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TPS Group
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- Actuary
“Their team of experts possesses a deep understanding of our industry, allowing them to offer tailored solutions that address our specific needs and challenges.”
Best Financial Advisors in New Haven, CT
24 firms listed · 8 in New Haven · 2 open weekends · 14 rated 4.5+ · 2 show a license
Data verified October 21, 2026
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Malkin & Daigle
“Not only did they schedule me promptly for a consult, but Laura filed my returns prior to the deadline and got far better results than anyone I've used in the past.”
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Lichtenstein Financial
“Brian and the gang have done our tax prep and helped us with our financial planning for over 25 years.”
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Bakewell & Mulhare
“She is always available to answer a question and is on top of any changes and updates in taxation laws and above all someone that truly cares for her clients and friends.”
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Noble Wealth Advisors of Janney Montgomery Scott
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Anderson Accounting & Finance
- Phone Call
- Inquiry
“Ben is always a phone call away and goes over and above answering questions, offering thoughtful advice and solutions to issues that arise in the workings of a small business.”
The 24 firms listed for New Haven, 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: New Haven, CT
Of the 24 firms we list here, 8 are in New Haven itself and 16 come from towns including North Haven (5, 6 mi), New Milford (4, 29 mi) and New Canaan (3, 32 mi). 15 of the firms on this page have a rating, from 4.0 to 5.0 across 62 reviews; 14 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. 2 show a license on their websites. 16 have ten or more years of experience, the longest 30 years. 1 offers payment plans. We have a website on file for 22 of the firms on this page; 20 publish a contact page; 18 list a public email and 1 takes 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 New Haven listed here?
8 of the 24 firms are located in New Haven. The others come from other towns within 40 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Nexa Financial Group
- Team
“They've helped me navigate a variety of financial milestones, including two home purchases and the sale of my business, keeping me well informed of the tax and financial impact of each transaction along the way.”
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D'Agostino & Mazzone
“Experienced beyond measure.”
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Gilman Hill Asset Management
“Awesome personal investment advice”
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Caserta & de Jongh
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Snowden Lane Partners
“Snowdin from undertale”
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Case Financial Services
“He was professional, responsive, and got me an even BETTER deal than I thought was possible.”
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Eugene W Harris & Co
“Excellent service!”
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Austro Financial Services
“Excellent service and very good attention despite this pandemic”
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Kreitler Financial
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Catalyst Funds
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Fairfield, Bush & Co.
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Mark Mohan - UBS Financial Services
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Great Mountain Partners
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Wayne Locke, CFP
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HTG Investment Advisors
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Radiant Wealth Management
“Great Organization, really helped me get my life together, highly recommend.”
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Usps Retirements - Franklin Retirement
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J M Lummis & Co
Retirement Planning and Investment Management Services in New Haven, CT Cost Estimates
Minimum cost
$1192
Maximum cost
$10128
National Average
$3575
Avg Per Hour Rates
$358
$2383
$6553
Typical price range is based on 322 cost profiles
Why these companies made our list
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