| Arkview Capital, L.P. | Stamford | $355.9M | 10 |
| Sightline Wealth Advisors, LLC | Groton | $354.2M | — |
| Gfo Advisory Services, LLC | Greenwich | $351.3M | 8 |
| Education Growth Partners, LLC | Stamford | $347.1M | 11 |
| Wealth Management Group of North America, LLC | Farmington | $346.4M | — |
| Scholtz & Company, L.L.C. | Stamford | $340.5M | — |
| Aip Capital Advisors LLC | Stamford | $340M | 1 |
| Highland Peak Capital, LLC | Old Greenwich | $333.2M | 2 |
| Rye Brook Capital, LLC | Greenwich | $327.3M | — |
| Light Arc Capital Management LLC | Greenwich | $324.1M | 1 |
| Toomey Investment Management, Inc | Wallingford | $321M | — |
| Pegasus Capital Advisors, L.P. | Stamford | $315.5M | 15 |
| Cdm Financial Counseling Services, Inc. | Norwich | $315.4M | — |
| Greylock Capital Management, LLC | Stamford | $313.9M | 1 |
| Waypoint Capital Partners Advisors, LLC | Stamford | $310.7M | 9 |
| Excel Wealth Management, LLC | Manchester | $310.5M | — |
| Milestone Asset Management Group, LLC | Avon | $309M | — |
| Dunbar Associates, LLC | Monroe | $307.5M | — |
| N10 Assets, LLC. | Greenwich | $306.9M | — |
| Oxford Square Management, LLC | Greenwich | $306.7M | — |
| Harbour Point Management LP | Darien | $302.4M | 4 |
| Triveni Capital Investments LP | Stamford | $300.9M | 1 |
| Greenhaven Road Investment Management, LP | Greenwich | $299.5M | 4 |
| Sarissa Capital Management LP | Greenwich | $298.3M | 4 |
| Innovative Asset Advisors Group, LLC | Shelton | $297.9M | — |
| Its Asset Management LP | North Haven | $297.8M | — |
| Avos Capital Management, LLC | Darien | $297.8M | 1 |
| Generative Investment Partners LP | Greenwich | $293.9M | 5 |
| Greenwich Advisors, LLC | Greenwich | $293.2M | — |
| Hamilton Robinson LLC | Stamford | $292.4M | 6 |
| Watchtower Advisors, LP | Old Greenwich | $289.5M | 1 |
| Greenhouse Wealth Management, LLC | Westport | $288.6M | — |
| Broadlight Capital Management, LLC | Greenwich | $287.5M | 6 |
| Alchemi Wealth, LLC | Essex | $286.9M | — |
| Ayrshire Capital Management LLC | Westport | $285.1M | — |
| Fcig Wealth Management, LLC | Plainfield | $282.5M | — |
| Charter Research & Investment Group Inc | Southport | $275.1M | — |
| Sound Mark Partners, LLC | Greenwich | $272M | 2 |
| Fairlead Asset Management LLC | Greenwich | $271.6M | — |
| Baypointe Partners, LLC | Stamford | $270.5M | — |
| Jc Capital Advisors Group LLC | Stamford | $263M | — |
| Connecticut Capital Management Group, LLC | Milford | $253.9M | — |
| Teton Advisors, LLC | Greenwich | $250.9M | — |
| Sr Alternative Credit, LLC | Darien | $247.4M | 4 |
| Abundant Wealth Management LLC | Stamford | $243.8M | — |
| Constitution Capital LLC | Shelton | $241.3M | — |
| Gfs Wealth Management Advisors, Inc. | Shelton | $238.6M | — |
| New China Capital Management Corp. | Stamford | $233.7M | 2 |
| Gradient Ridge Capital, L.P. | Norwalk | $231.8M | 1 |
| Brx Global LP | Greenwich | $231.4M | 1 |