#1Cooper Financial Services, Inc.
COOPER FINANCIAL SERVICES, INC.
Serves this area from Shelton, CT (4 mi)
Retirement Plan Advisors in Stratford, CT
The top-ranked retirement plan advisors serving Stratford, CT are Cooper Financial Services, Inc., Connecticut Capital Management Group, LLC and Procyon. We list 61 retirement plan advisors serving Stratford, 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 Stratford, CT (Greater Bridgeport Planning Region). 61 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 Stratford
#2Connecticut Capital Management Group, LLC
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLCServes this area from Milford city (balance), CT (4 mi)#3Procyon
PROCYON ADVISORS, LLCServes this area from Shelton, CT (5 mi)#4Ganim Private Wealth
GFS WEALTH MANAGEMENT ADVISORS, INC.Serves this area from Shelton, CT (5 mi)#5Pentegra Investors, Inc.
PENTEGRA INVESTORS, INC.Serves this area from Shelton, CT (5 mi)#6Moneco Advisors
MONECO ADVISORS, LLCServes this area from Fairfield, CT (9 mi)#7Dunbar Associates, LLC
DUNBAR ASSOCIATES, LLCServes this area from Monroe, CT (11 mi)#8Heritage Capital, LLC
HERITAGE CAPITAL, LLCServes this area from Woodbridge, CT (12 mi)#9Knights Of Columbus Asset Advisors LLC
KNIGHTS OF COLUMBUS ASSET ADVISORS LLCServes this area from New Haven, CT (13 mi)#10Kreitler Financial LLC
KREITLER FINANCIAL LLCServes this area from New Haven, CT (13 mi)
20 more providers serving this area
- Coastal Bridge Advisors, Westport, CT (13 mi)
- Third View Private Wealth, Westport, CT (14 mi)
- Lcr Wealth Management LLC, Westport, CT (14 mi)
- Round Rock Advisors LLC, Wilton, CT (15 mi)
- Catum Advisory Group, LLC., Wilton, CT (15 mi)
- Trivium Point Advisory, LLC, Wilton, CT (15 mi)
- Kennedy Wealth & Tax Management, LLC, Southbury, CT (18 mi)
- St. James Investment Advisors, LLC, Port Jefferson, NY (18 mi)
- Twenty Four Wealth, Darien, CT (19 mi)
- Beirne., Darien, CT (20 mi)
- Oak Financial Group Inc, Stamford, CT (23 mi)
- Toomey Investment Management, Inc, Wallingford, CT (24 mi)
- Integra Global Advisors LLC, Stamford, CT (24 mi)
- Granite Group Advisors, LLC, Stamford, CT (24 mi)
- Grey Ledge Advisors, LLC, Guilford, CT (24 mi)
- New Edge Wealth, Stamford, CT (24 mi)
- Pension Fund Evaluations, Inc., Centereach, NY (24 mi)
- Steward Partners Investment Advisory, LLC, Stamford, CT (24 mi)
- Sovereign Financial Group, Inc., Stamford, CT (24 mi)
- Arcadia Wealth Management, Smithtown, NY (24 mi)
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Frequently asked questions
How many retirement plan advisors serve Stratford?
We list 61 retirement plan advisors serving Stratford, CT: 0 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 Stratford?
The top-ranked retirement plan advisors serving Stratford, CT are Cooper Financial Services, Inc., Connecticut Capital Management Group, 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 Stratford are verified against official records?
10 of the top 10 match an active official record: Cooper Financial Services, Inc. (U.S. Securities and Exchange Commission), Connecticut Capital Management Group, 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 .