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AdvisorIQ

Ranking, Connecticut

Independent RIAs with the most CFP professionals in Connecticut

As of October 2, 2026, Apella Wealth ranked #1 in Connecticut in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 62.

Include wirehouses and broker-dealer firms

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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 CFP professionals
1 Apella Wealth West Hartford 62
2 Connecticut Wealth Management, LLC Farmington 26
3 Moneco Advisors Fairfield 22
4 Coastal Bridge Advisors Westport 13
5 New Edge Wealth Stamford 12
6 Essex Financial Services, Inc. Essex 11
7 Principle Wealth Madison 8
8 Adviceone Advisory Services, LLC Glastonbury 7
8 Sovereign Financial Group, Inc. Stamford 7
10 Fierston Financial Group Inc West Hartford 6
10 William Joseph Capital Management, Inc. Bristol 6
12 New England Capital Financial Advisors LLC Cheshire 5
12 Main Street Research LLC Lakeville 5
12 MJP Wealth Advisors Farmington 5
12 Johnson Brunetti Wethersfield 5
12 Twenty Four Wealth Darien 5
17 HTG Investment Advisors Inc New Canaan 4
17 RZH Advisors LLC Stamford 4
17 Sagebroadview Wealth Management, LLC Farmington 4
17 Northcoast Asset Management LLC Stamford 4
17 Trivium Point Advisory, LLC Wilton 4
22 Investmark Advisory Group LLC Shelton 3
22 Jeffrey N. Mehler, CFP LLC Essex 3
22 Lansdowne Wealth Management, LLC Mystic 3
22 Fiscal Wisdom Wealth Management LLC Canton 3
22 Milestone Asset Management Group, LLC Avon 3
22 Round Rock Advisors LLC Wilton 3
22 Warner Wealth Madison 3
22 Third View Private Wealth Westport 3
30 Bradley Foster & Sargent Inc Hartford 2
30 Mullaney Keating & Wright Inc Middletown 2
30 Dick Hutchinson Registered Investment Advisor Branford 2
30 Tittmann & Rusch, LLC Avon 2
30 Founders Capital Management, LLC Hartford 2
30 Matson Financial Advisors, Inc. Danbury 2
30 Purkiss Capital Advisors, LLC Ridgefield 2
30 Briggs Wealth Management, Inc. Glastonbury 2
30 Hammond Iles Wealth Advisors Wethersfield 2
30 5th Street Advisors, LLC Southport 2
30 Barron Financial Group, LLP Torrington 2
30 Southport Station Financial Management, LLC Southport 2
30 Open Circle Wealth Partners North Haven 2
30 Clear Harbor Asset Management, LLC Stamford 2
30 Springboard Asset Management LLC Cheshire 2
30 Compass Rose Strategic Partners LLC Waterford 2
30 Somnio Financial Group, LLC Glastonbury 2
30 North Haven Financial LLC Suffield 2
30 Rossmore Private Capital, LLC Glastonbury 2
30 Plan First Wealth LLC Greenwich 2
30 Connecticut Capital Management Group, LLC Milford 2
30 Kreitler Financial LLC New Haven 2
30 Hoskin Capital Broad Brook 2
30 Empower Financial Advisory, LLC Glastonbury 2
30 Fcig Wealth Management, LLC Plainfield 2
30 Top Private Wealth Glastonbury 2
30 Abundant Wealth Management LLC Stamford 2
30 Innovative Asset Advisors Group Shelton 2
30 Telos Partners LLC Avon 2
59 HFM Wealth Management West Hartford 1
59 Compass Wealth Management LLC Guilford 1
59 Spectrum Financial Strategies Inc Hamden 1
59 CM Financial Advisors, LLC Rocky Hill 1
59 Asset Management Group, Inc. Stamford 1
59 Diastole Wealth Management Guilford 1
59 Sound Planning and Investments, LLC Essex 1
59 Advanced Capital Advisors, LLC Fairfield 1
59 Sullivan Financial, LLC Essex 1
59 Sound Portfolio Advisors, LLC Mystic 1
59 Shea Financial Advisors Norwalk 1
59 Wmgna Farmington 1
