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The Ferris Financial Group
“After speaking with many financial advisors, Ferris Financial was the clear pick.”
Best Financial Advisors near Bristol, CT
We have 3 firms in Bristol on file, and all of them are on this list, along with 21 from towns including West Hartford (3, 11 mi), Meriden (3, 13 mi) and Wallingford (3, 17 mi).
2 open weekends · 21 rated 4.5+
Data verified October 21, 2026
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Riverside Investments
“Very knowledgeable.”
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AAA Retire
“Participants are given the opportunity to ask questions in advance, during, and by email or phone as follow-up, which allows the participant to get specific, personal advice.”
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Abapc Inc.- Accountancy & Advisors
- Matter
- Pay
- Feel
“They are invested in their clients and it shows, they always ask about my family and that is a level of awareness you cannot buy and is rare in this world.”
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Ciampi Tax & Financial Services
- Sound
- Financial Advice
- Understand
“We appreciate DMC's combination of objective, fact-based advice and his empathetic consideration of perspectives in helping us build a finance strategy.”
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New England Capital Financial Advisors
The 24 firms listed for Bristol, CT provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Bristol, CT
22 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 343 reviews; 2 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (89%) and quality (78%). The topics that come up most in reviews of the firms on this page are "knowledge" and "expertise". 2 are open on Saturdays. The services the firms on this page list most often on their websites are investment management (3), estate planning (2), financial planning (2), insurance (2) and planning for business owners (2). 6 have a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers remote or virtual consultations; 2 offer payment plans; 5 offer a free initial consultation and 4 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 20 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Bristol listed here?
3 of the 24 firms are located in Bristol. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Wayne W. Stanforth, CPA
“Wayne has done an excellent job for the past two years assisting with my taxes and filing other important papers for my business as well as handling tax returns for my wife and I personally.”
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Balanced Books By Joe
- Sales
- Job
- Questions
“I have been searching and trying out book keepers for 20 years and I finally found an honest, straight shooting service that responds within one day with answers to my questions and never over bills my account!”
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Confident Financial Solutions
- Knowledge
- Mind
- Communication
“I work with dozens of agents across the country and Nicole Lee & Gabriel Page are two that you can count on regarding looking out for your best interest!”
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Allegiant Wealth Management
“Lou is extremely knowledgeable about all finance related matters, he is always pleasant, he explains everything in understandable detail and is really very good at what he does.”
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RGB Financial
“Recommend.”
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Fuchs Financial
- Expertise
- Retirement
- Team
“Ben has incredible financial knowledge that he applied to my family's financial situation - could not have had the positive results if I tried to manage my own finances”
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Connecticut Wealth Management
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Strength In Numbers - Financial Coaching
- Debt
- Goals
- Budget
“He helped analyze where we were spending too much, be able to discuss it without fighting and see what was the most change which was important to meet our goals.”
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Lake Accounting & Tax
“I'm confident in his services, he answers all my questions, and I'm looking forward to getting more complex business matters tackled because he's extremely capable!”
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ATP Financial
- Office
- Documents
- Small Business Owner
“This isn't just a business for her, she always makes sure she's available and spends time explaining things with extreme patience, and is extremely thoroughly.”
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Jluxfunding
- Company
“I received my money so fast I still can't believe it.”
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SKY Investment Group
“If you are looking for a group with personalized service at a reasonable fee for service this is the group.”
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Sentinel Asset Management
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Johndrow Wealth Management
“As a client who knew very little about investments and different options, I was so appreciative of her patience, great advice and thoughtfulness in getting us set up to work with Johndrow Wealth Management.”
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Bergenn Financial Group
- Retirement
“As an independent insurance broker, I speak with clients from all over New England, from all demographics, with varying levels of assets and varying plans for retirement.”
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Barron Financial Group
“I would recommend meeting with Jim, Sandra and John at Barron Financial Group”
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Michael Urso
“Thorough, professional, down to earth and personable.”
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Bolton Financial
- Patient
“I therefore have no reservations in recommending her to my colleagues who would be interested in taking advantage of the great products and services she provides.”
Retirement Planning and Investment Management Services in Bristol, CT Cost Estimates
Minimum cost
$1071
Maximum cost
$9100
National Average
$3212
Avg Per Hour Rates
$322
$2142
$5889
Average price range is based on 423 cost profiles
Why these companies made our list
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