Top 10 financial advisors in Stamford, CT
We've curated a list of the best financial advisors in Stamford, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $8,387,540,224 Number of advisors 20 advisors | |||
| 2 | Assets under management $6,465,784,457 Number of advisors 80 advisors | |||
| 3 | Assets under management $4,704,299,027 Number of advisors 24 advisors | |||
| 4 | Assets under management $4,620,687,889 Number of advisors 38 advisors | |||
| 5 | Assets under management $4,527,109,541 Number of advisors 56 advisors | |||
| 6 | Assets under management $3,444,106,439 Number of advisors 22 advisors | |||
| 7 | Assets under management $3,426,120,044 Number of advisors 48 advisors | |||
| 8 | Assets under management $3,196,763,000 Number of advisors 18 advisors | |||
| 9 | Assets under management $2,548,165,000 Number of advisors 28 advisors | |||
| 10 | Assets under management $2,248,986,392 Number of advisors 29 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Stamford, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Stamford. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Olympus Advisors, LLC
Olympus Advisors, LLC is a financial advisory firm based in Stamford, Connecticut. It currently has approximately $8,387,540,224 of assets under management and employs about 20 people. Olympus Advisors, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$8,387,540,224 under management
20 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
New Edge Wealth
New Edge Wealth is a financial advisory firm based in Stamford, Connecticut. It currently has approximately $6,465,784,457 of assets under management and employs about 80 people. New Edge Wealth uses a fee structure of a percentage of assets under your management, fixed fees and commissions.
$6,465,784,457 under management
80 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Arbour Lane Capital Management Lp
Arbour Lane Capital Management LP is a financial advisor firm based in Stamford, Connecticut, established on January 1, 2018. The firm specializes in providing investment advice to private investment funds, high net-worth individuals, pooled investment vehicles, and other qualified purchasers. They manage approximately $7.4 billion on a discretionary basis and $72.4 million on a non-discretionary basis as of December 31, 2024. The firm charges a management fee payable quarterly in advance and may receive a carried interest allocation based on clients' profits. Arbour Lane does not participate in wrap fee programs and does not receive compensation other than the management fee and carried interest. The firm's investment strategy involves utilizing fundamental research analysis to identify and capitalize on investment opportunities, primarily focusing on equities, distressed securities, defaulted securities, loans, and special situations investments. Arbour Lane has policies in place to address conflicts of interest, including the allocation of investment opportunities among clients. The firm exercises investment discretion for the private investment funds it manages. Clients receive regular reports on their accounts and the firm has a Code of Ethics to ensure high ethical standards. Arbour Lane does not have custody of client assets and does not receive economic benefits from non-clients for providing services to clients. The firm has policies in place for voting client securities and managing conflicts of interest.
$4,704,299,027 under management
24 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For A Managed Account
Braidwell Lp
Braidwell Lp is a financial advisory firm based in Stamford, Connecticut. It currently has approximately $4,620,687,889 of assets under management and employs about 38 people. Braidwell Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$4,620,687,889 under management
38 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Trexquant Investment Lp
Trexquant Investment Lp is a financial advisory firm based in Stamford, Connecticut. It currently has approximately $4,527,109,541 of assets under management and employs about 56 people. Trexquant Investment Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$4,527,109,541 under management
56 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Healthcare Royalty Management, LLC
Healthcare Royalty Management, LLC is a financial advisory firm based in Stamford, Connecticut. It currently has approximately $3,444,106,439 of assets under management and employs about 22 people. Healthcare Royalty Management, LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and carried interest.
$3,444,106,439 under management
22 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Hudson Structured Capital Management Ltd.
Hudson Structured Capital Management Ltd. is a financial advisory firm based in Stamford, Connecticut. It currently has approximately $3,426,120,044 of assets under management and employs about 48 people. Hudson Structured Capital Management Ltd. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$3,426,120,044 under management
48 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Proprium Capital Partners, L.p.
Proprium Capital Partners, L.P. is an investment advisory firm founded in August 2012 by J. Timothy Morris and Philipp Westermann. The firm specializes in providing discretionary investment advisory and sub-advisory services to pooled investment vehicles focused on real estate and real estate-related securities. Proprium tailors its services to each client's investment objectives and restrictions outlined in confidential documents. The firm manages approximately $3.5 billion in assets under management as of December 31, 2024, all on a discretionary basis. Proprium charges management fees based on a percentage of net asset value and may earn performance-based allocations. The firm does not participate in wrap fee programs and may waive or negotiate advisory fees in certain circumstances. Proprium invests primarily in privately negotiated real estate investments and may engage in public securities transactions. The firm has a Code of Ethics to ensure ethical conduct, including monitoring personal securities transactions of employees. Proprium exercises voting authority over client securities in a manner consistent with clients' best interests. The firm does not have custody of client assets but conducts annual audits for Funds with constructive custody. Proprium does not engage in soft dollar arrangements and may receive compensation for client referrals. The firm's Proxy Voting Policies and Procedures guide voting decisions on behalf of clients. No disciplinary information is disclosed, and financial information is not provided in the brochure.
$3,196,763,000 under management
18 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
PERCENTAGE OF INVESTED CAPITAL
Services offered
Portfolio Management For Pooled Investment Vehicles
Real Estate Fund
One River Asset Management, LLC
One River Asset Management, LLC, founded in March 2013 by Eric Peters and Ian Malloch, is an investment management firm specializing in delivering alternative investment products and services to institutional investors. The firm offers discretionary investment advisory services to private investment funds and separately managed accounts. One River focuses on providing systematic macro-aware investment portfolios that are resilient across macroeconomic regimes. The firm offers a range of well-researched, high-conviction systematic strategies tailored to meet the needs of institutional investors. Clients of One River typically pay a management fee based on the net asset value of their accounts, calculated monthly. Additionally, clients may pay a performance fee at the end of each calendar year. The firm does not participate in wrap fee programs. One River manages approximately $3.18 billion of regulatory assets on a discretionary basis as of December 31, 2024. Investors in the funds must meet certain eligibility requirements, with minimum initial investment amounts ranging from $100,000 to $10 million, depending on the fund. The firm's investment strategies involve various types of securities, including corporate debt, government securities, options contracts, futures contracts, and FX contracts. One River has implemented a Code of Ethics to ensure compliance with applicable laws and to address potential conflicts of interest. The firm has discretionary authority to manage client investments, subject to the terms outlined in the Governing Documents. Clients receive periodic reports detailing their account activities, and the firm reviews client accounts continuously. Overall, One River Asset Management offers tailored investment solutions to institutional investors, emphasizing transparency, risk analytics, and customized hedge fund exposures. Clients can contact the firm for further details on its investment strategies and services.
$2,548,165,000 under management
28 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Publication Of Periodicals Or Newsletters
Mc Credit Partners Lp
Mc Credit Partners Lp is a financial advisory firm based in Stamford, Connecticut. It currently has approximately $2,248,986,392 of assets under management and employs about 29 people. Mc Credit Partners Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$2,248,986,392 under management
29 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Stamford, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Stamford. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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