Fiduciary advisors in Stamford, CT
113 registered advisers
As a major financial services corridor where several large hedge funds and asset managers have relocated from Manhattan, Stamford supports a sizable fiduciary advisory market. Fee-only firms account for 107 of the 113 registered practices, or about 95% of the local market. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.
ABS GLOBAL INVESTMENTS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.00%
AUM$8.2B
Minimum--
Clients18
ABUNDANT WEALTH MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$233M
Minimum--
Clients318
AIP CAPITAL ADVISORS LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$360M
Minimum--
Clients2
ALTRINSIC GLOBAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$8.4B
Minimum--
Clients30
AMG FUNDS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$19.0B
Minimum--
Clients5
ANABRANCH CAPITAL MANAGEMENT, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$319M
Minimum--
Clients4
ARBOUR LANE CAPITAL MANAGEMENT LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$7.5B
Minimum--
Clients16
ARGA INVESTMENT MANAGEMENT, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$18.0B
Minimum--
Clients68
ARKVIEW CAPITAL, L.P.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$219M
Minimum--
Clients7
ASSET MANAGEMENT GROUP, INC.
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$804M
Minimum--
Clients1,443
AVESI PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.8B
Minimum--
Clients6
AXA INVESTMENT MANAGERS US INC
Also Compensated via BrokerageTypical Fee--
AUM$76.7B
Minimum--
Clients210
BASSO CAPITAL MANAGEMENT, L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.2B
Minimum--
Clients13
BASTION MANAGEMENT II LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$455M
Minimum--
Clients4
BAYPOINTE PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$109M
Minimum--
Clients2
BCK CAPITAL MANAGEMENT LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$259M
Minimum--
Clients10
BLT FUND MANAGER LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$660M
Minimum--
Clients5
BLUE DOOR ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$146M
Minimum--
Clients2
BRAIDWELL LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$5.2B
Minimum--
Clients12
BREACHER CAPITAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$8M
Minimum--
Clients3
BROADVIEW REAL ESTATE PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$441M
Minimum--
Clients7
BROOKSIDE EQUITY PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients20
CANNAE PORTFOLIO ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$964M
Minimum--
Clients5
CARTENNA CAPITAL
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.6B
Minimum--
Clients18
CHILTON INVESTMENT COMPANY, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients16
CHILTON INVESTMENT SERVICES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6.9B
Minimum--
Clients2,132
CLEAR HARBOR ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.7B
Minimum--
Clients1,667
CLEARVIEW CAPITAL, L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.1B
Minimum--
Clients11
CLINTON INVESTMENT MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.5B
Minimum--
Clients1,846
COINBASE ASSET MANAGEMENT, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$734M
Minimum--
Clients11
CONCENTRIC CAPITAL STRATEGIES L.P.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.5B
Minimum--
Clients9
CORECOMMODITY MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.0B
Minimum--
Clients19
CRAMER ROSENTHAL MCGLYNN LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.4B
Minimum--
Clients203
CRUISER CAPITAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$107M
Minimum--
Clients7
CZECH ASSET MANAGEMENT, L.P.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.8B
Minimum--
Clients7
DISCERENE GROUP LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.3B
Minimum--
Clients11
DRUM CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$590M
Minimum--
Clients6
DWM ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$574M
Minimum--
Clients8
EDUCATION GROWTH PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$321M
Minimum--
Clients11
EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$783M
Minimum--
Clients7
FINTRON ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM--
Minimum--
Clients--
FIRST RESERVE
Fee-Only, No ConflictsTypical Fee--
AUM$5.8B
Minimum--
Clients23
FORESTER CAPITAL, L.L.C.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.0B
Minimum--
Clients12
FREMEN CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$146M
Minimum--
Clients3
GAINLINE CAPITAL PARTNERS LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.1B
Minimum--
Clients8
GE VERNOVA INVESTMENT ADVISERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.9B
Minimum--
Clients1
GRANITE GROUP ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$711M
Minimum--
Clients757
GRAYSCALE ADVISORS
Fee-Only, No ConflictsTypical Fee--
AUM$2M
Minimum--
Clients2
GREYLOCK CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$224M
Minimum--
Clients6
H/2 CAPITAL PARTNERS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$5.0B
Minimum--
Clients6
HAMILTON ROBINSON LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$249M
Minimum--
Clients13
HARDMAN JOHNSTON GLOBAL ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6.7B
Minimum--
Clients265
HEALTHCARE ROYALTY MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.3B
Minimum--
Clients10
HEDGEYE ASSET MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$443M
Minimum--
Clients6
HILDENE CAPITAL MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$17.3B
Minimum--
Clients73
HONDIUS CAPITAL MANAGEMENT, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$156M
