#1Avity Investment Management Inc.
AVITY INVESTMENT MANAGEMENT INC.
Based in Greenwich, CT
Retirement Plan Advisors in Greenwich, CT
The top-ranked retirement plan advisors serving Greenwich, CT are Avity Investment Management Inc., Greenwich Wealth Management, LLC and Precision Capital Advisors, LLC. We list 98 retirement plan advisors serving Greenwich, 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 Greenwich, 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 Greenwich
#2Greenwich Wealth Management, LLC
GREENWICH WEALTH MANAGEMENT LLCBased in Greenwich, CT#3Precision Capital Advisors, LLC
PRECISION CAPITAL ADVISORS, LLCBased in Greenwich, CT#4N10° Wealth
N10 WEALTH, LLCServes this area from Greenwich, CT (3 mi)#5Meyer Handelman Company LLC
MEYER HANDELMAN COMPANY LLCServes this area from Rye Brook, NY (4 mi)#6Navis Wealth Advisors LLC
NAVIS WEALTH ADVISORS LLCServes this area from Rye Brook, NY (4 mi)#7Oxler Private Wealth
OXLER PRIVATE WEALTH LLCServes this area from Rye Brook, NY (4 mi)#8Morgan Stanley
MORGAN STANLEY SMITH BARNEY LLCServes this area from Harrison, NY (4 mi)#9Seacrest Wealth Management, LLC
SEACREST WEALTH MANAGEMENT, LLCServes this area from Harrison, NY (4 mi)#10Sovereign Financial Group, Inc.
SOVEREIGN FINANCIAL GROUP, INC.Serves this area from Stamford, CT (5 mi)
20 more providers serving this area
- New Edge Wealth, Stamford, CT (5 mi)
- Granite Group Advisors, LLC, Stamford, CT (5 mi)
- Steward Partners Investment Advisory, LLC, Stamford, CT (5 mi)
- Integra Global Advisors LLC, Stamford, CT (5 mi)
- Oak Financial Group Inc, Stamford, CT (6 mi)
- Forteris Wealth Management, Inc., Armonk, NY (6 mi)
- Income & Asset Advisory, Inc., Armonk, NY (7 mi)
- Settanni Financial LLC, Armonk, NY (7 mi)
- Lightedway Advisory Services, Inc., Harrison, NY (7 mi)
- Next Level Private LLC, Harrison, NY (7 mi)
- Prato Capital Management, White Plains, NY (7 mi)
- Aspire Advisors, LLC, NY
- Matrix Asset Advisors Inc, White Plains, NY (7 mi)
- Beirne., Darien, CT (8 mi)
- Nardis Advisors LLC, Scarsdale, NY (9 mi)
- Twenty Four Wealth, Darien, CT (10 mi)
- Wesfair Advisory Group, Inc., NY
- Bruderman Private Wealth, Locust Valley, NY (12 mi)
- Onyx Bridge Wealth Group LLC, Tarrytown, NY (12 mi)
- American Wealth Administration Group LLC, Glen Cove, NY (13 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Greenwich?
We list 98 retirement plan advisors serving Greenwich, CT: 3 based there and 95 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 Greenwich?
The top-ranked retirement plan advisors serving Greenwich, CT are Avity Investment Management Inc., Greenwich Wealth Management, LLC, Precision Capital Advisors, LLC, N10° Wealth and Meyer Handelman Company LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Greenwich are verified against official records?
10 of the top 10 match an active official record: Avity Investment Management Inc. (U.S. Securities and Exchange Commission), Greenwich Wealth Management, LLC (U.S. Securities and Exchange Commission), Precision Capital Advisors, LLC (U.S. Securities and Exchange Commission), N10° Wealth (U.S. Securities and Exchange Commission) and Meyer Handelman Company 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 .