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Investment Advisors in Fairfield, CT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Fairfield: Hedgeye Risk Management, RFA Score 71/100; 4.3★ from 164 Google reviews.

  2. 21

    Most-reviewed: Steven Silber, CFP , CLTC, 109 Google reviews at 4.9★, the most of 90 ranked after Hedgeye Risk Management; ranked #21.

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

90 Fairfield investment advisors are ranked here by RFA Score, from eight published factors. 23 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.7★ across 90 rated firms.

Top 10 investment advisors in Fairfield 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 Fairfield at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Hedgeye Risk Management714.3★ (164)Stamford, 15 mi away—Top score
2Stormfield Capital LLC714.5★ (22)Bridgeport, 1 mi awaySat · Evenings—
3Prudential - Three Village Financial695.0★ (28)East Setauket, 16 mi away——
4David Lerner Associates, Inc.684.1★ (13)Westport, 3 mi away——
5First Shelbourne655.0★ (16)Dix Hills, 22 mi away——
6HTG Investment Advisors Inc645.0★ (33)New Canaan, 12 mi away——
7Peter Sikora - Integrity Wealth Management Group645.0★ (12)Eastchester, 24 mi away——
8Benchmark Trading option631.0★ (4)Bridgeport, 6 mi awaySat · Sun—
9AQR Capital Management634.1★ (11)Greenwich, 21 mi awaySat · Sun · Evenings—
10Skinner Wealth Strategies635.0★ (69)City of Milford (balance), 12 mi away——

All 90 investment advisors in Fairfield, 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 Fairfield

    #1 Hedgeye Risk Management

    Based in Stamford, 15 mi away

    71/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.3★ from 164 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 164 Google reviews
    Hours
    Mon–Fri 7 AM–5 PM · Sat–Sun closed
    Address
    1 High Ridge Park, Stamford, CT 06905
    View profile for Hedgeye Risk Management(203) 562-6500

  2. #2 Stormfield Capital LLC

    Based in Bridgeport, 1 mi away

    71/100RFA 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

  3. #3 Prudential - Three Village Financial

    Based in East Setauket, 16 mi away

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Heritage Square Office Condominium, 100 S Jersey Ave Unit 5, Setauket- East Setauket, NY 11733
    View profile for Prudential - Three Village Financial(631) 927-3325

  5. #5 First Shelbourne

    Based in Dix Hills, 22 mi away

    65/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for First Shelbourne(631) 600-7850

  14. #14 Benjamin Securities Inc

    Based in Brentwood, 22 mi away

    62/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    750 Veterans Memorial Hwy #210, Northport, NY 11768
    View profile for Benjamin Securities Inc(516) 931-1090

  15. #15 First County Bank

    Based in Fairfield

    62/100RFA Score

    Ranked #15 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

  16. #16 FinTron, Inc.

    Based in Stamford, 15 mi away

    62/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 4.0★ from 3 Google reviews
    Hours
    Mon–Sun 8 AM–7 PM
    Address
    201 Broad St, Stamford, CT 06901
    View profile for FinTron, Inc.(203) 557-4458

  17. #17 Fidelity Investments

    Based in Greenwich, 21 mi away

    62/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.6★ from 8 Google reviews, listed on Google as “Investment service”.

    • 3.6★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    48 W Putnam Ave, Greenwich, CT 06830
    View profile for Fidelity Investments(800) 833-3349

