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Fastest Growing RIAs
in Connecticut

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Greenhouse Wealth Management, LLC
Westport, 
CT
3 Year Grow Rate:
358%
AUM (MM):
$166

#

Rossmore Private Capital, LLC
Glastonbury, 
CT
3 Year Grow Rate:
339%
AUM (MM):
$587

#

Magnolia Lane Financial Advisors, LLC
Riverside, 
CT
3 Year Grow Rate:
131%
AUM (MM):
$113

#

Ayrshire Capital Management LLC
Westport, 
CT
3 Year Grow Rate:
127%
AUM (MM):
$161

#

Abbington Investment Group, LLC
Westport, 
CT
3 Year Grow Rate:
121%
AUM (MM):
$49

#

Clinton Investment Management, LLC
Stamford, 
CT
3 Year Grow Rate:
95%
AUM (MM):
$749

#

Integra Global Advisors LLC
Stamford, 
CT
3 Year Grow Rate:
89%
AUM (MM):
$393

#

Westport Asset Management Inc
Southport, 
CT
3 Year Grow Rate:
87%
AUM (MM):
$298

#

Martorell Capital Partners, LLC
Greenwich, 
CT
3 Year Grow Rate:
86%
AUM (MM):
$45

#

Purkiss Capital Advisors, LLC
Ridgefield, 
CT
3 Year Grow Rate:
75%
AUM (MM):
$359

#

Delta Wealth Management, LLC
Greenwich, 
CT
3 Year Grow Rate:
71%
AUM (MM):
$35

#

Milestone Asset Management Group, LLC
Avon, 
CT
3 Year Grow Rate:
67%
AUM (MM):
$50

#

Pettee Investors Inc
Norwalk, 
CT
3 Year Grow Rate:
66%
AUM (MM):
$194

#

Matson Financial Advisors, Inc.
Danbury, 
CT
3 Year Grow Rate:
63%
AUM (MM):
$285

#

Night Owl Capital Management, LLC
Greenwich, 
CT
3 Year Grow Rate:
61%
AUM (MM):
$846

#

Alexander Capital Advisors, LLC
New Canaan, 
CT
3 Year Grow Rate:
59%
AUM (MM):
$112

#

Baxter Investment Management
Riverside, 
CT
3 Year Grow Rate:
59%
AUM (MM):
$671

#

RZH Advisors LLC
Stamford, 
CT
3 Year Grow Rate:
52%
AUM (MM):
$1,137

#

Nutmeg Capital Advisors, LLC
Hartford, 
CT
3 Year Grow Rate:
50%
AUM (MM):
$29

#

SageBroadview Wealth Management, LLC
Farmington, 
CT
3 Year Grow Rate:
48%
AUM (MM):
$239

#

Sightline Wealth Advisors, LLC
Groton, 
CT
3 Year Grow Rate:
46%
AUM (MM):
$185

#

Jackson, Grant Investment Advisers, Inc.
Stamford, 
CT
3 Year Grow Rate:
45%
AUM (MM):
$363

#

AdviceOne Advisory Services, LLC
Glastonbury, 
CT
3 Year Grow Rate:
45%
AUM (MM):
$887

#

Eagle Ridge Investment Management LLC
Stamford, 
CT
3 Year Grow Rate:
44%
AUM (MM):
$883

#

Peattie Capital Management
Stamford, 
CT
3 Year Grow Rate:
44%
AUM (MM):
$26

#

Sky Investment Group LLC
Hartford, 
CT
3 Year Grow Rate:
35%
AUM (MM):
$502

#

HTG Investment Advisors Inc
New Canaan, 
CT
3 Year Grow Rate:
34%
AUM (MM):
$642

#

Gilman Hill Asset Management, LLC
New Canaan, 
CT
3 Year Grow Rate:
27%
AUM (MM):
$389

#

Conifer Investments Ltd
West Hartford, 
CT
3 Year Grow Rate:
22%
AUM (MM):
$299

#

Caim LLC
Greenwich, 
CT
3 Year Grow Rate:
13%
AUM (MM):
$128
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