Ranked #1 because of its Google rating and specialty focus: 5.0★ from 548 Google reviews, listed on Google as “Financial planner”.
Wealth Managers in Manchester, CT: 2026 rankings
38 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →
The short answer
- 1
Highest RFA Score in Manchester: Integrity Wealth, RFA Score 73/100; 5.0★ from 548 Google reviews; open Saturdays until 7:30 PM.
- 2
Most-reviewed: Kingston Wealth Management Group, 52 Google reviews at 5.0★, the most of 38 ranked after Integrity Wealth; ranked #2.
Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank
38 Manchester wealth managers are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 38 rated firms.
Top 10 wealth managers in Manchester 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.
| Rank | Business | RFA Score | Google rating | Based in | Hours | Notable for |
|---|---|---|---|---|---|---|
| 1 | Integrity Wealth | 73 | 5.0★ (548) | Glastonbury, 6 mi away | Sat · Evenings | Top score |
| 2 | Kingston Wealth Management Group | 68 | 5.0★ (52) | South Windsor, 4 mi away | — | Most reviews |
| 3 | Wolff Wealth Advisors | 65 | 4.6★ (11) | Manchester | — | — |
| 4 | Briggs Wealth Management | 65 | 4.7★ (12) | Glastonbury, 5 mi away | — | — |
| 5 | Allegra Wealth Management, LLC | 64 | 5.0★ (9) | Glastonbury, 6 mi away | — | — |
| 6 | Towerto Private Wealth | 64 | 5.0★ (7) | Glastonbury, 5 mi away | — | — |
| 7 | Capital Wealth Management, LLC | 63 | 5.0★ (5) | Glastonbury, 6 mi away | — | — |
| 8 | Billy Grant - Private Wealth Advisor, Ameriprise Financial Services, LLC | 63 | 5.0★ (5) | Glastonbury, 6 mi away | — | — |
| 9 | Fiscal Wisdom Wealth Management | 63 | 4.7★ (23) | Torrington, 20 mi away | — | — |
| 10 | Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC | 63 | 5.0★ (41) | North Haven, 33 mi away | — | — |
All 38 wealth managers in Manchester, 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.
- 73/100RFA Score
Based in South Windsor, 4 mi away
68/100RFA ScoreRanked #2 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial advisor”.
Based in Manchester
65/100RFA ScoreRanked #3 because of its Google rating and specialty focus: 4.6★ from 11 Google reviews, listed on Google as “Financial planner”.
Based in Glastonbury, 5 mi away
65/100RFA ScoreRanked #4 because of its Google rating and specialty focus: 4.7★ from 12 Google reviews, listed on Google as “Financial planner”.
Based in Glastonbury, 6 mi away
64/100RFA ScoreRanked #5 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.
Based in Glastonbury, 5 mi away
64/100RFA ScoreRanked #6 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.
Based in Glastonbury, 6 mi away
63/100RFA ScoreRanked #7 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.
Based in Glastonbury, 6 mi away
63/100RFA ScoreRanked #8 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.
Based in Torrington, 20 mi away
63/100RFA ScoreRanked #9 because of its Google rating and specialty focus: 4.7★ from 23 Google reviews, listed on Google as “Financial planner”.
Based in North Haven, 33 mi away
63/100RFA ScoreRanked #10 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.
Based in Glastonbury, 7 mi away
63/100RFA ScoreRanked #11 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.
Based in Cheshire, 25 mi away
63/100RFA ScoreRanked #12 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial planner”.
Based in Glastonbury, 5 mi away
62/100RFA ScoreRanked #13 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.
Based in Glastonbury, 7 mi away
62/100RFA ScoreRanked #14 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.
Based in Glastonbury, 6 mi away
62/100RFA ScoreRanked #15 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.
Based in West Hartford, 12 mi away
62/100RFA ScoreRanked #16 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.
Based in Glastonbury, 6 mi away
62/100RFA ScoreRanked #17 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Financial planner”.
#18 Wealthspire
Based in West Hartford, 12 mi away
62/100RFA ScoreRanked #18 because of its Google rating and specialty focus: 4.8★ from 5 Google reviews, listed on Google as “Financial advisor”.
Based in Cheshire, 27 mi away
62/100RFA ScoreRanked #19 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.