Minimum--
Clients6
HUDSON BAY CAPITAL MANAGEMENT LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$33.9B
Minimum--
Clients7
HUDSON STRUCTURED CAPITAL MANAGEMENT LTD.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.3B
Minimum--
Clients38
INTEGRA GLOBAL ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$563M
Minimum--
Clients102
JACKSON, GRANT INVESTMENT ADVISERS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$578M
Minimum--
Clients94
JADIAN CAPITAL, LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.4B
Minimum--
Clients43
K2/D&S MANAGEMENT CO., L.L.C.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6.5B
Minimum--
Clients72
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$694M
Minimum--
Clients5
LONG PATH PARTNERS, LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.3B
Minimum--
Clients17
LONGRANGE CAPITAL, L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.8B
Minimum--
Clients3
LYKOS GLOBAL MANAGEMENT, LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$810M
Minimum--
Clients6
M28 CAPITAL MANAGEMENT LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$121M
Minimum--
Clients6
MC CREDIT PARTNERS LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$4.2B
Minimum--
Clients17
MIZZEN MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee2.00%
AUM$392M
Minimum--
Clients3
MYCOR CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients6
NEW CHINA CAPITAL MANAGEMENT CORP.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$268M
Minimum--
Clients2
NEW EDGE WEALTH
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$12.1B
Minimum--
Clients14,680
NORTHCOAST ASSET MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$5.0B
Minimum--
Clients7,122
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee0.85%
AUM$19.8B
Minimum--
Clients11,156
OAKRIDGE MANAGEMENT GROUP LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients107
OLYMPIAD RESEARCH LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$592M
Minimum--
Clients2
OLYMPUS ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$7.3B
Minimum--
Clients11
ONE RIVER ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.2B
Minimum--
Clients14
PARADOXIOM CAPITAL
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$125M
Minimum--
Clients1
PARKMAN HEALTHCARE PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients8
PEGASUS CAPITAL ADVISORS, L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$295M
Minimum--
Clients22
PHILOSMITH CAPITAL CORPORATION
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$365M
Minimum--
Clients3
PIER CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$729M
Minimum--
Clients21
POINT72 ASSET MANAGEMENT, L.P.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$220.9B
Minimum--
Clients17
POST ROAD GROUP LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.0B
Minimum--
Clients21
PROPRIUM CAPITAL PARTNERS, L.P.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.5B
Minimum--
Clients11
RENAISSANCE CAPITAL LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$157M
Minimum--
Clients2
RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$321M
Minimum--
Clients113
RJA ASSET MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$589M
Minimum--
Clients14
RPO LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$293M
Minimum--
Clients7
RZH ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.4B
Minimum--
Clients1,698
SANDBROOK CAPITAL MANAGEMENT LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.4B
Minimum--
Clients10
SCHOLTZ & COMPANY, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$314M
Minimum--
Clients362
SHELTER GROWTH CAPITAL PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.9B
Minimum--
Clients37
SOVEREIGN FINANCIAL GROUP, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$883M
Minimum--
Clients3,304
SPECTRUM ASSET MANAGEMENT, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$19.7B
Minimum--
Clients78
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Also Compensated via BrokerageTypical Fee--
AUM$28.3B
Minimum--
Clients61,475
SUMMERHAVEN INVESTMENT MANAGEMENT, LLC
Fee-Only, No ConflictsTypical Fee--
AUM$164M
Minimum--
Clients2
SUSTAINABLE GROWTH ADVISERS, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$22.1B
Minimum--
Clients83
TITAN ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.5B
Minimum--
Clients41
TJT CAPITAL GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$294M
Minimum--
Clients194
TOWER BAY ASSET MANAGEMENT LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$492M
Minimum--
Clients7
TREXQUANT INVESTMENT LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$11.4B
Minimum--
Clients4
TRGP INVESTMENT PARTNERS, LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$471M
Minimum--
Clients11
TRIVENI CAPITAL INVESTMENTS LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$316M
Minimum--
Clients6
TRUE NORTH MANAGEMENT GROUP, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$549M
Minimum--
Clients5
TUDOR INVESTMENT CORPORATION
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$83.6B
Minimum--
Clients21
TWEEDY, BROWNE COMPANY LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$7.3B
Minimum--
Clients226
VIKING GLOBAL INVESTORS LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$69.8B
Minimum--
Clients21
VISION INVESTMENT ADVISORS, LLC
Also Compensated via BrokerageTypical Fee--
AUM$137M
Minimum--
Clients129
WARWICK CAPITAL PARTNERS (US) LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.2B
Minimum--
Clients7
WAYPOINT CAPITAL PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$243M
Minimum--
Clients6
WITT LAKE ASSET MANAGEMENT LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients5