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Best financial advisors in Stamford, CT

Registered advisers within 25 miles of Stamford, CT.

Offices
2,317
Firms
1,122
Combined AUM
$23.5T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,273,283 clients when Item 5C has a number
Avg / client
$7.18M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HARDMAN JOHNSTON GLOBAL ADVISORS LLC
HEALTHCARE ROYALTY MANAGEMENT, LLC
BROADVIEW REAL ESTATE PARTNERS, LLC
CHAPFORD CAPITAL GROUP
CHARLES SCHWAB & CO., INC.
CRUISER CAPITAL ADVISORS, LLC
NEWMAN, NICHOLAS DRAKE
BROOKSIDE EQUITY PARTNERS LLC
RIVEROAK INVESTMENT CORP., LLC
CLEAR HARBOR ASSET MANAGEMENT, LLC
BREACHER CAPITAL ADVISORS, LLC
PARADOXIOM CAPITAL
ARKVIEW CAPITAL, L.P.
MIZZEN MANAGEMENT LLC
OLYMPIAD RESEARCH LP
CARTENNA CAPITAL
MKRO MANAGER, L.P.
GREAT MEADOWS CAPITAL LLC

Investors

Guillermo Torres
JAMES GERARD PONTONE
KATHARINE STEFFENS
Dominic N Mattei
James Goetz
Kevin Edward Colosimo
SCOTT BRENDON SCHWENDINGER
GERALD J SANTORO
Marlon Varsace
Eric M. Rwiliriza
KILEY DEAN SCHMIT
Timothy John Ressler
Lecia Lynn Lupoli
Howard Keung Mak
Jon B Rosenblatt
JAMES W. RAYMOND
KEVIN STANLEY
Thomas Clark Williamson
Odysseus Rethis
HANS C OLRIK
Elise Michelle Derusha
Kyle Andrew Asmann
Matthew Billitti
Gregory William Matthews
KEVIN PAUL JUDGE
Mitchell Antin
RICHARD JOHNSTON
IAN ALEXANDER ARMSTRONG
JACQUES NONE CATTIER
Alexander William Maxwell Russell
JOSEPH MICHAEL RIZZO
SCOTT M BOGAN
AARON JOHN KENNON
MATTHEW WILLIAM SEXTON
JEB STUART ARMSTRONG
MICHAEL HENRY SCHOLTEN
HENRIK BRUN
KIRSTIN STERLING MOBYED
DONALD ROGER BROOKE LIDDELL
JAMES DENHAM TALIAFERRO
ROBERT CHARLES DALLDORF
STEVEN ELLIOT SHAW

Within 25 miles of Stamford, CT, Best Investors lists 1,122 registered investment advisory firms with 2,317 offices nearby, managing about $23.5T in combined regulatory AUM across 3,273,283 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Stamford

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM