The RIA market has grown roughly 5x over the past decade and is now one of the fastest-moving allocator segments in U.S. fundraising. The challenge for investment firms hasn't changed: which RIAs actually allocate to outside managers, and which ones run money in-house and won't take your meeting?
Dakota's database of RIAs is built and updated by fundraisers to answer exactly that. We track more than 17,000 RIAs across the U.S., including nearly 7,000 wealth manager firms, with new firms added every week. Every profile is curated by hand, so RIAs that don't allocate externally are filtered out.
That saves your sales team hours of cold research and keeps the rest of the channel out of outreach they don't want.
Below are the 10 largest RIAs in Stamford by AUM. Most fall into the mid-market band where fund managers tend to find the best traction.
For the full Stamford dataset with verified contacts, book a demo of Dakota Marketplace.
Top 10 RIAs in Stamford
AUM: $19.9B
Account Overview: NewEdge Wealth is a RIA specializing in Multi Family Office services, headquartered at 19 Old Kings Highway South, Darien, CT, and operating within the Stamford metro area. Established in 2020 through a partnership between EdgeCo and a wealth management team, the firm focuses on comprehensive wealth and lifestyle management for ultra-high-net-worth individuals and families. NewEdge Wealth functions as a division of EdgeCo Wealth Management LLC.
The firm manages an AUM of approximately $19.93 billion. Its platform incorporates technology solutions from 30 best-in-class vendors and investment content from partners including JP Morgan, Goldman Sachs, Morgan Stanley, Merrill Lynch, Fundstrat, and Empirical Research. Investment strategies include allocations across six main asset classes: Venture, Private Equity Growth, Buyout, Private Credit (ABS/CLO/CDO), Opportunistic, and Real Assets/Infrastructure. NewEdge Wealth works with GLASfunds and SUBSCRIBE, and plans to invest in a fund within the next 12 months, with geographical exposure focused on North America.
2. Constellation
AUM: $15B
Account Overview: Constellation is an RIA specializing in wealth management services for ultra-high-net-worth individuals and families. Founded in 2007 by Paul Tramontano, the firm recently joined Cresset Capital in April 2023, following a transition from First Republic Bank. Operating from 20 Horseneck Lane, Greenwich, CT, Constellation's team, renowned for managing nearly $13 billion in assets, enhances Cresset's footprint in Silicon Valley, Greenwich, CT, and New York City.
Constellation oversees an AUM of $15 billion and offers a comprehensive suite of financial services, including financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy. The firm's business model revolves around direct wealth management and financial planning, catering to the unique needs of its esteemed clientele in the Stamford metro area.
AUM: $10B
Account Overview: StoneStreet Equity, LLC operates as a RIA with a specialization in DC Consultant services. The firm is located at 80 Business Park Drive, Suite 205, Armonk, NY and is associated with the Stamford metro area. Acquired by OneDigital in June 2023, StoneStreet Equity is dedicated to enhancing the institutional retirement plan process and delivering superior retirement programs to its plan sponsors.
The firm manages an AUM of $10B. StoneStreet Equity focuses on defined benefit plan asset management, de-risking, and pension risk transfer services, assisting clients in managing their asset-to-liability ratios and reducing pension liabilities over time. OneDigital's integrated platform further enhances the firm's capabilities, providing personalized, tech-enabled solutions tailored to contemporary work-life needs.
AUM: $4.6B
Account Overview: Coastal Bridge Advisors operates as a RIA with a focus on Multi Family Office services. The firm is headquartered at 54 Wilton Road, 1st Floor, Westport, CT, and serves the Stamford metro area. Coastal Bridge Advisors is committed to a client-centric approach, offering a comprehensive suite of financial planning services tailored to meet the unique needs and goals of its clients.
The firm manages an AUM of approximately $4.60B. Coastal Bridge Advisors emphasizes transparency and education in its investment strategies, enabling clients to explore alternative investments confidently. The firm promotes a collaborative, team-based approach, combining diverse expertise to provide holistic financial advice and ensure alignment with clients' long-term objectives.
AUM: $4.59B
Account Overview: Northeast Financial Consultants is an RIA specializing in Multi Family Office services. Situated at 518-B Riverside Avenue, 2nd Floor, Westport, CT, the firm operates within the Stamford metro area. With approximately $4.59B in assets under management, Northeast Financial Consultants adopts a comprehensive, long-term investment approach focused on personalized portfolios tailored to each client's financial objectives.
The firm's investment strategy emphasizes a blend of traditional and alternative asset classes to optimize performance while managing risk effectively. Northeast Financial Consultants offers access to private equity and hedge funds alongside traditional investment vehicles like mutual funds. By aligning alternative strategies with clients' broader financial goals, the firm aims to enhance returns and diversification benefits, particularly for clients with complex financial needs. Committed to impartial advice as an independent, fee-only advisor, Northeast Financial Consultants prioritizes client-centric, conflict-free financial guidance.
