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
Fangyun Frank Lin
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jeffrey D Lichtstein
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Eric Joseph Walter
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Stefanie Stannard
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
David Kim Holmes
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Peter Primiani
Registered Affiliation(s):NYLIFE SECURITIES LLC
Augustine Joseph Vargetto
Registered Affiliation(s):CREDIT SUISSE SECURITIES (USA) LLC
Eric Austen Anderson
Registered Affiliation(s):CREDIT SUISSE SECURITIES (USA) LLC
Gabrielle Simone Valentine
Registered Affiliation(s):NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Loren Andreo
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
John Thomas Inglesby
Registered Affiliation(s):CTL SECURITIES LLC
Stephen Matthew Duttenhofer
Registered Affiliation(s):RENAISSANCE MACRO RESEARCH LLC
Brandy L. Rehberger
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Philip John Pellegrino
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
David Allan Kania
Registered Affiliation(s):SANCTUARY ADVISORS, LLC
Lori Dossantos
Registered Affiliation(s):SANCTUARY ADVISORS, LLC
Steve Tortora
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Allen Jones
Registered Affiliation(s):GROVE POINT INVESTMENTS, LLC
Stephen L Chin
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Paul Joseph Ingrassia
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Neville Bruce Quie
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Sara Catriona Mckerihan
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Michael L Padala
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Thomas J Huang
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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