# 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.

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

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: 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.
- unit: count
- scope: Connecticut
- firms_listed: 117
- rows: rank: 1, crd: 307771, firm: New Edge Wealth, city: Stamford, state: CT, value: 99, 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: 88, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171106/; rank: 3, crd: 154310, firm: Connecticut Wealth Management, LLC, city: Farmington, state: CT, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154310/; rank: 4, crd: 171922, firm: Moneco Advisors, city: Fairfield, state: CT, value: 44, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171922/; rank: 5, crd: 127549, firm: Essex Financial Services, Inc., city: Essex, state: CT, value: 42, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127549/; rank: 6, crd: 171168, firm: Johnson Brunetti, city: Wethersfield, state: CT, value: 36, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171168/; rank: 7, crd: 106928, firm: Bradley Foster & Sargent Inc, city: Hartford, state: CT, value: 32, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106928/; rank: 8, crd: 282241, firm: Northcoast Asset Management LLC, city: Stamford, state: CT, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282241/; rank: 9, crd: 226535, firm: William Joseph Capital Management, Inc., city: Bristol, state: CT, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226535/; rank: 10, crd: 152569, firm: Coastal Bridge Advisors, city: Westport, state: CT, value: 25, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152569/; rank: 11, crd: 294314, firm: Sovereign Financial Group, Inc., city: Stamford, state: CT, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294314/; rank: 12, crd: 290180, firm: Principle Wealth, city: Madison, state: CT, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290180/; rank: 13, crd: 105434, firm: Yhb Investment Advisors Inc, city: West Hartford, state: CT, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105434/; rank: 13, crd: 159306, firm: Chilton Investment Services, LLC, city: Stamford, state: CT, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159306/; rank: 15, crd: 152242, firm: Clear Harbor Asset Management, LLC, city: Stamford, state: CT, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152242/; rank: 16, crd: 114629, firm: Main Street Research LLC, city: Lakeville, state: CT, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114629/; rank: 17, crd: 111614, firm: Adviceone Advisory Services, LLC, city: Glastonbury, state: CT, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111614/; rank: 18, crd: 108614, firm: HTG Investment Advisors Inc, city: New Canaan, state: CT, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108614/; rank: 18, crd: 109203, firm: New England Capital Financial Advisors LLC, city: Cheshire, state: CT, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109203/; rank: 18, crd: 127654, firm: MJP Wealth Advisors, city: Farmington, state: CT, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127654/; rank: 18, crd: 286007, firm: Round Rock Advisors LLC, city: Wilton, state: CT, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286007/; rank: 18, crd: 292182, firm: Trivium Point Advisory, LLC, city: Wilton, state: CT, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292182/; rank: 18, crd: 297213, firm: Colter Lewis Investment Partners, LLC, city: Greenwich, state: CT, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297213/; rank: 24, crd: 142820, firm: Greenwich Wealth Management, LLC, city: Greenwich, state: CT, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142820/; rank: 24, crd: 288511, firm: Integra Global Advisors LLC, city: Stamford, state: CT, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288511/; rank: 24, crd: 336773, firm: Innovative Asset Advisors Group, city: Shelton, state: CT, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336773/; rank: 27, crd: 121060, firm: Investmark Advisory Group LLC, city: Shelton, state: CT, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121060/; rank: 27, crd: 168299, firm: Fiscal Wisdom Wealth Management LLC, city: Canton, state: CT, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168299/; rank: 29, crd: 111604, firm: Diastole Wealth Management, city: Guilford, state: CT, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111604/; rank: 30, crd: 134001, firm: Sky Investment Group LLC, city: Hartford, state: CT, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134001/; rank: 31, crd: 104674, firm: RMC Investment Advisors, city: West Hartford, state: CT, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104674/; rank: 31, crd: 125696, firm: RZH Advisors LLC, city: Stamford, state: CT, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125696/; rank: 31, crd: 150119, firm: Monte Financial Group, LLC, city: Guilford, state: CT, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150119/; rank: 31, crd: 288453, firm: Rossmore Private Capital, LLC, city: Glastonbury, state: CT, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288453/; rank: 31, crd: 302082, firm: Sentinel Asset Management, LLC, city: Wallingford, state: CT, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302082/; rank: 31, crd: 334877, firm: Warner Wealth, city: Madison, state: CT, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334877/; rank: 37, crd: 105039, firm: HFM Wealth Management, city: West Hartford, state: CT, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105039/; rank: 37, crd: 106030, firm: Night Owl Capital Management, LLC, city: Greenwich, state: CT, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106030/; rank: 37, crd: 126052, firm: Freedom Investment Management, Inc., city: South Windsor, state: CT, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126052/; rank: 37, crd: 132311, firm: Basso Capital Management, L.P., city: Stamford, state: CT, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132311/; rank: 37, crd: 155422, firm: Lansdowne Wealth Management, LLC, city: Mystic, state: CT, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155422/; rank: 37, crd: 310451, firm: Alchemi Wealth, LLC, city: Essex, state: CT, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310451/; rank: 37, crd: 335591, firm: Third View Private Wealth, city: Westport, state: CT, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335591/; rank: 37, crd: 338234, firm: Night Owl Capital Canada, LLC, city: Greenwich, state: CT, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338234/; rank: 37, crd: 343559, firm: Twenty Four Wealth, city: Darien, state: CT, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343559/; rank: 46, crd: 105003, firm: Fierston Financial Group Inc, city: West Hartford, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105003/; rank: 46, crd: 105553, firm: Pettee Investors Inc, city: Rowayton, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105553/; rank: 46, crd: 106548, firm: Baxter Investment Management, city: Riverside, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106548/; rank: 46, crd: 107363, firm: Scholtz & Company, LLC, city: Stamford, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107363/; rank: 46, crd: 122480, firm: Matson Financial Advisors, Inc., city: Danbury, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122480/; rank: 46, crd: 126472, firm: Sagebroadview Wealth Management, LLC, city: Farmington, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126472/; rank: 46, crd: 136372, firm: Hammond Iles Wealth Advisors, city: Wethersfield, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136372/; rank: 46, crd: 140165, firm: 5th Street Advisors, LLC, city: Southport, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140165/; rank: 46, crd: 143970, firm: Gilman Hill Asset Management, LLC, city: New Canaan, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143970/; rank: 46, crd: 147400, firm: HT Partners LLC, city: Centerbrook, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147400/; rank: 46, crd: 285650, firm: Morse Asset Management, Inc., city: Darien, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285650/; rank: 46, crd: 294879, firm: QP Global Family Offices, LLC, city: Greenwich, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294879/; rank: 46, crd: 309056, firm: Kreitler Financial LLC, city: New Haven, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309056/; rank: 46, crd: 342013, firm: N10° Wealth, city: Greenwich, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342013/; rank: 46, crd: 342185, firm: N10° Assets, city: Greenwich, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342185/; rank: 61, crd: 106289, firm: Compass Wealth Management LLC, city: Guilford, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106289/; rank: 61, crd: 108156, firm: Jackson, Grant Investment Advisers, Inc., city: Stamford, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108156/; rank: 61, crd: 118853, firm: Founders Capital Management, LLC, city: Hartford, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118853/; rank: 61, crd: 124324, firm: Purkiss Capital Advisors, LLC, city: Ridgefield, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124324/; rank: 61, crd: 125765, firm: Wmgna, city: Farmington, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125765/; rank: 61, crd: 126681, firm: Jeffrey N. Mehler, CFP LLC, city: Essex, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126681/; rank: 61, crd: 156064, firm: Medallion Wealth Advisors, LLC, city: Farmington, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156064/; rank: 61, crd: 165043, firm: Compass Rose Strategic Partners LLC, city: Waterford, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165043/; rank: 61, crd: 165892, firm: Greenwich Advisors, LLC, city: Greenwich, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165892/; rank: 61, crd: 170805, firm: Litvak Wealth, LLC, city: Norwalk, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170805/; rank: 61, crd: 176520, firm: Sightline Wealth Advisors, LLC, city: Groton, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/176520/; rank: 61, crd: 282896, firm: Milestone Asset Management Group, LLC, city: Avon, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282896/; rank: 61, crd: 305013, firm: Connecticut Capital Management Group, LLC, city: Milford, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305013/; rank: 61, crd: 308965, firm: Innovative Wealth Management, city: Trumbull, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308965/; rank: 61, crd: 309319, firm: The Herbst Group, LLC, city: Westport, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309319/; rank: 61, crd: 313968, firm: Empower Financial Advisory, LLC, city: Glastonbury, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313968/; rank: 61, crd: 318296, firm: Rpo LLC, city: Stamford, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318296/; rank: 61, crd: 329906, firm: Fcig Wealth Management, LLC, city: Plainfield, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329906/; rank: 61, crd: 330201, firm: Apricity Financial, LLC, city: Mystic, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330201/; rank: 61, crd: 330567, firm: Tumolo Wealth Management LLC, city: East Lyme, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330567/; rank: 61, crd: 331409, firm: Stone Wall Money Management LLC, city: Shelton, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331409/; rank: 61, crd: 336263, firm: Granite Islands Private Wealth, LLC, city: Guilford, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336263/; rank: 61, crd: 336358, firm: Agilis Investment Management LLC, city: Wilton, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336358/; rank: 61, crd: 339322, firm: August Wealth Advisors LLC, city: Westport, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339322/; rank: 61, crd: 340922, firm: Telos Partners LLC, city: Avon, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340922/; rank: 86, crd: 104623, firm: Avity Investment Management Inc., city: Greenwich, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104623/; rank: 86, crd: 105970, firm: Fairfield, Bush & Co., city: Darien, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105970/; rank: 86, crd: 106159, firm: Conifer Investments Ltd, city: West Hartford, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106159/; rank: 86, crd: 106452, firm: Charter Research & Investment Group Inc, city: Southport, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106452/; rank: 86, crd: 107169, firm: Birinyi Associates, Inc., city: Westport, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107169/; rank: 86, crd: 107788, firm: Diamant Asset Management, Inc., city: Ridgefield, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107788/; rank: 86, crd: 108054, firm: Bourgeon Capital Management LLC, city: Darien, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108054/; rank: 86, crd: 110743, firm: Mullaney Keating & Wright Inc, city: Middletown, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110743/; rank: 86, crd: 110988, firm: Benin Management Corp, city: Redding, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110988/; rank: 86, crd: 127346, firm: Toomey Investment Management, Inc, city: Wallingford, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127346/; rank: 86, crd: 127645, firm: Mighty Oak Management LLC, city: Easton, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127645/; rank: 86, crd: 127650, firm: Heritage Capital, LLC, city: Woodbridge, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127650/; rank: 86, crd: 139518, firm: Bridgelight Financial Advisors, Inc, city: Shelton, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139518/; rank: 86, crd: 142761, firm: WJ Financial Advisors, LLC, city: Killingworth, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142761/; rank: 86, crd: 146270, firm: Southport Station Financial Management, LLC, city: Southport, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146270/; rank: 86, crd: 151405, firm: R & R Wealth Strategies, LLC, city: Ridgefield, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151405/; rank: 86, crd: 158280, firm: Compass, city: Fairfield, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158280/; rank: 86, crd: 288023, firm: Wellspring Financial, LLC, city: South Windsor, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288023/; rank: 86, crd: 289185, firm: Plan First Wealth LLC, city: Greenwich, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289185/; rank: 86, crd: 293380, firm: Financial Resources Group, LLC, city: Glastonbury, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293380/; rank: 86, crd: 299219, firm: Eagle Wealth Advisors, city: Westport, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299219/; rank: 86, crd: 306214, firm: U.S.A. Financial & Tax Services, LLC, city: Farmington, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306214/; rank: 86, crd: 306284, firm: Oakridge Management Group LLC, city: Stamford, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306284/; rank: 86, crd: 309918, firm: Lumenai, city: Stamford, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309918/; rank: 86, crd: 313013, firm: LCR Wealth Management LLC, city: Westport, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313013/; rank: 86, crd: 317930, firm: Private Capital Asset Management LLC, city: Darien, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317930/; rank: 86, crd: 323161, firm: Quorus Inc., city: Westport, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323161/; rank: 86, crd: 324336, firm: Longwall Family Office, city: Westport, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324336/; rank: 86, crd: 326721, firm: Calm River Capital LLC, city: Weston, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326721/; rank: 86, crd: 330570, firm: Crito Capital Advisers LLC, city: Westport, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330570/; rank: 86, crd: 331285, firm: Abundant Wealth Management LLC, city: Stamford, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331285/; rank: 86, crd: 339781, firm: Grant Wealth Advisors LLC, city: Greenwich, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339781/

## 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

- [Independent RIAs with the most advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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/most-advisory-staff/connecticut/

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