Best Financial Advisors in STAMFORD, Connecticut
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in STAMFORD
Page 1 of 5 · 114 firms
SUSTAINABLE GROWTH ADVISERS, LP
STAMFORD, CT · Since 2003
CLINTON INVESTMENT MANAGEMENT, LLC
STAMFORD, CT · Since 2008
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
STAMFORD, CT · Since 2007
BASSO CAPITAL MANAGEMENT, L.P.
STAMFORD, CT · Since 2005
AMG FUNDS LLC
STAMFORD, CT · Since 1999
HILDENE CAPITAL MANAGEMENT
STAMFORD, CT · Since 2012
CLEARVIEW CAPITAL, L.P.
STAMFORD, CT · Since 2012
NORTHCOAST ASSET MANAGEMENT LLC
STAMFORD, CT · Since 2015
HUDSON STRUCTURED CAPITAL MANAGEMENT LTD.
STAMFORD, CT · Since 2016
FORESTER CAPITAL, L.L.C.
STAMFORD, CT · Since 2012
PARKMAN HEALTHCARE PARTNERS LLC
STAMFORD, CT · Since 2019
NEW EDGE WEALTH
STAMFORD, CT · Since 2020
JADIAN CAPITAL, LP
STAMFORD, CT · Since 2018
CARTENNA CAPITAL
STAMFORD, CT · Since 2020
AVESI PARTNERS LLC
STAMFORD, CT · Since 2021
SCHOLTZ & COMPANY, LLC
STAMFORD, CT · Since 2013
JACKSON, GRANT INVESTMENT ADVISERS, INC.
STAMFORD, CT · Since 1999
RENAISSANCE CAPITAL LLC
STAMFORD, CT · Since 1994
POST ROAD GROUP LLC
STAMFORD, CT · Since 2017
WARWICK CAPITAL PARTNERS (US) LP
STAMFORD, CT · Since 2023
PEGASUS CAPITAL ADVISORS, L.P.
STAMFORD, CT · Since 2012
CRUISER CAPITAL ADVISORS, LLC
STAMFORD, CT · Since 2013
OLYMPIAD RESEARCH LP
STAMFORD, CT · Since 2019
CANNAE PORTFOLIO ADVISORS, LLC
STAMFORD, CT · Since 2020
TOWER BAY ASSET MANAGEMENT LP
STAMFORD, CT · Since 2021
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.