| Wharton Midmarket Investment Advisors Inc. | Woodbridge | $231.1M | — |
| Granite Islands Private Wealth, LLC | Guilford | $229.9M | — |
| Jat Capital Management LP | Greenwich | $228.5M | — |
| Prentice Capital Management, LP | Greenwich | $228.4M | 3 |
| Lansdowne Wealth Management, LLC | Mystic | $227.7M | — |
| Keynote Financial Services, LLC | Vernon | $227.4M | — |
| Perryridge Capital LP | Greenwich | $226.6M | 3 |
| Rangeley Capital, LLC | New Canaan | $220.5M | 6 |
| Kennedy Wealth & Tax Management, LLC | Southbury | $215.5M | — |
| Diamant Asset Management, Inc. | Ridgefield | $211.5M | — |
| Burnham Sterling Asset Management LLC | Cos Cob | $206.8M | 1 |
| Kate Capital LLC | Westport | $206.8M | 1 |
| Wj Financial Advisors, LLC | Killingworth | $203.4M | — |
| Capzone Management LLC | Norwalk | $201.6M | 1 |
| Lbb Holding Company LLC | Norwalk | $199.5M | 2 |
| Barron Financial Group, LLP | Torrington | $199.1M | — |
| Drum Hill Capital, LLC | Westport | $194.3M | — |
| East Guilford Financial Services LLC | Madison | $193.1M | — |
| Spurstone Advisory Services, LLC | Higganum | $192.1M | — |
| Southport Station Financial Management, LLC | Southport | $192.1M | — |
| Pettee Investors Inc | Rowayton | $191.9M | — |
| Aca II Advisors, LLC | Greenwich | $189.7M | 7 |
| Blue Door Asset Management, LLC | Stamford | $187M | 2 |
| Cooper Financial Services, Inc. | Shelton | $184.1M | — |
| Eagle Point Defensive Income Management LLC | Greenwich | $183.5M | — |
| Dowling Financial Services, Inc | Greenwich | $179.3M | — |
| Aspetuck Financial Management LLC | Westport | $178.3M | — |
| Ladd Capital Management LLC | New Haven | $176.6M | — |
| Summerhaven Investment Management, LLC | Stamford | $176.2M | — |
| Reinova Capital Advisors LLC | Greenwich | $175M | 1 |
| Pemberwick Investment Advisors, LLC | Greenwich | $173.7M | — |
| Hoplon Asset Management, L.P. | Greenwich | $170.1M | 3 |
| Altus Capital Partners, Inc. | Wilton | $169.3M | 5 |
| Somnio Financial Group, LLC | Glastonbury | $168.3M | — |
| P.a.w. Capital Partners, LP | Greenwich | $166.8M | 1 |
| Morrissey Wealth Management LLC | North Haven | $165.1M | — |
| U.s.a. Financial & Tax Services, LLC | Farmington | $159.3M | — |
| Srep Capital Management, LLC | Greenwich | $157.9M | 15 |
| Fremen Capital Management LP | Stamford | $157.3M | 1 |
| Jk Private Wealth, LLC | Glastonbury | $156.4M | — |
| Guggenheim Investments Loan Advisors, LLC | Stamford | $155.4M | 3 |
| Lcr Wealth Management LLC | Westport | $151.8M | 1 |
| Sound Portfolio Advisors, LLC | Mystic | $151.1M | — |
| Bridgelight Financial Advisors, Inc | Shelton | $150.8M | — |
| 37spruce Investment Partners, LLC | Greenwich | $150M | 1 |
| Dellora Investments LP | Greenwich | $148.4M | 2 |
| Quorus Inc. | Westport | $148.2M | — |
| Heritage Capital, LLC | Woodbridge | $146.9M | — |
| Renaissance Capital LLC | Stamford | $144.3M | — |
| Hoya Capital Real Estate, LLC | Rowayton | $140.1M | — |