10+ Years · Stamford
Experienced Financial Advisors in Stamford, CT
Experience matters. These financial advisors in Stamford have years of proven work behind them — and the reviews to back it up.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Stamford, CT by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Abundant Wealth Management, LLC with a 5.0-star rating from 13 Google reviews and an RNM Score of 84/100. Also in the top tier: Altrinsic Global Advisors LLC and AMG Wealth. The average rating across all listed financial advisors in Stamford is 4.6 stars from 3 reviews per business on average.
Financial advisors in Stamford typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Titan Advisors, LLC
Titan Advisors, LLC stands out as a top-ranked firm in Stamford due to its specialized focus and strong reputation among high-net-worth clients.
Most Reviewed
UBS AG, Stamford Branch
A high review count reflects broad client experience and trust, making it easier for consumers to gauge service quality.
When choosing a financial advisor in Stamford, consider both the advisor's specialization and the volume of client feedback; larger firms may offer more resources, while boutique firms can provide personalized attention.
Local Market Snapshot
20
Businesses listed
4.6★
Avg rating
3
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 13 Google reviews, this Stamford financial advisor is highly trusted.
Serendipity Labs, 700 Canal St, Stamford, CT 06902, USAExceptional 4.8-star rating based on 4 Google reviews.
300 First Stamford Pl, Stamford, CT 06902, USABoasts a flawless 5.0-star rating from customers on Google.
680 Washington Blvd, Stamford, CT 06901, USAFinancial Advisors Rankings in Stamford, CT
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Abundant Wealth Management, LLCSerendipity Labs, 700 Canal St, Stamford, CT 06902, USA | 5.0★ | 13 |
| #2 | Altrinsic Global Advisors LLC300 First Stamford Pl, Stamford, CT 06902, USA | 4.8★ | 4 |
| #3 | AMG Wealth680 Washington Blvd, Stamford, CT 06901, USA | 5.0★ | 2 |
| #4 | Sharon Kaplove - Private Wealth Advisor, Ameriprise Financial Services, LLC2777 Summer St Ste 704, Stamford, CT 06905, USA | 5.0★ | 1 |
| #5 | UBS AG, Stamford Branch600 Washington Blvd, Stamford, CT 06901, USA | 3.7★ | 3 |
| #6 | Titan Advisors, LLC750 Washington Blvd 10th floor, Stamford, CT 06901, USA | 5.0★ | 2 |
| #7 | QuantumLake Wealth Advisors1 Landmark Square 12th Floor, Stamford, CT 06901, USA | — | — |
| #8 | Bernstein Private Wealth Management290 Harbor Dr, Stamford, CT 06902, USA | — | — |
| #9 | Blue Chip Financial LLC6 Landmark Square #400, Stamford, CT 06901, USA | 5.0★ | 1 |
| #10 | Merrill Lynch Financial Advisor Elizabeth Maccarone301 Tresser Blvd 10th Floor, Stamford, CT 06901, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Stamford
Exceptional 5.0-star rating based on a small number of Google reviews.
2777 Summer St Ste 704, Stamford, CT 06905, USA
3.7 stars from 3 Google reviews, indicating mixed client feedback.
600 Washington Blvd, Stamford, CT 06901, USA
Exceptional 5.0-star rating from a small number of local Google reviews.
750 Washington Blvd 10th floor, Stamford, CT 06901, USA
No reviews yet for this Stamford financial advisor.
1 Landmark Square 12th Floor, Stamford, CT 06901, USA
A new financial advisor in Stamford, CT with no customer reviews yet.
290 Harbor Dr, Stamford, CT 06902, USA
An exceptional 5.0-star rating from a single Google review.
6 Landmark Square #400, Stamford, CT 06901, USA
Exceptional 5.0-star rating from one Google review.
301 Tresser Blvd 10th Floor, Stamford, CT 06901, USA
A local financial advisor in Stamford with no customer ratings yet from zero reviews.
1 Landmark Square 12th Floor, Stamford, CT 06901, USA
This financial advisor in Stamford has no Google reviews yet, so consider checking back later.
2200 Atlantic St Suite 200, Stamford, CT 06902, USA
A new financial advisor in Stamford with no client reviews yet.
333 Ludlow St STE 6, Stamford, CT 06902, USA
Based on zero reviews, this Stamford financial advisor currently has no customer ratings available.
102 Southfield Ave, Stamford, CT 06902, USA
A new financial advisor in Stamford with no client reviews yet.
2777 Summer St Suite 502, Stamford, CT 06905, USA
Rated 5.0 stars from a small number of Google reviews.
1111 Summer St #402a, Stamford, CT 06905, USA
Exceptional 5.0-star rating from early client reviews in Stamford.
4 Landmark Square 2nd Floor, Stamford, CT 06901, USA
Stamford financial advisor with a mixed 3.7-star rating from 3 Google reviews.
600 Washington Blvd 9th Floor, Stamford, CT 06901, USA
Rating reflects mixed feedback from a limited number of reviews.
301 Tresser Blvd 10th Floor, Stamford, CT 06901, USA
A financial advisor in Stamford, CT with no online reviews yet.
181 Turn of River Rd Suite 11, Stamford, CT 06905, USA
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Financial Advisors in Stamford, CT — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Abundant Wealth Management, LLC | 84/100 | 5.0 ★ | 13 |
| 2 | Altrinsic Global Advisors LLC | 75/100 | 4.8 ★ | 4 |
| 3 | AMG Wealth | 76/100 | 5.0 ★ | 2 |
| 4 | Sharon Kaplove - Private Wealth Advisor, Ameriprise Financial Services, LLC | 74/100 | 5.0 ★ | 1 |
| 5 | UBS AG, Stamford Branch | 47/100 | 3.7 ★ | 3 |
| 6 | Titan Advisors, LLC | 76/100 | 5.0 ★ | 2 |
| 7 | QuantumLake Wealth Advisors | 15/100 | — | 0 |
| 8 | Bernstein Private Wealth Management | 15/100 | — | 0 |
| 9 | Blue Chip Financial LLC | 74/100 | 5.0 ★ | 1 |
| 10 | Merrill Lynch Financial Advisor Elizabeth Maccarone | 74/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Stamford
What is a fiduciary financial advisor and why does it matter in Stamford?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Stamford, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Stamford?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
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