Stamford, CT Financial Advisors and Resources



Financial Advisor Firms in Stamford, CT


TWEEDY, BROWNE COMPANY LLC

Website

(203) 703-0600

One Station Place

Stamford, CT 6902

SEC#: 801-10669
Years in Business: 46 years

VISION INVESTMENT ADVISORS, LLC

Website

(203) 388-2700

120 Long Ridge Road
3 North
Stamford, CT 6902

SEC#: 801-57975
Years in Business: 21 years

PIER CAPITAL, LLC

Website

(203) 425-1450

600 Summer Street
Suite 203
Stamford, CT 6901

SEC#: 801-63390
Years in Business: 17 years

ORACLE INVESTMENT MANAGEMENT, INC.

Website

(203) 862-7900

262 Harbor Drive, 3rd Fl

Stamford, CT 6902

SEC#: 801-73596
Years in Business: 9 years

ARGA INVESTMENT MANAGEMENT, LP

Website

(203) 614-0800

1010 Washington Blvd
6th Floor
Stamford, CT 6901

SEC#: 801-77018
Years in Business: 9 years

BLUEBAY ASSET MANAGEMENT USA LLC

Website

(203) 541-4314

750 Washington Blvd
Suite 802
Stamford, CT 6901

SEC#: 801-77361
Years in Business: 8 years

BARROW STREET ADVISORS LLC

Website

(203) 391-6100

300 First Stamford Place
3rd Floor East
Stamford, CT 6902

SEC#: 801-77977
Years in Business: 8 years

HEALTHCARE ROYALTY MANAGEMENT, LLC

Website

(203) 487-8300

300 Atlantic Street
Suite 600
Stamford, CT 6901

SEC#: 801-79416
Years in Business: 7 years

SHELTER GROWTH CAPITAL PARTNERS LLC

Website

(203) 355-6100

750 Washington Boulevard
Suite 1050
Stamford, CT 6901

SEC#: 801-80686
Years in Business: 6 years


How Retirement-Friendly is Stamford, CT?

  • Population: 129,309
  • % of Population 62 Years and Over: 17.9%
  • Average Home Value: $535,600
  • Average Monthly Housing Cost: $2,077
  • Average Household Income: $140,870
  • Connecticut Total Tax Burden: 10.44% (5th Highest in U.S.)
  • Connecticut Property Tax: 4.06% (6th Highest in U.S.)
  • Connecticut Individual Income Tax: 3.56% (6th Highest in U.S.)
  • Connecticut Sales and Excise Tax: 2.82% (12th Lowest in U.S.)


Stamford, CT Financial Advisor FAQs

In general, finding a financial advisor is best done through referrals from friends and family. If you don’t have anyone to refer you, then a basic internet search can be helpful.
A financial advisor can provide advice on stocks, bonds, mutual funds, IRAs and 401(k)s. They can also help build diversified portfolios for individual and organizations of all sizes.
Financial advisors typically get paid through a mix of three revenue streams - commissions, fees and assets under management.
That depends on a lot of factors, but a financial advisor can typically cost anywhere from a low of 0 to a high of 1% of your assets managed.