Based in Wallingford, 25 mi away
61/100RFA ScoreRanked #20 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.
Based in Agawam, 21 mi away
61/100RFA ScoreRanked #21 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial advisor”.
Based in Farmington, 17 mi away
61/100RFA ScoreRanked #22 because of its Google rating and specialty focus: 4.8★ from 5 Google reviews, listed on Google as “Financial planner”.
Based in Ludlow, 26 mi away
61/100RFA ScoreRanked #23 because of its Google rating and specialty focus: 4.7★ from 12 Google reviews, listed on Google as “Financial planner”.
Based in East Longmeadow, 20 mi away
61/100RFA ScoreRanked #24 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.
Based in North Haven, 32 mi away
61/100RFA ScoreRanked #25 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.
All 38 wealth managers
#1 to #25 are shown in full above. Here are #26 to #38, in RFA Score order; each links to its profile.
| Rank | Business | RFA Score | Google rating | Distance |
|---|---|---|---|---|
| 26 | INNOVATIVE WEALTH PLANNING | 61 | 5.0★ (3) | 16 mi |
| 27 | APEX Wealth Advisors, LLC | 60 | 5.0★ (12) | 34 mi |
| 28 | The Wealth Technology Group | 60 | 4.3★ (12) | 28 mi |
| 29 | Sound Wealth Advisors LLC | 60 | 5.0★ (10) | 34 mi |
| 30 | Sound Generational Wealth | 59 | 4.8★ (10) | 34 mi |
| 31 | Six Point Wealth Advisors - Ameriprise Financial Services, LLC | 59 | 4.3★ (3) | 21 mi |
| 32 | OES Wealth Partners, LLC | Madison, CT | Financial Advisor | 59 | 5.0★ (7) | 34 mi |
| 33 | Joyful Wealth Planning, LLC | 59 | 5.0★ (5) | 34 mi |
| 34 | Blackwater Wealth Management | 58 | 5.0★ (4) | 32 mi |
| 35 | Centel Wealth Advisory | 58 | 5.0★ (4) | 31 mi |
| 36 | Wise Wealth, LLC | 58 | 5.0★ (7) | 40 mi |
| 37 | Thimble Island Private Wealth | 58 | 5.0★ (4) | 36 mi |
| 38 | Shoreline Wealth Management | 57 | 5.0★ (3) | 36 mi |
Also serving Manchester
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.
How we ranked Manchester wealth managers
We scored 38 Manchester 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.
| Factor | Weight | Computed from | In Manchester data |
|---|---|---|---|
| Reputation | 30% | Google star rating, adjusted for how many reviews back it (client experience, not investment results) | Measured |
| Registration | 20% | Active SEC, state or Canadian securities registration matched in public records (not yet measured) | Not yet collected |
| Review volume | 10% | Number of Google reviews, compared with the most-reviewed firm on the list | Measured |
| Recency | 5% | Share of reviews from the last 12 months | Not yet collected |
| Specialty focus | 15% | How clearly the firm offers this specialty (its Google category and name) | Measured |
| Proximity | 5% | Based in the city scores highest, less the farther away it is | Measured |
| Claimed profile | 10% | The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same) | Measured |
| Partnered | 5% | The firm links to Ranked Financial Advisors from its own website with our badge, checked periodically | Measured |
How to choose a wealth manager
- 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.
- Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
- 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.
- Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
- Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
- Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
- 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 Manchester: frequently asked questions
Which wealth manager has the highest RFA Score in Manchester?
How many wealth managers are there in Manchester?
Which wealth managers in Manchester work on weekends?
What Google rating do Manchester wealth managers have?
How does RankedFinancialAdvisors rank wealth managers?
Do wealth managers outside Manchester count in this ranking?
Can wealth managers pay to rank higher on RankedFinancialAdvisors?
What does a wealth manager do?
How are wealth managers in Manchester ranked?
How do I check a wealth manager’s registration and record?
Is every wealth manager in Manchester a fiduciary?
How much do wealth managers charge?
Update log for Manchester
- November 2026: RFA Scores recalculated for 38 wealth managers serving Manchester.
- November 2026: 1 duplicate listing merged.
More wealth managers and Manchester pages
Wealth managers near Manchester
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