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Advisers in Stamford, CT

41 advisers in Stamford — 41 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (16)Hourly fees (9)Flat / fixed fees (19)Retirement plan consulting (5)

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Abs Global Investments2187 Atlantic Street · Stamford, CT 06902 · (203) 618-3700 · Flat / fixed feesCRD 127290 · % of assets, Fixed fees, Performance-based fees · $10.5 billion AUMSEC registeredNo commissions reportedAbundant Wealth Management LLC700 Canal Street, Serendipity Labs · Stamford, CT 06902 · (203) 661-3441 · Financial planningCRD 331285 · % of assets, Hourly charges, Fixed fees · $243.8 million AUMSEC registeredNo commissions reportedAltrinsic Global Advisors, LLC300 First Stamford Place, Suite 750 · Stamford, CT 06902 · (203) 661-0030 · % of assets managedCRD 109678 · % of assets, Performance-based fees · $12.2 billion AUMSEC registeredNo commissions reportedAraglan Capital Management, LLCOne Landmark Square, Suite 801 · Stamford, CT 06901 · (203) 323-2691 · Financial planningCRD 152150 · % of assets, Hourly charges · $24.0 million AUMState registeredNo commissions reportedAsset Management Group, INC.60 Long Ridge Road · Stamford, CT 06902 · (203) 964-8300 · Financial planningCRD 110116 · % of assets, Hourly charges · $898.3 million AUMSEC registeredNo commissions reportedBasso Capital Management, L.P.1266 East Main Street, 4th Floor · Stamford, CT 06902 · (203) 352-6100 · Flat / fixed feesCRD 132311 · % of assets, Fixed fees, Performance-based fees · $2.6 billion AUMSEC registeredNo commissions reportedChilton Investment Services, LLC1290 East Main Street 1st Floor · Stamford, CT 06902 · (203) 352-4000 · Flat / fixed feesCRD 159306 · % of assets, Fixed fees, Other · $8.2 billion AUMSEC registeredNo commissions reportedClear Harbor Asset Management, LLC263 Tresser Blvd., Suite 1502 · Stamford, CT 06901 · (212) 867-7310 · Financial planningCRD 152242 · % of assets, Fixed fees, Performance-based fees · $2.1 billion AUMSEC registeredNo commissions reportedClinton Investment Management, LLC333 Ludlow Street, South Tower, 8th Floor · Stamford, CT 06902 · (203) 276-6246 · % of assets managedCRD 143599 · % of assets · $3.9 billion AUMSEC registeredNo commissions reportedCoinbase Asset Management, LLC2200 Atlantic Street, Suite 320 · Stamford, CT 06902 · (203) 489-1450 · % of assets managedCRD 322174 · % of assets · $840.5 million AUMSEC registeredNo commissions reported
Cramer Rosenthal McGlynn LLC300 First Stamford Place, Suite 440 · Stamford, CT 06902 · (212) 326-5300 · % of assets managedCRD 107911 · % of assets, Performance-based fees · $2.3 billion AUMSEC registeredNo commissions reportedCruiser Capital Advisors, LLC243 Tresser Blvd, 17th Floor · Stamford, CT 06901 · (212) 829-5833 · % of assets managedCRD 168739 · % of assets, Performance-based fees · $104.4 million AUMSEC registeredNo commissions reportedGranite Group Advisors, LLC1 Landmark Square, Suite 426 · Stamford, CT 06901 · (203) 210-7814 · Flat / fixed feesCRD 127357 · % of assets, Fixed fees, Performance-based fees · $829.6 million AUMSEC registeredNo commissions reportedHardman Johnston Global Advisors LLC300 Atlantic Street, Suite 601 · Stamford, CT 06901 · (203) 324-4722 · % of assets managedCRD 112500 · % of assets, Performance-based fees · $8.8 billion AUMSEC registeredNo commissions reportedHudson Structured Capital Management LTD.2187 Atlantic Street · Stamford, CT 06902 · (203) 975-4850 · Flat / fixed feesCRD 282919 · % of assets, Fixed fees, Performance-based fees · $4.0 billion AUMSEC registeredNo commissions reportedIntegra Global Advisors LLC281 Tresser Boulevard - Suite 401 · Stamford, CT 06901 · (203) 266-3942 · Financial planningCRD 288511 · % of assets, Performance-based fees · $684.1 million AUMSEC registeredNo commissions reportedJackson, Grant Investment Advisers, INC.Two High Ridge Park · Stamford, CT 06905 · (203) 322-1198 · Financial planningCRD 108156 · % of assets, Hourly charges · $577.7 million AUMSEC registeredNo commissions reportedJc Capital Advisors Group LLC60 Long Ridge Road, Ste 212 · Stamford, CT 06902 · (203) 889-3400 · Financial planningCRD 339298 · % of assets, Fixed fees · $263.0 million AUMSEC registeredNo commissions reportedKrauss Whiting Capital Advisors LLC4 Landmark Square · Stamford, CT 06901 · (203) 964-1700 · % of assets managedCRD 109588 · % of assets · $42.3 million AUMState registeredNo commissions reportedLumenai700 Canal Street · Stamford, CT 06902 · (203) 807-1013 · % of assets managedCRD 309918 · % of assets · $30.3 million AUMState registeredNo commissions reportedNorthcoast Asset Management LLC400 Atlantic Sreet, 6th Floor · Stamford, CT 06901 · (203) 532-7000 · Financial planningCRD 282241 · % of assets, Other · $5.0 billion AUMSEC registeredNo commissions reportedNorthstar Portfolio Investments, LLC80, Fourth Street · Stamford, CT 06905 · (888) 600-1423 · Financial planningCRD 173314 · % of assets, Hourly charges, Fixed fees · $64.4 million AUMState registeredNo commissions reportedO'Shaughnessy Asset Management, LLC100 First Stamford Place · Stamford, CT 06902 · (203) 975-3333 · % of assets managedCRD 144594 · % of assets, Performance-based fees, Other · $19.8 billion AUMSEC registeredNo commissions reportedOakridge Management Group LLC1 Landmark Square, Suite 1730 · Stamford, CT 06901 · (203) 257-3289 · Financial planningCRD 306284 · % of assets, Fixed fees, Performance-based fees · $1.4 billion AUMSEC registeredNo commissions reportedPeattie Capital Management1200 High Ridge Rd Ste 7, 3rd Floor · Stamford, CT 06905 · (203) 308-1204 · % of assets managedCRD 144248 · % of assets · $39.0 million AUMState registeredNo commissions reportedPier Capital, LLC600 Summer Street, Suite 203 · Stamford, CT 06901 · (203) 425-1450 · % of assets managedCRD 131212 · % of assets, Performance-based fees · $647.7 million AUMSEC registeredNo commissions reportedQuarve Associates, LLC350 Bedford Street, Suite 307 · Stamford, CT 06901 · (203) 356-1910 · Financial planningCRD 112160 · % of assets, Fixed fees · $48.2 million AUMState registeredNo commissions reportedRidgeview Asset Management Partners, LLC60 Long Ridge Road, Suite 306 · Stamford, CT 06902 · (203) 595-5535 · % of assets managedCRD 283786 · % of assets, Performance-based fees · $387.9 million AUMSEC registeredNo commissions reportedRja Asset Management LLCFour Stamford Plaza, 107 Elm Street · Stamford, CT 06902 · (203) 655-8200 · Flat / fixed feesCRD 153428 · % of assets, Fixed fees, Performance-based fees · $588.9 million AUMSEC registeredNo commissions reportedRpo LLC6 Landmark Square, Suite 400 · Stamford, CT 06901 · (203) 485-8800 · % of assets managedCRD 318296 · % of assets, Performance-based fees · $372.1 million AUMSEC registeredNo commissions reportedRzh Advisors LLCOne Landmark Square, 11th Floor · Stamford, CT 06901 · (203) 355-0880 · Financial planningCRD 125696 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedScholtz & Company, LLC107 Elm Street, Four Stamford Plaza, 5th Floor · Stamford, CT 06902 · (203) 714-9900 · Financial planningCRD 107363 · % of assets, Fixed fees · $340.5 million AUMSEC registeredNo commissions reportedSovereign Financial Group, INC.35 West Broad Street, Suite 100 · Stamford, CT 06902 · (888) 765-8180 · Financial planningCRD 294314 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedSpectrum Asset Management, INC.2 High Ridge Park · Stamford, CT 06905 · (203) 322-0189 · % of assets managedCRD 300463 · % of assets · $18.3 billion AUMSEC registeredNo commissions reportedSteward Partners Investment Advisory, LLC400 Atlantic Street, Floor 10, Suite 1020 · Stamford, CT 06901 · (866) 694-7769 · Financial planningCRD 283004 · % of assets, Hourly charges, Fixed fees · $36.7 billion AUMSEC registeredNo commissions reportedStrong Wealth Advisors, LLC1266 E Main St, Ste 700r · Stamford, CT 06902 · (475) 477-9601 · Financial planningCRD 332447 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedSustainable Growth Advisers, LP301 Tresser Boulevard, Suite 1310 · Stamford, CT 06901 · (203) 348-4742 · % of assets managedCRD 127447 · % of assets · $16.7 billion AUMSEC registeredNo commissions reportedTalson Capital Management L.P.1266 E Main St, Suite 700r · Stamford, CT 06902 · (203) 202-7500 · Flat / fixed feesCRD 150787 · % of assets, Fixed fees, Performance-based fees · $1.1 billion AUMSEC registeredNo commissions reportedTitan Advisors, LLC750 Washington Blvd, 10th Floor · Stamford, CT 06901 · (203) 327-8600 · Flat / fixed feesCRD 135805 · % of assets, Fixed fees, Performance-based fees · $1.5 billion AUMSEC registeredNo commissions reportedTweedy, Browne Company LLCOne Station Place · Stamford, CT 06902 · (203) 703-0600 · % of assets managedCRD 6857 · % of assets · $7.1 billion AUMSEC registeredNo commissions reportedVii Capital Management LLC700 Canal Street · Stamford, CT 06902 · (203) 890-9565 · % of assets managedCRD 286371 · % of assets, Performance-based fees · $46.4 million AUMState registeredNo commissions reported
Talking to advisers in Stamford? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.