Company lists · Data refreshed September 2026
Top 14 Wealth management law firms based in Stamford, United States
RevenueBase identified 26 wealth management law firms headquartered in Stamford, United States as of September 2026 and tracks 1,123 professional contacts across them, including 482 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); Stamford has 26.
This list covers wealth management law firms headquartered in Stamford, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.
The 14 largest wealth management law firms based in Stamford, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 443 contacts → | ||||
Indirect evidence “Steward Partners is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 212 contacts → | ||||
Indirect evidence “Founded in 1909, Cummings & Lockwood provides sophisticated legal representation to individuals and families, family offices, closely held businesses, other commercial enterprises…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 130 contacts → | ||||
Indirect evidence “Finn Dixon & Herling delivers pragmatic, solution-oriented legal counsel, specializing in middle-market private equity and M&A transactions, as well as venture capital and other…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 32 contacts → | ||||
Indirect evidence “Integrity, innovation and excellence since 1983.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 16 contacts → | ||||
Partial evidence “Clear Harbor Asset Management LLC is an independent SEC-registered investment advisory firm headquartered in Stamford, CT.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11 contacts → | ||||
Indirect evidence “Registered Investment Advisor” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Strong evidence “Founded in RZH Advisors is an SEC Registered Investment Advisor and is an independent, partner-owned, wealth management firm located in Stamford, CT.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Partial evidence “Blair & Potts is a law firm providing legal services to individuals in the areas of estate planning, trust and estate administration, and taxation of individuals, trusts and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Strong evidence “Cambridge International Partners is an M&A advisor specializing in providing advice to the wealth and asset management industry” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Indirect evidence “We stand by you and guide you through the difficult and painful process of divorce, always striving to exceed your expectations and to get you the best possible results for you…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Partial evidence “Ridgeview Asset Management Partners is a company based out of STAMFORD, CT, United States.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Strong evidence “FBO Strategies LLC is a thought and practice leader in the wealth management industry.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management law firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names wealth management law firms.
- Partial evidence
- Its own public description names part of wealth management law firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management law firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 14 of 26 wealth management law firms based in Stamford, United States
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Wealth management law firms based in Stamford, United States at a glance
As of Sep 29, 2026Companies by employee count
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 26 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management law firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Stamford, United States whose own description of what they do matches “wealth management law firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth management law firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among wealth management law firms, and records with no verified work email. Companies headquartered outside Stamford are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 482 across the full list. 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 September 29, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Wealth management law firms by metro in the United States
- Wealth management law firms in New York471
- Wealth management law firms in Houston208
- Wealth management law firms in Atlanta199
- Wealth management law firms in Dallas196
- Wealth management law firms in Chicago195
- Wealth management law firms in San Diego181
- Wealth management law firms in Austin150
- Wealth management law firms in Miami147
- Wealth management law firms in Denver139
- Wealth management law firms in Los Angeles136
- Wealth management law firms in San Francisco134
- Wealth management law firms in Scottsdale128
- Wealth management law firms in Boston120
- Wealth management law firms in Charlotte100
- Wealth management law firms in Tampa97
- Wealth management law firms in Irvine92
- Wealth management law firms in Boca Raton91
- Wealth management law firms in Portland80
- Wealth management law firms in Seattle78
- Wealth management law firms in Cincinnati74
- Wealth management law firms in Las Vegas74
- Wealth management law firms in Newport Beach73
- Wealth management law firms in St. Louis70
- Wealth management law firms in Indianapolis69
- Wealth management law firms in Phoenix68
- Wealth management law firms in Bellevue66
- Wealth management law firms in Minneapolis65
- Wealth management law firms in Columbus62
- Wealth management law firms in Washington62
- Wealth management law firms in Raleigh60
- Wealth management law firms in San Antonio59
- Wealth management law firms in Walnut Creek58
- Wealth management law firms in Orlando57
- Wealth management law firms in Overland Park56
- Wealth management law firms in Coral Gables52
- Wealth management law firms in Fort Worth52
- Wealth management law firms in Columbia51
- Wealth management law firms in Fort Lauderdale51
- Wealth management law firms in Omaha51
- Wealth management law firms in Birmingham50
- Wealth management law firms in Grand Rapids50
- Wealth management law firms in Wilmington50
- Wealth management law firms in Rochester49
- Wealth management law firms in Pittsburgh48
- Wealth management law firms in Madison47
- Wealth management law firms in Jacksonville46
- Wealth management law firms in Richmond46
- Wealth management law firms in Sarasota46
- Wealth management law firms in Greenwood Village45
- Wealth management law firms in Louisville45
- Wealth management law firms in Naples44
- Wealth management law firms in Tulsa44
- Wealth management law firms in San Jose42
- Wealth management law firms in Beverly Hills40
- Wealth management law firms in Pasadena40
- Wealth management law firms in Philadelphia40
- Wealth management law firms in Roseville40
- Wealth management law firms in Springfield40
- Wealth management law firms in Greenville39
- Wealth management law firms in Nashville39
- Wealth management law firms in Salt Lake City38
- Wealth management law firms in The Woodlands38
- Wealth management law firms in Colorado Springs37
- Wealth management law firms in Sacramento37
- Wealth management law firms in Baton Rouge36
- Wealth management law firms in Cleveland36
- Wealth management law firms in Lexington36
- Wealth management law firms in Troy36
- Wealth management law firms in Tucson36
- Wealth management law firms in Alpharetta34
- Wealth management law firms in Plano34
- Wealth management law firms in Westlake Village34
- Wealth management law firms in Melville33
- Wealth management law firms in Oklahoma City33
- Wealth management law firms in Bethesda32
- Wealth management law firms in Reno32
- Wealth management law firms in Charleston31
- Wealth management law firms in Memphis31
- Wealth management law firms in St. Petersburg31
- Wealth management law firms in Frisco30
- Wealth management law firms in Greensboro30
- Wealth management law firms in Annapolis29
- Wealth management law firms in Chesterfield29
- Wealth management law firms in Alexandria28
- Wealth management law firms in Santa Barbara28
- Wealth management law firms in Clearwater27
- Wealth management law firms in Knoxville27
- Wealth management law firms in Little Rock27
- Wealth management law firms in Woodland Hills27
- Wealth management law firms in Arlington26
- Wealth management law firms in Boulder26
- Wealth management law firms in Brentwood26
- Wealth management law firms in Lake Oswego26
- Wealth management law firms in Naperville26
- Wealth management law firms in Virginia Beach26
- Wealth management law firms in Bloomington25
- Wealth management law firms in Northbrook25
- Wealth management law firms in Red Bank25
- Wealth management law firms in Salem25
- Wealth management law firms in Torrance25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth management law firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many wealth management law firms are there based in Stamford, United States?
RevenueBase identified 26 wealth management law firms headquartered in Stamford, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Steward Partners, headquartered in Stamford, tops this list with the largest team on record.
Which city in the United States has the most wealth management law firms?
New York leads the United States with 471 headquartered companies, followed by Houston (208) and Atlanta (199). Stamford has 26.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 482 verified decision-maker contacts tracked across these 26 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 26 wealth management law firms based in Stamford, United States. Start with a free account, no credit card.
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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 Smart Search, 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.
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