# 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.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: 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.
- unit: count
- scope: Connecticut
- firms_listed: 146
- rows: rank: 1, crd: 171106, firm: Apella Wealth, city: West Hartford, state: CT, value: 62, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171106/; rank: 2, crd: 154310, firm: Connecticut Wealth Management, LLC, city: Farmington, state: CT, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154310/; rank: 3, crd: 171922, firm: Moneco Advisors, city: Fairfield, state: CT, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171922/; rank: 4, crd: 152569, firm: Coastal Bridge Advisors, city: Westport, state: CT, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152569/; rank: 5, crd: 307771, firm: New Edge Wealth, city: Stamford, state: CT, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307771/; rank: 6, crd: 127549, firm: Essex Financial Services, Inc., city: Essex, state: CT, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127549/; rank: 7, crd: 290180, firm: Principle Wealth, city: Madison, state: CT, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290180/; rank: 8, crd: 111614, firm: Adviceone Advisory Services, LLC, city: Glastonbury, state: CT, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111614/; rank: 8, crd: 294314, firm: Sovereign Financial Group, Inc., city: Stamford, state: CT, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294314/; rank: 10, crd: 105003, firm: Fierston Financial Group Inc, city: West Hartford, state: CT, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105003/; rank: 10, crd: 226535, firm: William Joseph Capital Management, Inc., city: Bristol, state: CT, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226535/; rank: 12, crd: 109203, firm: New England Capital Financial Advisors LLC, city: Cheshire, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109203/; rank: 12, crd: 114629, firm: Main Street Research LLC, city: Lakeville, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114629/; rank: 12, crd: 127654, firm: MJP Wealth Advisors, city: Farmington, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127654/; rank: 12, crd: 171168, firm: Johnson Brunetti, city: Wethersfield, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171168/; rank: 12, crd: 343559, firm: Twenty Four Wealth, city: Darien, state: CT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343559/; rank: 17, crd: 108614, firm: HTG Investment Advisors Inc, city: New Canaan, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108614/; rank: 17, crd: 125696, firm: RZH Advisors LLC, city: Stamford, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125696/; rank: 17, crd: 126472, firm: Sagebroadview Wealth Management, LLC, city: Farmington, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126472/; rank: 17, crd: 282241, firm: Northcoast Asset Management LLC, city: Stamford, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282241/; rank: 17, crd: 292182, firm: Trivium Point Advisory, LLC, city: Wilton, state: CT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292182/; rank: 22, crd: 121060, firm: Investmark Advisory Group LLC, city: Shelton, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121060/; rank: 22, crd: 126681, firm: Jeffrey N. Mehler, CFP LLC, city: Essex, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126681/; rank: 22, crd: 155422, firm: Lansdowne Wealth Management, LLC, city: Mystic, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155422/; rank: 22, crd: 168299, firm: Fiscal Wisdom Wealth Management LLC, city: Canton, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168299/; rank: 22, crd: 282896, firm: Milestone Asset Management Group, LLC, city: Avon, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282896/; rank: 22, crd: 286007, firm: Round Rock Advisors LLC, city: Wilton, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286007/; rank: 22, crd: 334877, firm: Warner Wealth, city: Madison, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334877/; rank: 22, crd: 335591, firm: Third View Private Wealth, city: Westport, state: CT, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335591/; rank: 30, crd: 106928, firm: Bradley Foster & Sargent Inc, city: Hartford, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106928/; rank: 30, crd: 110743, firm: Mullaney Keating & Wright Inc, city: Middletown, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110743/; rank: 30, crd: 111618, firm: Dick Hutchinson Registered Investment Advisor, city: Branford, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111618/; rank: 30, crd: 115054, firm: Tittmann & Rusch, LLC, city: Avon, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115054/; rank: 30, crd: 118853, firm: Founders Capital Management, LLC, city: Hartford, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118853/; rank: 30, crd: 122480, firm: Matson Financial Advisors, Inc., city: Danbury, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122480/; rank: 