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Investment Advisors in North Haven, CT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in North Haven: Ki Property Group, RFA Score 76/100; 4.9★ from 90 Google reviews.

  2. 5

    Most-reviewed: Skinner Wealth Strategies, 69 Google reviews at 5.0★, the most of 50 ranked after Ki Property Group; ranked #5.

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

50 North Haven investment advisors are ranked here by RFA Score, from eight published factors. 9 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.7★ across 50 rated firms.

Top 10 investment advisors in North Haven 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 North Haven at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Ki Property Group764.9★ (90)Branford, 8 mi away—Top score
2Toomey Investment Management Inc.685.0★ (33)Wallingford, 5 mi away——
3Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC665.0★ (41)North Haven——
4Connecticut Investment Advisors644.9★ (13)Cheshire, 6 mi awaySat—
5Skinner Wealth Strategies645.0★ (69)City of Milford (balance), 15 mi away—Most reviews
6Milestone Asset Management Group625.0★ (15)City of Milford (balance), 15 mi away——
7Morrissey Wealth Management625.0★ (13)North Haven——
8David Zavarelli, CFP® – LPL Financial615.0★ (36)City of Milford (balance), 18 mi away——
9Benchmark Trading option601.0★ (4)Bridgeport, 22 mi awaySat · Sun—
10Centurion Wealth Management - Ameriprise Financial Services, LLC605.0★ (18)Cheshire, 11 mi away——

All 50 investment advisors in North Haven, 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 North Haven

    #1 Ki Property Group

    Based in Branford, 8 mi away

    76/100RFA 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

  16. #16 Fidelity Investments

    Based in New Haven, 7 mi away

    58/100RFA Score

    Ranked #16 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

  19. #19 The Milford Bank

    Based in City of Milford (balance), 14 mi away

    57/100RFA Score

    Ranked #19 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

  20. #20 The Milford Bank

    Based in City of Milford (balance), 16 mi away

    57/100RFA Score

    Ranked #20 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

  23. #23 Coastal Bridge Advisors

    Based in City of Milford (balance), 15 mi away

    57/100RFA Score

    Ranked #23 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

  24. #24 The Milford Bank

    Based in Stratford, 19 mi away

    56/100RFA Score

    Ranked #24 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

All 50 investment advisors

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile.

investment advisors in North Haven, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26The Ferris Financial Group565.0★ (11)20 mi
27The Milford Bank564.6★ (11)18 mi
28Massucci & Associates554.3★ (6)14 mi
29Newtown Savings Bank - Oxford554.4★ (5)13 mi
30The Milford Bank555.0★ (4)13 mi
31Cornish Financial Services LLC555.0★ (7)19 mi
32Investmark Advisory Group554.3★ (6)16 mi
33Newtown Savings Bank - Shelton: Bridgeport Ave553.3★ (10)16 mi
34Edward Jones - Financial Advisor: Mark S Roberti545.0★ (5)18 mi
35Edward Jones - Financial Advisor: Tad Smith, AAMS®544.2★ (5)16 mi
36Warner Wealth545.0★ (4)16 mi
37Ck Management Llc532.2★ (10)15 mi
38Six Point Wealth Advisors - Ameriprise Financial Services, LLC534.3★ (3)16 mi
39Newtown Savings Bank - Shelton: White Hills533.7★ (3)15 mi
40Charles Schwab533.7★ (3)16 mi
41Johnson Brunetti533.3★ (26)25 mi
42Retirement Income Source SFG533.5★ (11)24 mi
43Newtown Savings Bank - Trumbull524.0★ (4)20 mi
44Sullivan Financial Advisors524.3★ (6)25 mi
45Edward Jones - Financial Advisor: Eric Gagne525.0★ (4)24 mi
46Edelman Financial Engines524.0★ (4)23 mi
47Timothy J Haas, CFP® CIMA® RMA® EA MBA525.0★ (3)22 mi
48Wells Fargo Advisors523.8★ (4)23 mi
49Bryce Metzger - Morgan Stanley513.7★ (3)24 mi
50Matthew Webber - Private Wealth Advisor, Ameriprise Financial Services, LLC513.7★ (3)25 mi

Also serving North Haven

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 North Haven
BusinessGoogle ratingDistance
American Heritage FinancialIn North Haven
Caserta & de Jongh, LLCIn North Haven
Centel Wealth Advisory5.0★ (4)In North Haven
Centurion Wealth Management - Ameriprise Financial Services, LLCIn North Haven
Cetera InvestorsIn North Haven
Edward Jones - Financial Advisor: Charles B Carroll, CFP®In North Haven
Eugene W Harris & Co4.0★ (4)In North Haven
JFG Juniewic Financial Group5.0★ (2)In North Haven
Long View Investments LLCIn North Haven
Longview Investments LlcIn North Haven
Merrill EdgeIn North Haven
Michael Ferreira - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In North Haven
Nexa Financial Group5.0★ (7)In North Haven
Nutmeg Advisory Group, LLC5.0★ (2)In North Haven
Pruett Financial Services5.0★ (2)In North Haven
Raymond James Financial ServicesIn North Haven
Retirement Planning Partners5.0★ (1)In North Haven
Root, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (2)In North Haven
TPS Group5.0★ (20)In North Haven
Wells Fargo AdvisorsIn North Haven

How we ranked North Haven investment advisors

We scored 50 North Haven 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 North Haven 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 North Haven: frequently asked questions

Which investment advisor has the highest RFA Score in North Haven?

By RFA Score, the highest-ranked investment advisor in North Haven, CT is Ki Property Group with an RFA Score of 76/100. It has 4.9★ from 90 Google reviews. Toomey Investment Management Inc. (#2) and Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC (#3) follow. We ranked 50 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in North Haven?

RankedFinancialAdvisors ranks 50 investment advisors serving North Haven, CT. 3 of them are based in North Haven; 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 North Haven work on weekends?

9 of 50 ranked investment advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Connecticut Investment Advisors (#4), Benchmark Trading option (#9) and The Milford Bank (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do North Haven investment advisors have?

The median Google rating among 50 rated investment advisors in North Haven is 4.7★, 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 North Haven count in this ranking?

Yes, if they are within 25 mi of the North Haven 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 North Haven 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 North Haven 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 North Haven

  1. November 2026: RFA Scores recalculated for 50 investment advisors serving North Haven.

More investment advisors and North Haven pages