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 you 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.

DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > connecticut > stamford

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 - 13-Jun-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 17 vetted financial advisors and 109 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 17 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

Gerard Gruber

Harbor West Wealth Management & Planning

203-454-3377

Address

830 Post Road East Suite 102,
Westport, CT 06880 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Clarity Wealth Advisors

617-851-4075

Address

710 Flintlock Rd,
Southport, CT 06890 See Details

William Romero

Mml

646-805-8842

Address

900 Stewart Ave #260,
Garden City, NY 11530 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details

Anthony M. Errico

Port Capital Management

212-597-2249

Address

684 Broadway,
Massapequa, NY 11758 See Details

Procyon Partners, LLC

475-600-2501

Address

1 Corporate Drive,
Suite 225,
Shelton, CT 06484 See Details

Edelman Financial Engines LLC

877-208-7414

Address

650 From Road, Suite 460,
Paramus, NJ 07652 See Details

Altfest Personal Wealth Management

212-796-8732

Address

445 Park Avenue,
6th Floor,
New York, NY 10022 See Details

Farther Finance, LLC

646-494-2925

Address

4 World Trade Center,
New York, NY 10019 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

340 Madison Avenue,
New York, NY 10173 See Details

Dan Brady

Savvy Advisors

914-246-8731

Address

900 Broadway Ste. 202,
New York, NY 10003 See Details

Frank Lepore

Bleakley Financial Group

973-244-4237

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details

Doug Frew

BroadFront Capital Management

732-819-5006

Address

101 Crawfords Corner Rd, Suite 1120,
Holmdel, NJ 07733 See Details

Top Financial Advisor Firms in Stamford, Connecticut (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
POINT72 ASSET MANAGEMENT, L.P. 72 Cummings Point Road, Stamford, CT, 06902-7912	283077	$172,101,281,944	15	A percentage of AUM, Performance Based, Other (PERFORMANCE-BASED COMPENSATION)
AXA INVESTMENT MANAGERS US INC 400 Atlantic Street, Suite 1000 Stamford, CT, 06901	113608	$90,193,021,028	253	A percentage of AUM, Fixed fees, Performance Based, Other (REAL ESTATE RELATED FEES)
VIKING GLOBAL INVESTORS LP 600 Washington Boulevard, 11th Floor Stamford, CT, 06901-6000	132272	$64,496,929,630	22	A percentage of AUM, Performance Based
TUDOR INVESTMENT CORPORATION 200 Elm Street, Stamford, CT, 06902-3826	159792	$63,586,929,000	21	A percentage of AUM, Performance Based, Other (EXPENSE PASS THROUGH)
HUDSON BAY CAPITAL MANAGEMENT LP 290 Harbor Drive, 3rd Floor Stamford, CT, 06902	155910	$31,123,848,888	7	A percentage of AUM, Performance Based
SUSTAINABLE GROWTH ADVISERS, LP 301 Tresser Boulevard, Suite 1310 Stamford, CT, 06901	127447	$23,947,382,353	87	A percentage of AUM
AMG FUNDS LLC 680 Washington Boulevard, Suite 500 Stamford, CT, 06901	153456	$21,151,642,194	5	A percentage of AUM, Performance Based
SPECTRUM ASSET MANAGEMENT, INC. 2 High Ridge Park, Stamford, CT, 06905	300463	$19,017,299,092	81	A percentage of AUM
HILDENE CAPITAL MANAGEMENT 333 Ludlow Street, South Tower, 5th Floor Stamford, CT, 06902	160415	$14,148,221,834	53	A percentage of AUM, Performance Based
ARGA INVESTMENT MANAGEMENT, LP 1010 Washington Blvd, 6th Floor Stamford, CT, 06901	153665	$13,569,828,746	62	A percentage of AUM, Performance Based
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 100 First Stamford Place, Stamford, CT, 06902	144594	$12,599,503,777	6791	A percentage of AUM, Performance Based, Other (ASSETS UNDER ADVISEMENT (FOR UMA))
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. 2187 Atlantic Street, 9th Floor Stamford, CT, 06902	154495	$10,817,390,771	43	A percentage of AUM, Performance Based
K2/D&S MANAGEMENT CO., L.L.C. 100 First Stamford Place, 5th Floor Stamford, CT, 06902	123826	$9,436,934,450	76	A percentage of AUM, Performance Based
TWEEDY, BROWNE COMPANY LLC One Station Place, Stamford, CT, 06902	6857	$8,867,067,430	242	A percentage of AUM
NEW EDGE WEALTH 2200 Atlantic Street, Suite 200 Stamford, CT, 06902	307771	$8,610,405,100	9457	A percentage of AUM, Fixed fees, Commission Based

Select other cities around Stamford, Connecticut to broaden your search for a financial advisor

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Stamford, Connecticut

How To Find The Best Financial Advisors in Stamford, ConnecticutLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Stamford, Connecticut

Harbor West Wealth Management & Planning

Address

Address

Address

Mml

Address

Address

Port Capital Management

Address

Address

Address

Address

Address

Address

Savvy Advisors

Address

Bleakley Financial Group

Address

Address

BroadFront Capital Management

Address

Top Financial Advisor Firms in Stamford, Connecticut (Ranked by AUM)

Select other cities around Stamford, Connecticut to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Stamford, Connecticut
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy