Steward Partners Investment Advisory
42yrs
Top advisor by experience in Newtown
Financial advisors in Newtown, CT
Looking for a financial advisor in Newtown, CT? We list 22 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
22Advisors with offices here
22Median years of experience
95%Fiduciary advisors?
15Firms represented
Largest firms here: Strategic Advisers LLC (5), Steward Partners Investment Advisory, LLC (3), Edward Jones (2).
Nearby: Sandy Hook, Bethel, Brookfield, Monroe, Danbury, Southbury, Redding, Easton.
Commonwealth Financial Network
42yrs
Top 3% by experience in Connecticut
RLS Financial Group
41yrs
Top 3% by experience nationwide
Steward Partners Investment Advisory
33yrs
Top 12% by experience nationwide
Strategic Advisers
29yrs
Top 4% by experience at Strategic Advisers
Edward Jones
29yrs
Top 6% by experience at Edward Jones
Donaldson Financial Wellness Network
28yrs
Top 21% by experience nationwide
Osaic Institutions
27yrs
Top 22% by experience nationwide
Steward Partners Investment Advisory
26yrs
Top 24% by experience nationwide
Magnolia Private Wealth
23yrs
More experience than 68% of advisors nationwide
LPL Financial
22yrs
More experience than 65% of advisors nationwide
Iron Path Wealth Management
21yrs
More experience than 64% of advisors nationwide
T. Rowe Price Associates
20yrs
More experience than 70% of advisors at T. Rowe Price Associates
Edward Jones
19yrs
Top 22% by experience at Edward Jones
J.p. Morgan Securities
15yrs
More experience than 67% of advisors at J.p. Morgan Securities
Strategic Advisers
12yrs
More experience than 66% of advisors at Strategic Advisers
Strategic Advisers
10yrs
More experience than 61% of advisors at Strategic Advisers
Strategic Advisers
8yrs
More experience than 54% of advisors at Strategic Advisers
Riskin Wealth Management
7yrs
7 years in the industry
Strategic Advisers
2yrs
2 years in the industry
Wells Fargo Advisors
New
New to the profession
Merrill Lynch, Pierce, Fenner & Smith
New
New to the profession
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.