#1Integra Global Advisors LLC
INTEGRA GLOBAL ADVISORS LLC
Based in Stamford, CT
Retirement Plan Advisors in Stamford, CT
The top-ranked retirement plan advisors serving Stamford, CT are Integra Global Advisors LLC, Sovereign Financial Group, Inc. and Steward Partners Investment Advisory, LLC. We list 98 retirement plan advisors serving Stamford, 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 Stamford, 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 Stamford
#2Sovereign Financial Group, Inc.
SOVEREIGN FINANCIAL GROUP, INC.Based in Stamford, CT#3Steward Partners Investment Advisory, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLCBased in Stamford, CT#4Oak Financial Group Inc
OAK FINANCIAL GROUP INCServes this area from Stamford, CT (1 mi)#5New Edge Wealth
NEWEDGE WEALTH, LLCServes this area from Stamford, CT (1 mi)#6Granite Group Advisors, LLC
GRANITE GROUP ADVISORS, LLCServes this area from Stamford, CT (2 mi)#7Beirne.
BEIRNE WEALTH CONSULTING SERVICES, LLCServes this area from Darien, CT (4 mi)#8Twenty Four Wealth
TWENTY FOUR WEALTH RIA, LLCServes this area from Darien, CT (5 mi)#9Greenwich Wealth Management, LLC
GREENWICH WEALTH MANAGEMENT LLCServes this area from Greenwich, CT (5 mi)#10Precision Capital Advisors, LLC
PRECISION CAPITAL ADVISORS, LLCServes this area from Greenwich, CT (6 mi)
20 more providers serving this area
- Avity Investment Management Inc., Greenwich, CT (6 mi)
- N10° Wealth, Greenwich, CT (6 mi)
- Forteris Wealth Management, Inc., Armonk, NY (9 mi)
- Income & Asset Advisory, Inc., Armonk, NY (9 mi)
- Meyer Handelman Company LLC, Rye Brook, NY (9 mi)
- Navis Wealth Advisors LLC, Rye Brook, NY (9 mi)
- Oxler Private Wealth, Rye Brook, NY (9 mi)
- Settanni Financial LLC, Armonk, NY (9 mi)
- Trivium Point Advisory, LLC, Wilton, CT (9 mi)
- Morgan Stanley, Harrison, NY (9 mi)
- Seacrest Wealth Management, LLC, Harrison, NY (9 mi)
- Catum Advisory Group, LLC., Wilton, CT (9 mi)
- Lcr Wealth Management LLC, Westport, CT (10 mi)
- Round Rock Advisors LLC, Wilton, CT (10 mi)
- Third View Private Wealth, Westport, CT (10 mi)
- Coastal Bridge Advisors, Westport, CT (10 mi)
- Aspire Advisors, LLC, NY
- Lightedway Advisory Services, Inc., Harrison, NY (12 mi)
- Next Level Private LLC, Harrison, NY (12 mi)
- Prato Capital Management, White Plains, NY (12 mi)
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Frequently asked questions
How many retirement plan advisors serve Stamford?
We list 98 retirement plan advisors serving Stamford, 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 Stamford?
The top-ranked retirement plan advisors serving Stamford, CT are Integra Global Advisors LLC, Sovereign Financial Group, Inc., Steward Partners Investment Advisory, LLC, Oak Financial Group Inc and New Edge Wealth. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Stamford are verified against official records?
10 of the top 10 match an active official record: Integra Global Advisors LLC (U.S. Securities and Exchange Commission), Sovereign Financial Group, Inc. (U.S. Securities and Exchange Commission), Steward Partners Investment Advisory, LLC (U.S. Securities and Exchange Commission), Oak Financial Group Inc (U.S. Securities and Exchange Commission) and New Edge 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 .