  23. #23 Closers Corp

    Based in Danbury, 22 mi away

    61/100RFA Score

    Ranked #23 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

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

investment advisors in Fairfield, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Mitlin Financial, Inc.605.0★ (62)23 mi
27MCINTOSH TAX AND ASSET MANAGEMENT GROUP595.0★ (15)23 mi
28Fidelity Investments583.8★ (12)In Fairfield
29Capitalized Acquisitions Management Group, LLC.585.0★ (39)23 mi
30Graham Capital Management585.0★ (3)10 mi
31The Milford Bank584.7★ (13)8 mi
32Heritage Financial Advisory585.0★ (29)20 mi
33Charles Schwab574.9★ (33)22 mi
34Charles Schwab573.6★ (7)In Fairfield
35Abundant Wealth Management, LLC575.0★ (17)16 mi
36First County Bank575.0★ (13)12 mi
37Compass Capital Management Llc574.5★ (11)23 mi
38Diamant Asset Management575.0★ (4)16 mi
39The Milford Bank574.6★ (11)9 mi
40First County Bank574.7★ (13)12 mi
41United Financial Planning Group LLC574.9★ (30)23 mi
42CERTIFIED FINANCIAL PLANNER - Retirement Planning - Nicholas T. Pititto, CFP® - Financial Advisor - Prudential Financial575.0★ (24)22 mi
43The Milford Bank564.0★ (21)12 mi
44Westchester Benefit Group, Inc.565.0★ (24)23 mi
45First County Bank564.7★ (13)14 mi
46Coastal Bridge Advisors565.0★ (9)12 mi
47Matthew Webber - Private Wealth Advisor, Ameriprise Financial Services, LLC563.7★ (3)In Fairfield
48Charles Schwab564.8★ (17)19 mi
49The Milford Bank564.5★ (13)14 mi
50Traverse Capital Management565.0★ (4)20 mi

Also serving Fairfield

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 Fairfield
BusinessGoogle ratingDistance
Anthony Fabrizio5.0★ (1)In Fairfield
Bronson Point Management5.0★ (1)In Fairfield
Chaiyot Chanyarakskul: Primerica - Financial Services5.0★ (1)In Fairfield
Chase Private Client3.5★ (2)In Fairfield
Coghlan & Associates5.0★ (1)In Fairfield
Comprehensive Planning Associates5.0★ (2)In Fairfield
Edward JonesIn Fairfield
Edward Jones - Financial Advisor: Stephen M Krizek5.0★ (1)In Fairfield
Fairfield Coastal Financial5.0★ (16)In Fairfield
Fairport Asset Management & Real Estate5.0★ (1)In Fairfield
Foundation Source5.0★ (2)In Fairfield
Harbor West Financial Planning Wealth Management5.0★ (4)In Fairfield
Lane Capital Markets LLC1.0★ (1)In Fairfield
Mariner5.0★ (1)In Fairfield
Moneco Advisors5.0★ (1)In Fairfield
Morgan Stanley Financial Advisors5.0★ (1)In Fairfield
Northwestern Mutual5.0★ (1)In Fairfield
Robin Rogers LLC5.0★ (1)In Fairfield
Tailored Wealth5.0★ (26)In Fairfield
The Gottlieb Group - Morgan Stanley5.0★ (1)In Fairfield

How we ranked Fairfield investment advisors

We scored 90 Fairfield 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 Fairfield 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 Fairfield: frequently asked questions

Which investment advisor has the highest RFA Score in Fairfield?

By RFA Score, the highest-ranked investment advisor in Fairfield, CT is Hedgeye Risk Management with an RFA Score of 71/100. It has 4.3★ from 164 Google reviews. Stormfield Capital LLC (#2) and Prudential - Three Village Financial (#3) follow. We ranked 90 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Fairfield?

RankedFinancialAdvisors ranks 90 investment advisors serving Fairfield, CT. 4 of them are based in Fairfield; 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 investment advisors in Fairfield work on weekends?

23 of 90 ranked investment advisors post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Stormfield Capital LLC (#2), Benchmark Trading option (#8) and AQR Capital Management (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Fairfield investment advisors have?

The median Google rating among 90 rated investment advisors in Fairfield is 4.7★, with a median of 11 reviews. Hedgeye Risk Management has the most, 164 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 Fairfield count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 90 investment advisors serving Fairfield.

More investment advisors and Fairfield pages