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Best Financial Advisors in New Haven, CT

Our Recommended Top 8

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored New Haven Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.



8Top Picks

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featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by

New Haven, CT
Free Consultation Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

New Haven, CT Rating

Why choose this provider?

Need help contacting a Financial Advisor in New Haven? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

321 Whitney Avenue, New Haven, CT 06511 Rating

Review Sources

5.0 (2)

Why choose this provider?

Noble Wealth Advisors of Janney Montgomery Scott LLC offers financial management services to New Haven and the surrounding areas. It helps individuals manage their wealth by providing practical advice, developing financial planning, and creating investment strategies. It also handles retirement income, college savings, and estate planning services. Its executive vice president, Charles J. Noble, III, has been in the financial industry for more than 30 years. Noble is recognized as one of the top wealth advisors in 2020 by Forbes.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

265 Church Street, New Haven, CT 06510 Rating

Review Sources

5.0 (7)
4.0 (1)

Why choose this provider?

Sound Advisory Group is a fiduciary firm that provides financial planning services to clients in New Haven. The independent financial advisors from this company assist in developing customized strategies to meet the complex financial needs and goals of clients and guide them through difficult decisions. They guide clients in retirement planning, insurance, liability management, education plans, and asset management. Sound Advisory Group is one of the 25 wealth advisors of Snowden Lane Partners across the nation.

  • Certified Financial Planner (CFP)

157 Church Street, New Haven, CT 06510

Why choose this provider?

Linden Wealth Advisors, LLC, serves clients in New Haven and the surrounding communities. It offers a wide variety of services, such as charitable gift planning, family wealth transfers, investment management, and retirement strategies. Moreover, it provides cash balance plans, expense benchmarking, fiduciary training, pension risk transfers, and restatement guidance. Elena Dixon, its founder, holds various designations, including as a Certified Plan Fiduciary Advisor and Chartered Financial Consultant. She has also served as the president of the Society of Financial Service Professionals' Board of Directors.

  • Certified Financial Planner (CFP)
  • Tax Preparation
  • Tax Planning

265 Church St 801, New Haven, CT 06510 Rating

Why choose this provider?

Kreitler Financial is a firm that provides wealth management and portfolio management services to clients in New Haven. Its advisors help clients deal with their finances, investments, retirements, estates, and business planning. The company's process involves financial review, strategy development, portfolio designing, wealth management implementation, and ongoing evaluation. Founding partner, Robert Kreitler, is a Certified Financial Planner professional who established the company in 1985. Robert is also the author of the book "Getting Started in Global Investing."

  • Certified Financial Planner (CFP)

1 Columbus Plaza, New Haven, CT 06510 Rating

Review Sources

5.0 (1)

Why choose this provider?

Knights of Columbus Asset Advisors is an investment firm serving the New Haven metro. Financial advisors help clients manage their finances and plan for the future by recommending faith-based investing. For fixed income and equities investing, the firm offers mutual funds, individual products, and model and target-date portfolios. It also includes a donor-advised fund that helps nonprofits and individuals find philanthropic solutions. KoCAA manages a $29 billion investment portfolio and follows the United States Conference of Catholic Bishops (USCCB).

  • Private Wealth Advisor

110 Whitney Avenue, New Haven, CT 06510 Rating

Why choose this provider?

Ladd Capital Management, LLC, is a New Haven-based financial advisory firm that has been serving individuals, endowment recipients, and corporations since 1975. It designs and manages investment portfolios that are aligned with its clients' goals and needs. The company adheres to a fiduciary standard that covers all investment advisory activities. It is a member of the Association for Investment Management and Research and subscribes to its code of ethics and standards of professional conduct.

  • Private Wealth Advisor

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
New Haven, CTFree Consultation
Noble Wealth Advisors of Janney Montgomery Scott LLC
321 Whitney Avenue, New Haven, CT 06511
Sound Advisory Group
265 Church Street, New Haven, CT 06510
Linden Wealth Advisors, LLC
157 Church Street, New Haven, CT 06510
Kreitler Financial
265 Church St 801, New Haven, CT 06510
Knights of Columbus Asset Advisors
1 Columbus Plaza, New Haven, CT 06510
Ladd Capital Management, LLC
110 Whitney Avenue, New Haven, CT 06510


  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How can people in New Haven prepare for healthcare in their retirement?

    Residents in New Haven must first ascertain what their Medicare plans include and exclude. From there, they can make financial preparations for their retirement healthcare. In addition, they can work with a financial advisor to set up and contribute to a health savings account (HSA) or get long-term care insurance policies.

  • How can a financial advisor in New Haven help you with your inheritance?

    Financial advisors in New Haven can help you manage and grow your inheritance, whether it is a trust, retirement account, cash, or real estate property. They provide objective advice and recommendations to curb impulsive spending and ensure that you are not misusing the money. Financial advisors can assist you in contributing to your retirement account, paying your debts, donating to charity, and saving for your child's college education.

  • What should you do in case of market volatility in New Haven?

    In case of market volatility, you need to diversify your New Haven portfolio with a combination of investment sources to protect your funds. Change your portfolio to include safe, moderate, and high-risk equities, and distribute your cash across stocks, bonds, funds, and investments in other industries. You may also diversify your income by looking for additional sources of earnings, such as rental property and income-producing stocks and bonds.

  • How much can you contribute to an employer-sponsored retirement plan or an IRA in New Haven?

    The maximum contribution for 2023 is $22,500 if you intend to make contributions to your 401(k) or 403(b) in New Haven. If you are 50 years of age or older, you may also contribute a catch-up payment of $7,500 annually. A total of $6,500 can be contributed to IRAs, including regular and Roth IRAs. A $1,000 catch-up contribution is also available to those who are 50 years of age or older.

  • What is ESG investing, and how does it change the way investors and asset managers act in New Haven?

    ESG means environmental, social, and governance. ESG investing is an investment behavior that considers environmental, societal, and governance factors in the decision-making process. Asset managers in New Haven have included ESG in their investment process in response to the demand from investors as it has grown in popularity recently. They have implemented certain methodologies and consistently pull various data from aggregators and rating agencies for their shareholders and investors.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.