Best Financial Advisors in NEW HAVEN, Connecticut
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$14.1B
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in NEW HAVEN
#1
100
GREAT MOUNTAIN PARTNERS
NEW HAVEN, CT · Since 2020
$14.1B AUM10 clientsFee: 0%
FiduciaryFee-Only
#2
100
WALDO.AI, INC.
NEW HAVEN, CT · Since 2025
$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100
PLOOTUS
NEW HAVEN, CT · Since 2022
$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
95
LADD CAPITAL MANAGEMENT LLC
NEW HAVEN, CT · Since 1975
$177M AUM0 clientsFee: 0%
FiduciaryFee-Only
#5
95
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
NEW HAVEN, CT · Since 2015
$30.5B AUM233 clientsFee: 0%
FiduciaryFee-Only
#6
95
KREITLER FINANCIAL LLC
NEW HAVEN, CT · Since 2020
$585M AUM5 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 NEW HAVEN?
The median advisory fee in NEW HAVEN, CT is 0.95% of assets under management per year, based on Form ADV filings from 6 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.