30, crd: 124324, firm: Purkiss Capital Advisors, LLC, city: Ridgefield, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124324/; rank: 30, crd: 125518, firm: Briggs Wealth Management, Inc., city: Glastonbury, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125518/; rank: 30, crd: 136372, firm: Hammond Iles Wealth Advisors, city: Wethersfield, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136372/; rank: 30, crd: 140165, firm: 5th Street Advisors, LLC, city: Southport, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140165/; rank: 30, crd: 140504, firm: Barron Financial Group, LLP, city: Torrington, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140504/; rank: 30, crd: 146270, firm: Southport Station Financial Management, LLC, city: Southport, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146270/; rank: 30, crd: 150623, firm: Open Circle Wealth Partners, city: North Haven, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150623/; rank: 30, crd: 152242, firm: Clear Harbor Asset Management, LLC, city: Stamford, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152242/; rank: 30, crd: 154862, firm: Springboard Asset Management LLC, city: Cheshire, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154862/; rank: 30, crd: 165043, firm: Compass Rose Strategic Partners LLC, city: Waterford, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165043/; rank: 30, crd: 174217, firm: Somnio Financial Group, LLC, city: Glastonbury, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174217/; rank: 30, crd: 283057, firm: North Haven Financial LLC, city: Suffield, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283057/; rank: 30, crd: 288453, firm: Rossmore Private Capital, LLC, city: Glastonbury, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288453/; rank: 30, crd: 289185, firm: Plan First Wealth LLC, city: Greenwich, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289185/; rank: 30, crd: 305013, firm: Connecticut Capital Management Group, LLC, city: Milford, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305013/; rank: 30, crd: 309056, firm: Kreitler Financial LLC, city: New Haven, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309056/; rank: 30, crd: 310527, firm: Hoskin Capital, city: Broad Brook, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310527/; rank: 30, crd: 313968, firm: Empower Financial Advisory, LLC, city: Glastonbury, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313968/; rank: 30, crd: 329906, firm: Fcig Wealth Management, LLC, city: Plainfield, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329906/; rank: 30, crd: 331000, firm: Top Private Wealth, city: Glastonbury, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331000/; rank: 30, crd: 331285, firm: Abundant Wealth Management LLC, city: Stamford, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331285/; rank: 30, crd: 336773, firm: Innovative Asset Advisors Group, city: Shelton, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336773/; rank: 30, crd: 340922, firm: Telos Partners LLC, city: Avon, state: CT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340922/; rank: 59, crd: 105039, firm: HFM Wealth Management, city: West Hartford, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105039/; rank: 59, crd: 106289, firm: Compass Wealth Management LLC, city: Guilford, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106289/; rank: 59, crd: 106419, firm: Spectrum Financial Strategies Inc, city: Hamden, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106419/; rank: 59, crd: 109991, firm: CM Financial Advisors, LLC, city: Rocky Hill, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109991/; rank: 59, crd: 110116, firm: Asset Management Group, Inc., city: Stamford, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110116/; rank: 59, crd: 111604, firm: Diastole Wealth Management, city: Guilford, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111604/; rank: 59, crd: 111892, firm: Sound Planning and Investments, LLC, city: Essex, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111892/; rank: 59, crd: 113628, firm: Advanced Capital Advisors, LLC, city: Fairfield, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113628/; rank: 59, crd: 121371, firm: Sullivan Financial, LLC, city: Essex, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121371/; rank: 59, crd: 125511, firm: Sound Portfolio Advisors, LLC, city: Mystic, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125511/; rank: 59, crd: 125606, firm: Shea Financial Advisors, city: Norwalk, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125606/; rank: 59, crd: 125765, firm: Wmgna, city: Farmington, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125765/; rank: 59, crd: 125923, firm: Wealthguard LLC, city: Westport, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125923/; rank: 59, crd: 125985, firm: Key Financial Concepts, Inc., city: Vernon, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125985/; rank: 59, crd: 126072, firm: Wealth