# Independent RIAs with the most high net worth clients in Connecticut

As of October 2, 2026, Apella Wealth ranked #1 in Connecticut in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 3,591.

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

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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: 100
- rows: rank: 1, crd: 171106, firm: Apella Wealth, city: West Hartford, state: CT, value: 3591, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171106/; rank: 2, crd: 307771, firm: New Edge Wealth, city: Stamford, state: CT, value: 1557, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307771/; rank: 3, crd: 282241, firm: Northcoast Asset Management LLC, city: Stamford, state: CT, value: 1209, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282241/; rank: 4, crd: 106928, firm: Bradley Foster & Sargent Inc, city: Hartford, state: CT, value: 1013, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106928/; rank: 5, crd: 127549, firm: Essex Financial Services, Inc., city: Essex, state: CT, value: 895, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127549/; rank: 6, crd: 154310, firm: Connecticut Wealth Management, LLC, city: Farmington, state: CT, value: 830, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154310/; rank: 7, crd: 114629, firm: Main Street Research LLC, city: Lakeville, state: CT, value: 815, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114629/; rank: 8, crd: 111614, firm: Adviceone Advisory Services, LLC, city: Glastonbury, state: CT, value: 783, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111614/; rank: 9, crd: 171922, firm: Moneco Advisors, city: Fairfield, state: CT, value: 762, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171922/; rank: 10, crd: 171168, firm: Johnson Brunetti, city: Wethersfield, state: CT, value: 724, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171168/; rank: 11, crd: 290180, firm: Principle Wealth, city: Madison, state: CT, value: 613, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290180/; rank: 12, crd: 152569, firm: Coastal Bridge Advisors, city: Westport, state: CT, value: 579, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152569/; rank: 13, crd: 159306, firm: Chilton Investment Services, LLC, city: Stamford, state: CT, value: 506, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159306/; rank: 14, crd: 142820, firm: Greenwich Wealth Management, LLC, city: Greenwich, state: CT, value: 491, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142820/; rank: 15, crd: 152242, firm: Clear Harbor Asset Management, LLC, city: Stamford, state: CT, value: 451, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152242/; rank: 16, crd: 293380, firm: Financial Resources Group, LLC, city: Glastonbury, state: CT, value: 390, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293380/; rank: 17, crd: 134001, firm: Sky Investment Group LLC, city: Hartford, state: CT, value: 386, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134001/; rank: 18, crd: 336263, firm: Granite Islands Private Wealth, LLC, city: Guilford, state: CT, value: 379, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336263/; rank: 19, crd: 105434, firm: Yhb Investment Advisors Inc, city: West Hartford, state: CT, value: 360, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105434/; rank: 20, crd: 334877, firm: Warner Wealth, city: Madison, state: CT, value: 330, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334877/; rank: 21, crd: 292182, firm: Trivium Point Advisory, LLC, city: Wilton, state: CT, value: 319, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292182/; rank: 22, crd: 125696, firm: RZH Advisors LLC, city: Stamford, state: CT, value: 306, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125696/; rank: 23, crd: 294314, firm: Sovereign Financial Group, Inc., city: Stamford, state: CT, value: 282, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294314/; rank: 24, crd: 127654, firm: MJP Wealth Advisors, city: Farmington, state: CT, value: 279, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127654/; rank: 25, crd: 143970, firm: Gilman Hill Asset Management, LLC, city: New Canaan, state: CT, value: 255, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143970/; rank: 26, crd: 108614, firm: HTG Investment Advisors Inc, city: New Canaan, state: CT, value: 248, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108614/; rank: 27, crd: 104623, firm: Avity Investment Management Inc., city: Greenwich, state: CT, value: 241, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104623/; rank: 28, crd: 121060, firm: Investmark Advisory Group LLC, city: Shelton, state: CT, value: 225, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121060/; rank: 29, crd: 106548, firm: Baxter Investment Management, city: Riverside, state: CT, value: 222, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106548/; rank: 30, crd: 286007, firm: Round Rock Advisors LLC, city: Wilton, state: CT, value: 202, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286007/; rank: 31, crd: 313968, firm: Empower Financial Advisory, LLC, city: Glastonbury, state: CT, value: 200, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313968/; rank: 32, crd: 110988, firm: Benin Management Corp, city: Redding, state: CT, value: 195, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110988/; rank: 33, crd: 339322, firm: August Wealth Advisors LLC, city: Westport, state: CT, value: 192, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339322/; rank: 34, crd: 288453, firm: Rossmore Private Capital, LLC, city: Glastonbury, state: CT, value: 190, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288453/; rank: 35, crd: 108054, firm: Bourgeon Capital Management LLC, city: Darien, state: CT, value: 187, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108054/; rank: 36, crd: 335591, firm: Third View Private Wealth, city: Westport, state: CT, value: 183, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335591/; rank: 37, crd: 105003, firm: Fierston Financial Group Inc, city: West Hartford, state: CT, value: 180, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105003/; rank: 38, crd: 109203, firm: New England Capital Financial Advisors LLC, city: Cheshire, state: CT, value: 176, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109203/; rank: 39, crd: 226535, firm: William Joseph Capital Management, Inc., city: Bristol, state: CT, value: 167, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226535/; rank: 40, crd: 336358, firm: Agilis Investment Management LLC, city: Wilton, state: CT, value: 163, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336358/; rank: 41, crd: 104674, firm: RMC Investment Advisors, city: West Hartford, state: CT, value: 160, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104674/; rank: 42, crd: 124324, firm: Purkiss Capital Advisors, LLC, city: Ridgefield, state: CT, value: 157, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124324/; rank: 43, crd: 122480, firm: Matson Financial Advisors, Inc., city: Danbury, state: CT, value: 156, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122480/; rank: 44, crd: 106289, firm: Compass Wealth Management LLC, city: Guilford, state: CT, value: 153, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106289/; rank: 45, crd: 285650, firm: Morse Asset Management, Inc., city: Darien, state: CT, value: 144, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285650/; rank: 46, crd: 106030, firm: Night Owl Capital Management, LLC, city: Greenwich, state: CT, value: 143, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106030/; rank: 47, crd: 118853, firm: Founders Capital Management, LLC, city: Hartford, state: CT, value: 134, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118853/; rank: 48, crd: 126681, firm: Jeffrey N. Mehler, CFP LLC, city: Essex, state: CT, value: 131, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126681/; rank: 49, crd: 297213, firm: Colter Lewis Investment Partners, LLC, city: Greenwich, state: CT, value: 130, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297213/; rank: 49, crd: 323161, firm: Quorus Inc., city: Westport, state: CT, value: 130, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323161/; rank: 51, crd: 283786, firm: Ridgeview Asset Management Partners, LLC, city: Stamford, state: CT, value: 129, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283786/; rank: 52, crd: 136372, firm: Hammond Iles Wealth Advisors, city: Wethersfield, state: CT, value: 127, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136372/; rank: 53, crd: 150119, firm: Monte Financial Group, LLC, city: Guilford, state: CT, value: 125, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150119/; rank: 54, crd: 282896, firm: Milestone Asset Management Group, LLC, city: Avon, state: CT, value: 124, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282896/; rank: 55, crd: 176520, firm: Sightline Wealth Advisors, LLC, city: Groton, state: CT, value: 118, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/176520/; rank: 56, crd: 155422, firm: Lansdowne Wealth Management, LLC, city: Mystic, state: CT, value: 117, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155422/; rank: 57, crd: 309056, firm: Kreitler Financial LLC, city: New Haven, state: CT, value: 109, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309056/; rank: 58, crd: 342013, firm: N10° Wealth, city: Greenwich, state: CT, value: 107, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342013/; rank: 59, crd: 126295, firm: Thames Financial Management, city: Norwich, state: CT, value: 106, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126295/; rank: 60, crd: 107363, firm: Scholtz & Company, LLC, city: Stamford, state: CT, value: 102, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107363/; rank: 61, crd: 126472, firm: Sagebroadview Wealth Management, LLC, city: Farmington, state: CT, value: 101, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126472/; rank: 62, crd: 108742, firm: Mark Sheptoff Financial Planning LLC, city: Glastonbury, state: CT, value: 100, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108742/; rank: 63, crd: 110116, firm: Asset Management Group, Inc., city: Stamford, state: CT, value: 98, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110116/; rank: 63, crd: 125765, firm: Wmgna, city: Farmington, state: CT, value: 98, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125765/; rank: 65, crd: 107169, firm: Birinyi Associates, Inc., city: Westport, state: CT, value: 97, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107169/; rank: 65, crd: 339298, firm: JC Capital Advisors Group LLC, city: Stamford, state: CT, value: 97, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339298/; rank: 67, crd: 299052, firm: Howard Wealth Management, LLC, city: Madison, state: CT, value: 95, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299052/; rank: 68, crd: 140165, firm: 5th Street Advisors, LLC, city: Southport, state: CT, value: 92, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140165/; rank: 68, crd: 342185, firm: N10° Assets, city: Greenwich, state: CT, value: 92, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342185/; rank: 70, crd: 310451, firm: Alchemi Wealth, LLC, city: Essex, state: CT, value: 91, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310451/; rank: 71, crd: 125518, firm: Briggs Wealth Management, Inc., city: Glastonbury, state: CT, value: 90, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125518/; rank: 72, crd: 157883, firm: Ayrshire Capital Management LLC, city: Westport, state: CT, value: 88, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157883/; rank: 73, crd: 108156, firm: Jackson, Grant Investment Advisers, Inc., city: Stamford, state: CT, value: 86, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108156/; rank: 73, crd: 111604, firm: Diastole Wealth Management, city: Guilford, state: CT, value: 86, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111604/; rank: 75, crd: 146270, firm: Southport Station Financial Management, LLC, city: Southport, state: CT, value: 84, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146270/; rank: 76, crd: 226733, firm: Wealthshape LLC, city: Windsor, state: CT, value: 81, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226733/; rank: 77, crd: 106293, firm: Oak Financial Group Inc, city: Stamford, state: CT, value: 80, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106293/; rank: 77, crd: 127175, firm: Haviland & Sams, LLC, city: Farmington, state: CT, value: 80, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127175/; rank: 79, crd: 125771, firm: Private Capital Advisors, Inc., city: Darien, state: CT, value: 76, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125771/; rank: 79, crd: 126052, firm: Freedom Investment Management, Inc., city: South Windsor, state: CT, value: 76, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126052/; rank: 79, crd: 127346, firm: Toomey Investment Management, Inc, city: Wallingford, state: CT, value: 76, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127346/; rank: 82, crd: 106452, firm: Charter Research & Investment Group Inc, city: Southport, state: CT, value: 75, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106452/; rank: 82, crd: 110743, firm: Mullaney Keating & Wright Inc, city: Middletown, state: CT, value: 75, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110743/; rank: 84, crd: 170827, firm: Oaktrust Wealth Advisors, LLC, city: Wilton, state: CT, value: 74, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170827/; rank: 85, crd: 130384, firm: Keynote Financial Services, LLC, city: Vernon, state: CT, value: 73, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130384/; rank: 85, crd: 305987, firm: JK Private Wealth, LLC, city: Glastonbury, state: CT, value: 73, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305987/; rank: 87, crd: 283276, firm: Dunham Lane Capital Partners LLC, city: Greenwich, state: CT, value: 72, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283276/; rank: 88, crd: 142761, firm: WJ Financial Advisors, LLC, city: Killingworth, state: CT, value: 71, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142761/; rank: 88, crd: 174217, firm: Somnio Financial Group, LLC, city: Glastonbury, state: CT, value: 71, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174217/; rank: 90, crd: 329906, firm: Fcig Wealth Management, LLC, city: Plainfield, state: CT, value: 69, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329906/; rank: 91, crd: 127650, firm: Heritage Capital, LLC, city: Woodbridge, state: CT, value: 68, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127650/; rank: 91, crd: 165043, firm: Compass Rose Strategic Partners LLC, city: Waterford, state: CT, value: 68, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165043/; rank: 93, crd: 110612, firm: John A. Bysko Associates, city: Old Lyme, state: CT, value: 67, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110612/; rank: 93, crd: 283763, firm: Greenhouse Wealth Management, LLC, city: Westport, state: CT, value: 67, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283763/; rank: 95, crd: 132311, firm: Basso Capital Management, L.P., city: Stamford, state: CT, value: 66, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132311/; rank: 96, crd: 140504, firm: Barron Financial Group, LLP, city: Torrington, state: CT, value: 65, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140504/; rank: 97, crd: 289185, firm: Plan First Wealth LLC, city: Greenwich, state: CT, value: 64, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289185/; rank: 97, crd: 336773, firm: Innovative Asset Advisors Group, city: Shelton, state: CT, value: 64, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336773/; rank: 99, crd: 125511, firm: Sound Portfolio Advisors, LLC, city: Mystic, state: CT, value: 62, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125511/; rank: 100, crd: 107788, firm: Diamant Asset Management, Inc., city: Ridgefield, state: CT, value: 59, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107788/

## 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 high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-clients/)
- [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-hnw-clients/connecticut/

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