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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 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 registration checks. 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 - April 25, 2025

Stamford has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 109 non-vetted advisors in your local area. These retirement advisors in Stamford, Connecticut have an average of 16 years of experience.

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List of Qualified Retirement Planning Advisors in Stamford, Connecticut

advisor
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Gerard Gruber
CFP®, CDFA®
Harbor West Wealth Management & Planning

Qualifications
CRD# 4469120
Firm CRD# 120894

Minimum Assets Required
$100,000

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor

Qualifications
CRD# 1037845
Firm CRD# 8733

Minimum Assets Required
Not Specified

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

Compensation/Fee

Not Specified

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advisor
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Anthony M. Errico
Port Capital Management

Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66

Minimum Assets Required
$500,000

Advisory Services:

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

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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advisor

Qualifications
Firm CRD# 288239
Series 7, 66

Minimum Assets Required
Not Specified

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, Flat Fee, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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advisor
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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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advisor

Qualifications
Firm CRD# 302050

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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advisor
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Dan Brady
Savvy Advisors

Qualifications
CRD# 2172300
Firm CRD# 318493

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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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advisor
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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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advisor
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Doug Frew
CFP®, ChFC®, AWMA®
BroadFront Capital Management

Qualifications
CRD# 6030529
Firm CRD# 6413
Series 7, 63, 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

72 Cummings Point Road,
Stamford, CT, 06902-7912
$172,101,281,944152872
A percentage of AUM, Performance Based, Other (PERFORMANCE-BASED COMPENSATION)
2

400 Atlantic Street, Suite 1000
Stamford, CT, 06901
$90,193,021,028253182
A percentage of AUM, Fixed fees, Performance Based, Other (REAL ESTATE RELATED FEES)
3

600 Washington Boulevard, 11th Floor
Stamford, CT, 06901-6000
$64,496,929,63022275
A percentage of AUM, Performance Based
4

200 Elm Street,
Stamford, CT, 06902-3826
$63,586,929,00021355
A percentage of AUM, Performance Based, Other (EXPENSE PASS THROUGH)
5

290 Harbor Drive, 3rd Floor
Stamford, CT, 06902
$31,123,848,8887241
A percentage of AUM, Performance Based
6

301 Tresser Boulevard, Suite 1310
Stamford, CT, 06901
$23,947,382,3538733
A percentage of AUM
7

680 Washington Boulevard, Suite 500
Stamford, CT, 06901
$21,151,642,194590
A percentage of AUM, Performance Based
8

2 High Ridge Park,
Stamford, CT, 06905
$19,017,299,0928125
A percentage of AUM
9

333 Ludlow Street, South Tower, 5th Floor
Stamford, CT, 06902
$14,148,221,8345329
A percentage of AUM, Performance Based
10

1010 Washington Blvd, 6th Floor
Stamford, CT, 06901
$13,569,828,7466243
A percentage of AUM, Performance Based
11

100 First Stamford Place,
Stamford, CT, 06902
$12,599,503,777679181
A percentage of AUM, Performance Based, Other (ASSETS UNDER ADVISEMENT (FOR UMA))
12

2187 Atlantic Street, 9th Floor
Stamford, CT, 06902
$10,817,390,7714395
A percentage of AUM, Performance Based
13

100 First Stamford Place, 5th Floor
Stamford, CT, 06902
$9,436,934,4507638
A percentage of AUM, Performance Based
14

One Station Place,
Stamford, CT, 06902
$8,867,067,43024242
A percentage of AUM
15

2200 Atlantic Street, Suite 200
Stamford, CT, 06902
$8,610,405,1009457115
A percentage of AUM, Fixed fees, Commission Based

Information on Top Retirement Planning firms in Stamford, Connecticut

QualificationsFirm CRD# 283077

Assets Under Management $172,101,281,944

No. Of Clients15

Clients Per Financial Advisor0

POINT72 ASSET MANAGEMENT, L.P. is a financial advisory firm situated in Stamford, Connecticut. With a nearly $172B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 2872 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 vehicles
View Full Profile

