Best Value · Bridgeport
Affordable Financial Advisors in Bridgeport, CT
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As of June 2026, RatingsNearMe ranks 19 financial advisors in Bridgeport, CT by verified customer ratings and review volume. The highest-rated is Wealthspire with a 5.0-star rating from 8 verified reviews. Also in the top tier: Newpointe Wealth, LLC and Michael L Feinstein - Financial Advisor, Ameriprise Financial Services, LLC. The average rating across all listed financial advisors in Bridgeport is 4.8 stars from 3 reviews per business on average.
Financial advisors in Bridgeport typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.8★
Avg rating
3
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Michael L Feinstein - Financial Advisor, Ameriprise Financial Services, LLC
2507 Post Rd Fl 3, Southport, CT 06890, USA
Financial Advisors Rankings in Bridgeport, CT
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Wealthspire274 Riverside Ave Suite 101, Westport, CT 06880, USA | 5.0★ | 8 |
| #2 | Newpointe Wealth, LLC2 Pony Ln, Westport, CT 06880, USA | 5.0★ | 3 |
| #3 | Michael L Feinstein - Financial Advisor, Ameriprise Financial Services, LLC2507 Post Rd Fl 3, Southport, CT 06890, USA | 5.0★ | 1 |
| #4 | Morgan Stanley Financial Advisors1229 Post Rd, Fairfield, CT 06824, USA | 5.0★ | 1 |
| #5 | Jerrett T. Weltens - Wilmington Advisors @ M&T850 Main St, Bridgeport, CT 06604, USA | — | — |
| #6 | Iryna P. Antonyuk - Wilmington Advisors @ M&T850 Main St, Bridgeport, CT 06604, USA | — | — |
| #7 | Smart Financial Services Corp.964 Madison Ave, Bridgeport, CT 06606, USA | 4.8★ | 12 |
| #8 | Financial Advisory Services959 Main St UNIT 112, Stratford, CT 06615, USA | 5.0★ | 3 |
| #9 | Vision Wealth Advisory1757 E Main St, Bridgeport, CT 06610, USA | — | — |
| #10 | Bridgelight Financial Advisors1 Enterprise Dr Suite 405, Shelton, CT 06484, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Bridgeport
Jerrett T. Weltens - Wilmington Advisors @ M&T
850 Main St, Bridgeport, CT 06604, USA
Iryna P. Antonyuk - Wilmington Advisors @ M&T
850 Main St, Bridgeport, CT 06604, USA
Smart Financial Services Corp.
964 Madison Ave, Bridgeport, CT 06606, USA
Financial Advisory Services
959 Main St UNIT 112, Stratford, CT 06615, USA
Vision Wealth Advisory
1757 E Main St, Bridgeport, CT 06610, USA
Bridgelight Financial Advisors
1 Enterprise Dr Suite 405, Shelton, CT 06484, USA
Trumbull Financial Services, LLC
929 White Plains Rd, Trumbull, CT 06611, USA
MJC Wealth Management - Financial Services
2505 Main St Ste 206, Stratford, CT 06615, USA
Matthew Webber - Private Wealth Advisor, Ameriprise Financial Services, LLC
1495 Black Rock Tpke #2a, Fairfield, CT 06825, USA
Mercer Advisors - Woodbridge
1 Bradley Rd # 902, Woodbridge, CT 06525, USA
Janet L. Connolly - Wilmington Advisors @ M&T
850 Main St, Bridgeport, CT 06604, USA
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Frequently Asked Questions — Financial Advisors in Bridgeport
What is a fiduciary financial advisor and why does it matter in Bridgeport?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Bridgeport, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Bridgeport?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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