Licensed · Stamford
Licensed & Insured Financial Advisors in Stamford, CT
Every financial advisors listed here carries proper licensing and insurance in CT. Protect yourself — always verify credentials before work begins.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Stamford, CT by verified customer ratings and review volume. The highest-rated is Abundant Wealth Management, LLC with a 5.0-star rating from 13 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.6★
Avg rating
3
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Abundant Wealth Management, LLC
Serendipity Labs, 700 Canal St, Stamford, CT 06902, USA
Altrinsic Global Advisors LLC
300 First Stamford Pl, Stamford, CT 06902, USA
Financial 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 | Merrill Lynch Wealth Management301 Tresser Blvd 10th Floor, Stamford, CT 06901, USA | 3.0★ | 2 |
| #5 | Morgan Stanley Financial Advisors4 Landmark Square 2nd Floor, Stamford, CT 06901, USA | 5.0★ | 1 |
| #6 | Stamford, CT Branch Office- UBS Financial Services Inc.600 Washington Blvd 9th Floor, Stamford, CT 06901, USA | 3.7★ | 3 |
| #7 | Belvedere Wealth Partners181 Turn of River Rd Suite 11, Stamford, CT 06905, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Chris Manimbo1111 Summer St #402a, Stamford, CT 06905, USA | 5.0★ | 1 |
| #9 | Northwestern Mutual - Stamford333 Ludlow St STE 6, Stamford, CT 06902, USA | — | — |
| #10 | Financial Advisors Diddel102 Southfield Ave, Stamford, CT 06902, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Stamford
Merrill Lynch Wealth Management
301 Tresser Blvd 10th Floor, Stamford, CT 06901, USA
Morgan Stanley Financial Advisors
4 Landmark Square 2nd Floor, Stamford, CT 06901, USA
Stamford, CT Branch Office- UBS Financial Services Inc.
600 Washington Blvd 9th Floor, Stamford, CT 06901, USA
Belvedere Wealth Partners
181 Turn of River Rd Suite 11, Stamford, CT 06905, USA
Edward Jones - Financial Advisor: Chris Manimbo
1111 Summer St #402a, Stamford, CT 06905, USA
Northwestern Mutual - Stamford
333 Ludlow St STE 6, Stamford, CT 06902, USA
Financial Advisors Diddel
102 Southfield Ave, Stamford, CT 06902, USA
Holbrook Wealth Advisors
2777 Summer St Suite 502, Stamford, CT 06905, USA
Sharon Kaplove - Private Wealth Advisor, Ameriprise Financial Services, LLC
2777 Summer St Ste 704, Stamford, CT 06905, USA
Titan Advisors, LLC
750 Washington Blvd 10th floor, Stamford, CT 06901, USA
Bernstein Private Wealth Management
290 Harbor Dr, Stamford, CT 06902, USA
Merrill Lynch Financial Advisor Elizabeth Maccarone
301 Tresser Blvd 10th Floor, Stamford, CT 06901, USA
RBC Wealth Management Branch - Stamford
1 Landmark Square 12th Floor, Stamford, CT 06901, USA
QuantumLake Wealth Advisors
1 Landmark Square 12th Floor, Stamford, CT 06901, USA
Blue Chip Financial LLC
6 Landmark Square #400, Stamford, CT 06901, USA
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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: May 17, 2026.
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