QualificationsFirm CRD# 113608

Assets Under Management $90,193,021,028

No. Of Clients253

Clients Per Financial Advisor1

AXA INVESTMENT MANAGERS US INC is a financial advisory firm situated in Stamford, Connecticut. With a nearly $90B assets under management, the firm specializes in crafting personalized retirement planning solutions for 253 clients. The team consists of 182 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 companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (INVESTMENT OF HOLDING COMPANY ASSETS; MODEL PORTFOLIOS)
View Full Profile

QualificationsFirm CRD# 132272

Assets Under Management $64,496,929,630

No. Of Clients22

Clients Per Financial Advisor0

VIKING GLOBAL INVESTORS LP is a financial advisory firm situated in Stamford, Connecticut. With a nearly $64B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 clients. The team consists of 275 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 vehicles
View Full Profile

QualificationsFirm CRD# 159792

Assets Under Management $63,586,929,000

No. Of Clients21

Clients Per Financial Advisor0

TUDOR INVESTMENT CORPORATION is a financial advisory firm situated in Stamford, Connecticut. With a nearly $64B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 355 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 companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 155910

Assets Under Management $31,123,848,888

No. Of Clients7

Clients Per Financial Advisor0

HUDSON BAY CAPITAL MANAGEMENT LP is a financial advisory firm situated in Stamford, Connecticut. With a nearly $31B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 241 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 vehicles
View Full Profile

QualificationsFirm CRD# 127447

Assets Under Management $23,947,382,353

No. Of Clients87

Clients Per Financial Advisor3

SUSTAINABLE GROWTH ADVISERS, LP is a financial advisory firm situated in Stamford, Connecticut. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 87 clients. The team consists of 33 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 153456

Assets Under Management $21,151,642,194

No. Of Clients5

Clients Per Financial Advisor0

AMG FUNDS LLC 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 5 clients. The team consists of 90 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 300463

Assets Under Management $19,017,299,092

No. Of Clients81

Clients Per Financial Advisor3

SPECTRUM ASSET MANAGEMENT, INC. is a financial advisory firm situated in Stamford, Connecticut. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 81 clients. The team consists of 25 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 160415

Assets Under Management $14,148,221,834

No. Of Clients53

Clients Per Financial Advisor2

HILDENE CAPITAL MANAGEMENT is a financial advisory firm situated in Stamford, Connecticut. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 53 clients. The team consists of 29 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 vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 153665

Assets Under Management $13,569,828,746

No. Of Clients62

Clients Per Financial Advisor1

ARGA INVESTMENT MANAGEMENT, LP is a financial advisory firm situated in Stamford, Connecticut. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 62 clients. The team consists of 43 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 companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 144594

Assets Under Management $12,599,503,777

No. Of Clients6791

Clients Per Financial Advisor84

O'SHAUGHNESSY ASSET MANAGEMENT, LLC is a financial advisory firm situated in Stamford, Connecticut. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6791 clients. The team consists of 81 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (ASSETS UNDER ADVISEMENT (FOR UMA))

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 154495

Assets Under Management $10,817,390,771

No. Of Clients43

Clients Per Financial Advisor0

BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. is a financial advisory firm situated in Stamford, Connecticut. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 43 clients. The team consists of 95 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 vehicles
View Full Profile

QualificationsFirm CRD# 123826

Assets Under Management $9,436,934,450

No. Of Clients76

Clients Per Financial Advisor2

K2/D&S MANAGEMENT CO., L.L.C. 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 76 clients. The team consists of 38 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 companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (FUNDS OF HEDGE FUND ADVISORY AND MANAGEMENT SERVICES)
View Full Profile

QualificationsFirm CRD# 6857

Assets Under Management $8,867,067,430

No. Of Clients242

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 242 clients. The team consists of 42 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 307771

Assets Under Management $8,610,405,100

No. Of Clients9457

Clients Per Financial Advisor82

NEW EDGE WEALTH 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 9457 clients. The team consists of 115 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Commission Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

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