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Financial Advisors in Greenwich, CT: 2026 rankings

613 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Greenwich: Shore Funding Solutions, RFA Score 73/100; 4.8★ from 1,954 Google reviews; open evenings.

  2. 10

    Most-reviewed: Creditors Relief LLC, 554 Google reviews at 4.6★, the most of 613 ranked after Shore Funding Solutions; ranked #10.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

613 Greenwich financial advisors are ranked here by RFA Score, from eight published factors. 205 open Saturdays and 36 open Sundays, based on posted hours. The median Google rating is 4.8★ across 613 rated firms.

Most of this list also appears on the Financial advisors in Stamford ranking. See Financial advisors in Stamford

Top 10 financial advisors in Greenwich at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Greenwich at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Shore Funding Solutions734.8★ (1,954)Melville, 21 mi awayEveningsTop score
2J G TAX & PROFESSIONAL SERVICES, INC714.9★ (337)Baychester, 17 mi away——
3Davidov Law Group715.0★ (351)Garden City, 20 mi away——
4Bankers Conseco Life Insurance Company704.9★ (154)New Rochelle, 11 mi away——
5B & R Accountants CPA705.0★ (289)New York City, 22 mi awaySat—
6Ridgewood Savings Bank704.9★ (199)Wakefield, 16 mi awaySat · Evenings—
7Lehmann Insurance Plainview704.9★ (248)Plainview, 18 mi away——
8SMB Compass704.9★ (73)Rye, 5 mi awayEvenings—
9Island Federal Credit Union694.9★ (204)Hicksville, 19 mi awaySat—
10Creditors Relief LLC694.6★ (554)Englewood, 20 mi away—Most reviews

All 613 financial advisors in Greenwich, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Greenwich

    #1 Shore Funding Solutions

    Based in Melville, 21 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 1,954 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 1,954 Google reviews
    Hours
    Mon–Thu 9 AM–7 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2 Huntington Quadrangle Ste 1N15, Melville, NY 11747
    View profile for Shore Funding Solutions(800) 980-0472

  3. #3 Davidov Law Group

    Based in Garden City, 20 mi away

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 351 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 351 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    1122 Franklin Ave Ste 102, Garden City, NY 11530
    View profile for Davidov Law Group(516) 440-5781

  5. #5 B & R Accountants CPA

    Based in New York City, 22 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 289 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 289 Google reviews
    Hours
    Mon–Sat 10:30 AM–6 PM · Sun closed
    Address
    1660 Amsterdam Ave, New York, NY 10031
    View profile for B & R Accountants CPA(212) 234-3694

  6. #6 Ridgewood Savings Bank

    Based in Wakefield, 16 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 199 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 199 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–7 PM · Fri 8:30 AM–5 PM · Sat 8:30 AM–2 PM · Sun closed
    Address
    3951 White Plains Rd, Bronx, NY 10466
    View profile for Ridgewood Savings Bank(718) 882-0440

  8. #8 SMB Compass

    Based in Rye, 5 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 73 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 73 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat–Sun closed
    Address
    411 Theodore Fremd Ave Suite 206 S, Rye, NY 10580
    View profile for SMB Compass(888) 853-8922

  9. #9 Island Federal Credit Union

    Based in Hicksville, 19 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 204 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 204 Google reviews
    Hours
    Mon–Wed 8:30 AM–5 PM · Thu–Fri 8:30 AM–6 PM · Sat 8:30 AM–3 PM · Sun closed
    Address
    85 E Old Country Rd, Hicksville, NY 11801
    View profile for Island Federal Credit Union(631) 851-1100

  10. #10 Creditors Relief LLC

    Based in Englewood, 20 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.6★ from 554 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 554 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    333 Sylvan Ave #105, Englewood Cliffs, NJ 07632
    View profile for Creditors Relief LLC(877) 312-6478

  12. #12 Business Debt Adjusters

    Based in Englewood, 20 mi away

    69/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.8★ from 259 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 259 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    120 Sylvan Ave #302, Englewood Cliffs, NJ 07632
    View profile for Business Debt Adjusters(877) 817-0404

  15. #15 Boyer 2 Accountants Inc.

    Based in White Plains, 9 mi away

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 65 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 65 Google reviews
    Hours
    Mon–Tue 8:30 AM–5:30 PM · Wed closed · Thu 8:30 AM–5:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    399 Knollwood Rd Ext Ste 116, White Plains, NY 10603
    View profile for Boyer 2 Accountants Inc.(914) 693-6022

  17. #17 Steven Silber, CFP , CLTC

    Based in Huntington, 15 mi away

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 109 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 109 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue–Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat 10 AM–2 PM · Sun closed
    Address
    349 Main St, Huntington, NY 11743
    View profile for Steven Silber, CFP , CLTC(631) 319-8655

  20. #20 IBA Business Solutions

    Based in Hicksville, 19 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 104 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 104 Google reviews
    Hours
    Mon–Thu 9 AM–7 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    100 Duffy Ave Ste 510, Hicksville, NY 11801
    View profile for IBA Business Solutions(888) 421-5423

  22. #22 Settanni Financial

    Based in Greenburgh, 8 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 39 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 39 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    84 Business Park Dr #302, Armonk, NY 10504
    View profile for Settanni Financial(914) 767-0974

  23. #23 Rogg & Kejriwal LLP

    Based in Westbury, 19 mi away

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 80 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 80 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    208 Stonehinge Ln, Carle Place, NY 11514
    View profile for Rogg & Kejriwal LLP(516) 338-6884

How we ranked Greenwich financial advisors

We scored 613 Greenwich financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Greenwich data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Greenwich: frequently asked questions

Which financial advisor has the highest RFA Score in Greenwich?

By RFA Score, the highest-ranked financial advisor in Greenwich, CT is Shore Funding Solutions with an RFA Score of 73/100. It has 4.8★ from 1,954 Google reviews. It is open evenings. J G TAX & PROFESSIONAL SERVICES, INC (#2) and Davidov Law Group (#3) follow. We ranked 613 financial advisors on eight factors, last updated November 9, 2026.

Which financial advisors in Greenwich work on weekends?

205 of 613 ranked financial advisors post Saturday hours and 36 post Sunday hours. The highest-ranked open Saturdays are B & R Accountants CPA (#5), Ridgewood Savings Bank (#6) and Island Federal Credit Union (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Greenwich financial advisors have?

The median Google rating among 613 rated financial advisors in Greenwich is 4.8★, with a median of 13 reviews. Shore Funding Solutions has the most, 1,954 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Greenwich count in this ranking?

Yes, if they are within 25 mi of the Greenwich city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Greenwich ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Greenwich a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Greenwich

  1. November 2026: RFA Scores recalculated for 613 financial advisors serving Greenwich.
  2. November 2026: 14 duplicate listings merged.

More financial advisors and Greenwich pages