Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Stamford has 17 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 18 years of experience.
Gerard Gruber
CFP®, CDFA®
Harbor West Wealth Management & Planning
Qualifications
CRD# 4469120
Firm CRD# 120894
Minimum Assets Required
$100,000
Not Specified.
Not Specified
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Qualifications
CRD# 5127697
Firm CRD# 10409
Series 7, 9, 10, 24, 52, 53, 66
Minimum Assets Required
Not Specified
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Qualifications
Firm CRD# 288239
Series 7, 66
Minimum Assets Required
Not Specified
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.
Fee-Based, Flat Fee, Based on Assets
Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
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.
Fee-Only, Based on Assets
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts.
Fee-Only, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Christopher Badaracco
CFP®, EA
Rose Wealth Advisors
Qualifications
CRD# 7076172
Firm CRD# 7076172
Minimum Assets Required
$500,000
Not Specified.
Fee-Based, Hourly, Flat Fee, Based on Assets
Dan Brady
Savvy Advisors, Inc
Qualifications
CRD# 2172300
Firm CRD# 111111
Minimum Assets Required
$250,000
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Flat Fee, Based on Assets
HIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®
Qualifications
CRD# 2063878
Firm CRD# 125838
Minimum Assets Required
$1,000,000
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.
Fee-Only, Based on Assets
Frank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
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.
Fee-Based, Flat Fee
Michael Klein
CFP®
Bleakley Financial Group
Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66
Minimum Assets Required
$250,000
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.
Fee-Based, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | POINT72 ASSET MANAGEMENT, L.P. 72 Cummings Point Road, Stamford, CT, 06902-7912 | $139,912,052,624 | 18 | 2311 | A Percentage of AUM, Performance Based, Other (PERFORMANCE-BASED COMPENSATION) |
2 | AXA INVESTMENT MANAGERS US INC 400 Atlantic Street, Suite 1000 Stamford, CT, 6901 | $87,774,028,517 | 246 | 174 | 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 | $52,146,667,949 | 20 | 287 | A Percentage of AUM, Performance Based |
4 | TUDOR INVESTMENT CORPORATION 200 Elm Street, Stamford, CT, 06902-3826 | $44,534,718,000 | 23 | 324 | A Percentage of AUM, Performance Based, Other (EXPENSE PASS THROUGH) |
5 | UBS HEDGE FUND SOLUTIONS 600 Washington Boulevard, Stamford, CT, 6901 | $39,751,891,372 | 108 | 82 | A Percentage of AUM, Fixed Fees, Performance Based |
6 | SPECTRUM ASSET MANAGEMENT, INC. 2 High Ridge Park, Stamford, CT, 6905 | $21,428,748,509 | 81 | 24 | A Percentage of AUM |
7 | AMG FUNDS LLC 680 Washington Boulevard, Suite 500 Stamford, CT, 6901 | $20,463,764,303 | 5 | 88 | A Percentage of AUM, Performance Based |
8 | SUSTAINABLE GROWTH ADVISERS, LP 301 Tresser Boulevard, Suite 1310 Stamford, CT, 6901 | $18,406,566,811 | 89 | 34 | A Percentage of AUM, Performance Based |
9 | HILDENE CAPITAL MANAGEMENT 333 Ludlow Street, South Tower, 5th Floor Stamford, CT, 6902 | $14,645,382,551 | 49 | 32 | A Percentage of AUM, Performance Based |
10 | BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. 2187 Atlantic Street, 9th Floor Stamford, CT, 6902 | $10,496,603,496 | 40 | 101 | A Percentage of AUM, Performance Based |
11 | K2/D&S MANAGEMENT CO., L.L.C. 300 Atlantic Street 12th Fl., Stamford, CT, 06901-3535 | $10,423,407,311 | 76 | 60 | A Percentage of AUM, Performance Based |
12 | ARGA INVESTMENT MANAGEMENT, LP 1010 Washington Blvd, 6th Floor Stamford, CT, 6901 | $10,337,045,607 | 56 | 40 | A Percentage of AUM, Performance Based |
13 | TWEEDY, BROWNE COMPANY LLC One Station Place, Stamford, CT, 6902 | $8,898,877,903 | 256 | 41 | A Percentage of AUM |
14 | ALTRINSIC GLOBAL ADVISORS, LLC 300 First Stamford Place, Suite 750 Stamford, CT, 6902 | $8,444,909,968 | 33 | 32 | A Percentage of AUM, Fixed Fees, Performance Based |
15 | OLYMPUS ADVISORS, LLC Metro Center, One Station Place Stamford, CT, 06902-6800 | $8,387,540,224 | 7 | 20 | A Percentage of AUM, Performance Based |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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