#1Moneco Advisors
MONECO ADVISORS, LLC
Based in Fairfield, CT
Retirement Plan Advisors in Fairfield, CT
The top-ranked retirement plan advisors serving Fairfield, CT are Moneco Advisors, Coastal Bridge Advisors and Third View Private Wealth. We list 61 retirement plan advisors serving Fairfield, 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 Fairfield, CT (Greater Bridgeport Planning Region). 61 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 Fairfield
#2Coastal Bridge Advisors
COASTAL BRIDGE ADVISORS, LLCServes this area from Westport, CT (5 mi)#3Third View Private Wealth
THIRD VIEW PRIVATE WEALTH, LLCServes this area from Westport, CT (6 mi)#4Lcr Wealth Management LLC
LCR WEALTH MANAGEMENT LLCServes this area from Westport, CT (6 mi)#5Catum Advisory Group, LLC.
CATUM ADVISORY GROUP, LLC.Serves this area from Wilton, CT (8 mi)#6Round Rock Advisors LLC
ROUND ROCK ADVISORS LLCServes this area from Wilton, CT (8 mi)#7Trivium Point Advisory, LLC
TRIVIUM POINT ADVISORY, LLCServes this area from Wilton, CT (8 mi)#8Cooper Financial Services, Inc.
COOPER FINANCIAL SERVICES, INC.Serves this area from Shelton, CT (9 mi)#9Procyon
PROCYON ADVISORS, LLCServes this area from Shelton, CT (10 mi)#10Ganim Private Wealth
GFS WEALTH MANAGEMENT ADVISORS, INC.Serves this area from Shelton, CT (11 mi)
20 more providers serving this area
- Pentegra Investors, Inc., Shelton, CT (11 mi)
- Twenty Four Wealth, Darien, CT (12 mi)
- Dunbar Associates, LLC, Monroe, CT (12 mi)
- Connecticut Capital Management Group, LLC, Milford city (balance), CT (12 mi)
- Beirne., Darien, CT (13 mi)
- Oak Financial Group Inc, Stamford, CT (15 mi)
- Integra Global Advisors LLC, Stamford, CT (16 mi)
- Granite Group Advisors, LLC, Stamford, CT (16 mi)
- New Edge Wealth, Stamford, CT (16 mi)
- Steward Partners Investment Advisory, LLC, Stamford, CT (16 mi)
- Sovereign Financial Group, Inc., Stamford, CT (17 mi)
- Kennedy Wealth & Tax Management, LLC, Southbury, CT (18 mi)
- Heritage Capital, LLC, Woodbridge, CT (19 mi)
- St. James Investment Advisors, LLC, Port Jefferson, NY (19 mi)
- Knights Of Columbus Asset Advisors LLC, New Haven, CT (20 mi)
- Kreitler Financial LLC, New Haven, CT (20 mi)
- Greenwich Wealth Management, LLC, Greenwich, CT (21 mi)
- N10° Wealth, Greenwich, CT (21 mi)
- Precision Capital Advisors, LLC, Greenwich, CT (21 mi)
- Avity Investment Management Inc., Greenwich, CT (21 mi)
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Frequently asked questions
How many retirement plan advisors serve Fairfield?
We list 61 retirement plan advisors serving Fairfield, CT: 1 based there and 60 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 Fairfield?
The top-ranked retirement plan advisors serving Fairfield, CT are Moneco Advisors, Coastal Bridge Advisors, Third View Private Wealth, Lcr Wealth Management 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 Fairfield are verified against official records?
10 of the top 10 match an active official record: Moneco Advisors (U.S. Securities and Exchange Commission), Coastal Bridge Advisors (U.S. Securities and Exchange Commission), Third View Private Wealth (U.S. Securities and Exchange Commission), Lcr Wealth Management 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 .