#1Excel Wealth Management, LLC
EXCEL WEALTH MANAGEMENT, LLC
Serves this area from Manchester, CT (15 mi)
Retirement Plan Advisors in Mansfield, CT
The top-ranked retirement plan advisors serving Mansfield, CT are Excel Wealth Management, LLC, Freedom Investment Management, Inc. and Rossmore Private Capital, LLC. We list 35 retirement plan advisors serving Mansfield, 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 Mansfield, CT (Capitol Planning Region). 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 Mansfield
#2Freedom Investment Management, Inc.
FREEDOM INVESTMENT MANAGEMENT, INC.Serves this area from South Windsor, CT (17 mi)#3Rossmore Private Capital, LLC
ROSSMORE PRIVATE CAPITAL, LLCServes this area from Glastonbury, CT (19 mi)#4Empower Financial Advisory, LLC
EMPOWER FINANCIAL ADVISORY, LLCServes this area from Glastonbury, CT (20 mi)#5Usi Advisors
USI ADVISORS, INC.Serves this area from Glastonbury, CT (21 mi)#6Wealthshape LLC
WEALTHSHAPE LLCServes this area from Windsor, CT (23 mi)#7Sky Investment Group LLC
SKY INVESTMENT GROUP LLCServes this area from Hartford, CT (23 mi)#8Hartford Investment Management Company
HARTFORD INVESTMENT MANAGEMENT COMPANYServes this area from Hartford, CT (24 mi)#9Voya Retirement Advisors, LLC
VOYA RETIREMENT ADVISORS, LLCServes this area from Windsor, CT (24 mi)#10Yhb Investment Advisors Inc
YHB INVESTMENT ADVISORS INCServes this area from West Hartford, CT (27 mi)
20 more providers serving this area
- Hfm Wealth Management, West Hartford, CT (27 mi)
- Mullaney Keating & Wright Inc, Middletown, CT (28 mi)
- Mml Investors Services, LLC, Springfield, MA (28 mi)
- Pasi Investments, LLC, Farmington, CT (29 mi)
- Mjp Wealth Advisors, Farmington, CT (30 mi)
- Tscg Investors, LLC, Simsbury, CT (31 mi)
- Osaic Institutions, Inc., Meriden, CT (32 mi)
- Medallion Wealth Advisors, LLC, Farmington, CT (33 mi)
- Jeffrey N. Mehler, Cfp LLC, Essex, CT (33 mi)
- Essex Financial Services, Inc., Essex, CT (33 mi)
- Wj Financial Advisors, LLC, Killingworth, CT (35 mi)
- New England Capital Financial Advisors LLC, Cheshire, CT (38 mi)
- Toomey Investment Management, Inc, Wallingford, CT (38 mi)
- Principle Wealth, Madison, CT (40 mi)
- Granite Islands Private Wealth, LLC, Guilford, CT (41 mi)
- Grey Ledge Advisors, LLC, Guilford, CT (42 mi)
- Kreitler Financial LLC, New Haven, CT (49 mi)
- Knights Of Columbus Asset Advisors LLC, New Haven, CT (49 mi)
- Heritage Capital, LLC, Woodbridge, CT (50 mi)
- Connecticut Capital Management Group, LLC, Milford city (balance), CT (58 mi)
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Frequently asked questions
How many retirement plan advisors serve Mansfield?
We list 35 retirement plan advisors serving Mansfield, CT: 0 based there and 35 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 Mansfield?
The top-ranked retirement plan advisors serving Mansfield, CT are Excel Wealth Management, LLC, Freedom Investment Management, Inc., Rossmore Private Capital, LLC, Empower Financial Advisory, LLC and Usi Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Mansfield are verified against official records?
10 of the top 10 match an active official record: Excel Wealth Management, LLC (U.S. Securities and Exchange Commission), Freedom Investment Management, Inc. (U.S. Securities and Exchange Commission), Rossmore Private Capital, LLC (U.S. Securities and Exchange Commission), Empower Financial Advisory, LLC (U.S. Securities and Exchange Commission) and Usi Advisors (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 .