#1Grey Ledge Advisors, LLC
GREY LEDGE ADVISORS, LLC
Serves this area from Guilford, CT (6 mi)
Retirement Plan Advisors in Branford, CT
The top-ranked retirement plan advisors serving Branford, CT are Grey Ledge Advisors, LLC, Granite Islands Private Wealth, LLC and Kreitler Financial LLC. We list 62 retirement plan advisors serving Branford, CT. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Branford, CT (South Central Connecticut Planning Region). 62 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Branford
#2Granite Islands Private Wealth, LLC
GRANITE ISLANDS PRIVATE WEALTH, LLCServes this area from Guilford, CT (6 mi)#3Kreitler Financial LLC
KREITLER FINANCIAL LLCServes this area from New Haven, CT (7 mi)#4Knights Of Columbus Asset Advisors LLC
KNIGHTS OF COLUMBUS ASSET ADVISORS LLCServes this area from New Haven, CT (8 mi)#5Principle Wealth
PRINCIPLE WEALTH PARTNERS LLCServes this area from Madison, CT (10 mi)#6Heritage Capital, LLC
HERITAGE CAPITAL, LLCServes this area from Woodbridge, CT (11 mi)#7Toomey Investment Management, Inc
TOOMEY INVESTMENT MANAGEMENT, INCServes this area from Wallingford, CT (12 mi)#8Wj Financial Advisors, LLC
WJ FINANCIAL ADVISORS, LLCServes this area from Killingworth, CT (13 mi)#9Connecticut Capital Management Group, LLC
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLCServes this area from Milford city (balance), CT (14 mi)#10Ganim Private Wealth
GFS WEALTH MANAGEMENT ADVISORS, INC.Serves this area from Shelton, CT (18 mi)
20 more providers serving this area
- Pentegra Investors, Inc., Shelton, CT (18 mi)
- Procyon, Shelton, CT (18 mi)
- Osaic Institutions, Inc., Meriden, CT (18 mi)
- Cooper Financial Services, Inc., Shelton, CT (18 mi)
- Mullaney Keating & Wright Inc, Middletown, CT (19 mi)
- Essex Financial Services, Inc., Essex, CT (20 mi)
- New England Capital Financial Advisors LLC, Cheshire, CT (20 mi)
- Jeffrey N. Mehler, Cfp LLC, Essex, CT (20 mi)
- Dunbar Associates, LLC, Monroe, CT (23 mi)
- East End Financial Group, Inc., Riverhead, NY (26 mi)
- Kennedy Wealth & Tax Management, LLC, Southbury, CT (27 mi)
- Moneco Advisors, Fairfield, CT (27 mi)
- St. James Investment Advisors, LLC, Port Jefferson, NY (28 mi)
- Mjp Wealth Advisors, Farmington, CT (30 mi)
- Rossmore Private Capital, LLC, Glastonbury, CT (32 mi)
- Empower Financial Advisory, LLC, Glastonbury, CT (32 mi)
- Pasi Investments, LLC, Farmington, CT (32 mi)
- Usi Advisors, Glastonbury, CT (32 mi)
- Big Rock Advisors LLC, Sag Harbor, NY (32 mi)
- Medallion Wealth Advisors, LLC, Farmington, CT (32 mi)
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Frequently asked questions
How many retirement plan advisors serve Branford?
We list 62 retirement plan advisors serving Branford, CT: 0 based there and 62 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Branford?
The top-ranked retirement plan advisors serving Branford, CT are Grey Ledge Advisors, LLC, Granite Islands Private Wealth, LLC, Kreitler Financial LLC, Knights Of Columbus Asset Advisors LLC and Principle Wealth. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Branford are verified against official records?
10 of the top 10 match an active official record: Grey Ledge Advisors, LLC (U.S. Securities and Exchange Commission), Granite Islands Private Wealth, LLC (U.S. Securities and Exchange Commission), Kreitler Financial LLC (U.S. Securities and Exchange Commission), Knights Of Columbus Asset Advisors LLC (U.S. Securities and Exchange Commission) and Principle Wealth (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .