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Investment Advisors in Meriden, CT: 2026 rankings

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

The short answer

  1. 1

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

  2. 13

    Most-reviewed: Skinner Wealth Strategies, 69 Google reviews at 5.0★, the most of 65 ranked after Ki Property Group; ranked #13.

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

65 Meriden investment advisors are ranked here by RFA Score, from eight published factors. 8 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 65 rated firms.

Top 10 investment advisors in Meriden 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 Meriden at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Ki Property Group744.9★ (90)Branford, 18 mi away—Top score
2Roman Pantojas725.0★ (46)Hartford, 16 mi awaySat · Sun · Evenings—
3Toomey Investment Management Inc.685.0★ (33)Wallingford, 6 mi away——
4Connecticut Investment Advisors644.9★ (13)Cheshire, 7 mi awaySat—
5Wolff Financial Group, LLC645.0★ (6)Manchester, 22 mi away——
6Milestone Asset Management Group LLC635.0★ (28)Farmington, 19 mi away——
7Connecticut Green Bank632.3★ (8)Hartford, 17 mi away——
8Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC635.0★ (41)North Haven, 12 mi away——
9Fiducient Advisors635.0★ (5)Windsor, 24 mi away——
10Cowen Tax Advisory Group, Inc.624.8★ (50)Farmington, 14 mi away——

All 65 investment advisors in Meriden, 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 Meriden

    #1 Ki Property Group

    Based in Branford, 18 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 Roman Pantojas

    Based in Hartford, 16 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 46 Google reviews
    Hours
    Mon–Sun 9 AM–9 PM
    Address
    151 New Park Ave Ste 115, Hartford, CT 06106
    View profile for Roman Pantojas(413) 505-6685

  8. #8 Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in North Haven, 12 mi away

    63/100RFA Score

    Ranked #8 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

  9. #9 Fiducient Advisors

    Based in Windsor, 24 mi away

    63/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    100 Northfield Dr #4a, Windsor, CT 06095
    View profile for Fiducient Advisors(860) 683-1187

  17. #17 Procyon

    Based in Glastonbury, 17 mi away

    60/100RFA Score

    Ranked #17 because of its Google rating and review volume: 5.0★ from 29 Google reviews.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    655 Winding Brook Dr Ste 2030, Glastonbury, CT 06033
    View profile for Procyon(860) 891-6209

  18. #18 Justin Budnick

    Based in East Hartford, 20 mi away

    60/100RFA Score

    Ranked #18 because of its Google rating and review volume: 5.0★ from 30 Google reviews.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    95 Leggett St, East Hartford, CT 06108
    View profile for Justin Budnick

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

investment advisors in Meriden, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bergenn Financial Group LLC585.0★ (13)16 mi
27Fiduciam Financial - Ameriprise Financial Services, LLC584.4★ (17)14 mi
28Cornish Financial Services LLC585.0★ (7)10 mi
29Shehu Asset Management, LLC575.0★ (4)19 mi
30Allegra Wealth Management, LLC575.0★ (9)16 mi
31Telos Partners565.0★ (11)19 mi
32Merrill Lynch Wealth Management565.0★ (13)21 mi
33Charles Schwab564.4★ (10)16 mi
34Blackwater Wealth Management565.0★ (4)10 mi
35Bradley Foster & Sargent, Inc.564.6★ (9)17 mi
36Fidelity Investments563.7★ (17)17 mi
37Johnson Brunetti563.3★ (26)15 mi
38Six Point Wealth Advisors - Ameriprise Financial Services, LLC564.3★ (3)7 mi
39Gateway Financial Partners564.5★ (8)17 mi
40Johndrow Wealth Management555.0★ (5)16 mi
41The Milford Bank554.5★ (13)24 mi
42Billy Grant - Private Wealth Advisor, Ameriprise Financial Services, LLC555.0★ (5)16 mi
43Edward Jones - Financial Advisor: Eric Gagne555.0★ (4)14 mi
44Edelman Financial Engines554.0★ (4)12 mi
45Wells Fargo Advisors543.8★ (4)13 mi
46RBC Wealth Management Branch - Glastonbury545.0★ (4)16 mi
47Coastal Bridge Advisors545.0★ (9)25 mi
48Ck Management Llc542.2★ (10)12 mi
49Newtown Savings Bank - Oxford544.4★ (5)18 mi
50TIAA Financial Services543.3★ (3)12 mi

Also serving Meriden

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 Meriden
BusinessGoogle ratingDistance
Amanda Mongillo - Investment Executive5.0★ (1)In Meriden
Arthur W. Wood Company, Inc.In Meriden
Bank of America (with Drive-thru ATM)4.6★ (332)In Meriden
Christopher Freeman - TD Wealth Financial AdvisorIn Meriden
COUZENS, DOMINGOS, ALLEN & ASSOCIATES - Ameriprise Financial Services, LLCIn Meriden
Genesis Financial Group - ThriventIn Meriden
Jack FarrellIn Meriden
John Farrell - Prudential FinancialIn Meriden
Khuong Ho - Financial Advisor, Ameriprise Financial Services, LLCIn Meriden
Lupacchino FinancialIn Meriden
Margaret Maruzo - Prudential FinancialIn Meriden
Matthew Couzens - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Meriden
Pam Miscia - ThriventIn Meriden
PMG Insurance & Financial Services5.0★ (2)In Meriden
Raman Grover - Financial Advisor - Ion Investments5.0★ (6)In Meriden
Raymond James Financial ServicesIn Meriden
Raymond James Financial ServicesIn Meriden
Smith Gillis Financial llcIn Meriden
Wells Fargo AdvisorsIn Meriden
WV Capital HoldingsIn Meriden

How we ranked Meriden investment advisors

We scored 65 Meriden 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 Meriden 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 Meriden: frequently asked questions

Which investment advisor has the highest RFA Score in Meriden?

By RFA Score, the highest-ranked investment advisor in Meriden, CT is Ki Property Group with an RFA Score of 74/100. It has 4.9★ from 90 Google reviews. Roman Pantojas (#2) and Toomey Investment Management Inc. (#3) follow. We ranked 65 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Meriden?

RankedFinancialAdvisors ranks 65 investment advisors serving Meriden, CT. 2 of them are based in Meriden; 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 Meriden work on weekends?

8 of 65 ranked investment advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Roman Pantojas (#2), Connecticut Investment Advisors (#4) and The Ferris Financial Group (#24). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Meriden investment advisors have?

The median Google rating among 65 rated investment advisors in Meriden is 5.0★, with a median of 8 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 Meriden count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 65 investment advisors serving Meriden.

More investment advisors and Meriden pages