Ways to browse advisors serving Stamford, CT

Pick a specialty or descriptor to browse more advisors serving Stamford, CT.

By how they work

Type	Advisors
Large-firm	7,669
Seasoned	4,096
Flat-fee	3,562
Independent	1,816
CFP®-certified	1,029

By who they serve

Type	Advisors
High-net-worth	2,245
Baby Boomer	257
Millennial	9
Gen X	4

Browse by specialty

Find advisors serving Stamford, CT who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	5,880
Executive	4,179
Wealth management	3,115
Tax-loss harvesting	2,459
Retired	2,384
General estate planning guidance	1,970
Retirement plans for business owners (SEP, solo 401k)	1,600
Active portfolio management	1,473
Retirement income strategy	1,381
Approaching retirement	1,239
General retirement planning	1,205
Mid-Career Professionals	1,091
HENRY (High Earners, Not Rich Yet)	1,041
Cash flow / budgeting	982
Private / alternative investments	859
Options & derivatives strategies	808
College savings (529s, UTMA, etc.)	778
ESG / Sustainable investing	765
Annuities	617
Income planning	605
Business exit / sale strategy	596
Social Security optimization	595
Charitable giving & philanthropy	550
Passive / index investing	481
Divorce financial planning	453
Attorney	426
Concentrated stock management	395
Retirement withdrawal strategies	368
Equity compensation tax strategy	359
Multi-generational wealth transfer	351
Self-Employed	335
Married/Couples/Partners	267
Divorced	261
Real estate investing	244
Financial Professional	175
Consultant	170
Business ownership considerations	150
Planning for children with special needs	148
Business succession planning	115
General tax planning	115
Women Professionals	107
Established Professionals	106
Parents	87
Values-based investing	65
Long-term care insurance	64
Debt management	58
Educators, Teachers, and Academics	45
Factor investing / smart beta	37
Tax strategies for small businesses	36
Military & Veterans	34
Family Business	27
Young Families	24
Roth conversion strategy	23
Equity Recipients (RS/RSU, SOP, ESPP)	22
Intergenerational Families	19
Doctor or Medical Professional	18
Medicare planning	16
LGBTQIA	15
Life insurance needs analysis	15
Retired	15
Liquidity event planning	14
Young Professionals	13
Business Financial Management	11
Professional Athlete	11
Business sale tax planning	10
Stock option exercise strategy	8
Startup equity planning	6
Charitable giving tax strategies	5
Exec comp design	5
Sandwich Generation	5
Widow/Widower	3

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