AdvisorGrade

Financial advisers in Stamford, CT

113 registered investment adviser firms in Stamford managing $961.9B in assets, based on public SEC Form ADV filings.

Point72 Asset Management, L.P.

Stamford, CT · Est. 2016

NationalInternational
Fee-only
AUM
$274.1B
Per adviser
$173M
Advisers
1,587

Tudor Investment Corporation

Stamford, CT · Est. 2012

NationalInternational
Fee-only
AUM
$106.8B
Per adviser
$389M
Advisers
275

Axa Investment Managers US INC

Stamford, CT · Est. 2001

NationalInternational
Fee-based
AUM
$79.2B
Per adviser
$911M
Advisers
87

No reported disclosures

Viking Global Investors LP

Stamford, CT · Est. 2011

NationalInternational
Fee-only
AUM
$78.2B
Per adviser
$1.0B
Advisers
77

No reported disclosures

Hudson Bay Capital Management LP

Stamford, CT · Est. 2012

RegionalInternational
Fee-only
AUM
$40.7B
Per adviser
$266M
Advisers
153

No reported disclosures

Steward Partners Investment Advisory, LLC

Stamford, CT · Est. 2016

NationalInternational
Fee-based
AUM
$33.5B
Per adviser
$108M
Advisers
310

No reported disclosures

Arga Investment Management, LP

Stamford, CT · Est. 2012

RegionalInternational
Fee-only
AUM
$24.6B
Per adviser
$983M
Advisers
25

No reported disclosures

Hildene Capital Management

Stamford, CT · Est. 2012

RegionalInternational
Fee-only
AUM
$20.2B
Per adviser
$1.1B
Advisers
18

No reported disclosures

New Edge Wealth

Stamford, CT · Est. 2020

RegionalInternational
Fee-based
AUM
$19.9B
Per adviser
$201M
Advisers
99

No reported disclosures

O'Shaughnessy Asset Management, LLC

Stamford, CT · Est. 2007

RegionalInternational
Fee-only
AUM
$19.8B
Per adviser
$373M
Advisers
53

No reported disclosures

Spectrum Asset Management, INC.

Stamford, CT · Est. 1987

RegionalInternational
Fee-only
AUM
$18.3B
Per adviser
$1.3B
Advisers
14

No reported disclosures

Amg Funds LLC

Stamford, CT · Est. 1999

Regional
Fee-only
AUM
$18.3B
Per adviser
$6.1B
Advisers
3

No reported disclosures

Sustainable Growth Advisers, LP

Stamford, CT · Est. 2003

RegionalInternational
Fee-only
AUM
$16.7B
Per adviser
$926M
Advisers
18

No reported disclosures

Trexquant Investment LP

Stamford, CT · Est. 2014

RegionalInternational
Fee-only
AUM
$13.5B
Per adviser
$97M
Advisers
139

No reported disclosures

Altrinsic Global Advisors, LLC

Stamford, CT · Est. 2004

RegionalInternational
Fee-only
AUM
$12.2B
Per adviser
$940M
Advisers
13

No reported disclosures

Abs Global Investments

Stamford, CT · Est. 2003

RegionalInternational
Fee-based
AUM
$10.5B
Per adviser
$655M
Advisers
16

No reported disclosures

Olympus Advisors, LLC

Stamford, CT · Est. 2012

Regional
Fee-only
AUM
$9.2B
Per adviser
$420M
Advisers
22

No reported disclosures

Hardman Johnston Global Advisors LLC

Stamford, CT · Est. 1985

RegionalInternational
Fee-only
AUM
$8.8B
Per adviser
$626M
Advisers
14

No reported disclosures

Chilton Investment Services, LLC

Stamford, CT · Est. 2011

RegionalInternational
Fee-based
AUM
$8.2B
Per adviser
$408M
Advisers
20

No reported disclosures

Arbour Lane Capital Management LP

Stamford, CT · Est. 2018

RegionalInternational
Fee-only
AUM
$7.3B
Per adviser
$429M
Advisers
17

No reported disclosures

Tweedy, Browne Company LLC

Stamford, CT · Est. 1975

RegionalInternational
Fee-only
AUM
$7.1B
Per adviser
$648M
Advisers
11

No reported disclosures

K2/D&S Management Co., L.L.C.

Stamford, CT · Est. 2003

RegionalInternational
Fee-only
AUM
$6.5B
Per adviser
$653M
Advisers
10

No reported disclosures

First Reserve

Stamford, CT · Est. 2012

RegionalInternational
Fee-only
AUM
$6.3B
Per adviser
$300M
Advisers
21

Braidwell LP

Stamford, CT · Est. 2022

RegionalInternational
Fee-only
AUM
$5.0B
Per adviser
$262M
Advisers
19

No reported disclosures

Northcoast Asset Management LLC

Stamford, CT · Est. 2015

RegionalInternational
Fee-only
AUM
$5.0B
Per adviser
$177M
Advisers
28

No reported disclosures

Mc Credit Partners LP

Stamford, CT · Est. 2014

RegionalInternational
Fee-only
AUM
$4.9B
Per adviser
$225M
Advisers
22

No reported disclosures

Shelter Growth Capital Partners LLC

Stamford, CT · Est. 2014

RegionalInternational
Fee-only
AUM
$4.7B
Per adviser
$466M
Advisers
10

No reported disclosures

Sandbrook Capital Management LP

Stamford, CT · Est. 2022

RegionalInternational
Fee-only
AUM
$4.6B
Per adviser
$176M
Advisers
26

No reported disclosures

H/2 Capital Partners

Stamford, CT · Est. 2012

RegionalInternational
Fee-only
AUM
$4.5B
Per adviser
$502M
Advisers
9

No reported disclosures

Hudson Structured Capital Management Ltd.

Stamford, CT · Est. 2016

RegionalInternational
Fee-based
AUM
$4.0B
Per adviser
$237M
Advisers
17

No reported disclosures

Clinton Investment Management, LLC

Stamford, CT · Est. 2008

Regional
Fee-only
AUM
$3.9B
Per adviser
$355M
Advisers
11

No reported disclosures

Healthcare Royalty Management, LLC

Stamford, CT · Est. 2014

Regional
Fee-based
AUM
$3.8B
Per adviser
$199M
Advisers
19

No reported disclosures

Proprium Capital Partners, L.P.

Stamford, CT · Est. 2013

RegionalInternational
Fee-only
AUM
$3.4B
Per adviser
$124M
Advisers
27

No reported disclosures

Warwick Capital Partners (US) LP

Stamford, CT · Est. 2023

RegionalInternational
Fee-only
AUM
$3.3B
Per adviser
$372M
Advisers
9

No reported disclosures

Avesi Partners LLC

Stamford, CT · Est. 2021

Regional
Fee-only
AUM
$3.2B
Per adviser
$166M
Advisers
19

No reported disclosures

Concentric Capital Strategies L.P.

Stamford, CT · Est. 2022

RegionalInternational
Fee-only
AUM
$3.1B
Per adviser
$388M
Advisers
8

No reported disclosures

Jadian Capital, LP

Stamford, CT · Est. 2018

RegionalInternational
Fee-only
AUM
$3.0B
Per adviser
$253M
Advisers
12

No reported disclosures

Basso Capital Management, L.P.

Stamford, CT · Est. 2005

RegionalInternational
Fee-based
AUM
$2.6B
Per adviser
$426M
Advisers
6

No reported disclosures

Discerene Group LP

Stamford, CT · Est. 2014

RegionalInternational
Fee-only
AUM
$2.5B
Per adviser
$230M
Advisers
11

No reported disclosures

Rzh Advisors LLC

Stamford, CT · Est. 2010

Regional
Fee-based
AUM
$2.4B
Per adviser
$350M
Advisers
7

No reported disclosures

Corecommodity Management, LLC

Stamford, CT · Est. 2006

RegionalInternational
Fee-only
AUM
$2.4B
Per adviser
$186M
Advisers
13

No reported disclosures

One River Asset Management, LLC

Stamford, CT · Est. 2013

RegionalInternational
Fee-only
AUM
$2.4B
Per adviser
$265M
Advisers
9

No reported disclosures

Cartenna Capital

Stamford, CT · Est. 2020

RegionalInternational
Fee-only
AUM
$2.4B
Per adviser
$337M
Advisers
7

No reported disclosures

Cramer Rosenthal Mcglynn LLC

Stamford, CT · Est. 1983

RegionalInternational
Fee-only
AUM
$2.3B
Per adviser
$252M
Advisers
9

No reported disclosures

Longrange Capital, L.P.

