AdvisorRanked

Best Financial Advisors in STAMFORD, Connecticut

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

114
Registered Firms
0.95%
Median Fee
of assets/year
$1.4B
Median AUM
114
Firms Listed
in our database

Top-Ranked Advisors in STAMFORD

#1
100

SCHOLTZ & COMPANY, LLC

STAMFORD, CT · Since 2013

$341M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
100

JACKSON, GRANT INVESTMENT ADVISERS, INC.

STAMFORD, CT · Since 1999

$578M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100

RENAISSANCE CAPITAL LLC

STAMFORD, CT · Since 1994

$144M AUM17 clientsFee: 0%
FiduciaryFee-Only
#4
100

SUSTAINABLE GROWTH ADVISERS, LP

STAMFORD, CT · Since 2003

$16.7B AUM18 clientsFee: 0%
FiduciaryFee-Only
#5
100

BASSO CAPITAL MANAGEMENT, L.P.

STAMFORD, CT · Since 2005

$2.6B AUM6 clientsFee: 0%
FiduciaryFee-Only
#6
100

CLINTON INVESTMENT MANAGEMENT, LLC

STAMFORD, CT · Since 2008

$3.9B AUM11 clientsFee: 0%
FiduciaryFee-Only
#7
100

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

STAMFORD, CT · Since 2007

$19.8B AUM53 clientsFee: 0%
FiduciaryFee-Only
#8
100

AMG FUNDS LLC

STAMFORD, CT · Since 1999

$18.3B AUM3 clientsFee: 0%
FiduciaryFee-Only
#9
100

PEGASUS CAPITAL ADVISORS, L.P.

STAMFORD, CT · Since 2012

$343M AUM7 clientsFee: 0%
FiduciaryFee-Only
#10
100

HILDENE CAPITAL MANAGEMENT

STAMFORD, CT · Since 2012

$20.2B AUM18 clientsFee: 0%
FiduciaryFee-Only
#11
100

FORESTER CAPITAL, L.L.C.

STAMFORD, CT · Since 2012

$1.1B AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
100

CLEARVIEW CAPITAL, L.P.

STAMFORD, CT · Since 2012

$2.0B AUM25 clientsFee: 0%
FiduciaryFee-Only
#13
100

NORTHCOAST ASSET MANAGEMENT LLC

STAMFORD, CT · Since 2015

$5.0B AUM28 clientsFee: 0%
FiduciaryFee-Only
#14
100

HUDSON STRUCTURED CAPITAL MANAGEMENT LTD.