Protection Management, city: Woodbridge, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126072/; rank: 59, crd: 126295, firm: Thames Financial Management, city: Norwich, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126295/; rank: 59, crd: 126468, firm: Loretta Nolan Associates, LLC, city: Old Greenwich, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126468/; rank: 59, crd: 126563, firm: Summit Planning Group, LLC, city: Branford, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126563/; rank: 59, crd: 126805, firm: Colchester Investment Counsel LLC, city: Ridgefield, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126805/; rank: 59, crd: 127175, firm: Haviland & Sams, LLC, city: Farmington, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127175/; rank: 59, crd: 127215, firm: Horizon Financial Advisors, LLC, city: West Hartford, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127215/; rank: 59, crd: 127346, firm: Toomey Investment Management, Inc, city: Wallingford, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127346/; rank: 59, crd: 127481, firm: East Guilford Financial Services LLC, city: Madison, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127481/; rank: 59, crd: 127650, firm: Heritage Capital, LLC, city: Woodbridge, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127650/; rank: 59, crd: 127698, firm: Firethorn Capital, LLC, city: Westport, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127698/; rank: 59, crd: 127744, firm: Connecticut Cambridge Advisors, city: Southport, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127744/; rank: 59, crd: 128836, firm: Wealth Management Advisers, LLC, city: Middletown, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128836/; rank: 59, crd: 130887, firm: Validea Capital Management LLC, city: Fairfield, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130887/; rank: 59, crd: 132311, firm: Basso Capital Management, L.P., city: Stamford, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132311/; rank: 59, crd: 132744, firm: Makenna & Company, Inc., city: Darien, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132744/; rank: 59, crd: 133162, firm: Nutmeg Capital Advisors, LLC, city: Hartford, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133162/; rank: 59, crd: 136724, firm: Myfinancialpro, LLC, city: Shelton, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136724/; rank: 59, crd: 142820, firm: Greenwich Wealth Management, LLC, city: Greenwich, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142820/; rank: 59, crd: 145846, firm: Lifestyle Financial Strategies, LLC, city: Middletown, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145846/; rank: 59, crd: 147400, firm: HT Partners LLC, city: Centerbrook, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147400/; rank: 59, crd: 148260, firm: Del Gallo Financial Services, LLC, city: Avon, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148260/; rank: 59, crd: 148261, firm: Cfig Investment Advisory Services, LLC, city: Westport, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148261/; rank: 59, crd: 150119, firm: Monte Financial Group, LLC, city: Guilford, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150119/; rank: 59, crd: 150711, firm: MFC Portfolios, Inc, city: Darien, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150711/; rank: 59, crd: 155624, firm: The Dowling Group Wealth Management, city: Greenwich, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155624/; rank: 59, crd: 156064, firm: Medallion Wealth Advisors, LLC, city: Farmington, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156064/; rank: 59, crd: 157064, firm: Parker Wealth Management, LLC, city: Windsor, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157064/; rank: 59, crd: 158280, firm: Compass, city: Fairfield, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158280/; rank: 59, crd: 158412, firm: Compass Retirement, LLC, city: Old Saybrook, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158412/; rank: 59, crd: 165147, firm: Financial Answers, LLC, city: Ellington, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165147/; rank: 59, crd: 165892, firm: Greenwich Advisors, LLC, city: Greenwich, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165892/; rank: 59, crd: 167877, firm: Real Financial Planning, LLC, city: Guilford, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167877/; rank: 59, crd: 169247, firm: Nonesuch Advisors, city: Kent, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169247/; rank: 59, crd: 172257, firm: Fleurus Investment Advisory, LLC, city: Weston, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172257/; rank: 59, crd: 226733, firm: Wealthshape LLC, city: Windsor, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226733/; rank: 59, crd: 277148, firm: Catum Advisory Group, LLC., city: Wilton, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277148/; rank: 59, crd: 283245, firm: Kane Financial Planning, city: East Hartland, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283245/; rank: 