Skip to content

Financial Advisors in Milford, CT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Milford: Bankers Life, RFA Score 79/100; 5.0★ from 505 Google reviews.

  2. 2

    Most-reviewed: DiMatteo Group Financial Services, 119 Google reviews at 5.0★, the most of 191 ranked after Bankers Life; ranked #2.

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

191 Milford financial advisors are ranked here by RFA Score, from eight published factors. 46 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 4.7★ across 191 rated firms.

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

Top 10 financial advisors in Milford 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 Milford at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Bankers Life795.0★ (505)City of Milford (balance), 1 mi awayTop score
2DiMatteo Group Financial Services745.0★ (119)Shelton, 5 mi awayMost reviews
3R.J. Testo & Associates744.9★ (93)City of Milford (balance), 1 mi away—
4Skinner Wealth Strategies735.0★ (69)City of Milford (balance), 2 mi away—
5Flagship Financial Partners715.0★ (49)Shelton, 5 mi away—
6Advanced College Funding Solutions, LLC715.0★ (48)Shelton, 5 mi away—
7David Zavarelli, CFP® – LPL Financial705.0★ (36)City of Milford (balance), 2 mi away—
8Ki Property Group704.9★ (90)Branford, 13 mi away—
9Cervitude LLC695.0★ (31)Shelton, 5 mi away—
10Milestone Asset Management Group685.0★ (15)City of Milford (balance), 1 mi away—

All 191 financial advisors in Milford, 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 Milford

    #1 Bankers Life

    Based in City of Milford (balance), 1 mi away

    79/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 505 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 505 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    185 Plains Rd Ste 205W, Milford, CT 06461
    View profile for Bankers Life(203) 877-7100

  3. #3 R.J. Testo & Associates

    Based in City of Milford (balance), 1 mi away

    74/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 93 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 93 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    326 W Main St Ste 110, Milford, CT 06460
    View profile for R.J. Testo & Associates(203) 876-0318

  4. #4 Skinner Wealth Strategies

    Based in City of Milford (balance), 2 mi away

    73/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 69 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    472 Wheelers Farm Rd Ste 305, Milford, CT 06461
    View profile for Skinner Wealth Strategies(203) 285-6530

  8. #8 Ki Property Group

    Based in Branford, 13 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 90 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 90 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    151 Meadow St, Branford, CT 06405
    View profile for Ki Property Group(203) 745-5682

  9. #9 Cervitude LLC

    Based in Shelton, 5 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    4 Research Dr Ste 402, Shelton, CT 06484
    View profile for Cervitude LLC(203) 685-0346

  12. #12 Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in North Haven, 14 mi away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue 8 AM–5 PM · Wed 9 AM–5 PM · Thu 8 AM–5 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    250 State St Unit E1, North Haven, CT 06473
    View profile for Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC(203) 407-8188

  14. #14 Tailored Wealth

    Based in Fairfield, 12 mi away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1172 Post Rd Second Floor, Fairfield, CT 06824
    View profile for Tailored Wealth(203) 429-3718

  15. #15 The Milford Bank

    Based in City of Milford (balance), 1 mi away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 21 Google reviews
    Hours
    Mon–Tue 8:30 AM–4 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–5:30 PM · Sat 9 AM–12 PM · Sun closed
    Address
    33 Broad St, Milford, CT 06460
    View profile for The Milford Bank(203) 783-5700

  16. #16 The Milford Bank

    Based in City of Milford (balance), 2 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.5★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 13 Google reviews
    Hours
    Mon–Wed 8:30 AM–4 PM · Thu 8:30 AM–5 PM · Fri 8:30 AM–5:30 PM · Sat 9 AM–12 PM · Sun closed
    Address
    51 Roses Mill Rd, Milford, CT 06460
    View profile for The Milford Bank(203) 783-5790

  19. #19 First County Bank

    Based in Fairfield, 12 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.6★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 33 Google reviews
    Hours
    Mon–Wed 9 AM–4 PM · Thu 9 AM–6 PM · Fri 9 AM–4 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1312 Post Rd, Fairfield, CT 06824
    View profile for First County Bank(203) 254-1206

  20. #20 The Milford Bank

    Based in Stratford, 4 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.7★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 13 Google reviews
    Hours
    Mon–Wed 8:30 AM–4 PM · Thu 8:30 AM–5 PM · Fri 8:30 AM–5:30 PM · Sat 9 AM–12 PM · Sun closed
    Address
    3651 Main St, Stratford, CT 06614
    View profile for The Milford Bank(203) 386-9176

  21. #21 Coastal Bridge Advisors

    Based in City of Milford (balance), 2 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    612 Wheelers Farm Rd, Milford, CT 06461
    View profile for Coastal Bridge Advisors(203) 693-8525

  23. #23 The Milford Bank

    Based in City of Milford (balance), 3 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.6★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 11 Google reviews
    Hours
    Mon–Wed 8:30 AM–4 PM · Thu 8:30 AM–5:30 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    205 Bridgeport Ave, Milford, CT 06460
    View profile for The Milford Bank(203) 783-5780

How we ranked Milford financial advisors

We scored 191 Milford 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 Milford 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 Milford: frequently asked questions

Which financial advisor has the highest RFA Score in Milford?

By RFA Score, the highest-ranked financial advisor in Milford, CT is Bankers Life with an RFA Score of 79/100. It has 5.0★ from 505 Google reviews. DiMatteo Group Financial Services (#2) and R.J. Testo & Associates (#3) follow. We ranked 191 financial advisors on eight factors, last updated November 9, 2026.

Which financial advisors in Milford work on weekends?

46 of 191 ranked financial advisors post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are The Milford Bank (#15), The Milford Bank (#16) and First County Bank (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Milford financial advisors have?

The median Google rating among 191 rated financial advisors in Milford is 4.7★, with a median of 12 reviews. Bankers Life has the most, 505 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 Milford count in this ranking?

Yes, if they are within 25 mi of the Milford 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 Milford 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 Milford 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 Milford

  1. November 2026: RFA Scores recalculated for 191 financial advisors serving Milford.
  2. November 2026: 8 duplicate listings merged.

More financial advisors and Milford pages