Which Financial Advisor Should You Choose in Stamford, CT?

OneNorthStar provides personalized financial planning and portfolio management services, focusing on retirement planning, tax efficiency, and wealth management. Our client-centric approach combines market expertise with tailored strategies to help individuals and families achieve financial independence. We operate as a fee-only advisor, ensuring transparent, conflict-free guidance.

O'Shaughnessy Asset Management is a quantitative investment firm offering equity portfolios and Custom Indexing solutions to institutional and individual clients. Founded in 1996 and based in Stamford, CT, we leverage data-driven strategies and proprietary technology to deliver tailored investment outcomes. Acquired by Franklin Templeton in 2023, we manage $17.7 billion in assets through factor-based models spanning global markets.

Chilton Investment provides investment advisory services focused on long-term capital growth and protection. We utilize fundamental analysis and proprietary strategies to manage portfolios across market cycles. Our SEC- and FCA-registered firm serves institutional and high-net-worth clients worldwide through customized investment solutions.

Wilbanks Partners is a boutique executive search firm specializing in asset and wealth management recruitment. We combine 25+ years of industry experience with AI-driven data analysis to connect clients with top-tier executives globally. Our client-first approach delivers innovative solutions through personalized service and cutting-edge technology.

TJT Capital Group offers professional investment management and financial advisory services using a proprietary risk assessment model. We specialize in creating customized portfolios that align with individual client goals and risk profiles. Our disciplined approach focuses on long-term wealth growth through strategic asset allocation and market cycle analysis.