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Best Financial Planners in New Haven, Connecticut

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Rankings use the published BizScore formulas. How we score

12Financial Planners scored in New Haven
54Average BizScore
70Top BizScore
17%AI Visibility 50 or higher
71Average SEO score
4.7Average Google rating (7 rated)

Top Financial Planners in New Haven

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Showing 1-12 of 12 Financial Planners listings in New Haven, CT · page 1 of 1

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Zander Stringer - Financial Advisor, Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility61
SEO82
Freshness-
AI Ready-
  • Financial Planner
  • New Haven, Connecticut
  • (203) 387-1211
  • ameriprise.com
Ranked #1 of 17 Financial Planner listings in New HavenScores updated Jun 29, 2026
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Peter Goletz - Financial Advisor, Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility49
SEO82
Freshness-
AI Ready-
  • Financial Planner
  • New Haven, Connecticut
  • (203) 285-1813
  • ameriprise.com
Ranked #2 of 17 Financial Planner listings in New HavenScores updated Sep 23, 2026

#3Raymond Wealth Advisors of New Haven

3.2 Google rating · 22 reviews

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Raymond Wealth Advisors of New Haven website

Score breakdown

AI Visibility40
SEO82
Freshness-
AI Ready-
  • Financial Planner
  • New Haven, Connecticut
  • (203) 640-2129
  • raymondcorp.com
Ranked #5 of 17 Financial Planner listings in New HavenScores updated Jun 7, 2026

#4John Hursh - Financial Advisor, Ameriprise Financial Services, LLC

5.0 Google rating · 2 reviews

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John Hursh - Financial Advisor, Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility52
SEO73
Freshness-
AI Ready-
  • Financial Planner
  • New Haven, Connecticut
  • (203) 285-1828
  • ameripriseadvisors.com
Ranked #7 of 17 Financial Planner listings in New HavenScores updated Jun 21, 2026

#5Northwestern Mutual of New Haven

5.0 Google rating · 1 review

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Northwestern Mutual of New Haven website

Score breakdown

AI Visibility35
SEO76
Freshness-
AI Ready-
  • Financial Planner
  • New Haven, Connecticut
  • (475) 209-5588
  • northwestern.edu
Ranked #8 of 17 Financial Planner listings in New HavenScores updated Jun 7, 2026
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Maura OBrien - Financial Advisor, Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility30
SEO78
Freshness-
AI Ready-
  • Financial Planner
  • New Haven, Connecticut
  • (203) 285-1812
  • nameberry.com

Maura OBrien - Financial Advisor, Ameriprise Financial Services, LLC: Maura O’Brien, Financial Advisor, Ameriprise Financial Services, LLC is a financial planner in New Haven, Connecticut, serving individuals and families with personalized financial planning, retirement planning, investment management, and estate planning...

Ranked #9 of 17 Financial Planner listings in New HavenScores updated Jun 7, 2026
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Kieran Doherty - Financial Advisor, Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility42
SEO69
Freshness-
AI Ready-
  • Financial Planner
  • New Haven, Connecticut
  • (203) 285-1841
  • thinkbabynames.com
Ranked #11 of 17 Financial Planner listings in New HavenScores updated Jun 25, 2026
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R

Score breakdown

AI Visibility45
SEO63
Freshness-
AI Ready-
  • Financial Planner
  • New Haven, Connecticut
  • (203) 773-1758
  • raymondjames.com
Ranked #10 of 17 Financial Planner listings in New HavenScores updated Jun 7, 2026

#9Merrill Lynch Wealth Management of New Haven

5.0 Google rating · 1 review

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Merrill Lynch Wealth Management of New Haven website

Score breakdown

AI Visibility35
SEO70
Freshness-
AI Ready-
  • Financial Planner
  • New Haven, Connecticut
  • (800) 937-0843
  • mymerrill.com

Merrill Lynch Wealth Management of New Haven: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.

Ranked #13 of 17 Financial Planner listings in New HavenScores updated Sep 20, 2026

#10Noble Wealth Advisors of Janney Montgomery Scott

5.0 Google rating · 1 review

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Noble Wealth Advisors of Janney Montgomery Scott website

Score breakdown

AI Visibility33
SEO67
Freshness-
AI Ready-
  • Financial Planner
  • New Haven, Connecticut
  • (203) 784-7401
  • janney.com
Ranked #15 of 17 Financial Planner listings in New HavenScores updated Jun 30, 2026
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Century Wealth Partners - UBS Financial Services Inc. website

Score breakdown

AI Visibility18
SEO50
Freshness-
AI Ready-
  • Financial Planner
  • New Haven, Connecticut
  • (203) 498-3353
  • app.century.tech
Ranked #16 of 17 Financial Planner listings in New HavenScores updated Jun 25, 2026
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M

Score breakdown

AI Visibility4
SEO56
Freshness-
AI Ready-
  • Financial Planner
  • New Haven, Connecticut
  • (203) 772-3970
  • advisor.morganstanley.com
Ranked #17 of 17 Financial Planner listings in New HavenScores updated Jun 25, 2026
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BizScoreAI ranks 12 financial planners in New Haven, Connecticut by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in New Haven ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in New Haven, Connecticut does BizScoreAI track?

12 financial planners in New Haven currently meet the profile-quality bar for this page, with an average BizScore of 54 and a top score of 70.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 17% of measured financial planners in New Haven score 50 or higher.

Is being listed free?

Yes. Every financial planner in New Haven is listed and scored for free, and claiming a listing is free too.