RIA Intel›Advisers›Connecticut›RLS FINANCIAL GROUP, INC.

RLS FINANCIAL GROUP, INC.

Advisory

CT

Data as of Mar 21, 2026 · Source: SEC Form ADV

Rank in CT
#1,216
of 1,312 advisers by AUM
Average account
$295K
across 28 accounts
AUM per adviser
$8M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 21, 2026.

Total AUM
$8M
Discretionary %
99.2%
Clients
28
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$8M
Discretionary AUM$8M
Non-Discretionary AUM$62K
Discretionary %99.2%
Total Clients28
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

NORFIELD CAPITAL, LLC
$8M
THE REAL WEALTH COTERIE LLC
$8M
NATIONAL CHRISTIAN FINANCIAL ADVISORS, INC
$8M
0.0% 1Y
GREATER WEALTH LLC
WESTPORT, CT
$8M
MCCARY ANHEUSER WEALTH MANAGEMENT, LLC
WEST HARTFORD, CT
$8M
GROWTHLINE CAPITAL MANAGEMENT LLC
STAMFORD, CT
$8M

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