{
  "path": "/advisors/ct/bridgeport/stamford",
  "url": "https://advisorcensus.com/advisors/ct/bridgeport/stamford",
  "page_type": "metro_city",
  "title": "Financial advisors in Stamford, CT",
  "filters": {},
  "scope_total": 164,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Stamford, CT?",
      "a": "AdvisorCensus lists 164 investment advisory firms with a principal office in Stamford, Connecticut (part of the Bridgeport metro area), from Form ADV filings as of October 2026: 114 SEC-registered, 14 state-registered, and 36 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Stamford, CT?",
      "a": "13 of the 164 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Stamford, CT offer financial planning?",
      "a": "20 of the 128 firms in Stamford, CT that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Stamford, CT fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 13 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 164 investment advisory firms with a principal office in Stamford, Connecticut (part of the Bridgeport metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Bridgeport metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Stamford, CT: 164 firms from Form ADV filings as of October 2026.",
  "total_firms": 164,
  "page": 1,
  "total_pages": 4,
  "sort": "name",
  "registration_types": {
    "sec": 114,
    "state": 14,
    "exempt": 36
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 13
    },
    {
      "code": "percentage_of_aum",
      "count": 116
    },
    {
      "code": "hourly",
      "count": 12
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 31
    },
    {
      "code": "commissions",
      "count": 2
    },
    {
      "code": "performance_based",
      "count": 89
    },
    {
      "code": "other",
      "count": 26
    },
    {
      "code": "not_reported",
      "count": 36
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 61
    },
    {
      "code": "5_to_9",
      "count": 28
    },
    {
      "code": "10_to_19",
      "count": 47
    },
    {
      "code": "20_plus",
      "count": 24
    },
    {
      "code": "not_reported",
      "count": 4
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 7
    },
    {
      "code": "25m_100m",
      "count": 7
    },
    {
      "code": "100m_500m",
      "count": 34
    },
    {
      "code": "500m_1b",
      "count": 15
    },
    {
      "code": "1b_5b",
      "count": 41
    },
    {
      "code": "over_5b",
      "count": 21
    },
    {
      "code": "not_reported",
      "count": 39
    }
  ],
  "firms": [
    {
      "crd_number": 127290,
      "name": "ABS Global Investments",
      "name_as_filed": "ABS GLOBAL INVESTMENTS",
      "url": "https://advisorcensus.com/firm/abs-global-investments-stamford-ct-127290",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 23,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331285,
      "name": "Abundant Wealth Management LLC",
      "name_as_filed": "ABUNDANT WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/abundant-wealth-management-llc-stamford-ct-331285",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328465,
      "name": "AIP Capital Advisors LLC",
      "name_as_filed": "AIP CAPITAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/aip-capital-advisors-llc-stamford-ct-328465",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109678,
      "name": "Altrinsic Global Advisors, LLC",
      "name_as_filed": "ALTRINSIC GLOBAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/altrinsic-global-advisors-llc-stamford-ct-109678",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 22,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153456,
      "name": "AMG Funds LLC",
      "name_as_filed": "AMG FUNDS LLC",
      "url": "https://advisorcensus.com/firm/amg-funds-llc-stamford-ct-153456",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 27,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309151,
      "name": "Anabranch Capital Management, LP",
      "name_as_filed": "ANABRANCH CAPITAL MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/anabranch-capital-management-lp-stamford-ct-309151",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152150,
      "name": "Araglan Capital Management , LLC",
      "name_as_filed": "ARAGLAN CAPITAL MANAGEMENT , LLC",
      "url": "https://advisorcensus.com/firm/araglan-capital-management-llc-stamford-ct-152150",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298198,
      "name": "Arbour Lane Capital Management LP",
      "name_as_filed": "ARBOUR LANE CAPITAL MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/arbour-lane-capital-management-lp-stamford-ct-298198",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 8,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316130,
      "name": "Arkview Capital, L.P.",
      "name_as_filed": "ARKVIEW CAPITAL, L.P.",
      "url": "https://advisorcensus.com/firm/arkview-capital-l-p-stamford-ct-316130",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110116,
      "name": "Asset Management Group, Inc.",
      "name_as_filed": "ASSET MANAGEMENT GROUP, INC.",
      "url": "https://advisorcensus.com/firm/asset-management-group-inc-stamford-ct-110116",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 28,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314570,
      "name": "Avesi Partners LLC",
      "name_as_filed": "AVESI PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/avesi-partners-llc-stamford-ct-314570",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132311,
      "name": "Basso Capital Management, L.P.",
      "name_as_filed": "BASSO CAPITAL MANAGEMENT, L.P.",
      "url": "https://advisorcensus.com/firm/basso-capital-management-l-p-stamford-ct-132311",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 21,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309685,
      "name": "Bastion Management II LLC",
      "name_as_filed": "BASTION MANAGEMENT II LLC",
