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Financial Planners in Darien, CT: 2026 rankings

263 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

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

  2. 2

    Most-reviewed: Bankers Life, 505 Google reviews at 5.0★, the most of 263 ranked after Shore Funding Solutions; ranked #2.

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

263 Darien financial planners are ranked here by RFA Score, from eight published factors. 87 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 4.8★ across 263 rated firms.

Top 10 financial planners in Darien 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 planners in Darien at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Shore Funding Solutions734.8★ (1,954)Melville, 21 mi awayEveningsTop score
2Bankers Life715.0★ (505)City of Milford (balance), 23 mi away—Most reviews
3Lehmann Insurance Plainview704.9★ (248)Plainview, 20 mi away——
4Bankers Life695.0★ (190)Danbury, 21 mi away——
5Steven Silber, CFP , CLTC694.9★ (109)Huntington, 15 mi awaySat—
6HTG Investment Advisors Inc695.0★ (33)New Canaan, 5 mi away——
7Island Federal Credit Union694.9★ (204)Hicksville, 22 mi awaySat—
8Emerald Tide Financial694.8★ (53)Wilton, 8 mi away——
9Bankers Conseco Life Insurance Company694.9★ (154)New Rochelle, 20 mi away——
10Ridgewood Savings Bank684.9★ (199)Wakefield, 24 mi awaySat · Evenings—

All 263 financial planners in Darien, 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 Darien

    #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

  2. #2 Bankers Life

    Based in City of Milford (balance), 23 mi away

    71/100RFA Score

    Ranked #2 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

  4. #4 Bankers Life

    Based in Danbury, 21 mi away

    69/100RFA Score

    Ranked #4 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

  5. #5 Steven Silber, CFP , CLTC

    Based in Huntington, 15 mi away

    69/100RFA Score

    Ranked #5 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

  7. #7 Island Federal Credit Union

    Based in Hicksville, 22 mi away

    69/100RFA Score

    Ranked #7 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 Ridgewood Savings Bank

    Based in Wakefield, 24 mi away

    68/100RFA Score

    Ranked #10 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

  12. #12 Boyer 2 Accountants Inc.

    Based in White Plains, 18 mi away

    68/100RFA Score

    Ranked #12 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

  15. #15 First County Bank

    Based in Darien

    67/100RFA Score

    Ranked #15 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–4 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1006 Post Rd, Darien, CT 06820
    View profile for First County Bank(203) 655-3944

  19. #19 R.J. Testo & Associates

    Based in City of Milford (balance), 23 mi away

    67/100RFA Score

    Ranked #19 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

  20. #20 First County Bank

    Based in Stamford, 3 mi away

    67/100RFA 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–Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1110 Hope St, Stamford, CT 06907
    View profile for First County Bank(203) 322-5542

  21. #21 First County Bank

    Based in New Canaan, 5 mi away

    67/100RFA Score

    Ranked #21 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

  22. #22 SMG ABA LLC

    Based in Bohemia, 24 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.8★ from 130 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 130 Google reviews
    Hours
    Mon–Thu 8:45 AM–5:30 PM · Fri 8:45 AM–1:30 PM · Sat–Sun closed
    Address
    300 Corporate Plaza, Islandia, NY 11749
    View profile for SMG ABA LLC(631) 481-8600

  23. #23 Rogg & Kejriwal LLP

    Based in Westbury, 24 mi away

    66/100RFA 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

  24. #24 Tailored Wealth

    Based in Fairfield, 12 mi away

    66/100RFA Score

    Ranked #24 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

Financial planners 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 263 ranked financial planners here; the rest are on their profiles.

financial planners in Darien, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26DeFreitas & Minsky LLP | CPA664.9★ (34)14 mi
274structures.com, LLC Structured Settlement Experts665.0★ (10)4 mi
28Skinner Wealth Strategies665.0★ (69)23 mi
29Westchester Benefit Group, Inc.665.0★ (24)13 mi
30First County Bank664.6★ (33)12 mi
31Flagship Financial Partners665.0★ (49)22 mi
32Advanced College Funding Solutions, LLC655.0★ (48)22 mi
33Heller & Filippone, LLP655.0★ (22)14 mi
34Attitude Financial Advisors, Inc655.0★ (37)20 mi
35CPC Wealth Management655.0★ (30)18 mi
36Plan First Wealth LLC654.8★ (17)11 mi
37Planning Financial Futures, Inc655.0★ (43)22 mi
38True Path Capital655.0★ (6)4 mi
39First County Bank654.3★ (9)5 mi
40Justin Ponella of Dipaola Financial Group655.0★ (35)21 mi
41Savant Wealth Management655.0★ (33)21 mi
42David Zavarelli, CFP® – LPL Financial655.0★ (36)22 mi
43Trustco Bank654.8★ (44)21 mi
44CERTIFIED FINANCIAL PLANNER - Retirement Planning - Nicholas T. Pititto, CFP® - Financial Advisor - Prudential Financial655.0★ (24)18 mi
45Bank of America (with Drive-thru ATM)653.7★ (16)5 mi
46Bank of America (with Drive-thru ATM)653.2★ (5)In Darien
47Graham Capital Management645.0★ (3)2 mi
48Gold Family Wealth645.0★ (6)6 mi
49Larchmont Wealth Management645.0★ (23)18 mi
50Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor645.0★ (29)21 mi

Also serving Darien

20 more financial planners 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 planners serving Darien
BusinessGoogle ratingDistance
Beacon Capital LLCIn Darien
Beringer Wealth Advisors of Janney Montgomery ScottIn Darien
Cantor Fitzgerald1.0★ (2)In Darien
Colony Wealth Advisors of Janney Montgomery ScottIn Darien
Emerald Star Investment ManagementIn Darien
Future StandardIn Darien
Goodnow Investment Group LLCIn Darien
Investors Capital Management, Inc.In Darien
Janney Montgomery ScottIn Darien
Kythera Capital Management LLC5.0★ (1)In Darien
Makenna & Company, Inc.In Darien
Merritt Point Wealth Advisors5.0★ (1)In Darien
Nassau Private CreditIn Darien
North Star Wealth Investors LLCIn Darien
Old Hill Partners5.0★ (1)In Darien
Shane P. Kelly of Janney Montgomery ScottIn Darien
Soundview FinancialIn Darien
Steven Buczek - TD Wealth Financial Advisor1.0★ (1)In Darien
The Kelly Group of Janney Montgomery ScottIn Darien
Wealth Enhancement Group5.0★ (1)In Darien

How we ranked Darien financial planners

We scored 263 Darien financial planners 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 Darien 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Darien: frequently asked questions

Which financial planner has the highest RFA Score in Darien?

By RFA Score, the highest-ranked financial planner in Darien, 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. Bankers Life (#2) and Lehmann Insurance Plainview (#3) follow. We ranked 263 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Darien?

RankedFinancialAdvisors ranks 263 financial planners serving Darien, CT. 3 of them are based in Darien; 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 planners in Darien work on weekends?

87 of 263 ranked financial planners post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are Steven Silber, CFP , CLTC (#5), Island Federal Credit Union (#7) and Ridgewood Savings Bank (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Darien financial planners have?

The median Google rating among 263 rated financial planners in Darien 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 planners?

Each financial planner 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 planners outside Darien count in this ranking?

Yes, if they are within 25 mi of the Darien city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Darien ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Darien 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 planners 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 Darien

  1. November 2026: RFA Scores recalculated for 263 financial planners serving Darien.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Darien pages