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Find The Best Financial Advisors in Stamford, Connecticut

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Stamford is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Stamford & pick the one as per your needs

How To Find The Best Financial Advisors in Stamford, Connecticut

Last Updated - 17-Mar-2023

If you’re looking for qualified financial advisors in Stamford, Connecticut, FinancialAdvisor.net is a useful resource. We've compiled a list of the 9 vetted financial advisors and 72 non-vetted financial advisors in Stamford, Connecticut, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Stamford, Connecticut have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Stamford, Connecticut

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Peter Scholtz

Scholtz & Company

107 Elm Street
Four Stamford Plaza, 5th Floor

Stamford, CT 06902

203-714-9900

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Charles Helme

BH Asset Management, LLC

777 W Putnam Ave. 3rd Floor

Greenwich, CT 06830

203-987-6227

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Paresh B. Shah

PareShah Partners LLC

960 South Broadway, Suite 115-B

Hicksville, NY 11801

516-268-3446

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Creative Financial Planning

Creative Financial Planning Inc

101 S Broadway

South Nyack, NY 10960

845-634-6050

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Altfest Personal Wealth Management

Altfest Personal Wealth Management

445 Park Avenue
6th Floor

New York, NY 10022

212-796-8729

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Personal Capital

Personal Capital

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Prince, NY 10012

650-556-1310

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Farther

Farther Finance, LLC

Four World Trade Center
150 Greenwich St, Ste 2946

New York, NY 10007

720-744-2145

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Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004

973-244-4237

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Michael Thompson

LPL Financial

110 Washington Ave. 3rd Floor

North Haven, CT 06473

203-500-8527

Top Financial Advisor Firms in Connecticut (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
SPECTRUM ASSET MANAGEMENT, INC.
2 High Ridge Park, Stamford, CT 6905
300463 $28,520,870,690 78 A percentage of AUM
AMG FUNDS LLC
680 Washington Boulevard, Suite 500 Stamford, CT 6901
153456 $27,099,335,762 8 A percentage of AUM
Performance Based
TWEEDY, BROWNE COMPANY LLC
One Station Place, Stamford, CT 6902
6857 $12,654,858,728 268 A percentage of AUM
Performance Based
ARGA INVESTMENT MANAGEMENT, LP
1010 Washington Blvd, 6th Floor Stamford, CT 6901
153665 $8,609,501,700 53 A percentage of AUM
Performance Based
WESTPORT CAPITAL PARTNERS LLC
300 Atlantic Street, Suite 1110 Stamford, CT 6901
157493 $4,655,702,925 31 A percentage of AUM
Fixed fees
Performance Based
HEALTHCARE ROYALTY MANAGEMENT, LLC
300 Atlantic Street, Suite 600 Stamford, CT 6901
169355 $3,705,233,570 10 A percentage of AUM
Fixed fees
Performance Based
Other (CARRIED INTEREST)
SHELTER GROWTH CAPITAL PARTNERS LLC
750 Washington Boulevard, Suite 1050 Stamford, CT 6901
170685 $1,349,116,468 30 A percentage of AUM
Performance Based
PIER CAPITAL, LLC
600 Summer Street, Suite 203 Stamford, CT 6901
131212 $962,529,890 19 A percentage of AUM
Performance Based
LONG PATH PARTNERS, LP
1 Landmark Square, Suite 1920 Stamford, CT 6901
299053 $711,756,842 11 A percentage of AUM
Performance Based
GRANITE GROUP ADVISORS, LLC
1 Landmark Square, Suite 426 Stamford, CT 6901
127357 $699,219,369 1146 A percentage of AUM
Fixed fees
Performance Based
WCP INVESTMENT MANAGER II, LLC
300 Atlantic Street, Suite 1110 Stamford, CT 6901
300898 $293,547,473 4 A percentage of AUM
Fixed fees
Performance Based
CHAPFORD CAPITAL GROUP
201 Broad Street, Suite 500 Stamford, CT 6901
169003 $283,457,117 4 A percentage of AUM
Performance Based
EDUCATION GROWTH PARTNERS, LLC
201 Broad Street, Suite 1003 Stamford, CT 6901
166162 $224,390,000 8 A percentage of AUM
Performance Based
RGA INVESTMENT ADVISORS, LLC
243 Tresser Boulevard, 17th Floor Stamford, CT 6901
149171 $115,665,055 275 A percentage of AUM
Performance Based
VISION INVESTMENT ADVISORS, LLC
120 Long Ridge Road, 3 North Stamford, CT 6902
109621 $100,465,494 124 A percentage of AUM
Fixed fees
Commision Based
Performance Based

Additional Financial Advisors in Connecticut

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Brian Jay
Inquire with Brian
4 Landmark Square 2nd, Floor Stamford, CT 06901 203-967-7020
Andre Y Weiser
Inquire with Andre
4 Landmark Square, 2nd Floor Stamford, CT 06901 203-967-7103
Brian Nerreau
Inquire with Brian
4 Landmark Square, 2nd Floor Stamford, CT 06901 203-326-6942
Anders J. Hurst
Inquire with Anders
4 Landmark Square 2nd, Floor Stamford, CT 06901 203-967-7042
Bo Zhang
Inquire with Bo
4 Landmark Square 2nd, Floor Stamford, CT 06901 203-967-7016
Allan Jay
Inquire with Allan
4 Landmark Square, 2nd Floor Stamford, CT 06901 203-356-0844
Amy Weiser
Inquire with Amy
4 Landmark Square, 2nd Floor Stamford, CT 06901 203-967-7030
Andrew Livesay
Inquire with Andrew
4 Landmark Square, 2nd Floor Stamford, CT 06901 203-326-6937
Morgan Stanley Financial Advisors
Inquire with Morgan
4 Landmark Square 2nd, Floor Stamford, CT 06901 203-326-6900
Sharon Kaplove
Inquire with Sharon
91 Bentwood Dr, Stamford, CT 06903 203-968-1151

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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