STAMFORD, CT · Since 2016

$4.0B AUM17 clientsFee: 0%
FiduciaryFee-Only
#15
100

POST ROAD GROUP LLC

STAMFORD, CT · Since 2017

$1.1B AUM6 clientsFee: 0%
FiduciaryFee-Only
#16
100

JADIAN CAPITAL, LP

STAMFORD, CT · Since 2018

$3.0B AUM12 clientsFee: 0%
FiduciaryFee-Only
#17
100

PARKMAN HEALTHCARE PARTNERS LLC

STAMFORD, CT · Since 2019

$1.7B AUM8 clientsFee: 0%
FiduciaryFee-Only
#18
100

OLYMPIAD RESEARCH LP

STAMFORD, CT · Since 2019

$640M AUM17 clientsFee: 0%
FiduciaryFee-Only
#19
100

CARTENNA CAPITAL

STAMFORD, CT · Since 2020

$2.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#20
100

NEW EDGE WEALTH

STAMFORD, CT · Since 2020

$19.9B AUM99 clientsFee: 0%
FiduciaryFee-Only
#21
100

CANNAE PORTFOLIO ADVISORS, LLC

STAMFORD, CT · Since 2020

$859M AUM8 clientsFee: 0%
FiduciaryFee-Only
#22
100

AVESI PARTNERS LLC

STAMFORD, CT · Since 2021

$3.2B AUM19 clientsFee: 0%
FiduciaryFee-Only
#23
100

TOWER BAY ASSET MANAGEMENT LP

STAMFORD, CT · Since 2021

$514M AUM5 clientsFee: 0%
FiduciaryFee-Only
#24
100

WARWICK CAPITAL PARTNERS (US) LP

STAMFORD, CT · Since 2023

$3.3B AUM9 clientsFee: 0%
FiduciaryFee-Only
#25
100

FINTRON ADVISORS, LLC

STAMFORD, CT · Since 2023

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#26
100

GE VERNOVA INVESTMENT ADVISERS, LLC

STAMFORD, CT · Since 2024

$1.2B AUM9 clientsFee: 0%
FiduciaryFee-Only
#27
100

PARADOXIOM CAPITAL

STAMFORD, CT · Since 2025

$125M AUM3 clientsFee: 0%
FiduciaryFee-Only
#28
100

BAYPOINTE PARTNERS, LLC

STAMFORD, CT · Since 2024

$271M AUM2 clientsFee: 0%
FiduciaryFee-Only
#29
100

ABUNDANT WEALTH MANAGEMENT LLC

STAMFORD, CT · Since 2025

$244M AUM3 clientsFee: 0%
FiduciaryFee-Only
#30
100

MIZZEN MANAGEMENT LLC

STAMFORD, CT · Since 2024

$459M AUM10 clientsFee: 0%
FiduciaryFee-Only
#31
100

COUNTERPOINTE INVESTMENT MANAGEMENT LLC

STAMFORD, CT · Since 2025

$1.1B AUM22 clientsFee: 0%
FiduciaryFee-Only
#32
100

HEDGEYE ASSET MANAGEMENT, LLC

STAMFORD, CT · Since 2025

$443M AUM8 clientsFee: 0%
FiduciaryFee-Only
#33
100

JC CAPITAL ADVISORS GROUP LLC

STAMFORD, CT · Since 2026

$263M AUM1 clientsFee: 0%
FiduciaryFee-Only
#34
100

GUGGENHEIM INVESTMENTS LOAN ADVISORS, LLC

STAMFORD, CT · Since 2026

$155M AUM8 clientsFee: 0%
FiduciaryFee-Only
#35
100

COINBASE ADVISORS

STAMFORD, CT · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#36
100

BREACHER CAPITAL ADVISORS, LLC

STAMFORD, CT · Since 2021

$8M AUM3 clientsFee: 0%
FiduciaryFee-Only
#37
100

CRUISER CAPITAL ADVISORS, LLC

STAMFORD, CT · Since 2013

$104M AUM2 clientsFee: 0%
FiduciaryFee-Only
#38
95

TWEEDY, BROWNE COMPANY LLC

STAMFORD, CT · Since 1975

$7.1B AUM11 clientsFee: 0%
FiduciaryFee-Only
#39
95

EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC

STAMFORD, CT · Since 1987

$1.4B AUM6 clientsFee: 0%
FiduciaryFee-Only
#40
95

CRAMER ROSENTHAL MCGLYNN LLC

STAMFORD, CT · Since 1983

$2.3B AUM9 clientsFee: 0%
FiduciaryFee-Only
#41
95

ALTRINSIC GLOBAL ADVISORS, LLC

STAMFORD, CT · Since 2004

$12.2B AUM13 clientsFee: 0%
FiduciaryFee-Only
#42
95

HARDMAN JOHNSTON GLOBAL ADVISORS LLC

STAMFORD, CT · Since 1985

$8.8B AUM14 clientsFee: 0%
FiduciaryFee-Only
#43
95

CHILTON INVESTMENT COMPANY, INC.

STAMFORD, CT · Since 2004

$1.3B AUM5 clientsFee: 0%
FiduciaryFee-Only
#44
95

K2/D&S MANAGEMENT CO., L.L.C.

