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Wealth Managers in Greenwich, CT: 2026 rankings

133 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Greenwich: Domenick D'Andrea, AIF , CRC , CPFA | DanDarah Wealth Management, RFA Score 69/100; 5.0★ from 68 Google reviews.

  2. 3

    Most-reviewed: Carson Wealth, LLC, 107 Google reviews at 5.0★, the most of 133 ranked; ranked #3.

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

133 Greenwich wealth managers are ranked here by RFA Score, from eight published factors. 12 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 5.0★ across 133 rated firms.

Top 10 wealth managers in Greenwich 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 wealth managers in Greenwich at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Domenick D'Andrea, AIF , CRC , CPFA | DanDarah Wealth Management695.0★ (68)Westbury, 19 mi away—Top score
2Tony Gomez CFP® - AMG Wealth Management - Northwestern Mutual695.0★ (70)Melville, 20 mi awaySat · Evenings—
3Carson Wealth, LLC685.0★ (107)Franklin Lakes, 30 mi away—Most reviews
4Opal Wealth Advisors685.0★ (53)Jericho, 17 mi away——
5Midas Wealth - Private Client Group685.0★ (99)New York City, 30 mi away——
6Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor684.9★ (85)New York City, 26 mi awaySat · Evenings—
7CPC Wealth Management685.0★ (30)Greenburgh, 9 mi away——
8Drucker Wealth Management684.9★ (85)New York City, 27 mi away——
9Plan First Wealth LLC674.8★ (17)Greenwich——
10Wealthspire674.9★ (64)New York City, 26 mi away——

All 133 wealth managers in Greenwich, 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.

  3. #3 Carson Wealth, LLC

    Based in Franklin Lakes, 30 mi away

    68/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 107 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 107 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    795 Franklin Ave Building C, Suite 202, Franklin Lakes, NJ 07417
    View profile for Carson Wealth, LLC(201) 891-1130

  4. #4 Opal Wealth Advisors

    Based in Jericho, 17 mi away

    68/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 53 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 53 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2 Jericho Plaza #208, Jericho, NY 11753
    View profile for Opal Wealth Advisors(516) 388-7980

  6. #6 Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor

    Based in New York City, 26 mi away

    68/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 85 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 85 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat 9 AM–12 PM · Sun closed
    Address
    450 Lexington Ave 4th fl, New York, NY 10017
    View profile for Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor(646) 640-6337

  7. #7 CPC Wealth Management

    Based in Greenburgh, 9 mi away

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    45 Knollwood Rd #101, Elmsford, NY 10523
    View profile for CPC Wealth Management(914) 461-4993

  10. #10 Wealthspire

    Based in New York City, 26 mi away

    67/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 64 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    521 5th Ave 15th Floor, New York, NY 10175
    View profile for Wealthspire(800) 994-3766

  13. #13 The WealthPlan LLC

    Based in Great Neck, 18 mi away

    67/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    60 Cutter Mill Rd Ste 100-G, Great Neck, NY 11021
    View profile for The WealthPlan LLC(516) 400-7111

  15. #15 Skinner Wealth Strategies

    Based in City of Milford (balance), 32 mi away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 69 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    472 Wheelers Farm Rd Ste 305, Milford, CT 06461
    View profile for Skinner Wealth Strategies(203) 285-6530

  17. #17 Samalin Wealth

    Based in North Castle, 12 mi away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 23 Google reviews
    Address
    297 King St, Chappaqua, NY 10514
    View profile for Samalin Wealth(914) 666-6600

  25. #25 Tailored Wealth

    Based in Fairfield, 21 mi away

    65/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1172 Post Rd Second Floor, Fairfield, CT 06824
    View profile for Tailored Wealth(203) 429-3718

Wealth managers 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 133 ranked wealth managers here; the rest are on their profiles.

