Top Picks · Norwalk
Best Financial Advisors in Norwalk, CT
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 18 financial advisors in Norwalk, CT by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Perfect Credit Consulting, LLC with a 5.0-star rating from 119 Google reviews and an RNM Score of 84/100. Also in the top tier: Caiati Financial Services and John H. Wygal & Company, LLC. The average rating across all listed financial advisors in Norwalk is 4.7 stars from 18 reviews per business on average.
Financial advisors in Norwalk typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Richard Smalley - RBC Wealth Management Financial Advisor
Richard Smalley stands out for his affiliation with RBC Wealth Management, a globally recognized firm, and his personalized approach to wealth management.
Most Reviewed
Edward Jones - Financial Advisor: Jason Siemens, CFP®|AAMS®
Edward Jones typically receives a high volume of client reviews due to its widespread branch network and accessibility, providing a broader sample of client experiences.
When choosing a financial advisor in Norwalk, consider whether you prefer the resources of a large firm like Edward Jones or the personalized service of an independent advisor, and always verify credentials and check for any conflicts of interest.
Local Market Snapshot
18
Businesses listed
4.7★
Avg rating
18
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted Norwalk financial advisor with a perfect 5.0★ rating from over 100 reviews.
1 Chestnut St Suite 13, Norwalk, CT 06854, USATrusted by clients with a perfect 5.0 rating from 64 reviews.
8 Wright St Suite 107, Westport, CT 06880, USAExceptional 5.0-star rating from 16 reviews in Norwalk, CT.
161 East Ave Suite 103, Norwalk, CT 06851, USAFinancial Advisors Rankings in Norwalk, CT
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Perfect Credit Consulting, LLC1 Chestnut St Suite 13, Norwalk, CT 06854, USA | 5.0★ | 119 |
| #2 | Caiati Financial Services8 Wright St Suite 107, Westport, CT 06880, USA | 5.0★ | 64 |
| #3 | John H. Wygal & Company, LLC161 East Ave Suite 103, Norwalk, CT 06851, USA | 5.0★ | 16 |
| #4 | Richard Smalley - RBC Wealth Management Financial Advisor285 Riverside Ave Suite 335, Westport, CT 06880, USA | 5.0★ | 1 |
| #5 | Guidelight Financial50 Washington St 4th Floor, Norwalk, CT 06854, USA | — | — |
| #6 | Davenport & Associates800 Connecticut Ave, Norwalk, CT 06854, USA | 4.9★ | 9 |
| #7 | Edward Jones - Financial Advisor: Lori Liell120 East Ave, Norwalk, CT 06851, USA | 5.0★ | 1 |
| #8 | Prime Financial Services187 Danbury Rd, Wilton, CT 06897, USA | 5.0★ | 1 |
| #9 | Financial Accounting Fndatn801 Main Ave, Norwalk, CT 06851, USA | 5.0★ | 1 |
| #10 | Charter Oak Financial501 Merritt 7 5th floor, Norwalk, CT 06851, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Norwalk
5.0 stars from a handful of Google reviews.
285 Riverside Ave Suite 335, Westport, CT 06880, USA
This Norwalk financial advisor currently has no online client reviews.
50 Washington St 4th Floor, Norwalk, CT 06854, USA
Trusted Norwalk financial advisor with a 4.9-star rating from 9 reviews.
800 Connecticut Ave, Norwalk, CT 06854, USA
Rated 5.0 stars from a handful of Google reviews in Norwalk.
120 East Ave, Norwalk, CT 06851, USA
5.0 stars from satisfied clients in Norwalk.
187 Danbury Rd, Wilton, CT 06897, USA
Exceptional 5.0-star rating from a small number of Google reviews.
801 Main Ave, Norwalk, CT 06851, USA
Rated 5.0 stars from a small number of Google reviews.
501 Merritt 7 5th floor, Norwalk, CT 06851, USA
Rated 1.0 stars based on one Google review.
597 Westport Ave, Norwalk, CT 06851, USA
Holds a perfect 5.0-star rating from initial client reviews in Norwalk.
1327 Sunset Dr Suite 500, Norwalk, IA 50211, USA
Exceptional 5.0-star rating from 1 review, highlighting trusted local financial guidance.
257 Riverside Ave 1st floor, Westport, CT 06880, USA
A Norwalk financial advisor with no client reviews yet to reference for guidance.
51 Riverside Ave First Floor, Westport, CT 06880, USA
Currently unrated with no Google reviews, so new client feedback is unavailable.
437 Westport Ave, Norwalk, CT 06851, USA
New financial advisor in Norwalk, CT, with no customer reviews yet.
20 Glover Ave, Norwalk, CT 06850, USA
A Norwalk financial advisor with no reviews yet to help guide your choice.
274 Riverside Ave 4th floor, Westport, CT 06880, USA
Professional financial advisor in Norwalk, CT, with no online reviews yet.
50 Washington St Suite 600 W, Norwalk, CT 06854, USA
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Financial Advisors in Norwalk, CT — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Perfect Credit Consulting, LLC | 84/100 | 5.0 ★ | 119 |
| 2 | Caiati Financial Services | 81/100 | 5.0 ★ | 64 |
| 3 | John H. Wygal & Company, LLC | 85/100 | 5.0 ★ | 16 |
| 4 | Richard Smalley - RBC Wealth Management Financial Advisor | 62/100 | 5.0 ★ | 1 |
| 5 | Guidelight Financial | 3/100 | — | 0 |
| 6 | Davenport & Associates | 69/100 | 4.9 ★ | 9 |
| 7 | Edward Jones - Financial Advisor: Lori Liell | 62/100 | 5.0 ★ | 1 |
| 8 | Prime Financial Services | 62/100 | 5.0 ★ | 1 |
| 9 | Financial Accounting Fndatn | 62/100 | 5.0 ★ | 1 |
| 10 | Charter Oak Financial | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Norwalk
What is a fiduciary financial advisor and why does it matter in Norwalk?
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 Norwalk, 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 Norwalk?
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: July 4, 2026.
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