#1Toomey Investment Management, Inc
TOOMEY INVESTMENT MANAGEMENT, INC
Based in Wallingford, CT
Retirement Plan Advisors in Wallingford, CT
The top-ranked retirement plan advisors serving Wallingford, CT are Toomey Investment Management, Inc, Osaic Institutions, Inc. and New England Capital Financial Advisors LLC. We list 62 retirement plan advisors serving Wallingford, 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 Wallingford, 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 Wallingford
#2Osaic Institutions, Inc.
OSAIC INSTITUTIONS, INC.Serves this area from Meriden, CT (6 mi)#3New England Capital Financial Advisors LLC
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLCServes this area from Cheshire, CT (8 mi)#4Mullaney Keating & Wright Inc
MULLANEY KEATING & WRIGHT INCServes this area from Middletown, CT (10 mi)#5Kreitler Financial LLC
KREITLER FINANCIAL LLCServes this area from New Haven, CT (12 mi)#6Heritage Capital, LLC
HERITAGE CAPITAL, LLCServes this area from Woodbridge, CT (12 mi)#7Knights Of Columbus Asset Advisors LLC
KNIGHTS OF COLUMBUS ASSET ADVISORS LLCServes this area from New Haven, CT (12 mi)#8Granite Islands Private Wealth, LLC
GRANITE ISLANDS PRIVATE WEALTH, LLCServes this area from Guilford, CT (14 mi)#9Grey Ledge Advisors, LLC
GREY LEDGE ADVISORS, LLCServes this area from Guilford, CT (14 mi)#10Wj Financial Advisors, LLC
WJ FINANCIAL ADVISORS, LLCServes this area from Killingworth, CT (14 mi)
20 more providers serving this area
- Principle Wealth, Madison, CT (16 mi)
- Mjp Wealth Advisors, Farmington, CT (18 mi)
- Pasi Investments, LLC, Farmington, CT (19 mi)
- Medallion Wealth Advisors, LLC, Farmington, CT (20 mi)
- Usi Advisors, Glastonbury, CT (21 mi)
- Ganim Private Wealth, Shelton, CT (21 mi)
- Pentegra Investors, Inc., Shelton, CT (21 mi)
- Connecticut Capital Management Group, LLC, Milford city (balance), CT (21 mi)
- Empower Financial Advisory, LLC, Glastonbury, CT (21 mi)
- Rossmore Private Capital, LLC, Glastonbury, CT (21 mi)
- Hfm Wealth Management, West Hartford, CT (21 mi)
- Procyon, Shelton, CT (21 mi)
- Yhb Investment Advisors Inc, West Hartford, CT (21 mi)
- Essex Financial Services, Inc., Essex, CT (22 mi)
- Jeffrey N. Mehler, Cfp LLC, Essex, CT (22 mi)
- Cooper Financial Services, Inc., Shelton, CT (22 mi)
- Hartford Investment Management Company, Hartford, CT (22 mi)
- Sky Investment Group LLC, Hartford, CT (22 mi)
- Dunbar Associates, LLC, Monroe, CT (23 mi)
- Kennedy Wealth & Tax Management, LLC, Southbury, CT (24 mi)
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Frequently asked questions
How many retirement plan advisors serve Wallingford?
We list 62 retirement plan advisors serving Wallingford, 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 Wallingford?
The top-ranked retirement plan advisors serving Wallingford, CT are Toomey Investment Management, Inc, Osaic Institutions, Inc., New England Capital Financial Advisors LLC, Mullaney Keating & Wright Inc and Kreitler Financial LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Wallingford are verified against official records?
10 of the top 10 match an active official record: Toomey Investment Management, Inc (U.S. Securities and Exchange Commission), Osaic Institutions, Inc. (U.S. Securities and Exchange Commission), New England Capital Financial Advisors LLC (U.S. Securities and Exchange Commission), Mullaney Keating & Wright Inc (U.S. Securities and Exchange Commission) and Kreitler Financial 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 .