wealth managers in Greenwich, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Landmark Wealth Management, LLC.655.0★ (25)20 mi
27Aymer Callejas - Morgan Stanley Private Wealth Advisor655.0★ (24)20 mi
28Raffer Wealth Management655.0★ (28)24 mi
29Wealth Habits655.0★ (9)6 mi
30Siena Wealth Advisory Group - Ameriprise Financial Services, LLC654.8★ (24)20 mi
31Wealth Enhancement Group655.0★ (25)24 mi
32Money Mindset Wealth Management645.0★ (21)24 mi
33ABC Wealth645.0★ (14)17 mi
34Retirement-In-Focus Wealth Management645.0★ (9)10 mi
35WealthBridge Financial Group645.0★ (22)26 mi
36Brooke Builds Wealth645.0★ (9)12 mi
37Parks Wealth Management645.0★ (20)26 mi
38Hudson Peak Wealth Advisors - Ameriprise Financial Services, LLC635.0★ (8)11 mi
39Wealthspire635.0★ (10)15 mi
40Northwestern Mutual Wealth Management Company - Marc Eisenshtat635.0★ (15)23 mi
41Green Ridge Wealth Planning635.0★ (36)40 mi
42MYRA Wealth634.9★ (18)25 mi
43Wealthstone Group635.0★ (17)26 mi
44Parion Wealth635.0★ (20)29 mi
45SouthHampton Wealth Management635.0★ (27)35 mi
46Stratos Wealth Partners - John D. Traut, AWMA®635.0★ (7)11 mi
47Bayside Tax & Wealth635.0★ (8)14 mi
48Tributary Wealth Management, LLC635.0★ (12)22 mi
49Wealth Enhancement Group - Doug Kuring635.0★ (14)25 mi
50NerdWallet Wealth Partners635.0★ (17)30 mi

Also serving Greenwich

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Greenwich
BusinessGoogle ratingDistance
AQR Capital Management4.1★ (11)In Greenwich
Charles Schwab1.8★ (5)In Greenwich
Denise Manning - UBS Financial Services Inc.In Greenwich
Eric Kreuter - UBS Financial Services Inc.In Greenwich
Eric Peterson - UBS Financial Services Inc.In Greenwich
Errico Partners - UBS Financial Services Inc.In Greenwich
Frank Moore - UBS Financial Services Inc.In Greenwich
Gold Coast Investment Group - UBS Financial Services Inc.In Greenwich
H2 Advisors - UBS Financial Services Inc.In Greenwich
Investment Management Institute5.0★ (1)In Greenwich
James Parker, CRPC - UBS Financial Services Inc.In Greenwich
John Friedman - Morgan Stanley5.0★ (1)In Greenwich
John R. Doyle - UBS Financial Services Inc.In Greenwich
John Ryan - UBS Financial Services Inc.In Greenwich
Jon L Newman - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Greenwich
Morgan Stanley Financial Advisors3.0★ (2)In Greenwich
The Dolce Group - UBS Financial Services Inc.1.0★ (1)In Greenwich
The Fawcett Group - Morgan Stanley5.0★ (1)In Greenwich
Tier 4 Planning, a Private Wealth Advisory practice of Ameriprise Financial Services LLC5.0★ (1)In Greenwich
Wealth Protection Management5.0★ (1)In Greenwich

How we ranked Greenwich wealth managers

We scored 133 Greenwich wealth managers 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 Greenwich 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 a wealth manager

  1. Confirm the wealth manager 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 a wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Greenwich: frequently asked questions

Which wealth manager has the highest RFA Score in Greenwich?

By RFA Score, the highest-ranked wealth manager in Greenwich, CT is Domenick D'Andrea, AIF , CRC , CPFA | DanDarah Wealth Management with an RFA Score of 69/100. It has 5.0★ from 68 Google reviews. Tony Gomez CFP® - AMG Wealth Management - Northwestern Mutual (#2) and Carson Wealth, LLC (#3) follow. We ranked 133 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Greenwich?

RankedFinancialAdvisors ranks 133 wealth managers serving Greenwich, CT. 1 of them is based in Greenwich; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Greenwich work on weekends?

12 of 133 ranked wealth managers post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Tony Gomez CFP® - AMG Wealth Management - Northwestern Mutual (#2) and Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Greenwich wealth managers have?

The median Google rating among 133 rated wealth managers in Greenwich is 5.0★, with a median of 8 reviews. Carson Wealth, LLC has the most, 107 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Greenwich count in this ranking?

Yes, if they are within 40 mi of the Greenwich city center, our service radius for wealth managers. 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 wealth managers 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 a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Greenwich ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers wealth management and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a wealth manager’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 wealth manager in Greenwich 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 wealth managers 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 Greenwich

  1. November 2026: RFA Scores recalculated for 133 wealth managers serving Greenwich.
  2. November 2026: 9 duplicate listings merged.

More wealth managers and Greenwich pages