Abundant Wealth Management
“They are knowledgeable, professional and take the time to explain everything clearly.”
Best Financial Advisors in Stamford, CT
24 firms listed · all 24 in Stamford · 1 open 24/7 · 2 open weekends · 7 rated 4.5+
Data verified October 21, 2026
Greenwich Creek Capital Management
Blue Chip Financial
Clear Harbor Asset Management
Arga Investment Management, LP
Altrinsic Global Advisors
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. 9 of the firms on this page have a rating, from 4.0 to 5.0 across 33 reviews; 7 are rated 4.5 or higher. 1 is open around the clock; 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are asset management (2), estate planning (2), financial planning (2) and investment management (2). 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 and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 22 publish a contact page; 17 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.
Forstone Capital
Greenwich Investment Management
Aequitas Advisors
Kiara Escribano - Northwestern Mutual
“Kiara was absolutely professional, very attentive and easy to get a hold of.”
Renaissance Capital
Philo Smith & Co.
Hardman Johnston Global Advisors
Granite Group Advisors
Pier Capital
Global Hill Wealth
Asset Management Group
Summit Retirement Planning
River Oak Investment Corporation
Eagle Ridge Investment Management
SJH Financial
Johnsen Fretty & Co
Albourne America
Belvedere Wealth Partners
Why these companies made our list
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