59, crd: 283763, firm: Greenhouse Wealth Management, LLC, city: Westport, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283763/; rank: 59, crd: 285568, firm: Proyash Capital Management, city: Darien, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285568/; rank: 59, crd: 286563, firm: Successful Wealth Strategies, LLC, city: Canton, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286563/; rank: 59, crd: 288023, firm: Wellspring Financial, LLC, city: South Windsor, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288023/; rank: 59, crd: 291228, firm: Morrissey Wealth Management LLC, city: North Haven, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291228/; rank: 59, crd: 291644, firm: Infinity Financial Strategies, LLC, city: North Granby, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291644/; rank: 59, crd: 293013, firm: Burne Financial Concepts, LLC, city: Watertown, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293013/; rank: 59, crd: 293134, firm: Envest Asset Management, LLC, city: Ridgefield, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293134/; rank: 59, crd: 293380, firm: Financial Resources Group, LLC, city: Glastonbury, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293380/; rank: 59, crd: 293622, firm: Donaldson Financial Wellness Network, LLC, city: Newtown, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293622/; rank: 59, crd: 298181, firm: Ronald J. Iannucci CFP, city: Woodbury, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298181/; rank: 59, crd: 299052, firm: Howard Wealth Management, LLC, city: Madison, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299052/; rank: 59, crd: 302082, firm: Sentinel Asset Management, LLC, city: Wallingford, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302082/; rank: 59, crd: 306810, firm: McCary Anheuser Wealth Management, LLC, city: West Hartford, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306810/; rank: 59, crd: 309149, firm: Iron Path Wealth Management, Inc., city: Newtown, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309149/; rank: 59, crd: 310378, firm: Constitution Investment Advisory and Portfolio Management, city: Shelton, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310378/; rank: 59, crd: 310451, firm: Alchemi Wealth, LLC, city: Essex, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310451/; rank: 59, crd: 316432, firm: Brennan Capital Management LLC, city: Westport, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316432/; rank: 59, crd: 318460, firm: Docsfp, city: Newington, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318460/; rank: 59, crd: 325054, firm: Ridgepoint Wealth Advisors LLC, city: Tolland, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325054/; rank: 59, crd: 330136, firm: Crionna Wealth LLC, city: Avon, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330136/; rank: 59, crd: 330567, firm: Tumolo Wealth Management LLC, city: East Lyme, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330567/; rank: 59, crd: 330652, firm: B Side Partners, LLC, city: Southport, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330652/; rank: 59, crd: 330683, firm: The Real Wealth Coterie, city: Hamden, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330683/; rank: 59, crd: 332715, firm: In the Money Retirement Planning Limited Liability Company, city: Waterford, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332715/; rank: 59, crd: 333600, firm: Ivy & Co., city: South Glastonbury, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333600/; rank: 59, crd: 333973, firm: Paulson Private Wealth LLC, city: Norwalk, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333973/; rank: 59, crd: 336263, firm: Granite Islands Private Wealth, LLC, city: Guilford, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336263/; rank: 59, crd: 336486, firm: Achieve Retirement & Wealth Management, LLC, city: Ridgefield, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336486/; rank: 59, crd: 336509, firm: One Mile Financial Planning, LLC, city: Wallingford, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336509/; rank: 59, crd: 338671, firm: Growe Capital Advisors, LLC, city: New Canaan, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338671/; rank: 59, crd: 339298, firm: JC Capital Advisors Group LLC, city: Stamford, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339298/; rank: 59, crd: 339866, firm: Weise Financial Wellness, city: Middlebury, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339866/; rank: 59, crd: 342140, firm: Smarter Way Wealth, city: New Haven, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342140/; rank: 59, crd: 342141, firm: Pink Planning, city: Tolland, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342141/; rank: 59, crd: 342361, firm: Tailored Wealth, LLC, city: Fairfield, state: CT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342361/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/connecticut/

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