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:
NEW EDGE WEALTH
CRD#: 307771
Address: 2200 Atlantic Street Suite 200, Stamford, CT 06902
Clients: 1,599
Average Clients per Advisor: 22
AUM: $ 12.1B
RZH ADVISORS LLC
CRD#: 125696
Address: One Landmark Square 11th Floor, Stamford, CT 06901
Clients: 133
Average Clients per Advisor: 19
AUM: $ 2.1B
CLEAR HARBOR ASSET MANAGEMENT, LLC
CRD#: 152242
Address: 263 Tresser Blvd. Suite 1502, Stamford, CT 06901
Clients: 327
Average Clients per Advisor: 17
AUM: $ 1.7B
SOVEREIGN FINANCIAL GROUP, INC.
CRD#: 294314
Address: 35 West Broad Street Suite 100, Stamford, CT 06902
Clients: 901
Average Clients per Advisor: 56
AUM: $ 883M
ASSET MANAGEMENT GROUP, INC.
CRD#: 110116
Address: 60 Long Ridge Road, Stamford, CT 06902
Clients: 154
Average Clients per Advisor: 77
AUM: $ 804M
INTEGRA GLOBAL ADVISORS LLC
CRD#: 288511
Address: 281 Tresser Boulevard - Suite 401, Stamford, CT 06901
AUM: $ 563M
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
Susy Li Young Chang
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Walter Corea
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Leora F Zach
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
John Lawrence Alex
Registered Affiliation(s):MORGAN STANLEY
Victor Joseph Costa
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Jonathan Beat Jenny
Registered Affiliation(s):ATARAXIA 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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