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Find Retirement Advisors for Retirement Planning in Stamford, Connecticut

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Stamford, Connecticut

Last Updated - March 12, 2024

Stamford has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 115 non-vetted advisors in your local area. These retirement advisors in Stamford, Connecticut have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Stamford, Connecticut

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Charles Helme
BH Asset Management, LLC

Qualifications
CRD# 712007
Firm CRD# 152117
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.

Compensation/Fee

Fee-Only, Based on Assets

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Masa Yamazaki
CPWA®, CEPA®, CDFA®
Oxler Private Wealth

Qualifications
CRD# 2526772
Firm CRD# 309684
Series 66

Minimum Assets Required
$1,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Based on Assets

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Kevin Myers
CAIA®, CFP®, EA, CFA®
Flynn Financial Partners

Qualifications
CRD# 2976015
Firm CRD# 6413
Series 7, 63, 65

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

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Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®

Qualifications
Firm CRD# 110130
Series 65, 66

Minimum Assets Required
$1,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

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Christopher Badaracco
CFP®, EA
Rose Wealth Advisors

Qualifications
CRD# 7076172
Firm CRD# 7076172

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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Farther, LLC

Qualifications
Firm CRD# 302050

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.

Compensation/Fee

Based on Assets

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HIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®

Qualifications
CRD# 2063878
Firm CRD# 125838

Minimum Assets Required
$1,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

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Frank Lepore
Bleakley Financial Group

Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee

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Michael Klein
CFP®
Bleakley Financial Group

Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Top 15 Retirement Planning firms in Stamford, Connecticut (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
POINT72 ASSET MANAGEMENT, L.P.
72 Cummings Point Road,
Stamford, CT, 06902-7912
$139,912,052,624182311
A Percentage of AUM, Performance Based, Other (PERFORMANCE-BASED COMPENSATION)
2
AXA INVESTMENT MANAGERS US INC
400 Atlantic Street, Suite 1000
Stamford, CT, 6901
$87,774,028,517246174
A Percentage of AUM, Fixed Fees, Performance Based, Other (REAL ESTATE RELATED FEES)
3
VIKING GLOBAL INVESTORS LP
600 Washington Boulevard, 11th Floor
Stamford, CT, 06901-6000
$52,146,667,94920287
A Percentage of AUM, Performance Based
4
TUDOR INVESTMENT CORPORATION
200 Elm Street,
Stamford, CT, 06902-3826
$44,534,718,00023324
A Percentage of AUM, Performance Based, Other (EXPENSE PASS THROUGH)
5
UBS HEDGE FUND SOLUTIONS
600 Washington Boulevard,
Stamford, CT, 6901
$39,751,891,37210882
A Percentage of AUM, Fixed Fees, Performance Based
6
SPECTRUM ASSET MANAGEMENT, INC.
2 High Ridge Park,
Stamford, CT, 6905
$21,428,748,5098124
A Percentage of AUM
7
AMG FUNDS LLC
680 Washington Boulevard, Suite 500
Stamford, CT, 6901
$20,463,764,303588
A Percentage of AUM, Performance Based
8
SUSTAINABLE GROWTH ADVISERS, LP
301 Tresser Boulevard, Suite 1310
Stamford, CT, 6901
$18,406,566,8118934
A Percentage of AUM, Performance Based
9
HILDENE CAPITAL MANAGEMENT
333 Ludlow Street, South Tower, 5th Floor
Stamford, CT, 6902
$14,645,382,5514932
A Percentage of AUM, Performance Based
10
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C.
2187 Atlantic Street, 9th Floor
Stamford, CT, 6902
$10,496,603,49640101
A Percentage of AUM, Performance Based
11
K2/D&S MANAGEMENT CO., L.L.C.
300 Atlantic Street 12th Fl.,
Stamford, CT, 06901-3535
$10,423,407,3117660
A Percentage of AUM, Performance Based
12
ARGA INVESTMENT MANAGEMENT, LP
1010 Washington Blvd, 6th Floor
Stamford, CT, 6901
$10,337,045,6075640
A Percentage of AUM, Performance Based
13
TWEEDY, BROWNE COMPANY LLC
One Station Place,
Stamford, CT, 6902
$8,898,877,90325641
A Percentage of AUM
14
ALTRINSIC GLOBAL ADVISORS, LLC
300 First Stamford Place, Suite 750
Stamford, CT, 6902
$8,444,909,9683332
A Percentage of AUM, Fixed Fees, Performance Based
15
OLYMPUS ADVISORS, LLC
Metro Center, One Station Place
Stamford, CT, 06902-6800
$8,387,540,224720
A Percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Stamford, Connecticut

