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Investment Advisors in Derby, CT: 2026 rankings

55 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Derby: Ki Property Group, RFA Score 74/100; 4.9★ from 90 Google reviews.

  2. 3

    Most-reviewed: Skinner Wealth Strategies, 69 Google reviews at 5.0★, the most of 55 ranked after Ki Property Group; ranked #3.

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

55 Derby investment advisors are ranked here by RFA Score, from eight published factors. 13 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.7★ across 55 rated firms.

Top 10 investment advisors in Derby 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 investment advisors in Derby at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Ki Property Group744.9★ (90)Branford, 15 mi away—Top score
2Stormfield Capital LLC684.5★ (22)Bridgeport, 16 mi awaySat · Evenings—
3Skinner Wealth Strategies675.0★ (69)City of Milford (balance), 5 mi away—Most reviews
4David Lerner Associates, Inc.664.1★ (13)Westport, 17 mi away——
5Milestone Asset Management Group655.0★ (15)City of Milford (balance), 7 mi away——
6Toomey Investment Management Inc.655.0★ (33)Wallingford, 17 mi away——
7Benchmark Trading option631.0★ (4)Bridgeport, 10 mi awaySat · Sun—
8David Zavarelli, CFP® – LPL Financial635.0★ (36)City of Milford (balance), 9 mi away——
9Closers Corp633.7★ (6)Danbury, 20 mi away——
10Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC635.0★ (41)North Haven, 11 mi away——

All 55 investment advisors in Derby, 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 Derby

    #1 Ki Property Group

    Based in Branford, 15 mi away

    74/100RFA Score

    Ranked #1 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

  2. #2 Stormfield Capital LLC

    Based in Bridgeport, 16 mi away

    68/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.5★ from 22 Google reviews, listed on Google as “Investment service”.

    • 4.5★ from 22 Google reviews
    Hours
    Mon–Fri 8 AM–7 PM · Sat 8 AM–6 PM · Sun closed
    Address
    200 Pequot Ave, Southport, CT 06890
    View profile for Stormfield Capital LLC(203) 628-4653

  9. #9 Closers Corp

    Based in Danbury, 20 mi away

    63/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 3.7★ from 6 Google reviews, listed on Google as “Investment company”.

    • 3.7★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    29E E Pembroke Rd Unit 2, Danbury, CT 06811
    View profile for Closers Corp

  10. #10 Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in North Haven, 11 mi away

    63/100RFA Score

    Ranked #10 because of its Google rating and review volume: 5.0★ from 41 Google reviews.

    • 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

  15. #15 First County Bank

    Based in Fairfield, 15 mi away

    60/100RFA Score

    Ranked #15 because of its Google rating and review volume: 4.6★ from 33 Google reviews.

    • 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

  16. #16 Charles Schwab

    Based in Danbury, 19 mi away

    60/100RFA Score

    Ranked #16 because of its Google rating and review volume: 4.9★ from 33 Google reviews.

    • 4.9★ from 33 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    49 Federal Rd, Brookfield, CT 06804
    View profile for Charles Schwab(203) 448-2344

  17. #17 The Milford Bank

    Based in City of Milford (balance), 6 mi away

    59/100RFA Score

    Ranked #17 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

  18. #18 Coastal Bridge Advisors

    Based in City of Milford (balance), 5 mi away

    59/100RFA Score

    Ranked #18 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

  19. #19 The Milford Bank

    Based in City of Milford (balance), 7 mi away

    59/100RFA Score

    Ranked #19 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

  21. #21 The Milford Bank

    Based in Stratford, 8 mi away

    59/100RFA Score

    Ranked #21 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

  22. #22 The Milford Bank

    Based in City of Milford (balance), 8 mi away

    59/100RFA Score

    Ranked #22 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

Investment 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 55 ranked investment advisors here; the rest are on their profiles.

