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Financial advisory firms
in Stamford, CT.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

484 financial advisors106 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

106 advisory firmsCompare public facts. Verify experience directly.
484 financial advisors106 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Insurance companiesPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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AMG FUNDS LLCCRD 153456

Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companiesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Other: PORTFOLIO MANAGEMENT FOR A MANAGED ACCOUNTPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Charitable organizationsCorporations or other businessesInvestment companiesOther investment advisers
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile

Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile

Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile

Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pooled investment vehicles (other than ICs)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile

Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Charitable organizationsPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile

Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Other investment advisersPension and profit sharing plansState or municipal government entitiesPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile

Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
BRAIDWELL LPCRD 316988

Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Investment companiesPooled investment vehicles (other than ICs)Portfolio management for individuals and/or small businessesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile

Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile

Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Other: CONSULTING AND REPORTING SERVICESPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
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