STAMFORD, CT · Since 2003

$6.5B AUM10 clientsFee: 0%
FiduciaryFee-Only
#45
95

RZH ADVISORS LLC

STAMFORD, CT · Since 2010

$2.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#46
95

ABS GLOBAL INVESTMENTS

STAMFORD, CT · Since 2003

$10.5B AUM16 clientsFee: 0%
FiduciaryFee-Only
#47
95

GRANITE GROUP ADVISORS, LLC

STAMFORD, CT · Since 2003

$830M AUM2 clientsFee: 0%
FiduciaryFee-Only
#48
95

PIER CAPITAL, LLC

STAMFORD, CT · Since 2004

$648M AUM6 clientsFee: 0%
FiduciaryFee-Only
#49
95

VIKING GLOBAL INVESTORS LP

STAMFORD, CT · Since 2011

$78.2B AUM77 clientsFee: 0%
FiduciaryFee-Only
#50
95

H/2 CAPITAL PARTNERS

STAMFORD, CT · Since 2012

$4.5B AUM9 clientsFee: 0%
FiduciaryFee-Only
#51
95

TITAN ADVISORS, LLC

STAMFORD, CT · Since 2006

$1.5B AUM10 clientsFee: 0%
FiduciaryFee-Only
#52
95

CORECOMMODITY MANAGEMENT, LLC

STAMFORD, CT · Since 2006

$2.4B AUM13 clientsFee: 0%
FiduciaryFee-Only
#53
95

GREYLOCK CAPITAL MANAGEMENT, LLC

STAMFORD, CT · Since 2006

$314M AUM4 clientsFee: 0%
FiduciaryFee-Only
#54
95

DRUM CAPITAL MANAGEMENT LLC

STAMFORD, CT · Since 2006

$503M AUM5 clientsFee: 0%
FiduciaryFee-Only
#55
95

DWM ASSET MANAGEMENT, LLC

STAMFORD, CT · Since 2007

$645M AUM32 clientsFee: 0%
FiduciaryFee-Only
#56
95

LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC

STAMFORD, CT · Since 2009

$790M AUM4 clientsFee: 0%
FiduciaryFee-Only
#57
95

CLEAR HARBOR ASSET MANAGEMENT, LLC

STAMFORD, CT · Since 2009

$2.1B AUM18 clientsFee: 0%
FiduciaryFee-Only
#58
95

RJA ASSET MANAGEMENT LLC

STAMFORD, CT · Since 2010

$589M AUM5 clientsFee: 0%
FiduciaryFee-Only
#59
95

ARGA INVESTMENT MANAGEMENT, LP

STAMFORD, CT · Since 2012

$24.6B AUM25 clientsFee: 0%
FiduciaryFee-Only
#60
95

DISCERENE GROUP LP

STAMFORD, CT · Since 2014

$2.5B AUM11 clientsFee: 0%
FiduciaryFee-Only
#61
95

HUDSON BAY CAPITAL MANAGEMENT LP

STAMFORD, CT · Since 2012

$40.7B AUM153 clientsFee: 0%
FiduciaryFee-Only
#62
95

FIRST RESERVE

STAMFORD, CT · Since 2012

$6.3B AUM21 clientsFee: 0%
FiduciaryFee-Only
#63
95

CHILTON INVESTMENT SERVICES, LLC

STAMFORD, CT · Since 2011

$8.2B AUM20 clientsFee: 0%
FiduciaryFee-Only
#64
95

CZECH ASSET MANAGEMENT, L.P.

STAMFORD, CT · Since 2011

$1.5B AUM4 clientsFee: 0%
FiduciaryFee-Only
#65
95

OLYMPUS ADVISORS, LLC

STAMFORD, CT · Since 2012

$9.2B AUM22 clientsFee: 0%
FiduciaryFee-Only
#66
95

TRUE NORTH MANAGEMENT GROUP, LLC

STAMFORD, CT · Since 2012

$493M AUM6 clientsFee: 0%
FiduciaryFee-Only
#67
95

HAMILTON ROBINSON LLC

STAMFORD, CT · Since 2021

$292M AUM8 clientsFee: 0%
FiduciaryFee-Only
#68
95

BROOKSIDE EQUITY PARTNERS LLC

STAMFORD, CT · Since 2015

$1.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#69
95

PROPRIUM CAPITAL PARTNERS, L.P.

