#1Kreitler Financial LLC
KREITLER FINANCIAL LLC
Based in New Haven, CT
Retirement Plan Advisors in New Haven, CT
The top-ranked retirement plan advisors serving New Haven, CT are Kreitler Financial LLC, Knights Of Columbus Asset Advisors LLC and Heritage Capital, LLC. We list 62 retirement plan advisors serving New Haven, 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 New Haven, CT (South Central Connecticut Planning Region). 62 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 New Haven
#2Knights Of Columbus Asset Advisors LLC
KNIGHTS OF COLUMBUS ASSET ADVISORS LLCServes this area from New Haven, CT (0 mi)#3Heritage Capital, LLC
HERITAGE CAPITAL, LLCServes this area from Woodbridge, CT (4 mi)#4Connecticut Capital Management Group, LLC
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLCServes this area from Milford city (balance), CT (9 mi)#5Ganim Private Wealth
GFS WEALTH MANAGEMENT ADVISORS, INC.Serves this area from Shelton, CT (11 mi)#6Pentegra Investors, Inc.
PENTEGRA INVESTORS, INC.Serves this area from Shelton, CT (11 mi)#7Procyon
PROCYON ADVISORS, LLCServes this area from Shelton, CT (11 mi)#8Cooper Financial Services, Inc.
COOPER FINANCIAL SERVICES, INC.Serves this area from Shelton, CT (11 mi)#9Toomey Investment Management, Inc
TOOMEY INVESTMENT MANAGEMENT, INCServes this area from Wallingford, CT (11 mi)#10Grey Ledge Advisors, LLC
GREY LEDGE ADVISORS, LLCServes this area from Guilford, CT (13 mi)
20 more providers serving this area
- Granite Islands Private Wealth, LLC, Guilford, CT (14 mi)
- Dunbar Associates, LLC, Monroe, CT (16 mi)
- New England Capital Financial Advisors LLC, Cheshire, CT (17 mi)
- Principle Wealth, Madison, CT (17 mi)
- Osaic Institutions, Inc., Meriden, CT (18 mi)
- Wj Financial Advisors, LLC, Killingworth, CT (19 mi)
- Kennedy Wealth & Tax Management, LLC, Southbury, CT (20 mi)
- Mullaney Keating & Wright Inc, Middletown, CT (21 mi)
- Moneco Advisors, Fairfield, CT (22 mi)
- Essex Financial Services, Inc., Essex, CT (26 mi)
- St. James Investment Advisors, LLC, Port Jefferson, NY (26 mi)
- Jeffrey N. Mehler, Cfp LLC, Essex, CT (27 mi)
- Mjp Wealth Advisors, Farmington, CT (29 mi)
- Medallion Wealth Advisors, LLC, Farmington, CT (30 mi)
- East End Financial Group, Inc., Riverhead, NY (30 mi)
- Pasi Investments, LLC, Farmington, CT (30 mi)
- Hfm Wealth Management, West Hartford, CT (32 mi)
- Pension Fund Evaluations, Inc., Centereach, NY (33 mi)
- Usi Advisors, Glastonbury, CT (33 mi)
- Yhb Investment Advisors Inc, West Hartford, CT (33 mi)
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Frequently asked questions
How many retirement plan advisors serve New Haven?
We list 62 retirement plan advisors serving New Haven, CT: 1 based there and 61 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 New Haven?
The top-ranked retirement plan advisors serving New Haven, CT are Kreitler Financial LLC, Knights Of Columbus Asset Advisors LLC, Heritage Capital, LLC, Connecticut Capital Management Group, LLC and Ganim Private Wealth. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving New Haven are verified against official records?
10 of the top 10 match an active official record: Kreitler Financial LLC (U.S. Securities and Exchange Commission), Knights Of Columbus Asset Advisors LLC (U.S. Securities and Exchange Commission), Heritage Capital, LLC (U.S. Securities and Exchange Commission), Connecticut Capital Management Group, LLC (U.S. Securities and Exchange Commission) and Ganim Private Wealth (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 .