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Financial Planners in Madison, CT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Madison: Island Federal Credit Union, RFA Score 71/100; 5.0★ from 203 Google reviews; open Saturdays until 3 PM.

  2. 2

    Most-reviewed: Bank of America (with Drive-thru ATM), 332 Google reviews at 4.6★, the most of 68 ranked; ranked #2.

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

68 Madison financial planners are ranked here by RFA Score, from eight published factors. 17 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.5★ across 68 rated firms.

Top 10 financial planners in Madison 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 Madison at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Island Federal Credit Union715.0★ (203)Riverhead, 24 mi awaySatTop score
2Bank of America (with Drive-thru ATM)714.6★ (332)Meriden, 20 mi awaySatMost reviews
3Agemy Financial Strategies, Inc714.9★ (53)Guilford, 5 mi away——
4R.J. Testo & Associates684.9★ (93)City of Milford (balance), 25 mi away——
5Bank of America (with Drive-thru ATM)674.3★ (31)Guilford, 4 mi awaySat—
6Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC675.0★ (41)North Haven, 16 mi away——
7The Financial Sherpa674.9★ (11)MadisonSat · Sun · Evenings—
8Sound Wealth Advisors LLC675.0★ (10)Madison——
9Toomey Investment Management Inc.665.0★ (33)Wallingford, 17 mi away——
10Bank of America (with Drive-thru ATM)664.2★ (12)Madison——

All 68 financial planners in Madison, 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 Madison

    #1 Island Federal Credit Union

    Based in Riverhead, 24 mi away

    71/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 203 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 203 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
    1071 Old Country Rd, Riverhead, NY 11901
    View profile for Island Federal Credit Union(631) 851-1100

  4. #4 R.J. Testo & Associates

    Based in City of Milford (balance), 25 mi away

    68/100RFA Score

    Ranked #4 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

  6. #6 Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in North Haven, 16 mi away

    67/100RFA Score

    Ranked #6 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

  7. #7 The Financial Sherpa

    Based in Madison

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 11 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 10 AM–4:45 PM · Sun 10 AM–2:30 PM
    View profile for The Financial Sherpa

  18. #18 TPS Group

    Based in North Haven, 16 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    127 Washington Ave, North Haven, CT 06473
    View profile for TPS Group(203) 234-2229

  23. #23 Pearl Financial

    Based in Hamden, 18 mi away

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.8★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Building One Second Floor, 3074 Whitney Ave, Hamden, CT 06518
    View profile for Pearl Financial(203) 281-4748

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

financial planners in Madison, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Centurion Wealth Management - Ameriprise Financial Services, LLC625.0★ (18)24 mi
27Covenant Wealth Advisers625.0★ (15)22 mi
28Bank of America (with Drive-thru ATM)624.2★ (34)24 mi
29Milestone Asset Management Group625.0★ (15)24 mi
30Nexa Financial Group625.0★ (7)16 mi
31Thimble Island Private Wealth625.0★ (4)10 mi
32Essex Financial624.2★ (5)10 mi
33Bank of America Financial Center623.5★ (35)17 mi
34Bank of America (with Drive-thru ATM)613.2★ (34)14 mi
35Fidelity Investments613.7★ (17)17 mi
36Fuchs Financial615.0★ (8)20 mi
37The Milford Bank614.5★ (13)23 mi
38Sinclair Risk & Financial Management614.4★ (7)17 mi
39Bank of America (with Drive-thru services)613.2★ (29)17 mi
40Bank of America Financial Center613.5★ (15)18 mi
41The Milford Bank604.0★ (21)24 mi
42Tricia Gordon - Financial Advisor - Ion Investments605.0★ (8)22 mi
43Bank of America Financial Center603.4★ (22)20 mi
44Raman Grover - Financial Advisor - Ion Investments605.0★ (6)21 mi
45Eugene W Harris & Co594.0★ (4)16 mi
46Bank of America (with Drive-thru ATM)593.2★ (27)21 mi
47Austro Financial Services593.4★ (5)17 mi
48Johnson Mowdy Associates, CPA's, P.C.593.5★ (16)24 mi
49Bank of America (with Drive-thru ATM)593.3★ (32)24 mi
50Tribute Financial595.0★ (3)18 mi

Also serving Madison

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 Madison
BusinessGoogle ratingDistance
Acorn Financial Services5.0★ (1)In Madison
Altium Wealth5.0★ (2)In Madison
Brett Cavalieri - Morgan StanleyIn Madison
Canoga Wealth Management5.0★ (1)In Madison
Charles Schwab3.7★ (3)In Madison
David R Adams - Morgan Stanley4.0★ (1)In Madison
Edward Hopkins and Associates4.9★ (16)In Madison
Edward Jones - Financial Advisor: David M O'Connor5.0★ (1)In Madison
Essex Financial5.0★ (1)In Madison
First Financial Planners1.0★ (1)In Madison
Gilbert and Timme5.0★ (1)In Madison
Justin Lindahl, Financial Advisor - Lindahl Financial Group5.0★ (2)In Madison
Madison Financial Planning5.0★ (2)In Madison
Morgan Stanley Financial Advisors4.0★ (1)In Madison
Sightline Wealth Advisors, LLC5.0★ (1)In Madison
Stifel5.0★ (2)In Madison
Switchback Financial, LLC5.0★ (1)In Madison
The Barnes-Reid-Walz Group - Morgan Stanley5.0★ (1)In Madison
The Madison Capstone Group - Morgan StanleyIn Madison
Wells Fargo AdvisorsIn Madison

How we ranked Madison financial planners

We scored 68 Madison 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 Madison 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 Madison: frequently asked questions

Which financial planner has the highest RFA Score in Madison?

By RFA Score, the highest-ranked financial planner in Madison, CT is Island Federal Credit Union with an RFA Score of 71/100. It has 5.0★ from 203 Google reviews. It is open Saturdays until 3 PM. Bank of America (with Drive-thru ATM) (#2) and Agemy Financial Strategies, Inc (#3) follow. We ranked 68 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Madison?

RankedFinancialAdvisors ranks 68 financial planners serving Madison, CT. 5 of them are based in Madison; 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 Madison work on weekends?

17 of 68 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Island Federal Credit Union (#1), Bank of America (with Drive-thru ATM) (#2) and Bank of America (with Drive-thru ATM) (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Madison financial planners have?

The median Google rating among 68 rated financial planners in Madison is 4.5★, with a median of 15 reviews. Bank of America (with Drive-thru ATM) has the most, 332 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 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 Madison count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 68 financial planners serving Madison.

More financial planners and Madison pages