joseph Capital Management, Inc. Bristol 27
10 Coastal Bridge Advisors Westport 25
11 Sovereign Financial Group, Inc. Stamford 23
12 Principle Wealth Madison 22
13 Yhb Investment Advisors Inc West Hartford 20
13 Chilton Investment Services, LLC Stamford 20
15 Clear Harbor Asset Management, LLC Stamford 18
16 Main Street Research LLC Lakeville 16
17 Adviceone Advisory Services, LLC Glastonbury 14
18 HTG Investment Advisors Inc New Canaan 12
18 New England Capital Financial Advisors LLC Cheshire 12
18 MJP Wealth Advisors Farmington 12
18 Round Rock Advisors LLC Wilton 12
18 Trivium Point Advisory, LLC Wilton 12
18 Colter Lewis Investment Partners, LLC Greenwich 12
24 Greenwich Wealth Management, LLC Greenwich 11
24 Integra Global Advisors LLC Stamford 11
24 Innovative Asset Advisors Group Shelton 11
27 Investmark Advisory Group LLC Shelton 10
27 Fiscal Wisdom Wealth Management LLC Canton 10
29 Diastole Wealth Management Guilford 9
30 Sky Investment Group LLC Hartford 8
31 RMC Investment Advisors West Hartford 7
31 RZH Advisors LLC Stamford 7
31 Monte Financial Group, LLC Guilford 7
31 Rossmore Private Capital, LLC Glastonbury 7
31 Sentinel Asset Management, LLC Wallingford 7
31 Warner Wealth Madison 7
37 HFM Wealth Management West Hartford 6
37 Night Owl Capital Management, LLC Greenwich 6
37 Freedom Investment Management, Inc. South Windsor 6
37 Basso Capital Management, L.P. Stamford 6
37 Lansdowne Wealth Management, LLC Mystic 6
37 Alchemi Wealth, LLC Essex 6
37 Third View Private Wealth Westport 6
37 Night Owl Capital Canada, LLC Greenwich 6
37 Twenty Four Wealth Darien 6
46 Fierston Financial Group Inc West Hartford 5
46 Pettee Investors Inc Rowayton 5
46 Baxter Investment Management Riverside 5
46 Scholtz & Company, LLC Stamford 5
46 Matson Financial Advisors, Inc. Danbury 5
46 Sagebroadview Wealth Management, LLC Farmington 5
46 Hammond Iles Wealth Advisors Wethersfield 5
46 5th Street Advisors, LLC Southport 5
46 Gilman Hill Asset Management, LLC New Canaan 5
46 HT Partners LLC Centerbrook 5
46 Morse Asset Management, Inc. Darien 5
46 QP Global Family Offices, LLC Greenwich 5
46 Kreitler Financial LLC New Haven 5
46 N10° Wealth Greenwich 5
46 N10° Assets Greenwich 5
61 Compass Wealth Management LLC Guilford 4
61 Jackson, Grant Investment Advisers, Inc. Stamford 4
61 Founders Capital Management, LLC Hartford 4
61 Purkiss Capital Advisors, LLC Ridgefield 4
61 Wmgna Farmington 4
61 Jeffrey N. Mehler, CFP LLC Essex 4
61 Medallion Wealth Advisors, LLC Farmington 4
61 Compass Rose Strategic Partners LLC Waterford 4
61 Greenwich Advisors, LLC Greenwich 4
61 Litvak Wealth, LLC Norwalk 4
61 Sightline Wealth Advisors, LLC Groton 4
61 Milestone Asset Management Group, LLC Avon 4
61 Connecticut Capital Management Group, LLC Milford 4
61 Innovative Wealth Management Trumbull 4
61 The Herbst Group, LLC Westport 4
61 Empower Financial Advisory, LLC Glastonbury 4
61 Rpo LLC Stamford 4
61 Fcig Wealth Management, LLC Plainfield 4
61 Apricity Financial, LLC Mystic 4
61 Tumolo Wealth Management LLC East Lyme 4
61 Stone Wall Money Management LLC Shelton 4
61 Granite Islands Private Wealth, LLC Guilford 4
61 Agilis Investment Management LLC Wilton 4
61 August Wealth Advisors LLC Westport 4
61 Telos Partners LLC Avon 4
86 Avity Investment Management Inc. Greenwich 3
86 Fairfield, Bush & Co. Darien 3
86 Conifer Investments Ltd West Hartford 3
86 Charter Research & Investment Group Inc Southport 3
86 Birinyi Associates, Inc. Westport 3
86 Diamant Asset Management, Inc. Ridgefield 3
86 Bourgeon Capital Management LLC Darien 3
86 Mullaney Keating & Wright Inc Middletown 3
86 Benin Management Corp Redding 3
86 Toomey Investment Management, Inc Wallingford 3
86 Mighty Oak Management LLC Easton 3
86 Heritage Capital, LLC Woodbridge 3
86 Bridgelight Financial Advisors, Inc Shelton 3
86 WJ Financial Advisors, LLC Killingworth 3
86 Southport Station Financial Management, LLC Southport 3
86 R & R Wealth Strategies, LLC Ridgefield 3
86 Compass Fairfield 3
86 Wellspring Financial, LLC South Windsor 3
86 Plan First Wealth LLC Greenwich 3
86 Financial Resources Group, LLC Glastonbury 3
86 Eagle Wealth Advisors Westport 3
86 U.S.A. Financial & Tax Services, LLC Farmington 3
86 Oakridge Management Group LLC Stamford 3
86 Lumenai Stamford 3
86 LCR Wealth Management LLC Westport 3
86 Private Capital Asset Management LLC Darien 3
86 Quorus Inc. Westport 3
86 Longwall Family Office Westport 3
86 Calm River Capital LLC Weston 3
86 Crito Capital Advisers LLC Westport 3
86 Abundant Wealth Management LLC Stamford 3
86 Grant Wealth Advisors LLC Greenwich 3

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

More rankings

Most advisory staff 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.