See every Stamford RIA, not just the top 10. Dakota Marketplace gives you verified decision-maker contacts, allocation history, and ticket sizes for the full Stamford RIA list, plus filters for AUM, structure, and asset class preferences. Book a demo.
AUM: $3.5B
Account Overview: Greenwich Wealth Management is an RIA specializing in Multi Family Office services. The firm is located at 45 East Putnam Avenue, Suite 128, Greenwich, CT, and operates within the Stamford metro area. It is an SEC Registered Investment Advisory Firm that provides customized investment advisory and asset allocation services to its clients.
The firm manages an AUM of approximately $3.52 billion. Its investment platform emphasizes the use of ETFs as preferred portfolio vehicles. Greenwich Wealth Management allocates between 0 and 25% of its portfolio to alternative investments, focusing on hedge funds, liquid alternatives, listed equities, and listed fixed income. The firm primarily targets opportunities within North America and is exploring strategies centered around single managed accounts.
AUM: $2.4B
Account Overview: Relyea Zuckerberg Hanson LLC is an RIA specializing in Multi Family Office services, headquartered at 1 Landmark Square, 11th Floor, Stamford, CT, operating within the Stamford metro area. The firm primarily serves high net worth individuals and employs personalized financial planning combined with disciplined investment strategies. Its approach emphasizes asset preservation, diversification, cost efficiency, and tax strategies, with a focus on long-term planning and rigorous research to align portfolios with clients’ unique goals and financial situations.
Relyea Zuckerberg Hanson LLC manages assets totaling approximately $2.45 billion. The firm integrates alternative investments such as private investment funds, interval funds, and cryptocurrency exposure when appropriate to client objectives and risk tolerance. It offers the "RZH Alternative Strategies," a closed investment option with a flat 1% fee, while clearly communicating associated risks including liquidity constraints and volatility to ensure alignment with broader financial goals.
AUM: $2.3B
Account Overview: Colter Lewis Investment Partners LLC is an RIA specializing in Multi Family Office services. The firm is headquartered at 22 West Putnam Avenue, Greenwich, CT, and operates within the Stamford metro area. Founded in 2018, the firm focuses on creating customized asset allocation programs for ultra-high-net-worth clients with $50 million or more in assets. It also advises on approximately $350 million in additional assets, emphasizing risk-adjusted, tax-adjusted absolute returns across multiple asset classes without adhering to style-box or benchmark constraints.
The firm manages an AUM of approximately $2.32 billion. Its platform integrates portfolio management, curated direct investments, and family office solutions designed to optimize portfolio construction balancing return, liquidity, and tax considerations. Colter Lewis invests with outside fund managers, plans to commit to new funds within the next 12 months, and offers comprehensive family office services including asset aggregation, financial planning, estate and entity structuring, liquidity management, strategic lending, and personalized tax strategies.
AUM: $2.07B
Account Overview: TortoiseEcofin is an RIA specializing in Multi Family Office services, located at 2 Westchester Park Drive, Suite 215, White Plains, NY. The firm operates within the Stamford metro area and provides discretionary investment management and wealth planning services primarily to high-net-worth families, individuals, and trusts.
TortoiseEcofin manages assets totaling approximately $2.07 billion. Its investment approach emphasizes risk management, a conservative long-term strategy, and tax efficiency. The firm offers comprehensive wealth planning services including retirement planning, education funding, estate planning, tax strategies, real estate decisions, executive compensation, insurance, and charitable giving. It collaborates with clients' legal and tax advisors to ensure an integrated financial strategy and operates as an independent, fee-only fiduciary prioritizing clients' interests.
AUM: $2.05B
Account Overview: Clear Harbor Asset Management is a RIA specializing in Multi Family Office services. The firm is headquartered at 263 Tresser Boulevard, 15th Floor, Stamford, CT, and operates within the Stamford metro area. It is an independent, SEC-registered investment advisory firm focused on holistic wealth management combined with advanced investment strategy and execution.
Clear Harbor manages an AUM of approximately $2.05 billion. The firm’s platform emphasizes investment diversification and individualized portfolio recommendations based on clients’ financial goals and risk tolerance. Its investment options include individual equities, fixed income securities, tax-efficient strategies, ESG, sustainability, commodities, real estate, and alternatives.
Dakota Marketplace was built by fundraisers to solve the RIA channel's biggest problems: constant M&A, high decision-maker turnover, and figuring out which RIAs actually allocate to outside managers. We track more than 17,000 RIAs across the U.S., with deep coverage of Houston from Steward Global down to HUB Retirement and Wealth Management, every profile curated by hand with verified contacts, ticket sizes, and allocations.
For more, see our 5 key strategies to successfully raising money from RIAs or our piece on the most common objections fund managers raise.
Filter the Stamford list by:
- Geography (metro, state, region)
- AUM and typical ticket size
- Allocator type (Multi-Family Office, DC Consultant, Trust Company, Endowment Model)
- Asset class preferences and current allocations
Build your Stamford outreach list in minutes instead of weeks.
Book a demo of Dakota Marketplace to see our full Stamford RIA coverage.