Stamford, CT · Est. 2020

Regional
Fee-based
AUM
$2.2B
Per adviser
$131M
Advisers
17

No reported disclosures

Clear Harbor Asset Management, LLC

Stamford, CT · Est. 2009

RegionalInternational
Fee-based
AUM
$2.1B
Per adviser
$114M
Advisers
18

No reported disclosures

Clearview Capital, L.P.

Stamford, CT · Est. 2012

Regional
Fee-only
AUM
$2.0B
Per adviser
$82M
Advisers
25

No reported disclosures

Mycor Capital Management, LLC

Stamford, CT · Est. 2023

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$175M
Advisers
10

No reported disclosures

Parkman Healthcare Partners LLC

Stamford, CT · Est. 2019

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$218M
Advisers
8

No reported disclosures

Long Path Partners, LP

Stamford, CT · Est. 2019

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$133M
Advisers
13

No reported disclosures

Titan Advisors, LLC

Stamford, CT · Est. 2006

LocalInternational
Fee-based
AUM
$1.5B
Per adviser
$153M
Advisers
10

No reported disclosures

Brookside Equity Partners LLC

Stamford, CT · Est. 2015

Local
Fee-based
AUM
$1.5B
Per adviser
$213M
Advisers
7

No reported disclosures

Czech Asset Management, L.P.

Stamford, CT · Est. 2011

LocalInternational
Fee-only
AUM
$1.5B
Per adviser
$370M
Advisers
4

No reported disclosures

Equinox Partners Investment Management LLC

Stamford, CT · Est. 1987

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$236M
Advisers
6

No reported disclosures

Lykos Global Management, LP

Stamford, CT · Est. 2024

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$230M
Advisers
6

No reported disclosures

Oakridge Management Group LLC

Stamford, CT · Est. 2020

Local
Fee-based
AUM
$1.4B
Per adviser
$456M
Advisers
3

No reported disclosures

Chilton Investment Company, INC.

Stamford, CT · Est. 2004

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$265M
Advisers
5

No reported disclosures

Ge Vernova Investment Advisers, LLC

Stamford, CT · Est. 2024

Local
Fee-based
AUM
$1.2B
Per adviser
$138M
Advisers
9

No reported disclosures

Gainline Capital Partners LP

Stamford, CT · Est. 2020

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$74M
Advisers
16

No reported disclosures

Witt Lake Asset Management LLC

Stamford, CT · Est. 2025

Local
Fee-only
AUM
$1.1B
Per adviser
$1.1B
Advisers
1

Sovereign Financial Group, INC.

Stamford, CT · Est. 2019

NationalInternational
Fee-based
AUM
$1.1B
Per adviser
$47M
Advisers
23

No reported disclosures

Forester Capital, L.L.C.

Stamford, CT · Est. 2012

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$535M
Advisers
2

No reported disclosures

Counterpointe Investment Management LLC

Stamford, CT · Est. 2025

Local
Fee-only
AUM
$1.1B
Per adviser
$49M
Advisers
22

No reported disclosures

Post Road Group LLC

Stamford, CT · Est. 2017

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$175M
Advisers
6

No reported disclosures

Asset Management Group, INC.

