Top Financial Advisors in Stamford, Connecticut
Finding the right financial advisor in Stamford is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Stamford, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Stamford, CT.
Find the Best Financial Advisor Firms in Stamford:
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
CRD#: 283004
Address: 400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512
Clients: 18,249
Average Clients per Advisor: 58
AUM: $ 36.7B
NEW EDGE WEALTH
CRD#: 307771
Address: 2200 Atlantic Street 2nd Floor, Stamford, CT 06902
Clients: 843
Average Clients per Advisor: 20
AUM: $ 6.9B
RZH ADVISORS LLC
CRD#: 125696
Address: One Landmark Square 11th Floor, Stamford, CT 06901
Clients: 118
Average Clients per Advisor: 16
AUM: $ 1.4B
CLEAR HARBOR ASSET MANAGEMENT, LLC
CRD#: 152242
Address: 263 Tresser Blvd. Suite 1502, Stamford, CT 06901
Clients: 271
Average Clients per Advisor: 19
AUM: $ 1.0B
EAGLE RIDGE INVESTMENT MANAGEMENT LLC
CRD#: 147824
Address: 4 High Ridge Park 3rd Floor, Stamford, CT 06905-1325
Clients: 147
Average Clients per Advisor: 21
AUM: $ 990M
SOVEREIGN FINANCIAL GROUP, INC.
CRD#: 294314
Address: 35 West Broad Street Suite 100, Stamford, CT 06902
Clients: 792
Average Clients per Advisor: 52
AUM: $ 599M
How We Chose the Top Financial Advisors in Stamford, Connecticut
To create this list of top financial advisor firms in Stamford, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Stamford has to offer.
Search Financial Advisors in Stamford, Connecticut
Steven Rafael Velez
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Justin Morgan Gosling
Registered Affiliation(s):MORGAN STANLEY
James Francis O'reilly
Registered Affiliation(s):MORGAN STANLEY
Todd Corbett
Registered Affiliation(s):MORGAN STANLEY
Anthony Kenneth Greier
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jerry Nicholas Giordano
Registered Affiliation(s):LPL FINANCIAL LLC
Robert Andrew Geveda
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Mark Stevenson Tassie
Registered Affiliation(s):MORGAN STANLEY
Bernard Joseph Frize
Registered Affiliation(s):FENIMORE SECURITIES, INC.
Tami-ellen Schlossberg
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Margaret M Athanasatos
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Gary Stenson
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Peter Swansen
Registered Affiliation(s):EQUITY SERVICES, INC.
Julie Moscow Fox
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Allen Berle Herskowitz
Registered Affiliation(s):MONEY CONCEPTS CAPITAL CORP
Lois Lingner-aiello
Registered Affiliation(s):GLADSTONE WEALTH PARTNERS
Tracey A Panuzio
Registered Affiliation(s):MORGAN STANLEY
Daniel J Dodderidge
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Anthony D Corona III
Registered Affiliation(s):LPL FINANCIAL LLC
Michele Ann Vendig
Registered Affiliation(s):MJP WEALTH ADVISORS
James Bernard Dykes
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Philip Joseph Quagliariello
Registered Affiliation(s):MORGAN STANLEY
Cheryl Ann Caggiano
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Daniel Simon Sirota
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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