      "url": "https://advisorcensus.com/firm/bastion-management-ii-llc-stamford-ct-309685",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331273,
      "name": "Baypointe Partners, LLC",
      "name_as_filed": "BAYPOINTE PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/baypointe-partners-llc-stamford-ct-331273",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282798,
      "name": "BCK Capital Management LP",
      "name_as_filed": "BCK CAPITAL MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/bck-capital-management-lp-stamford-ct-282798",
      "city": "Stamford",
      "state": "CT",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 166743,
      "name": "BLT Fund Manager LLC",
      "name_as_filed": "BLT FUND MANAGER LLC",
      "url": "https://advisorcensus.com/firm/blt-fund-manager-llc-stamford-ct-166743",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314457,
      "name": "Blue Door Asset Management, LLC",
      "name_as_filed": "BLUE DOOR ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/blue-door-asset-management-llc-stamford-ct-314457",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316988,
      "name": "Braidwell LP",
      "name_as_filed": "BRAIDWELL LP",
      "url": "https://advisorcensus.com/firm/braidwell-lp-stamford-ct-316988",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307943,
      "name": "Breacher Capital Advisors, LLC",
      "name_as_filed": "BREACHER CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/breacher-capital-advisors-llc-stamford-ct-307943",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297775,
      "name": "Broadview Real Estate Partners, LLC",
      "name_as_filed": "BROADVIEW REAL ESTATE PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/broadview-real-estate-partners-llc-stamford-ct-297775",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164429,
      "name": "Brookside Equity Partners LLC",
      "name_as_filed": "BROOKSIDE EQUITY PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/brookside-equity-partners-llc-stamford-ct-164429",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161180,
      "name": "Canaan Partners",
      "name_as_filed": "CANAAN PARTNERS",
      "url": "https://advisorcensus.com/firm/canaan-partners-stamford-ct-161180",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 281959,
      "name": "Canaan Valley Capital Management LLC",
      "name_as_filed": "CANAAN VALLEY CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/canaan-valley-capital-management-llc-stamford-ct-281959",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 310606,
      "name": "Cannae Portfolio Advisors, LLC",
      "name_as_filed": "CANNAE PORTFOLIO ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/cannae-portfolio-advisors-llc-stamford-ct-310606",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307688,
      "name": "Cartenna Capital",
      "name_as_filed": "CARTENNA CAPITAL",
      "url": "https://advisorcensus.com/firm/cartenna-capital-stamford-ct-307688",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286541,
      "name": "Centripetal Management, LLC",
      "name_as_filed": "CENTRIPETAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/centripetal-management-llc-stamford-ct-286541",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 169003,
      "name": "Chapford Capital Group",
      "name_as_filed": "CHAPFORD CAPITAL GROUP",
      "url": "https://advisorcensus.com/firm/chapford-capital-group-stamford-ct-169003",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 120107,
      "name": "Chilton Investment Company, Inc.",
      "name_as_filed": "CHILTON INVESTMENT COMPANY, INC.",
      "url": "https://advisorcensus.com/firm/chilton-investment-company-inc-stamford-ct-120107",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 22,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159306,
      "name": "Chilton Investment Services, LLC",
      "name_as_filed": "CHILTON INVESTMENT SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/chilton-investment-services-llc-stamford-ct-159306",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152242,
      "name": "Clear Harbor Asset Management, LLC",
      "name_as_filed": "CLEAR HARBOR ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/clear-harbor-asset-management-llc-stamford-ct-152242",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332525,
      "name": "Clear Ocean Geos MGMT LLC",
      "name_as_filed": "CLEAR OCEAN GEOS MGMT LLC",
      "url": "https://advisorcensus.com/firm/clear-ocean-geos-mgmt-llc-stamford-ct-332525",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 161146,
      "name": "Clearview Capital, L.P.",
      "name_as_filed": "CLEARVIEW CAPITAL, L.P.",
      "url": "https://advisorcensus.com/firm/clearview-capital-l-p-stamford-ct-161146",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143599,
      "name": "Clinton Investment Management, LLC",
      "name_as_filed": "CLINTON INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/clinton-investment-management-llc-stamford-ct-143599",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 18,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342338,
      "name": "Coinbase Advisors",
      "name_as_filed": "COINBASE ADVISORS",
      "url": "https://advisorcensus.com/firm/coinbase-advisors-stamford-ct-342338",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322174,
      "name": "Coinbase Asset Management, LLC",
      "name_as_filed": "COINBASE ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/coinbase-asset-management-llc-stamford-ct-322174",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313057,
      "name": "Concentric Capital Strategies L.P.",
      "name_as_filed": "CONCENTRIC CAPITAL STRATEGIES L.P.",
      "url": "https://advisorcensus.com/firm/concentric-capital-strategies-l-p-stamford-ct-313057",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 4,
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      "path": "/advisors/ct",
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  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
