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Investment Advisors in Naugatuck, CT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Naugatuck: Ki Property Group, RFA Score 73/100; 4.9★ from 90 Google reviews.

  2. 4

    Most-reviewed: Skinner Wealth Strategies, 69 Google reviews at 5.0★, the most of 61 ranked after Ki Property Group; ranked #4.

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

61 Naugatuck investment advisors are ranked here by RFA Score, from eight published factors. 12 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.8★ across 61 rated firms.

Top 10 investment advisors in Naugatuck 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 Naugatuck at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Ki Property Group734.9★ (90)Branford, 19 mi away—Top score
2Toomey Investment Management Inc.665.0★ (33)Wallingford, 12 mi away——
3Connecticut Investment Advisors644.9★ (13)Cheshire, 8 mi awaySat—
4Skinner Wealth Strategies645.0★ (69)City of Milford (balance), 17 mi away—Most reviews
5Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC635.0★ (41)North Haven, 12 mi away——
6Closers Corp633.7★ (6)Danbury, 21 mi away——
7Compass Capital Management Llc634.5★ (11)Southbury, 9 mi away——
8Milestone Asset Management Group LLC625.0★ (28)Farmington, 25 mi away——
9Milestone Asset Management Group625.0★ (15)City of Milford (balance), 18 mi away——
10Fiduciam Financial - Ameriprise Financial Services, LLC624.4★ (17)Naugatuck——

All 61 investment advisors in Naugatuck, 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 Naugatuck

    #1 Ki Property Group

    Based in Branford, 19 mi away

    73/100RFA 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

  5. #5 Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in North Haven, 12 mi away

    63/100RFA Score

    Ranked #5 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

  6. #6 Closers Corp

    Based in Danbury, 21 mi away

    63/100RFA Score

    Ranked #6 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

  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

  24. #24 The Milford Bank

    Based in City of Milford (balance), 17 mi away

    57/100RFA Score

    Ranked #24 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

  25. #25 Fidelity Investments

    Based in New Haven, 14 mi away

    57/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.7★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 17 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    265 Church St, New Haven, CT 06510
    View profile for Fidelity Investments(800) 243-4549

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

investment advisors in Naugatuck, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Coastal Bridge Advisors575.0★ (9)17 mi
27The Milford Bank574.0★ (21)18 mi
28The Milford Bank564.7★ (13)20 mi
29Massucci & Associates564.3★ (6)11 mi
30Newtown Savings Bank - Brookfield564.1★ (17)19 mi
31Newtown Savings Bank - Danbury564.7★ (14)22 mi
32Cornish Financial Services LLC565.0★ (7)15 mi
33Ck Management Llc562.2★ (10)5 mi
34The Milford Bank564.6★ (11)20 mi
35Bergenn Financial Group LLC565.0★ (13)25 mi
36Blackwater Wealth Management565.0★ (4)12 mi
37Investmark Advisory Group554.3★ (6)15 mi
38Newtown Savings Bank - Shelton: Bridgeport Ave553.3★ (10)16 mi
39Newtown Savings Bank - Bethel: Dolan Plaza554.2★ (10)21 mi
40Warner Wealth555.0★ (4)15 mi
41Timothy J Haas, CFP® CIMA® RMA® EA MBA555.0★ (3)13 mi
42Edward Jones - Financial Advisor: Mark S Roberti545.0★ (5)18 mi
43TIAA Financial Services543.3★ (3)11 mi
44Newtown Savings Bank - Shelton: White Hills543.7★ (3)12 mi
45Six Point Wealth Advisors - Ameriprise Financial Services, LLC544.3★ (3)13 mi
46Charles Schwab544.4★ (10)25 mi
47The Milford Bank545.0★ (4)18 mi
48Edward Jones - Financial Advisor: Tad Smith, AAMS®544.2★ (5)18 mi
49Barron Financial Group545.0★ (5)22 mi
50Edward Jones - Financial Advisor: Ivan Shiffman535.0★ (4)20 mi

Also serving Naugatuck

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 Naugatuck
BusinessGoogle ratingDistance
Adam Swiger - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Naugatuck
Allison Becker - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Naugatuck
Alston Eldridge - Ameriprise Financial Services, LLCIn Naugatuck
Brianna Gambacini - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Naugatuck
Candice Pope - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Naugatuck
Chittenden Group Insurance5.0★ (139)In Naugatuck
D J Wallace Investments3.0★ (2)8 mi
David Bouffard - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Naugatuck
David Mulhall LPL FinancialIn Naugatuck
Dwight Findlay: Primerica - Financial Services5.0★ (17)In Naugatuck
EAGER FINANCIALIn Naugatuck
Edward Jones - Financial Advisor: Bosmat Cohen, CFP®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Stephen Harrington5.0★ (2)5 mi
Fuchs Financial5.0★ (2)In Naugatuck
JT Wiederholt - Financial Advisor, Ameriprise Financial Services, LLCIn Naugatuck
M&K AssociatesIn Naugatuck
Mark Jones - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Naugatuck
Maxwell Gebauer - Financial Advisor, Ameriprise Financial Services, LLCIn Naugatuck
Mehdi Azizi - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Naugatuck
Stephanie Field - Financial Advisor, Ameriprise Financial Services, LLCIn Naugatuck

How we ranked Naugatuck investment advisors

We scored 61 Naugatuck 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 Naugatuck 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 Naugatuck: frequently asked questions

Which investment advisor has the highest RFA Score in Naugatuck?

By RFA Score, the highest-ranked investment advisor in Naugatuck, CT is Ki Property Group with an RFA Score of 73/100. It has 4.9★ from 90 Google reviews. Toomey Investment Management Inc. (#2) and Connecticut Investment Advisors (#3) follow. We ranked 61 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Naugatuck?

RankedFinancialAdvisors ranks 61 investment advisors serving Naugatuck, CT. 1 of them is based in Naugatuck; 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 Naugatuck work on weekends?

12 of 61 ranked investment advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Connecticut Investment Advisors (#3), Benchmark Trading option (#12) and The Ferris Financial Group (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Naugatuck investment advisors have?

The median Google rating among 61 rated investment advisors in Naugatuck is 4.8★, with a median of 10 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 Naugatuck count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 61 investment advisors serving Naugatuck.

More investment advisors and Naugatuck pages