FARMINGTON, CT – Connecticut Wealth Management, LLC (CTWM) is pleased to announce that the firm has been named to the 2025 Forbes|SHOOK Top RIA list.
The fourth annual list recognizes 250 firms from across the country, collectively managing more than $1.9 trillion in assets. CTWM ranked #108 nationally and is among the top four firms in Connecticut.
This recognition reflects CTWM’s continued dedication to excellence in client service, personalized financial planning, and long-term investment strategies.
“We’re honored by this recognition,” said Kevin Leahy, President & CEO of CTWM. “Our team works every day to build genuine partnerships with our clients, helping them pursue their life’s aspirations. To be included on this list is a testament to that commitment.”
Founded in 2010, CTWM has grown by maintaining independence and a collaborative team structure that keeps clients’ best interests at the forefront. The firm’s ranking highlights its position among other wealth management firms across the country while remaining grounded in its mission and core values.
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About Forbes Top RIA Methodology
The Forbes ranking of America’s Top RIA Firms is developed by SHOOK Research in partnership with Forbes and is based on a combination of qualitative and quantitative criteria. Firms are considered through a combination of nominations, firm submissions, and independent research by SHOOK Research. Not all firms that are considered are included in the final ranking.
The evaluation process includes in-depth telephone, virtual, and in-person due diligence interviews with firms, as well as a review of quantitative data. Quantitative information is provided by firms through questionnaires and is supplemented with publicly available regulatory filings, including Form ADV. SHOOK Research may also use third-party data sources as part of its analysis. The algorithm weighs factors such as revenue trends, assets under management, compliance records, industry experience, and other measures of best practices in client service and operations. Portfolio performance is not included as a criterion.
SHOOK Research is independent and objective and does not receive compensation in exchange for placement on its rankings. Connecticut Wealth Management did not pay a fee to be considered for or included in the ranking. To learn more about SHOOK Research’s ranking methodology, click here.
About Connecticut Wealth Management
Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor that believes in creating genuine partnerships, building trust and understanding with clients to provide unbiased financial planning and asset management to individuals across Connecticut and nationwide. CTWM prides itself in employing an independent business model that aligns our interests with those of our clients, and engages in a collaborative, team approach to creating empowering wealth management strategies and solutions. For more information, visit www.CTWealthMgmt.com.