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Investment Advisors in Westport, CT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Westport: Hedgeye Risk Management, RFA Score 72/100; 4.3★ from 164 Google reviews.

  2. 23

    Most-reviewed: Cyber Trading University, 133 Google reviews at 4.9★, the most of 113 ranked after Hedgeye Risk Management; ranked #23.

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

113 Westport 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 113 rated firms.

Top 10 investment advisors in Westport 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 Westport at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Hedgeye Risk Management724.3★ (164)Stamford, 10 mi away—Top score
2Stormfield Capital LLC704.5★ (22)Bridgeport, 4 mi awaySat · Evenings—
3David Lerner Associates, Inc.694.1★ (13)Westport——
4Prudential - Three Village Financial685.0★ (28)East Setauket, 19 mi away——
5First Shelbourne665.0★ (16)Dix Hills, 18 mi away——
6HTG Investment Advisors Inc665.0★ (33)New Canaan, 7 mi away——
7Peter Sikora - Integrity Wealth Management Group655.0★ (12)Eastchester, 20 mi away——
8David Lerner Associates, Inc.654.7★ (22)White Plains, 25 mi away——
9AQR Capital Management644.1★ (11)Greenwich, 16 mi awaySat · Sun · Evenings—
10ARGA Investment Management, LP635.0★ (3)Stamford, 11 mi away——

All 113 investment advisors in Westport, 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 Westport

    #1 Hedgeye Risk Management

    Based in Stamford, 10 mi away

    72/100RFA 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, 4 mi away

    70/100RFA 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

  4. #4 Prudential - Three Village Financial

    Based in East Setauket, 19 mi away

    68/100RFA Score

    Ranked #4 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, 18 mi away

    66/100RFA 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

  12. #12 FinTron, Inc.

    Based in Stamford, 11 mi away

    63/100RFA Score

    Ranked #12 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

  13. #13 Fidelity Investments

    Based in Greenwich, 16 mi away

    63/100RFA Score

    Ranked #13 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

  16. #16 The Wealth Alliance

    Based in Melville, 25 mi away

    62/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    105 Broadhollow Rd, Melville, NY 11747
    View profile for The Wealth Alliance(631) 670-0682

  19. #19 Benjamin Securities Inc

    Based in Brentwood, 24 mi away

    62/100RFA Score

    Ranked #19 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

  21. #21 Closers Corp

    Based in Danbury, 20 mi away

    62/100RFA Score

    Ranked #21 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

  25. #25 First County Bank

    Based in Fairfield, 5 mi away

    61/100RFA Score

    Ranked #25 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

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

investment advisors in Westport, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26URS Capital Partners613.7★ (3)19 mi
27The LCP Group, L.P.604.0★ (4)23 mi
28Javier Lugo - Prudential Financial605.0★ (3)23 mi
29Milestone Asset Management Group605.0★ (15)17 mi
30Topspin Consumer Partners602.8★ (6)24 mi
31Craig Forbes - Prudential Financial604.0★ (3)23 mi
32David Zavarelli, CFP® – LPL Financial605.0★ (36)15 mi
33Mitlin Financial, Inc.605.0★ (62)23 mi
34Geneva Capital Management595.0★ (19)25 mi
35Graham Capital Management595.0★ (3)7 mi
36MCINTOSH TAX AND ASSET MANAGEMENT GROUP585.0★ (15)24 mi
37First County Bank585.0★ (13)7 mi
38Abundant Wealth Management, LLC585.0★ (17)11 mi
39First County Bank584.7★ (13)8 mi
40Diamant Asset Management585.0★ (4)12 mi
41Charles Schwab584.9★ (33)20 mi
42Capitalized Acquisitions Management Group, LLC.585.0★ (39)24 mi
43Westchester Benefit Group, Inc.575.0★ (24)18 mi
44First County Bank574.7★ (13)9 mi
45Westchester Capital Management574.2★ (15)22 mi
46Heritage Financial Advisory575.0★ (29)22 mi
47CPC Wealth Management575.0★ (30)24 mi
48Fidelity Investments573.8★ (12)5 mi
49CERTIFIED FINANCIAL PLANNER - Retirement Planning - Nicholas T. Pititto, CFP® - Financial Advisor - Prudential Financial575.0★ (24)21 mi
50Compass Capital Management Llc574.5★ (11)24 mi

Also serving Westport

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 Westport
BusinessGoogle ratingDistance
A.G.P./ Alliance Global Partners4.0★ (2)In Westport
Adam Leapley - Morgan Stanley1.0★ (1)In Westport
Amy Gillis - UBS Financial Services Inc.1.0★ (1)In Westport
Anthony Corona - RBC Wealth Management Financial Advisor5.0★ (1)In Westport
Corient5.0★ (2)In Westport
Focus Partners5.0★ (2)In Westport
Gold Family Wealth5.0★ (6)In Westport
Jim Iseman - UBS Financial Services Inc.1.0★ (1)In Westport
LCR Wealth Management LLC3.0★ (2)In Westport
Martin Paul Mclaughlin - UBS Financial Services Inc.5.0★ (1)In Westport
Morgan Stanley3.0★ (2)In Westport
Northwestern Mutual - The Bender Financial Group3.0★ (2)In Westport
Patrick Luckhart - Raymond James1.0★ (1)In Westport
Principle Wealth4.0★ (1)In Westport
Richard Smalley - RBC Wealth Management Financial Advisor5.0★ (1)In Westport
Robert J. Baptist - Wilmington Advisors @ M&T1.0★ (1)In Westport
Strategic Advisor5.0★ (3)In Westport
The Panza Wheway Group - Morgan Stanley5.0★ (1)In Westport
UBS Financial Services Inc.4.0★ (7)In Westport
Wealthspire5.0★ (10)In Westport

How we ranked Westport investment advisors

We scored 113 Westport 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 Westport 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 Westport: frequently asked questions

Which investment advisor has the highest RFA Score in Westport?

By RFA Score, the highest-ranked investment advisor in Westport, CT is Hedgeye Risk Management with an RFA Score of 72/100. It has 4.3★ from 164 Google reviews. Stormfield Capital LLC (#2) and David Lerner Associates, Inc. (#3) follow. We ranked 113 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Westport?

RankedFinancialAdvisors ranks 113 investment advisors serving Westport, CT. 1 of them is based in Westport; 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 Westport work on weekends?

23 of 113 ranked investment advisors post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Stormfield Capital LLC (#2), AQR Capital Management (#9) and FinTron, Inc. (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Westport investment advisors have?

The median Google rating among 113 rated investment advisors in Westport is 4.7★, with a median of 10 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 Westport count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 113 investment advisors serving Westport.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Westport pages