Stamford, CT · Est. 1998

LocalInternational
Fee-only
AUM
$898M
Per adviser
$449M
Advisers
2

No reported disclosures

Cannae Portfolio Advisors, LLC

Stamford, CT · Est. 2020

LocalInternational
Fee-only
AUM
$859M
Per adviser
$107M
Advisers
8

No reported disclosures

Coinbase Asset Management, LLC

Stamford, CT · Est. 2022

LocalInternational
Fee-only
AUM
$840M
Per adviser
$120M
Advisers
7

No reported disclosures

Granite Group Advisors, LLC

Stamford, CT · Est. 2003

LocalInternational
Fee-based
AUM
$830M
Per adviser
$415M
Advisers
2

No reported disclosures

Land & Buildings Investment Management, LLC

Stamford, CT · Est. 2009

LocalInternational
Fee-only
AUM
$790M
Per adviser
$198M
Advisers
4

No reported disclosures

Trgp Investment Partners, LP

Stamford, CT · Est. 2020

LocalInternational
Fee-only
AUM
$727M
Per adviser
$56M
Advisers
13

No reported disclosures

Integra Global Advisors LLC

Stamford, CT · Est. 2017

Local
Fee-only
AUM
$684M
Per adviser
$62M
Advisers
11

No reported disclosures

Pier Capital, LLC

Stamford, CT · Est. 2004

LocalInternational
Fee-only
AUM
$648M
Per adviser
$108M
Advisers
6

No reported disclosures

Dwm Asset Management, LLC

Stamford, CT · Est. 2007

LocalInternational
Fee-only
AUM
$645M
Per adviser
$20M
Advisers
32

No reported disclosures

Olympiad Research LP

Stamford, CT · Est. 2019

LocalInternational
Fee-only
AUM
$640M
Per adviser
$38M
Advisers
17

No reported disclosures

Rja Asset Management LLC

Stamford, CT · Est. 2010

Local
Fee-based
AUM
$589M
Per adviser
$118M
Advisers
5

No reported disclosures

Jackson, Grant Investment Advisers, INC.

Stamford, CT · Est. 1999

Local
Fee-only
AUM
$578M
Per adviser
$144M
Advisers
4

No reported disclosures

Bastion Management II LLC

Stamford, CT · Est. 2021

Local
Fee-only
AUM
$573M
Per adviser
$72M
Advisers
8

No reported disclosures

Tower Bay Asset Management LP

Stamford, CT · Est. 2021

LocalInternational
Fee-only
AUM
$514M
Per adviser
$103M
Advisers
5

No reported disclosures

Drum Capital Management LLC

Stamford, CT · Est. 2006

Local
Fee-only
AUM
$503M
Per adviser
$101M
Advisers
5

No reported disclosures

True North Management Group, LLC

Stamford, CT · Est. 2012

Local
Fee-only
AUM
$493M
Per adviser
$82M
Advisers
6

No reported disclosures

Blt Fund Manager LLC

Stamford, CT · Est. 2013

LocalInternational
Fee-based
AUM
$487M
Per adviser
$97M
Advisers
5

No reported disclosures

Mizzen Management LLC

Stamford, CT · Est. 2024

Local
Fee-only
AUM
$459M
Per adviser
$46M
Advisers
10

No reported disclosures

Hedgeye Asset Management, LLC

Stamford, CT · Est. 2025

Local
Fee-only
AUM
$443M
Per adviser
$55M
Advisers
8

No reported disclosures

Broadview Real Estate Partners, LLC

Stamford, CT · Est. 2018

Local
Fee-only
AUM
$425M
Per adviser
$71M
Advisers
6

No reported disclosures

Anabranch Capital Management, LP

Stamford, CT · Est. 2020

LocalInternational
Fee-only
AUM
$397M
Per adviser
$198M
Advisers
2

No reported disclosures

Ridgeview Asset Management Partners, LLC

Stamford, CT · Est. 2017

Local
Fee-only
AUM
$388M
Per adviser
$194M
Advisers
2

No reported disclosures

Philosmith Capital Corporation

Stamford, CT · Est. 2012

LocalInternational
Fee-only
AUM
$380M
Per adviser
$63M
Advisers
6

No reported disclosures

Rpo LLC

Stamford, CT · Est. 2022

Local
Fee-only
AUM
$372M
Per adviser
$93M
Advisers
4

No reported disclosures

Arkview Capital, L.P.

