Top 10 advisors in Stamford
We’ve curated a list of the best financial advisors in Stamford, take a look at it below
Find an advisor in Stamford| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $8,387,540,224 | 20 advisors | ||
| 2 | $6,465,784,457 | 80 advisors | ||
| 3 | $4,704,299,027 | 24 advisors | ||
| 4 | $4,620,687,889 | 38 advisors | ||
| 5 | $4,527,109,541 | 56 advisors | ||
| 6 | $3,444,106,439 | 22 advisors | ||
| 7 | $3,426,120,044 | 48 advisors | ||
| 8 | $3,196,763,000 | 18 advisors | ||
| 9 | $2,548,165,000 | 28 advisors | ||
| 10 | $2,248,986,392 | 29 advisors |
How we came up with this list
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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Olympus Advisors, LLC
Assets under management
$8,387,540,224
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. New Edge Wealth
Assets under management
$6,465,784,457
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
3. Arbour Lane Capital Management Lp
Assets under management
$4,704,299,027
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
4. Braidwell Lp
Assets under management
$4,620,687,889
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Trexquant Investment Lp
Assets under management
$4,527,109,541
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Healthcare Royalty Management, LLC
Assets under management
$3,444,106,439
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)
- Not sure which one to choose?Use our smart matching tool
7. Hudson Structured Capital Management Ltd.
Assets under management
$3,426,120,044
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)
8. Proprium Capital Partners, L.p.
Assets under management
$3,196,763,000
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
9. One River Asset Management, LLC
Assets under management
$2,548,165,000
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
- Not sure which one to choose?Use our smart matching tool
10. Mc Credit Partners Lp
Assets under management
$2,248,986,392
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.