QualificationsFirm CRD# 283077

Assets Under Management $139,912,052,624

No. Of Clients18

Clients Per Financial Advisor0

POINT72 ASSET MANAGEMENT, L.P. is a financial advisory firm situated in Stamford, Connecticut. With a nearly $140B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 2311 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (PERFORMANCE-BASED COMPENSATION)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 113608

Assets Under Management $87,774,028,517

No. Of Clients246

Clients Per Financial Advisor1

AXA INVESTMENT MANAGERS US INC is a financial advisory firm situated in Stamford, Connecticut. With a nearly $88B assets under management, the firm specializes in crafting personalized retirement planning solutions for 246 clients. The team consists of 174 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based
  • Other (REAL ESTATE RELATED FEES)

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 132272

Assets Under Management $52,146,667,949

No. Of Clients20

Clients Per Financial Advisor0

VIKING GLOBAL INVESTORS LP is a financial advisory firm situated in Stamford, Connecticut. With a nearly $52B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 287 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 159792

Assets Under Management $44,534,718,000

No. Of Clients23

Clients Per Financial Advisor0

TUDOR INVESTMENT CORPORATION is a financial advisory firm situated in Stamford, Connecticut. With a nearly $45B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 clients. The team consists of 324 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (EXPENSE PASS THROUGH)

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 131034

Assets Under Management $39,751,891,372

No. Of Clients108

Clients Per Financial Advisor1

UBS HEDGE FUND SOLUTIONS is a financial advisory firm situated in Stamford, Connecticut. With a nearly $40B assets under management, the firm specializes in crafting personalized retirement planning solutions for 108 clients. The team consists of 82 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 300463

Assets Under Management $21,428,748,509

No. Of Clients81

Clients Per Financial Advisor3

SPECTRUM ASSET MANAGEMENT, INC. is a financial advisory firm situated in Stamford, Connecticut. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 81 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 153456

Assets Under Management $20,463,764,303

No. Of Clients5

Clients Per Financial Advisor0

AMG FUNDS LLC is a financial advisory firm situated in Stamford, Connecticut. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 88 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 127447

Assets Under Management $18,406,566,811

No. Of Clients89

Clients Per Financial Advisor3

SUSTAINABLE GROWTH ADVISERS, LP is a financial advisory firm situated in Stamford, Connecticut. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 89 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 160415

Assets Under Management $14,645,382,551

No. Of Clients49

Clients Per Financial Advisor2

HILDENE CAPITAL MANAGEMENT is a financial advisory firm situated in Stamford, Connecticut. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 49 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 154495

Assets Under Management $10,496,603,496

No. Of Clients40

Clients Per Financial Advisor0

BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. is a financial advisory firm situated in Stamford, Connecticut. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 40 clients. The team consists of 101 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 123826

Assets Under Management $10,423,407,311

No. Of Clients76

Clients Per Financial Advisor1

K2/D&S MANAGEMENT CO., L.L.C. is a financial advisory firm situated in Stamford, Connecticut. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 76 clients. The team consists of 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 153665

Assets Under Management $10,337,045,607

No. Of Clients56

Clients Per Financial Advisor1

ARGA INVESTMENT MANAGEMENT, LP is a financial advisory firm situated in Stamford, Connecticut. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 56 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 6857

Assets Under Management $8,898,877,903

No. Of Clients256

Clients Per Financial Advisor6

TWEEDY, BROWNE COMPANY LLC is a financial advisory firm situated in Stamford, Connecticut. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 256 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 109678

Assets Under Management $8,444,909,968

No. Of Clients33

Clients Per Financial Advisor1

ALTRINSIC GLOBAL ADVISORS, LLC is a financial advisory firm situated in Stamford, Connecticut. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 160851

Assets Under Management $8,387,540,224

No. Of Clients7

Clients Per Financial Advisor0

OLYMPUS ADVISORS, LLC is a financial advisory firm situated in Stamford, Connecticut. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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