Stamford, CT · Est. 2024

Local
Fee-only
AUM
$356M
Per adviser
$71M
Advisers
5

No reported disclosures

Education Growth Partners, LLC

Stamford, CT · Est. 2019

Local
Fee-only
AUM
$347M
Per adviser
$58M
Advisers
6

No reported disclosures

Pegasus Capital Advisors, L.P.

Stamford, CT · Est. 2012

LocalInternational
Fee-only
AUM
$343M
Per adviser
$49M
Advisers
7

No reported disclosures

Scholtz & Company, LLC

Stamford, CT · Est. 2013

LocalInternational
Fee-based
AUM
$341M
Per adviser
$68M
Advisers
5

No reported disclosures

Aip Capital Advisors LLC

Stamford, CT · Est. 2024

Local
Fee-only
AUM
$340M
Per adviser
$24M
Advisers
14

Greylock Capital Management, LLC

Stamford, CT · Est. 2006

LocalInternational
Fee-only
AUM
$314M
Per adviser
$78M
Advisers
4

No reported disclosures

Waypoint Capital Partners, LLC

Stamford, CT · Est. 2025

Local
Fee-based
AUM
$311M
Per adviser
$44M
Advisers
7

No reported disclosures

Triveni Capital Investments LP

Stamford, CT · Est. 2023

LocalInternational
Fee-only
AUM
$301M
Per adviser
$50M
Advisers
6

No reported disclosures

Hamilton Robinson LLC

Stamford, CT · Est. 2021

Local
Fee-only
AUM
$292M
Per adviser
$37M
Advisers
8

No reported disclosures

Baypointe Partners, LLC

Stamford, CT · Est. 2024

LocalInternational
Fee-only
AUM
$271M
Per adviser
$135M
Advisers
2

No reported disclosures

Jc Capital Advisors Group LLC

Stamford, CT · Est. 2026

Local
Fee-based
AUM
$263M
Per adviser
$263M
Advisers
1

No reported disclosures

Abundant Wealth Management LLC

Stamford, CT · Est. 2025

LocalInternational
Fee-based
AUM
$244M
Per adviser
$81M
Advisers
3

No reported disclosures

New China Capital Management Corp.

Stamford, CT · Est. 2023

LocalInternational
Fee-only
AUM
$234M
Per adviser
$58M
Advisers
4

No reported disclosures

Blue Door Asset Management, LLC

Stamford, CT · Est. 2021

LocalInternational
Fee-based
AUM
$187M
Per adviser
$62M
Advisers
3

No reported disclosures

Summerhaven Investment Management, LLC

Stamford, CT · Est. 2017

Local
Fee-only
AUM
$176M
Per adviser
$35M
Advisers
5

Fremen Capital

Stamford, CT · Est. 2025

LocalInternational
Fee-only
AUM
$157M
Per adviser
$79M
Advisers
2

No reported disclosures

Guggenheim Investments Loan Advisors, LLC

Stamford, CT · Est. 2026

LocalInternational
Fee-only
AUM
$155M
Per adviser
$19M
Advisers
8

No reported disclosures

Renaissance Capital LLC

Stamford, CT · Est. 1994

Local
Fee-based
AUM
$144M
Per adviser
$8M
Advisers
17

No reported disclosures

Vision Investment Advisors, LLC

Stamford, CT · Est. 2000

Regional
Fee-based
AUM
$137M
Per adviser
$34M
Advisers
4

Paradoxiom Capital

Stamford, CT · Est. 2025

LocalInternational
Fee-based
AUM
$125M
Per adviser
$42M
Advisers
3

No reported disclosures

Cruiser Capital Advisors, LLC

Stamford, CT · Est. 2013

Local
Fee-only
AUM
$104M
Per adviser
$52M
Advisers
2

No reported disclosures

Grayscale Advisors

Stamford, CT · Est. 2022

Local
Fee-only
AUM
$61M
Per adviser
$2M
Advisers
27

No reported disclosures

Breacher Capital Advisors, LLC

Stamford, CT · Est. 2021

Local
Fee-only
AUM
$8M
Per adviser
$3M
Advisers
3

No reported disclosures

Fintron Advisors, LLC

Stamford, CT · Est. 2023

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Coinbase Advisors

Stamford, CT · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures