Falists

Connecticut · 164 advisers

Financial Advisors in Stamford, Connecticut

Looking for a financial advisor in Stamford, Connecticut? Falists indexes 164 SEC-registered and state-registered investment advisers in Stamford — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 147 firms list a website you can visit directly. Firms in this directory manage up to $274.10B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

164

With website

147

Largest AUM

$274.10B

Financial planning

19

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth121Planning19Trusts39Retirement23Institutional62

Top advisors in Stamford

Ranked by AUM · Fees, team & specialties at a glance

View all 164 →
View all 164 advisors in Stamford

More cities in Connecticut

Greenwich (213)Westport (77)Darien (40)Norwalk (24)Hartford (22)Glastonbury (20)Shelton (19)Old Greenwich (18)New Canaan (17)Farmington (13)New Haven (13)West Hartford (13)

Common questions

How many financial advisors are in Stamford, Connecticut?
164 registered investment advisers are listed in our Stamford directory, sourced from public SEC filings.
What types of advisors are in Stamford?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Stamford?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.