investment advisors in Derby, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Centurion Wealth Management - Ameriprise Financial Services, LLC585.0★ (18)19 mi
27Fidelity Investments583.7★ (17)9 mi
28Newtown Savings Bank - Shelton: Bridgeport Ave583.3★ (10)4 mi
29Fiduciam Financial - Ameriprise Financial Services, LLC584.4★ (17)15 mi
30Warner Wealth575.0★ (4)4 mi
31Diamant Asset Management575.0★ (4)21 mi
32Newtown Savings Bank - Oxford574.4★ (5)7 mi
33Newtown Savings Bank - Danbury574.7★ (14)19 mi
34Allegiant Wealth Management, LLC575.0★ (11)18 mi
35Edward Jones - Financial Advisor: Tad Smith, AAMS®574.2★ (5)7 mi
36The Milford Bank565.0★ (4)8 mi
37Newtown Savings Bank - Shelton: White Hills563.7★ (3)3 mi
38Wealth Enhancement Group - Doug Kuring565.0★ (14)23 mi
39Newtown Savings Bank - Brookfield564.1★ (17)19 mi
40Newtown Savings Bank - Trumbull564.0★ (4)8 mi
41Fidelity Investments563.8★ (12)15 mi
42First County Bank555.0★ (13)24 mi
43Newtown Savings Bank - Bethel: Dolan Plaza554.2★ (10)17 mi
44Blackwater Wealth Management555.0★ (4)13 mi
45Northshire Consulting LLC555.0★ (9)22 mi
46Charles Schwab553.6★ (7)15 mi
47Timothy J Haas, CFP® CIMA® RMA® EA MBA545.0★ (3)12 mi
48TIAA Financial Services543.3★ (3)11 mi
49Matthew Webber - Private Wealth Advisor, Ameriprise Financial Services, LLC543.7★ (3)13 mi
50Massucci & Associates534.3★ (6)21 mi

Also serving Derby

20 more investment 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 investment advisors serving Derby
BusinessGoogle ratingDistance
Carson Wealth5.0★ (2)20 mi
D J Wallace Investments3.0★ (2)19 mi
Diastole Wealth Management5.0★ (2)21 mi
Edward Jones - Financial Advisor: Bosmat Cohen, CFP®5.0★ (2)16 mi
Edward Jones - Financial Advisor: Jonathan B Kaplan, AAMS®5.0★ (2)18 mi
Edward Jones - Financial Advisor: Katie Zebrowski5.0★ (2)8 mi
Edward Jones - Financial Advisor: Stephen Harrington5.0★ (2)16 mi
Financial Strategies Investment Advisor Services, Inc.5.0★ (2)17 mi
Georgetown Financial Group Inc5.0★ (2)18 mi
Impala Asset Management2.5★ (2)24 mi
John Hursh - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)9 mi
Mercer Advisors - Woodbridge4.5★ (2)6 mi
Morgan Stanley3.0★ (2)18 mi
Morgan Stanley Financial Advisors3.0★ (2)21 mi
Procyon5.0★ (2)4 mi
Root, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (2)11 mi
Soundview FinancialIn Derby
The Schreiber Bliss Group - Morgan Stanley1.0★ (2)9 mi
Valley Financial Services1.0★ (1)In Derby
Wells Fargo Advisors1.0★ (2)18 mi

How we ranked Derby investment advisors

We scored 55 Derby investment 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 Derby 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Derby: frequently asked questions

Which investment advisor has the highest RFA Score in Derby?

By RFA Score, the highest-ranked investment advisor in Derby, CT is Ki Property Group with an RFA Score of 74/100. It has 4.9★ from 90 Google reviews. Stormfield Capital LLC (#2) and Skinner Wealth Strategies (#3) follow. We ranked 55 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Derby?

RankedFinancialAdvisors ranks 55 investment advisors serving Derby, CT. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Derby work on weekends?

13 of 55 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Stormfield Capital LLC (#2), Benchmark Trading option (#7) and Connecticut Investment Advisors (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Derby investment advisors have?

The median Google rating among 55 rated investment advisors in Derby is 4.7★, with a median of 11 reviews. Ki Property Group has the most, 90 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Derby count in this ranking?

Yes, if they are within 25 mi of the Derby city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Derby ranked?

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

How do I check an investment 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 investment advisor in Derby 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 investment 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 Derby

  1. November 2026: RFA Scores recalculated for 55 investment advisors serving Derby.

More investment advisors and Derby pages