Company lists · Data refreshed October 2026

Top 24 Financial services investment managers based in Stamford, United States

Name: Financial services investment managers based in Stamford, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 35 companies tracked

RevenueBase identified 35 company matches for financial services investment managers associated with Stamford, United States as of October 2026 and tracks 913 professional contacts across them, including 450 with verified work emails. Across the United States, New York is the largest hub for this category (549 companies); Stamford has 35.

This list covers company matches for financial services investment managers associated with Stamford, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 12, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 12, 2026 How this list was built

35Companies

913Contacts tracked

450Verified emails

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The 24 largest financial services investment managers based in Stamford, United States

Ranked by team size

Top 24 of 35 company matches for financial services investment managers based in Stamford, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Steward Partners	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	501-1,000	469 contacts →
	Exact match “Steward Partners is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Northcoast Asset Management	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	11-50	45 contacts →
	Exact match “Providing long-term investment solutions for individuals, financial advisors and institutions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Asset Management Group, INC	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	1-10	28 contacts →
	Exact match “Integrity, innovation and excellence since 1983.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Clear Harbor Asset Management	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	11-50	20 contacts →
	Exact match “Clear Harbor Asset Management LLC is an independent SEC-registered investment advisory firm headquartered in Stamford, CT.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Fifth Season Investments	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	11-50	19 contacts →
	Exact match “Fifth Season Investments is a portfolio company of certain Owl Rock BDCs, which are externally managed by indirect subsidiaries of Blue Owl Capital Inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Zebra Capital Management, LLC	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	1-10	15 contacts →
	Exact match “Zebra Capital Management, LLC (“Zebra Capital”) is a Connecticut limited liability company and investment management firm with its principal place of business in Stamford…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	RZH Advisors	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	1-10	11 contacts →
	Exact match “Founded in RZH Advisors is an SEC Registered Investment Advisor and is an independent, partner-owned, wealth management firm located in Stamford, CT.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Integra Global Advisors	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	1-10	11 contacts →
	Exact match “Registered Investment Advisor” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Scholtz & Company LLC	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	1-10	10 contacts →
	Exact match “Scholtz & Company is a private investment management company headquartered in Stamford, CT.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Hackmann Wealth Partners	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	1-10	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Granite Group Advisors	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “Granite Group Advisors is an SEC-Registered Investment Adviser (RIA) firm with a core mission: managing wealth the right way, through full transparency, client control, and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Holbrook Wealth Advisors	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “We specialize in providing customized financial plans for professionals and successful business owners and their families.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Decker Capital Partners	Exact match	Stamford, TX, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “We offer a team approach to financial planning, where clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Pleasant Street Wealth Advisors	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “Pleasant Street Wealth Advisors, Our Wealth Management Process is a leading-edge, time-tested framework we customize for the specific goals and needs of each individual or couple…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	CIG Financial Services, INC	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “Financial Advice, Financial Planning and Investment Firm” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	K2 Advisors	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	51-200	3 contacts →
	Exact match “K2 Advisors ('K2') has focused on the business of hedge fund investing since the firm's inception in 1994.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	NS Capital LLC	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	11-50	3 contacts →
	Exact match “NS Capital was formed in 2010 to offer a new standard of investment advisory and portfolio management services.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Pier Capital, LLC	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	11-50	2 contacts →
	Exact match “Originally founded in 1987, Pier Capital, LLC provides discretionary portfolio management services to institutions and high-net-worth individuals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Ridgeview Asset Management	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Ridgeview Asset Management offers customized discretionary investment advisory services to high net worth individuals, families, trusts, foundations, and endowments” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Onenorthstar	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “As Chief Strategist for OneNothStar, Vikram Kaul provides investment management and guidance to clients with a focus on shining a light on opportunity.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Wealth Consultants, INC	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Don Harmelin, Founder of Wealth Consultants, Inc, has devoted more than 30 years advising successful business owners, highly compensated executives and high net worth families.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Eagle Ridge Investment Management, LLC	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Eagle Ridge Investment Management is a SEC registered investment advisory firm that manages portfolios for: • Individuals and Families • Institutions • Trustees and Attorneys •…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Greenwich Creek Capital Management, LLC	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Greenwich Creek Capital (GCCM) is a Registered Investment Advisor based in Connecticut, USA.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Barrow Street Capital LLC	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Barrow Street Capital LLC is an investment management firm based in Stamford, Connecticut.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial services investment managers”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 24 of 35 financial services investment managers based in Stamford, United States

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Financial services investment managers based in Stamford, United States at a glance

As of Oct 12, 2026

49.3%Verified-email coverage

26.1Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

Email recency for this list is measured across the whole United States list rather than for Stamford, so it is reported there. Company counts and contact totals on this page are exact for Stamford, over 35 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Stamford, United States whose business descriptions match “financial services investment managers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 450 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on October 12, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial services investment managers by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial services investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services investment managers are there based in Stamford, United States?

RevenueBase identified 35 company matches for financial services investment managers associated with Stamford, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Steward Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial services investment managers?

New York leads the United States with 549 company records, followed by Atlanta (220) and Houston (209). Stamford has 35.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 450 professional contacts with verified work emails tracked across these 35 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 12, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.