Best Financial Advisors in NEW HAVEN, Connecticut
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in NEW HAVEN
GREAT MOUNTAIN PARTNERS
NEW HAVEN, CT · Since 2020
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
NEW HAVEN, CT · Since 2015
PLOOTUS
NEW HAVEN, CT · Since 2022
WALDO.AI, INC.
NEW HAVEN, CT · Since 2025
LADD CAPITAL MANAGEMENT LLC
NEW HAVEN, CT · Since 1975
KREITLER FINANCIAL LLC
NEW HAVEN, CT · Since 2020
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.