#1Empower Financial Advisory, LLC
EMPOWER FINANCIAL ADVISORY, LLC
Based in Glastonbury, CT
Retirement Plan Advisors in Capitol Planning Region, CT
The top-ranked retirement plan advisors serving Capitol Planning Region, CT are Empower Financial Advisory, LLC, Excel Wealth Management, LLC and Freedom Investment Management, Inc.. We list 35 retirement plan advisors serving Capitol Planning Region, 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 Capitol Planning Region, CT. 35 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 Capitol Planning Region
#2Excel Wealth Management, LLC
EXCEL WEALTH MANAGEMENT, LLCBased in Manchester, CT#3Freedom Investment Management, Inc.
FREEDOM INVESTMENT MANAGEMENT, INC.Based in South Windsor, CT#4Hartford Investment Management Company
HARTFORD INVESTMENT MANAGEMENT COMPANYBased in Hartford, CT#5Hfm Wealth Management
HARTFORD FINANCIAL MANAGEMENT INCBased in West Hartford, CT#6Medallion Wealth Advisors, LLC
MEDALLION WEALTH ADVISORS, LLCBased in Farmington, CT#7Mjp Wealth Advisors
MJP ASSOCIATES, INC.Based in Farmington, CT#8Pasi Investments, LLC
PASI INVESTMENTS, LLCBased in Farmington, CT#9Rossmore Private Capital, LLC
ROSSMORE PRIVATE CAPITAL, LLCBased in Glastonbury, CT#10Sky Investment Group LLC
SKY INVESTMENT GROUP LLCBased in Hartford, CT
20 more providers serving this area
- Tscg Investors, LLC, Simsbury, CT
- Usi Advisors, Glastonbury, CT
- Voya Retirement Advisors, LLC, Windsor, CT
- Wealthshape LLC, Windsor, CT
- Yhb Investment Advisors Inc, West Hartford, CT
- Mullaney Keating & Wright Inc, Middletown, CT (19 mi)
- Mml Investors Services, LLC, Springfield, MA (21 mi)
- Osaic Institutions, Inc., Meriden, CT (21 mi)
- New England Capital Financial Advisors LLC, Cheshire, CT (25 mi)
- Toomey Investment Management, Inc, Wallingford, CT (28 mi)
- Wj Financial Advisors, LLC, Killingworth, CT (32 mi)
- Jeffrey N. Mehler, Cfp LLC, Essex, CT (34 mi)
- Essex Financial Services, Inc., Essex, CT (34 mi)
- Granite Islands Private Wealth, LLC, Guilford, CT (37 mi)
- Principle Wealth, Madison, CT (37 mi)
- Grey Ledge Advisors, LLC, Guilford, CT (37 mi)
- Heritage Capital, LLC, Woodbridge, CT (39 mi)
- Kreitler Financial LLC, New Haven, CT (39 mi)
- Knights Of Columbus Asset Advisors LLC, New Haven, CT (40 mi)
- Kennedy Wealth & Tax Management, LLC, Southbury, CT (44 mi)
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Frequently asked questions
How many retirement plan advisors serve Capitol Planning Region?
We list 35 retirement plan advisors serving Capitol Planning Region, CT: 15 based there and 20 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 Capitol Planning Region?
The top-ranked retirement plan advisors serving Capitol Planning Region, CT are Empower Financial Advisory, LLC, Excel Wealth Management, LLC, Freedom Investment Management, Inc., Hartford Investment Management Company and Hfm Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Capitol Planning Region are verified against official records?
10 of the top 10 match an active official record: Empower Financial Advisory, LLC (U.S. Securities and Exchange Commission), Excel Wealth Management, LLC (U.S. Securities and Exchange Commission), Freedom Investment Management, Inc. (U.S. Securities and Exchange Commission), Hartford Investment Management Company (U.S. Securities and Exchange Commission) and Hfm Wealth Management (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 .
Cities in Capitol Planning Region
Communities served
Bloomfield, Rocky Hill, Berlin, Avon, Plainville, Ellington, Storrs, Suffield, Tolland, Windsor Locks, Coventry, Granby, Stafford, East Windsor, Somers, Canton, Kensington, Hebron, Thompsonville, Glastonbury Center, Rockville, Southwood Acres, Hazardville, Simsbury Center, Marlborough, Willington, Sherwood Manor, Columbia, East Granby, Bolton, Stafford Springs, Broad Brook, Collinsville, Andover, Weatogue, Coventry Lake, Blue Hills, West Simsbury, Salmon Brook, Crystal Lake, Plantsville, North Granby, Canton Valley, South Coventry, Suffield Depot, Tariffville, Mansfield Center, Terramuggus