Best Financial Advisors in GUILFORD, Connecticut
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$482M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in GUILFORD
#1
100
COMPASS WEALTH MANAGEMENT LLC
GUILFORD, CT · Since 1997
$683M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
100
MONTE FINANCIAL GROUP, LLC
GUILFORD, CT · Since 2009
$482M AUM7 clientsFee: 0%
FiduciaryFee-Only
#3
95
GREY LEDGE ADVISORS, LLC
GUILFORD, CT · Since 2003
$616M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
92
GRANITE ISLANDS PRIVATE WEALTH, LLC
GUILFORD, CT · Since 2025
$230M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
85
DIASTOLE WEALTH MANAGEMENT
GUILFORD, CT · Since 2000
$396M AUM9 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in GUILFORD?
The median advisory fee in GUILFORD, CT is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.