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NAICS 523940 · Portfolio Management and Investment Advice

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Financial advisors in Stamford, CT

14 financial advisors in Stamford, CT. Every listing checked against the issuer's record, in the published order.

  1. Arga Investment Management LP

    ActivePartnership or limited liability partnership registered in SAM.gov

    Stamford, CT

    Ask it
    Proof for Arga Investment Management LP
    SAM.gov registration
    US-GSA-SAM LY88LBFTZ8M6
    Issuer
    US-GSA-SAM
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    Sep 17, 2027
    Checked
    Oct 23, 2026
    Where
    Stamford, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → US-GSA-SAM record

  2. Mbs Mantra LLC, Samir Shah

    ActiveSole proprietorship registered in SAM.gov

    Stamford, CT

    Ask it
    Proof for Mbs Mantra LLC, Samir Shah
    SAM.gov registration
    US-GSA-SAM MPPGBMHPKA15
    Issuer
    US-GSA-SAM
    Status
    Active
    Class
    Sole proprietorship registered in SAM.gov
    Expires
    Sep 28, 2027
    Checked
    Oct 23, 2026
    Where
    Stamford, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → US-GSA-SAM record

  3. Roundtable Financial Group LLC

    ActiveCorporation registered in SAM.gov

    Stamford, CT

    Ask it
    Proof for Roundtable Financial Group LLC
    SAM.gov registration
    US-GSA-SAM V1HMUW8NM6V5
    Issuer
    US-GSA-SAM
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Jan 20, 2027
    Checked
    Oct 23, 2026
    Where
    Stamford, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → US-GSA-SAM record

  4. The Centercap Group LLC

    ActivePartnership or limited liability partnership registered in SAM.gov

    Stamford, CT

    Ask it
    Proof for The Centercap Group LLC
    SAM.gov registration
    US-GSA-SAM FQ3LLPJMPUM3
    Issuer
    US-GSA-SAM
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    Apr 14, 2027
    Checked
    Oct 23, 2026
    Where
    Stamford, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → US-GSA-SAM record

  5. Rampart Asset Management, LLC

    ActiveOther organization registered in SAM.gov

    Stamford, CT

    Ask it
    Proof for Rampart Asset Management, LLC
    SAM.gov registration
    US-GSA-SAM NLARMM3FLNA6
    Issuer
    US-GSA-SAM
    Status
    Active
    Class
    Other organization registered in SAM.gov
    Expires
    Jun 29, 2027
    Checked
    Oct 23, 2026
    Where
    Stamford, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → US-GSA-SAM record

  6. Aqr Capital Management LLC

    ActiveOther organization registered in SAM.gov

    Greenwich, CT · 5 mi away

    Ask it
    Proof for Aqr Capital Management LLC
    SAM.gov registration
    US-GSA-SAM HKGETVE7JKR8
    Issuer
    US-GSA-SAM
    Status
    Active
    Class
    Other organization registered in SAM.gov
    Expires
    Nov 4, 2026
    Checked
    Oct 23, 2026
    Where
    Greenwich, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → US-GSA-SAM record

  7. Pentalpha Funding, LLC

    ActiveCorporation registered in SAM.gov

    Greenwich, CT · 6 mi away

    Ask it
    Proof for Pentalpha Funding, LLC
    SAM.gov registration
    US-GSA-SAM V62AC62KA1Z8
    Issuer
    US-GSA-SAM
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Nov 5, 2026
    Checked
    Oct 23, 2026
    Where
    Greenwich, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → US-GSA-SAM record

  8. Montauk Climate Holdings LLC

    ActiveCorporation registered in SAM.gov

    Greenwich, CT · 5 mi away

    Ask it
    Proof for Montauk Climate Holdings LLC
    SAM.gov registration
    US-GSA-SAM X39VJ6RK1UQ2
    Issuer
    US-GSA-SAM
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Aug 11, 2027
    Checked
    Oct 23, 2026
    Where
    Greenwich, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → US-GSA-SAM record

  9. Performance Equity Management, LLC

    ActivePartnership or limited liability partnership registered in SAM.gov

    Greenwich, CT · 5 mi away

    Ask it
    Proof for Performance Equity Management, LLC
    SAM.gov registration
    US-GSA-SAM SGE8AKA7TDL9
    Issuer
    US-GSA-SAM
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    May 28, 2027
    Checked
    Oct 23, 2026
    Where
    Greenwich, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → US-GSA-SAM record

  10. Wright Investors Service Inc, Wright Investors' Service Inc

    ActiveCorporation registered in SAM.gov

    Shelton, CT · 26 mi away

    Ask it
    Proof for Wright Investors Service Inc, Wright Investors' Service Inc
    SAM.gov registration
    US-GSA-SAM V7GQML26HPX8
    Issuer
    US-GSA-SAM
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Apr 8, 2027
    Checked
    Oct 23, 2026
    Where
    Shelton, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → US-GSA-SAM record

  11. Community Economic Development Fund Corporation the

    ActiveCorporation registered in SAM.gov

    Meriden, CT · 51 mi away

    Ask it
    Proof for Community Economic Development Fund Corporation the
    SAM.gov registration
    US-GSA-SAM MUXWWRVVKJL8
    Issuer
    US-GSA-SAM
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    May 27, 2027
    Checked
    Oct 23, 2026
    Where
    Meriden, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → US-GSA-SAM record

  12. Lupacchino Financial LLC

    ActivePartnership or limited liability partnership registered in SAM.gov

    Meriden, CT · 51 mi away

    Ask it
    Proof for Lupacchino Financial LLC
    SAM.gov registration
    US-GSA-SAM LAXVAMAQ7QS8
    Issuer
    US-GSA-SAM
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    Nov 5, 2026
    Checked
    Oct 23, 2026
    Where
    Meriden, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → US-GSA-SAM record

  13. US Bank National Association, Wealth Corporate Commercial and Institutional Banking

    ActiveCorporation registered in SAM.gov

    Hartford, CT · 66 mi away

    Ask it
    Proof for US Bank National Association, Wealth Corporate Commercial and Institutional Banking
    SAM.gov registration
    US-GSA-SAM UC58VM5AG1B4
    Issuer
    US-GSA-SAM
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Mar 11, 2027
    Checked
    Oct 23, 2026
    Where
    Hartford, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → US-GSA-SAM record

  14. Morgan & Holmes LLC

    ActiveSole proprietorship registered in SAM.gov

    Manchester, CT · 73 mi away

    Ask it
    Proof for Morgan & Holmes LLC
    SAM.gov registration
    US-GSA-SAM U6SRCZ7VS349
    Issuer
    US-GSA-SAM
    Status
    Active
    Class
    Sole proprietorship registered in SAM.gov
    Expires
    Feb 5, 2027
    Checked
    Oct 23, 2026
    Where
    Manchester, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → US-GSA-SAM record

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