Investment News Rising Stars – Best Wealth Managers & Advisors Under 40 in the USA | Rising Stars – InvestmentNews
Brian Parke
The above-mentioned recognition/award was given in November of 2025 based on the time period of 1/1/2024-12/31/2024. It was provided by InvestmentNews Awards. Connecticut Capital Management Group, LLC has reasonable belief that the survey used to determine the award was fair and balanced. Clients and prospects should be aware that Connecticut Capital Management Group, LLC provided no compensation to the provider. The Rising Stars Award is no guarantee of future investment outcomes and does not ensure that a client or prospective client will experience a higher level of performance or results.
Excellence Award – RIA TEAM OF THE YEAR (UNDER 10 ADVISORS) – Investment News 2025 Winners and Excellence Awardees – IN | InvestmentNews Awards
The above-mentioned recognition/award was given on 6/20/2025 based on the time period of 1/1/2024–12/31/2024. It was provided by InvestmentNews Awards. Connecticut Capital Management Group, LLC has reasonable belief that the survey used to determine the award was fair and balanced. Clients and prospects should be aware that Connecticut Capital Management Group, LLC provided no compensation to the provider. The Excellence Award is no guarantee of future investment outcomes and does not ensure that a client or prospective client will experience a higher level of performance or results.
250 Advisors to Watch, RIAs- Advisor Hub Advisors to Watch: RIAs – AdvisorHub
The above-mentioned recognition/award was given on 6/17/2025 based on the time period of 1/1/2024–12/31/2024. It was provided by AdvisorHub. Connecticut Capital Management Group, LLC has reasonable belief that the survey used to determine the award was fair and balanced. Clients and prospects should be aware that Connecticut Capital Management Group, LLC provided no compensation to the provider. The 1,000 Advisors to Watch Ranking is no guarantee of future investment outcomes and does not ensure that a client or prospective client will experience a higher level of performance or results. Click here for a detailed overview of their methodology.
Best Of Milford – Best of Milford and West Haven – Milford Regional Chamber of Commerce
The above-mentioned recognition/award was given on 7/14/2025 based on votes from community participants. It was provided by Milford Regional Chamber of Commerce. Connecticut Capital Management Group, LLC has reasonable belief that the survey used to determine the award was fair and balanced. Clients and prospects should be aware that Connecticut Capital Management Group, LLC provided compensation to the provider to feature a logo on the voting page. The Best of Milford Ranking is no guarantee of future investment outcomes and does not ensure that a client or prospective client will experience a higher level of performance or results.
Five Star Professional Awards (2025)
This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 02/01/2025 through 08/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3641 Connecticut-area wealth managers were considered for the award; 236 (6 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 3,710, 282, 8%, 11/1/24, 2/13/24 – 8/30/24; 2023: 3,564, 313, 9%, 11/1/23, 2/13/23 – 8/31/23; 2022: 2950, 290, 10%, 11/1/22, 2/29/22 – 9/2/22; 2021: 3191, 272, 9%, 11/1/21, 2/15/21 – 9/10/21; 2020: 3048, 285, 9%, 11/2/20, 2/17/20 – 9/18/20; 2019: 3147, 289, 9%, 11/1/19, 2/18/19 – 9/27/19; 2018: 3178, 293, 9%, 11/1/18, 2/15/18 – 9/21/18; 2017: 2218, 283, 13%, 11/1/17, 2/15/17 – 9/11/17; 2016: 1985, 417, 21%, 10/1/16, 3/25/16 – 9/28/16; 2015: 2398, 468, 20%, 11/1/15, 3/16/15 – 9/10/15; 2014: 3926, 515, 13%, 11/1/14, 3/16/13 – 9/10/13; 2013: 2263, 531, 23%, 11/1/13, 3/16/12 – 9/10/12; 2012: 2204, 503, 23%, 11/1/12, 3/16/11 – 9/10/11. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
