#1Mullaney Keating & Wright Inc
MULLANEY KEATING & WRIGHT INC
Serves this area from Middletown, CT (0 mi)
Retirement Plan Advisors in Middletown, CT
The top-ranked retirement plan advisors serving Middletown, CT are Mullaney Keating & Wright Inc, Osaic Institutions, Inc. and Toomey Investment Management, Inc. We list 54 retirement plan advisors serving Middletown, 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 Middletown, CT (Lower Connecticut River Valley Planning Region). 54 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 Middletown
#2Osaic Institutions, Inc.
OSAIC INSTITUTIONS, INC.Serves this area from Meriden, CT (5 mi)#3Toomey Investment Management, Inc
TOOMEY INVESTMENT MANAGEMENT, INCServes this area from Wallingford, CT (11 mi)#4Rossmore Private Capital, LLC
ROSSMORE PRIVATE CAPITAL, LLCServes this area from Glastonbury, CT (12 mi)#5Empower Financial Advisory, LLC
EMPOWER FINANCIAL ADVISORY, LLCServes this area from Glastonbury, CT (12 mi)#6Usi Advisors
USI ADVISORS, INC.Serves this area from Glastonbury, CT (12 mi)#7Mjp Wealth Advisors
MJP ASSOCIATES, INC.Serves this area from Farmington, CT (13 mi)#8Wj Financial Advisors, LLC
WJ FINANCIAL ADVISORS, LLCServes this area from Killingworth, CT (14 mi)#9Pasi Investments, LLC
PASI INVESTMENTS, LLCServes this area from Farmington, CT (15 mi)#10Sky Investment Group LLC
SKY INVESTMENT GROUP LLCServes this area from Hartford, CT (15 mi)
20 more providers serving this area
- Hartford Investment Management Company, Hartford, CT (15 mi)
- Hfm Wealth Management, West Hartford, CT (15 mi)
- Yhb Investment Advisors Inc, West Hartford, CT (15 mi)
- Medallion Wealth Advisors, LLC, Farmington, CT (17 mi)
- Excel Wealth Management, LLC, Manchester, CT (17 mi)
- Granite Islands Private Wealth, LLC, Guilford, CT (18 mi)
- Grey Ledge Advisors, LLC, Guilford, CT (18 mi)
- Principle Wealth, Madison, CT (19 mi)
- Essex Financial Services, Inc., Essex, CT (19 mi)
- Jeffrey N. Mehler, Cfp LLC, Essex, CT (19 mi)
- Freedom Investment Management, Inc., South Windsor, CT (20 mi)
- Wealthshape LLC, Windsor, CT (21 mi)
- Tscg Investors, LLC, Simsbury, CT (21 mi)
- Kreitler Financial LLC, New Haven, CT (22 mi)
- Knights Of Columbus Asset Advisors LLC, New Haven, CT (22 mi)
- Heritage Capital, LLC, Woodbridge, CT (22 mi)
- Voya Retirement Advisors, LLC, Windsor, CT (23 mi)
- Connecticut Capital Management Group, LLC, Milford city (balance), CT (30 mi)
- Big Rock Advisors LLC, Sag Harbor, NY (42 mi)
- East End Financial Group, Inc., Riverhead, NY (44 mi)
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Frequently asked questions
How many retirement plan advisors serve Middletown?
We list 54 retirement plan advisors serving Middletown, CT: 0 based there and 54 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 Middletown?
The top-ranked retirement plan advisors serving Middletown, CT are Mullaney Keating & Wright Inc, Osaic Institutions, Inc., Toomey Investment Management, Inc, Rossmore Private Capital, LLC and Empower Financial Advisory, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Middletown are verified against official records?
10 of the top 10 match an active official record: Mullaney Keating & Wright Inc (U.S. Securities and Exchange Commission), Osaic Institutions, Inc. (U.S. Securities and Exchange Commission), Toomey Investment Management, Inc (U.S. Securities and Exchange Commission), Rossmore Private Capital, LLC (U.S. Securities and Exchange Commission) and Empower Financial Advisory, 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 .