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Financial Advisors in Norwalk, CT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Norwalk: Bankers Life, RFA Score 72/100; 5.0★ from 505 Google reviews.

  2. 2

    Most-reviewed: Shore Funding Solutions, 1,954 Google reviews at 4.8★, the most of 345 ranked; ranked #2.

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

345 Norwalk financial advisors are ranked here by RFA Score, from eight published factors. 84 open Saturdays and 14 open Sundays, based on posted hours. The median Google rating is 4.9★ across 345 rated firms.

Top 10 financial advisors in Norwalk 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 Norwalk at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Bankers Life725.0★ (505)City of Milford (balance), 19 mi away—Top score
2Shore Funding Solutions724.8★ (1,954)Melville, 24 mi awayEveningsMost reviews
3Bankers Life705.0★ (190)Danbury, 20 mi away——
4Emerald Tide Financial704.8★ (53)Wilton, 5 mi away——
5DiMatteo Group Financial Services695.0★ (119)Shelton, 17 mi away——
6HTG Investment Advisors Inc695.0★ (33)New Canaan, 5 mi away——
7Lehmann Insurance Plainview694.9★ (248)Plainview, 23 mi away——
8Hedgeye Risk Management694.3★ (164)Stamford, 7 mi away——
9Steven Silber, CFP , CLTC694.9★ (109)Huntington, 17 mi awaySat—
10Tailored Wealth685.0★ (26)Fairfield, 8 mi away——

All 345 financial advisors in Norwalk, 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 Norwalk

    #1 Bankers Life

    Based in City of Milford (balance), 19 mi away

    72/100RFA 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

  2. #2 Shore Funding Solutions

    Based in Melville, 24 mi away

    72/100RFA Score

    Ranked #2 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 Bankers Life

    Based in Danbury, 20 mi away

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 190 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 190 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    100 Reserve Rd Executive Ste 4196, Danbury, CT 06810
    View profile for Bankers Life(203) 546-9334

  9. #9 Steven Silber, CFP , CLTC

    Based in Huntington, 17 mi away

    69/100RFA Score

    Ranked #9 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

  10. #10 Tailored Wealth

    Based in Fairfield, 8 mi away

    68/100RFA Score

    Ranked #10 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

  11. #11 R.J. Testo & Associates

    Based in City of Milford (balance), 19 mi away

    68/100RFA Score

    Ranked #11 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

  14. #14 Skinner Wealth Strategies

    Based in City of Milford (balance), 19 mi away

    67/100RFA Score

    Ranked #14 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

  16. #16 SMB Compass

    Based in Rye, 18 mi away

    67/100RFA Score

    Ranked #16 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

  17. #17 FactSet

    Based in Norwalk

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.3★ from 15 Google reviews, listed on Google as “Financial consultant”.

    • 4.3★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    45 Glover Ave 7th Floor, Norwalk, CT 06851
    View profile for FactSet(203) 810-1000

  18. #18 First County Bank

    Based in Fairfield, 8 mi away

    67/100RFA Score

    Ranked #18 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

  21. #21 Wealthspire

    Based in Westport, 2 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    274 Riverside Ave Ste 101, Westport, CT 06880
    View profile for Wealthspire(212) 973-1200

  22. #22 First County Bank

    Based in New Canaan, 5 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Wed 8:30 AM–4 PM · Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    95 Park St, New Canaan, CT 06840
    View profile for First County Bank(203) 966-2711

  24. #24 Settanni Financial

    Based in Greenburgh, 16 mi away

    67/100RFA Score

    Ranked #24 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

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 345 ranked financial advisors here; the rest are on their profiles.

financial advisors in Norwalk, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26The SKG Team at Barnum Financial Group675.0★ (75)22 mi
27Total Solutions Financing674.9★ (50)17 mi
28Boyer 2 Accountants Inc.675.0★ (65)21 mi
29Fairfield Coastal Financial675.0★ (16)8 mi
30Abundant Wealth Management, LLC675.0★ (17)8 mi
31Flynn Financial Partners, Ltd.675.0★ (81)24 mi
32First County Bank674.7★ (13)4 mi
33Retirement-In-Focus Wealth Management675.0★ (9)4 mi
34Stormfield Capital LLC664.5★ (22)7 mi
35SMG ABA LLC664.8★ (130)25 mi
36Tony Gomez CFP® - AMG Wealth Management - Northwestern Mutual665.0★ (70)23 mi
37Mitlin Financial, Inc.665.0★ (62)22 mi
38First County Bank664.7★ (13)6 mi
39Weintraub, Traub, Tracy & Virk CPAs LLP664.9★ (42)18 mi
40David Zavarelli, CFP® – LPL Financial665.0★ (36)18 mi
41Gold Family Wealth665.0★ (6)2 mi
42DeFreitas & Minsky LLP | CPA664.9★ (34)16 mi
43Triathlon Partners LLC665.0★ (13)9 mi
44Mervyn Boone Jr: Primerica - Financial Services664.8★ (52)19 mi
45Diamond Outsourcing LLC664.9★ (74)24 mi
46Bank of America Financial Center663.5★ (12)In Norwalk
47Cervitude LLC665.0★ (31)18 mi
48Westchester Benefit Group, Inc.665.0★ (24)16 mi
49David Lerner Associates, Inc.664.1★ (13)5 mi
50Graham Capital Management655.0★ (3)In Norwalk

Also serving Norwalk

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Norwalk
BusinessGoogle ratingDistance
Advanced Resources LLPIn Norwalk
Alembic Global Advisors3.0★ (2)In Norwalk
Alera Group Northeast3.0★ (2)In Norwalk
Charter Oak Financial5.0★ (1)In Norwalk
Discovery Capital ManagementIn Norwalk
Edward Jones - Financial Advisor: Lori Liell5.0★ (1)In Norwalk
Financial Accounting Fndatn5.0★ (1)In Norwalk
Financial Marketing GroupIn Norwalk
First Allied Securities IncIn Norwalk
Guidelight FinancialIn Norwalk
Hoya Capital Real Estate4.5★ (2)In Norwalk
Integral Capital MarketIn Norwalk
Irvingh Rubinos - Rubinos & Associates3.0★ (2)In Norwalk
Magdalena Gala-Hunter - TD Wealth Financial AdvisorIn Norwalk
Murnick Financial GroupIn Norwalk
Oldham Resource Group IncIn Norwalk
Richard Hager - Prudential FinancialIn Norwalk
Sound Trust Wealth Advisors, LLC1.0★ (1)In Norwalk
Style Analytics, an Investment Metrics Company5.0★ (1)In Norwalk
Wells Fargo Advisors3.0★ (1)In Norwalk

How we ranked Norwalk financial advisors

We scored 345 Norwalk 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 Norwalk 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 Norwalk: frequently asked questions

Which financial advisor has the highest RFA Score in Norwalk?

By RFA Score, the highest-ranked financial advisor in Norwalk, CT is Bankers Life with an RFA Score of 72/100. It has 5.0★ from 505 Google reviews. Shore Funding Solutions (#2) and Bankers Life (#3) follow. We ranked 345 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Norwalk?

RankedFinancialAdvisors ranks 345 financial advisors serving Norwalk, CT. 4 of them are based in Norwalk; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Norwalk work on weekends?

84 of 345 ranked financial advisors post Saturday hours and 14 post Sunday hours. The highest-ranked open Saturdays are Steven Silber, CFP , CLTC (#9), Personal Growth Financial Coaching (#15) and First County Bank (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Norwalk financial advisors have?

The median Google rating among 345 rated financial advisors in Norwalk is 4.9★, with a median of 10 reviews. Shore Funding Solutions has the most, 1,954 reviews, and ranks #2. 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 Norwalk count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 345 financial advisors serving Norwalk.
  2. November 2026: 4 duplicate listings merged.

More financial advisors and Norwalk pages