STAMFORD, CT · Since 2013

$3.4B AUM27 clientsFee: 0%
FiduciaryFee-Only
#70
95

EDUCATION GROWTH PARTNERS, LLC

STAMFORD, CT · Since 2019

$347M AUM6 clientsFee: 0%
FiduciaryFee-Only
#71
95

BLT FUND MANAGER LLC

STAMFORD, CT · Since 2013

$487M AUM5 clientsFee: 0%
FiduciaryFee-Only
#72
95

ONE RIVER ASSET MANAGEMENT, LLC

STAMFORD, CT · Since 2013

$2.4B AUM9 clientsFee: 0%
FiduciaryFee-Only
#73
95

MC CREDIT PARTNERS LP

STAMFORD, CT · Since 2014

$4.9B AUM22 clientsFee: 0%
FiduciaryFee-Only
#74
95

HEALTHCARE ROYALTY MANAGEMENT, LLC

STAMFORD, CT · Since 2014

$3.8B AUM19 clientsFee: 0%
FiduciaryFee-Only
#75
95

TREXQUANT INVESTMENT LP

STAMFORD, CT · Since 2014

$13.5B AUM139 clientsFee: 0%
FiduciaryFee-Only
#76
95

SHELTER GROWTH CAPITAL PARTNERS LLC

STAMFORD, CT · Since 2014

$4.7B AUM10 clientsFee: 0%
FiduciaryFee-Only
#77
95

BCK CAPITAL MANAGEMENT LP

STAMFORD, CT · Since 2020

$112M AUM2 clientsFee: 0%
FiduciaryFee-Only
#78
95

POINT72 ASSET MANAGEMENT, L.P.

STAMFORD, CT · Since 2016

$274.1B AUM1587 clientsFee: 0%
FiduciaryFee-Only
#79
95

RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC

STAMFORD, CT · Since 2017

$388M AUM2 clientsFee: 0%
FiduciaryFee-Only
#80
95

GAINLINE CAPITAL PARTNERS LP

STAMFORD, CT · Since 2020

$1.2B AUM16 clientsFee: 0%
FiduciaryFee-Only
#81
95

INTEGRA GLOBAL ADVISORS LLC

STAMFORD, CT · Since 2017

$684M AUM11 clientsFee: 0%
FiduciaryFee-Only
#82
95

SOVEREIGN FINANCIAL GROUP, INC.

STAMFORD, CT · Since 2019

$1.1B AUM23 clientsFee: 0%
FiduciaryFee-Only
#83
95

NEW CHINA CAPITAL MANAGEMENT CORP.

STAMFORD, CT · Since 2023

$234M AUM4 clientsFee: 0%
FiduciaryFee-Only
#84
95

BROADVIEW REAL ESTATE PARTNERS, LLC

STAMFORD, CT · Since 2018

$425M AUM6 clientsFee: 0%
FiduciaryFee-Only
#85
95

ARBOUR LANE CAPITAL MANAGEMENT LP

STAMFORD, CT · Since 2018

$7.3B AUM17 clientsFee: 0%
FiduciaryFee-Only
#86
95

LONG PATH PARTNERS, LP

STAMFORD, CT · Since 2019

$1.7B AUM13 clientsFee: 0%
FiduciaryFee-Only
#87
95

SPECTRUM ASSET MANAGEMENT, INC.

STAMFORD, CT · Since 1987

$18.3B AUM14 clientsFee: 0%
FiduciaryFee-Only
#88
95

TRGP INVESTMENT PARTNERS, LP

STAMFORD, CT · Since 2020

$727M AUM13 clientsFee: 0%
FiduciaryFee-Only
#89
95

OAKRIDGE MANAGEMENT GROUP LLC

STAMFORD, CT · Since 2020

$1.4B AUM3 clientsFee: 0%
FiduciaryFee-Only
#90
95

ANABRANCH CAPITAL MANAGEMENT, LP

STAMFORD, CT · Since 2020

$397M AUM2 clientsFee: 0%
FiduciaryFee-Only
#91
95

LONGRANGE CAPITAL, L.P.

STAMFORD, CT · Since 2020

$2.2B AUM17 clientsFee: 0%
FiduciaryFee-Only
#92
95

BASTION MANAGEMENT II LLC

STAMFORD, CT · Since 2021

$573M AUM8 clientsFee: 0%
FiduciaryFee-Only
#93
95

CONCENTRIC CAPITAL STRATEGIES L.P.

STAMFORD, CT · Since 2022

$3.1B AUM8 clientsFee: 0%
FiduciaryFee-Only
#94
95

BLUE DOOR ASSET MANAGEMENT, LLC

STAMFORD, CT · Since 2021

$187M AUM3 clientsFee: 0%
FiduciaryFee-Only
#95
95

ARKVIEW CAPITAL, L.P.

STAMFORD, CT · Since 2024

$356M AUM5 clientsFee: 0%
FiduciaryFee-Only
#96
95

BRAIDWELL LP

STAMFORD, CT · Since 2022

$5.0B AUM19 clientsFee: 0%
FiduciaryFee-Only
#97
95

SANDBROOK CAPITAL MANAGEMENT LP

STAMFORD, CT · Since 2022

$4.6B AUM26 clientsFee: 0%
FiduciaryFee-Only
#98
95

RPO LLC

STAMFORD, CT · Since 2022

$372M AUM4 clientsFee: 0%
FiduciaryFee-Only
#99
95

COINBASE ASSET MANAGEMENT, LLC

STAMFORD, CT · Since 2022

$840M AUM7 clientsFee: 0%
FiduciaryFee-Only
#100
95

MYCOR CAPITAL MANAGEMENT, LLC

STAMFORD, CT · Since 2023

$1.8B AUM10 clientsFee: 0%
FiduciaryFee-Only
#101
95

TRIVENI CAPITAL INVESTMENTS LP

STAMFORD, CT · Since 2023

$301M AUM6 clientsFee: 0%
FiduciaryFee-Only
#102
95

LYKOS GLOBAL MANAGEMENT, LP

STAMFORD, CT · Since 2024

$1.4B AUM6 clientsFee: 0%
FiduciaryFee-Only
#103
95

WAYPOINT CAPITAL PARTNERS, LLC

STAMFORD, CT · Since 2025

$311M AUM7 clientsFee: 0%
FiduciaryFee-Only
#104
95

FREMEN CAPITAL

STAMFORD, CT · Since 2025

$157M AUM2 clientsFee: 0%
FiduciaryFee-Only
#105
92

ASSET MANAGEMENT GROUP, INC.

STAMFORD, CT · Since 1998

$898M AUM2 clientsFee: 0%
FiduciaryFee-Only
#106
92

SUMMERHAVEN INVESTMENT MANAGEMENT, LLC

STAMFORD, CT · Since 2017

$176M AUM5 clientsFee: 0%
FiduciaryFee-Only1 complaint
#107
92

WITT LAKE ASSET MANAGEMENT LLC

STAMFORD, CT · Since 2025

$1.1B AUM1 clientsFee: 0%
FiduciaryFee-Only1 complaint
#108
90

PHILOSMITH CAPITAL CORPORATION

STAMFORD, CT · Since 2012

$380M AUM6 clientsFee: 0%
Broker-Dealer
#109
87

TUDOR INVESTMENT CORPORATION

STAMFORD, CT · Since 2012

$106.8B AUM275 clientsFee: 0%
FiduciaryFee-Only1 complaint
#110
87

AIP CAPITAL ADVISORS LLC

STAMFORD, CT · Since 2024

$340M AUM14 clientsFee: 0%
FiduciaryFee-Only1 complaint
#111
85

GRAYSCALE ADVISORS

STAMFORD, CT · Since 2022

$61M AUM27 clientsFee: 0%
FiduciaryFee-Only
#112
82

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

STAMFORD, CT · Since 2016

$33.5B AUM310 clientsFee: 0%
Broker-Dealer1 complaint
#113
72

AXA INVESTMENT MANAGERS US INC

STAMFORD, CT · Since 2001

$79.2B AUM87 clientsFee: 0%
FiduciaryFee-Only
#114
65

VISION INVESTMENT ADVISORS, LLC

STAMFORD, CT · Since 2000

$137M AUM4 clientsFee: 0%
Broker-Dealer8 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in STAMFORD?

The median advisory fee in STAMFORD, CT is 0.95% of assets under management per year, based on Form ADV filings from 114 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.