Retirement Plan Advisors in West Hartford, CT
The top-ranked retirement plan advisors serving West Hartford, CT are Hfm Wealth Management, Yhb Investment Advisors Inc and Pasi Investments, LLC. We list 35 retirement plan advisors serving West Hartford, 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 West Hartford, CT (Capitol Planning Region). 35 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 West Hartford
- HARTFORD FINANCIAL MANAGEMENT INCBased in West Hartford, CT
#2Yhb Investment Advisors Inc
YHB INVESTMENT ADVISORS INCBased in West Hartford, CT#3Pasi Investments, LLC
PASI INVESTMENTS, LLCServes this area from Farmington, CT (3 mi)#4Hartford Investment Management Company
HARTFORD INVESTMENT MANAGEMENT COMPANYServes this area from Hartford, CT (4 mi)#5Mjp Wealth Advisors
MJP ASSOCIATES, INC.Serves this area from Farmington, CT (4 mi)#6Sky Investment Group LLC
SKY INVESTMENT GROUP LLCServes this area from Hartford, CT (4 mi)#7Medallion Wealth Advisors, LLC
MEDALLION WEALTH ADVISORS, LLCServes this area from Farmington, CT (5 mi)#8Tscg Investors, LLC
TSCG INVESTORS, LLCServes this area from Simsbury, CT (6 mi)#9Wealthshape LLC
WEALTHSHAPE LLCServes this area from Windsor, CT (8 mi)#10Usi Advisors
USI ADVISORS, INC.Serves this area from Glastonbury, CT (8 mi)
20 more providers serving this area
- Voya Retirement Advisors, LLC, Windsor, CT (8 mi)
- Empower Financial Advisory, LLC, Glastonbury, CT (9 mi)
- Rossmore Private Capital, LLC, Glastonbury, CT (9 mi)
- Freedom Investment Management, Inc., South Windsor, CT (11 mi)
- Excel Wealth Management, LLC, Manchester, CT (12 mi)
- Osaic Institutions, Inc., Meriden, CT (16 mi)
- Mullaney Keating & Wright Inc, Middletown, CT (16 mi)
- New England Capital Financial Advisors LLC, Cheshire, CT (16 mi)
- Toomey Investment Management, Inc, Wallingford, CT (22 mi)
- Mml Investors Services, LLC, Springfield, MA (27 mi)
- Wj Financial Advisors, LLC, Killingworth, CT (30 mi)
- Heritage Capital, LLC, Woodbridge, CT (32 mi)
- Kreitler Financial LLC, New Haven, CT (33 mi)
- Knights Of Columbus Asset Advisors LLC, New Haven, CT (33 mi)
- Granite Islands Private Wealth, LLC, Guilford, CT (33 mi)
- Grey Ledge Advisors, LLC, Guilford, CT (34 mi)
- Essex Financial Services, Inc., Essex, CT (34 mi)
- Jeffrey N. Mehler, Cfp LLC, Essex, CT (34 mi)
- Kennedy Wealth & Tax Management, LLC, Southbury, CT (34 mi)
- Principle Wealth, Madison, CT (35 mi)
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Frequently asked questions
How many retirement plan advisors serve West Hartford?
We list 35 retirement plan advisors serving West Hartford, CT: 2 based there and 33 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 West Hartford?
The top-ranked retirement plan advisors serving West Hartford, CT are Hfm Wealth Management, Yhb Investment Advisors Inc, Pasi Investments, LLC, Hartford Investment Management Company and Mjp Wealth Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving West Hartford are verified against official records?
10 of the top 10 match an active official record: Hfm Wealth Management (U.S. Securities and Exchange Commission), Yhb Investment Advisors Inc (U.S. Securities and Exchange Commission), Pasi Investments, LLC (U.S. Securities and Exchange Commission), Hartford Investment Management Company (U.S. Securities and Exchange Commission) and Mjp Wealth Advisors (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 .