Best Financial Advisors in Stamford, CT

24 firms listed · all 24 in Stamford · 1 open 24/7 · 2 open weekends · 6 rated 4.5+

Data verified October 21, 2026

Greenwich Creek Capital Management

Greenwich Creek Capital Management

(1)
“Recently, Freedom Invest was introduced as a brand of GCCM and was designed to cater to small accounts with the use of a virtual application to allocate funds.”
In Business Since 2008
131 Highline Trail, Stamford, CT
i
Clear Harbor Asset Management

Clear Harbor Asset Management

In Business Since 2009
263 Tresser Blvd 15th Floor, Stamford, CT
i
Arga Investment Management, LP

Arga Investment Management, LP

In Business Since 2009
1010 Washington Blvd 6th floor, Stamford, CT
i
Altrinsic Global Advisors

Altrinsic Global Advisors

In Business Since 2000
300 First Stamford Pl, Stamford, CT
i
Forstone Capital

Forstone Capital

In Business Since 2007
Emergency Services
750 E Main St #820, Stamford, CT
i
Harbor Asset Private Wealth

Harbor Asset Private Wealth

(1)
“Not only is she an astute advisor, a delight to work with, and a smart cookie, she is also a peach of a person.”
In Business Since 2021
40 Signal Rd Suite A, Stamford, CT
i

The 24 firms listed for Stamford, CT provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Stamford, CT

All 24 firms we list here are in Stamford itself. We have 30 firms in Stamford on file; this page shows the highest-rated 24. 8 of the firms on this page have a rating, from 4.0 to 5.0 across 13 reviews; 6 are rated 4.5 or higher. 1 is open around the clock; 2 are open on Saturdays and 1 on Sundays. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers urgent consultations. We have a website on file for 23 of the firms on this page; 22 publish a contact page; 18 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Stamford take financial planning bookings online?

2 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Greenwich Investment Management

Greenwich Investment Management

In Business Since 2006
200 First Stamford Pl, Stamford, CT
i
Abundant Wealth Management

Abundant Wealth Management

In Business Since 2020
Transparent Fees & Pricing
700 Canal St, Stamford, CT
i
Aequitas Advisors

Aequitas Advisors

In Business Since 2010
1266 E Main St, Stamford, CT
i
TJT Capital Group

TJT Capital Group

In Business Since 2009
Transparent Fees & Pricing
9 W Broad St, Stamford, CT
i
Renaissance Capital

Renaissance Capital

In Business Since 1998
Transparent Fees & Pricing
100 First Stamford Pl #403, Stamford, CT
i
Blue Chip Financial

Blue Chip Financial

In Business Since 2001
6 Landmark Square #400, Stamford, CT
i
Kiara Escribano - Northwestern Mutual

Kiara Escribano - Northwestern Mutual

(4)
  • Strategy
“As a graduate student and full-time worker myself, I've been pleased with Kiara's guidance on how to budget and plan for the my life after grad school.”
333 Ludlow St 6th Ste, Stamford, CT
i
Global Hill Wealth Advisors

Global Hill Wealth Advisors

In Business Since 2022
One Stamford Plaza, 263 Tresser Blvd 9th Fl, Stamford, CT
i
Philo Smith & Co.

Philo Smith & Co.

In Business Since 1979
6 Landmark Square, Stamford, CT
i
Hardman Johnston Global Advisors

Hardman Johnston Global Advisors

In Business Since 2017
300 Atlantic St Suite 601, Stamford, CT
i
Pier Capital

Pier Capital

In Business Since 2007
1 Tresser Blvd # 1, Stamford, CT
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Asset Management Group

Asset Management Group

In Business Since 1999
60 Long Ridge Rd, Stamford, CT
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Granite Group Advisors

Granite Group Advisors

In Business Since 2017
1 Landmark Square, Stamford, CT
i
Summit Retirement Planning

Summit Retirement Planning

In Business Since 2020
48 Union St Suite 1C, Stamford, CT
i
River Oak Investment Corporation

River Oak Investment Corporation

38+ Years Experience
1 Atlantic St # 700, Stamford, CT
i
Eagle Ridge Investment Management

Eagle Ridge Investment Management

In Business Since 2011
4 High Ridge Park 3rd FLOOR, Stamford, CT
i
SJH Financial

SJH Financial

In Business Since 2009
33 Brodwood Dr, Stamford, CT
i
Albourne America

Albourne America

In Business Since 1997
Transparent Fees & Pricing
100 Washington Blvd 3rd floor, Stamford, CT
i
HomeWealth Management AdvisorsConnecticutStamford, CT

Retirement Planning and Investment Management Services in Stamford, CT Cost Estimates

Minimum cost
$1192
Maximum cost
$10126
National Average
$3574
Avg Per Hour Rates
$358
$2383
$6552
Fair price range is based on 469 cost profiles
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Average Cost $3574
Minimum cost $1192
Maximum cost $10126
Avg Per Hour Rates $358

Fair range $2383 to $6552 is based on 469 cost profiles.

Why these companies made our list

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