#1Kennedy Wealth & Tax Management, LLC
KENNEDY WEALTH & TAX MANAGEMENT, LLC
Serves this area from Southbury, CT (12 mi)
Retirement Plan Advisors in Danbury, CT
The top-ranked retirement plan advisors serving Danbury, CT are Kennedy Wealth & Tax Management, LLC, Dunbar Associates, LLC and Atwob. We list 98 retirement plan advisors serving Danbury, 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 Danbury, CT (Western Connecticut Planning Region). 98 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 Danbury
#2Dunbar Associates, LLC
DUNBAR ASSOCIATES, LLCServes this area from Monroe, CT (14 mi)#3Atwob
POINT B PLANNING, LLCServes this area from Katonah, NY (14 mi)#4Round Rock Advisors LLC
ROUND ROCK ADVISORS LLCServes this area from Wilton, CT (15 mi)#5Catum Advisory Group, LLC.
CATUM ADVISORY GROUP, LLC.Serves this area from Wilton, CT (16 mi)#6Trivium Point Advisory, LLC
TRIVIUM POINT ADVISORY, LLCServes this area from Wilton, CT (16 mi)#7Coastal Bridge Advisors
COASTAL BRIDGE ADVISORS, LLCServes this area from Westport, CT (19 mi)#8Third View Private Wealth
THIRD VIEW PRIVATE WEALTH, LLCServes this area from Westport, CT (19 mi)#9Lcr Wealth Management LLC
LCR WEALTH MANAGEMENT LLCServes this area from Westport, CT (20 mi)#10Procyon
PROCYON ADVISORS, LLCServes this area from Shelton, CT (20 mi)
20 more providers serving this area
- Cooper Financial Services, Inc., Shelton, CT (20 mi)
- Ganim Private Wealth, Shelton, CT (20 mi)
- Pentegra Investors, Inc., Shelton, CT (20 mi)
- Wesfair Advisory Group, Inc., NY
- Moneco Advisors, Fairfield, CT (21 mi)
- Twenty Four Wealth, Darien, CT (22 mi)
- Oak Financial Group Inc, Stamford, CT (22 mi)
- Beirne., Darien, CT (22 mi)
- Income & Asset Advisory, Inc., Armonk, NY (23 mi)
- Settanni Financial LLC, Armonk, NY (23 mi)
- Forteris Wealth Management, Inc., Armonk, NY (23 mi)
- N10° Wealth, Greenwich, CT (23 mi)
- New Edge Wealth, Stamford, CT (24 mi)
- Sovereign Financial Group, Inc., Stamford, CT (24 mi)
- Granite Group Advisors, LLC, Stamford, CT (24 mi)
- Integra Global Advisors LLC, Stamford, CT (24 mi)
- Steward Partners Investment Advisory, LLC, Stamford, CT (24 mi)
- Hudson View Advisors, LLC, Croton-on-Hudson, NY (25 mi)
- Quint Investments And Insurance, NY
- Greenwich Wealth Management, LLC, Greenwich, CT (27 mi)
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Frequently asked questions
How many retirement plan advisors serve Danbury?
We list 98 retirement plan advisors serving Danbury, CT: 0 based there and 98 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 Danbury?
The top-ranked retirement plan advisors serving Danbury, CT are Kennedy Wealth & Tax Management, LLC, Dunbar Associates, LLC, Atwob, Round Rock Advisors LLC and Catum Advisory Group, LLC.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Danbury are verified against official records?
10 of the top 10 match an active official record: Kennedy Wealth & Tax Management, LLC (U.S. Securities and Exchange Commission), Dunbar Associates, LLC (U.S. Securities and Exchange Commission), Atwob (U.S. Securities and Exchange Commission), Round Rock Advisors LLC (U.S. Securities and Exchange Commission) and Catum Advisory Group, LLC. (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 .