59 Wealthguard LLC Westport 1
59 Key Financial Concepts, Inc. Vernon 1
59 Wealth Protection Management Woodbridge 1
59 Thames Financial Management Norwich 1
59 Loretta Nolan Associates, LLC Old Greenwich 1
59 Summit Planning Group, LLC Branford 1
59 Colchester Investment Counsel LLC Ridgefield 1
59 Haviland & Sams, LLC Farmington 1
59 Horizon Financial Advisors, LLC West Hartford 1
59 Toomey Investment Management, Inc Wallingford 1
59 East Guilford Financial Services LLC Madison 1
59 Heritage Capital, LLC Woodbridge 1
59 Firethorn Capital, LLC Westport 1
59 Connecticut Cambridge Advisors Southport 1
59 Wealth Management Advisers, LLC Middletown 1
59 Validea Capital Management LLC Fairfield 1
59 Basso Capital Management, L.P. Stamford 1
59 Makenna & Company, Inc. Darien 1
59 Nutmeg Capital Advisors, LLC Hartford 1
59 Myfinancialpro, LLC Shelton 1
59 Greenwich Wealth Management, LLC Greenwich 1
59 Lifestyle Financial Strategies, LLC Middletown 1
59 HT Partners LLC Centerbrook 1
59 Del Gallo Financial Services, LLC Avon 1
59 Cfig Investment Advisory Services, LLC Westport 1
59 Monte Financial Group, LLC Guilford 1
59 MFC Portfolios, Inc Darien 1
59 The Dowling Group Wealth Management Greenwich 1
59 Medallion Wealth Advisors, LLC Farmington 1
59 Parker Wealth Management, LLC Windsor 1
59 Compass Fairfield 1
59 Compass Retirement, LLC Old Saybrook 1
59 Financial Answers, LLC Ellington 1
59 Greenwich Advisors, LLC Greenwich 1
59 Real Financial Planning, LLC Guilford 1
59 Nonesuch Advisors Kent 1
59 Fleurus Investment Advisory, LLC Weston 1
59 Wealthshape LLC Windsor 1
59 Catum Advisory Group, LLC. Wilton 1
59 Kane Financial Planning East Hartland 1
59 Greenhouse Wealth Management, LLC Westport 1
59 Proyash Capital Management Darien 1
59 Successful Wealth Strategies, LLC Canton 1
59 Wellspring Financial, LLC South Windsor 1
59 Morrissey Wealth Management LLC North Haven 1
59 Infinity Financial Strategies, LLC North Granby 1
59 Burne Financial Concepts, LLC Watertown 1
59 Envest Asset Management, LLC Ridgefield 1
59 Financial Resources Group, LLC Glastonbury 1
59 Donaldson Financial Wellness Network, LLC Newtown 1
59 Ronald J. Iannucci CFP Woodbury 1
59 Howard Wealth Management, LLC Madison 1
59 Sentinel Asset Management, LLC Wallingford 1
59 McCary Anheuser Wealth Management, LLC West Hartford 1
59 Iron Path Wealth Management, Inc. Newtown 1
59 Constitution Investment Advisory and Portfolio Management Shelton 1
59 Alchemi Wealth, LLC Essex 1
59 Brennan Capital Management LLC Westport 1
59 Docsfp Newington 1
59 Ridgepoint Wealth Advisors LLC Tolland 1
59 Crionna Wealth LLC Avon 1
59 Tumolo Wealth Management LLC East Lyme 1
59 B Side Partners, LLC Southport 1
59 The Real Wealth Coterie Hamden 1
59 In the Money Retirement Planning Limited Liability Company Waterford 1
59 Ivy & Co. South Glastonbury 1
59 Paulson Private Wealth LLC Norwalk 1
59 Granite Islands Private Wealth, LLC Guilford 1
59 Achieve Retirement & Wealth Management, LLC Ridgefield 1
59 One Mile Financial Planning, LLC Wallingford 1
59 Growe Capital Advisors, LLC New Canaan 1
59 JC Capital Advisors Group LLC Stamford 1
59 Weise Financial Wellness Middlebury 1
59 Smarter Way Wealth New Haven 1
59 Pink Planning Tolland 1
59 Tailored Wealth, LLC Fairfield 1

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

More rankings

Most CFP professionals 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.