#1Kennedy Wealth & Tax Management, LLC
KENNEDY WEALTH & TAX MANAGEMENT, LLC
Serves this area from Southbury, CT (3 mi)
Retirement Plan Advisors in Newtown, CT
The top-ranked retirement plan advisors serving Newtown, CT are Kennedy Wealth & Tax Management, LLC, Dunbar Associates, LLC and Procyon. We list 98 retirement plan advisors serving Newtown, 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 Newtown, 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 Newtown
#2Dunbar Associates, LLC
DUNBAR ASSOCIATES, LLCServes this area from Monroe, CT (5 mi)#3Procyon
PROCYON ADVISORS, LLCServes this area from Shelton, CT (12 mi)#4Ganim Private Wealth
GFS WEALTH MANAGEMENT ADVISORS, INC.Serves this area from Shelton, CT (12 mi)#5Pentegra Investors, Inc.
PENTEGRA INVESTORS, INC.Serves this area from Shelton, CT (12 mi)#6Cooper Financial Services, Inc.
COOPER FINANCIAL SERVICES, INC.Serves this area from Shelton, CT (13 mi)#7Round Rock Advisors LLC
ROUND ROCK ADVISORS LLCServes this area from Wilton, CT (16 mi)#8Catum Advisory Group, LLC.
CATUM ADVISORY GROUP, LLC.Serves this area from Wilton, CT (17 mi)#9Trivium Point Advisory, LLC
TRIVIUM POINT ADVISORY, LLCServes this area from Wilton, CT (17 mi)#10Moneco Advisors
MONECO ADVISORS, LLCServes this area from Fairfield, CT (18 mi)
20 more providers serving this area
- Coastal Bridge Advisors, Westport, CT (18 mi)
- Third View Private Wealth, Westport, CT (19 mi)
- Lcr Wealth Management LLC, Westport, CT (20 mi)
- Atwob, Katonah, NY (23 mi)
- Twenty Four Wealth, Darien, CT (23 mi)
- New England Capital Financial Advisors LLC, Cheshire, CT (23 mi)
- Beirne., Darien, CT (24 mi)
- Oak Financial Group Inc, Stamford, CT (25 mi)
- New Edge Wealth, Stamford, CT (27 mi)
- Granite Group Advisors, LLC, Stamford, CT (27 mi)
- Integra Global Advisors LLC, Stamford, CT (27 mi)
- Sovereign Financial Group, Inc., Stamford, CT (27 mi)
- Steward Partners Investment Advisory, LLC, Stamford, CT (27 mi)
- Wesfair Advisory Group, Inc., NY
- N10° Wealth, Greenwich, CT (29 mi)
- Income & Asset Advisory, Inc., Armonk, NY (29 mi)
- Settanni Financial LLC, Armonk, NY (29 mi)
- Forteris Wealth Management, Inc., Armonk, NY (29 mi)
- Greenwich Wealth Management, LLC, Greenwich, CT (31 mi)
- Precision Capital Advisors, LLC, Greenwich, CT (31 mi)
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Frequently asked questions
How many retirement plan advisors serve Newtown?
We list 98 retirement plan advisors serving Newtown, CT: 0 based there and 98 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 Newtown?
The top-ranked retirement plan advisors serving Newtown, CT are Kennedy Wealth & Tax Management, LLC, Dunbar Associates, LLC, Procyon, Ganim Private Wealth and Pentegra Investors, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Newtown are verified against official records?
10 of the top 10 match an active official record: Kennedy Wealth & Tax Management, LLC (U.S. Securities and Exchange Commission), Dunbar Associates, LLC (U.S. Securities and Exchange Commission), Procyon (U.S. Securities and Exchange Commission), Ganim Private Wealth (U.S. Securities and Exchange Commission) and Pentegra Investors, Inc. (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 .