Top Picks · New Haven
Best Financial Advisors in New Haven, CT
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 20 financial advisors in New Haven, CT by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is DiMatteo Group Financial Services with a 5.0-star rating from 118 Google reviews and an RNM Score of 84/100. Also in the top tier: Pearl Financial and Nexa Financial Group. The average rating across all listed financial advisors in New Haven is 4.6 stars from 11 reviews per business on average.
Financial advisors in New Haven typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Kieran Doherty - Financial Advisor, Ameriprise Financial Services, LLC
Kieran Doherty is top-ranked for combining the trusted resources of a national firm like Ameriprise with personalized, local service in New Haven.
Most Reviewed
Kieran Doherty - Financial Advisor, Ameriprise Financial Services, LLC
Having a high number of reviews often indicates a larger client base and proven reliability, which can help new clients feel more confident in their choice.
Before choosing, verify each advisor's credentials and fee structure, and consider scheduling initial consultations with at least two advisors to compare their approach and ensure a good fit for your financial goals.
Local Market Snapshot
20
Businesses listed
4.6★
Avg rating
11
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with a perfect 5.0-star rating on Google.
1000 Bridgeport Ave Suite 506, Shelton, CT 06484, USAEarns a perfect 5.0-star rating from 11 reviews for trusted financial guidance.
Building One Second Floor, 3074 Whitney Ave, Hamden, CT 06518, USARated 5.0 stars from 6 Google reviews, offering trusted financial guidance in New Haven.
5 St John St #200, North Haven, CT 06473, USAFinancial Advisors Rankings in New Haven, CT
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | DiMatteo Group Financial Services1000 Bridgeport Ave Suite 506, Shelton, CT 06484, USA | 5.0★ | 118 |
| #2 | Pearl FinancialBuilding One Second Floor, 3074 Whitney Ave, Hamden, CT 06518, USA | 5.0★ | 11 |
| #3 | Nexa Financial Group5 St John St #200, North Haven, CT 06473, USA | 5.0★ | 6 |
| #4 | Raymond Wealth AdvisorsConnecticut Financial Center, 157 Church St, New Haven, CT 06510, USA | 5.0★ | 1 |
| #5 | Janney Montgomery Scott555 Long Wharf Dr 11th floor, New Haven, CT 06511, USA | — | — |
| #6 | Connecticut Wealth Management, LLC281 Farmington Ave, Farmington, CT 06032, USA | 5.0★ | 1 |
| #7 | Fidelity Investments265 Church St, New Haven, CT 06510, USA | 3.6★ | 16 |
| #8 | Tidewater Wealth Management157 Church St Ste 1940, New Haven, CT 06510, USA | — | — |
| #9 | Knights of Columbus Asset Advisors1 Columbus Plaza, New Haven, CT 06510, USA | 3.4★ | 5 |
| #10 | New Haven Financial Empowerment Center316 Dixwell Ave, New Haven, CT 06511, USA | 3.7★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in New Haven
Trusted New Haven financial advisor with a perfect 5.0-star rating from clients.
Connecticut Financial Center, 157 Church St, New Haven, CT 06510, USA
No reviews yet; check back for client feedback on this New Haven financial advisor.
555 Long Wharf Dr 11th floor, New Haven, CT 06511, USA
A perfect 5.0-star rating from a handful of local client reviews.
281 Farmington Ave, Farmington, CT 06032, USA
A New Haven financial advisor with 3.6 stars from 16 Google reviews.
265 Church St, New Haven, CT 06510, USA
A local financial advisor in New Haven with no customer reviews yet.
157 Church St Ste 1940, New Haven, CT 06510, USA
3.4 stars from 5 reviews, indicating a mixed but generally average client experience.
1 Columbus Plaza, New Haven, CT 06510, USA
Mixed 3.7-star rating based on a small number of local reviews.
316 Dixwell Ave, New Haven, CT 06511, USA
Rated 5.0 stars from 2 Google reviews, this New Haven advisor is highly recommended.
934 State St, New Haven, CT 06511, USA
Rated 5.0 stars from two Google reviews for financial guidance in New Haven.
545 Long Wharf Dr Ste 501, New Haven, CT 06511, USA
Earned a perfect 5.0-star rating from clients on Google.
555 Long Wharf Dr, New Haven, CT 06511, USA
Rated 5.0 stars from 1 review, indicating strong early client satisfaction.
321 Whitney Ave, New Haven, CT 06511, USA
Exceptional 5.0 rating from a small number of Google reviews.
157 Church St, New Haven, CT 06510, USA
Solid 4.0-star rating from a small set of local reviews in New Haven.
265 Church St #1004, New Haven, CT 06510, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
545 Long Wharf Dr Ste 501, New Haven, CT 06511, USA
Currently unrated, this New Haven financial advisor has no Google reviews yet.
545 Long Wharf Dr Ste 501, New Haven, CT 06511, USA
A New Haven financial advisor with no customer reviews yet on Google.
545 Long Wharf Dr 7th Fl, New Haven, CT 06511, USA
This financial advisor has no online reviews yet to help inform your decision.
555 Long Wharf Dr suite 11a, New Haven, CT 06511, USA
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Financial Advisors in New Haven, CT — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | DiMatteo Group Financial Services | 84/100 | 5.0 ★ | 118 |
| 2 | Pearl Financial | 72/100 | 5.0 ★ | 11 |
| 3 | Nexa Financial Group | 69/100 | 5.0 ★ | 6 |
| 4 | Raymond Wealth Advisors | 62/100 | 5.0 ★ | 1 |
| 5 | Janney Montgomery Scott | 3/100 | — | 0 |
| 6 | Connecticut Wealth Management, LLC | 74/100 | 5.0 ★ | 1 |
| 7 | Fidelity Investments | 50/100 | 3.6 ★ | 16 |
| 8 | Tidewater Wealth Management | 3/100 | — | 0 |
| 9 | Knights of Columbus Asset Advisors | 41/100 | 3.4 ★ | 5 |
| 10 | New Haven Financial Empowerment Center | 44/100 | 3.7 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in New Haven
What is a fiduciary financial advisor and why does it matter in New Haven?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in New Haven, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in New Haven?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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