#1Wealthshape LLC
WEALTHSHAPE LLC
Based in Windsor, CT
Retirement Plan Advisors in Windsor, CT
The top-ranked retirement plan advisors serving Windsor, CT are Wealthshape LLC, Voya Retirement Advisors, LLC and Freedom Investment Management, Inc.. We list 35 retirement plan advisors serving Windsor, 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 Windsor, 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 Windsor
#2Voya Retirement Advisors, LLC
VOYA RETIREMENT ADVISORS, LLCServes this area from Windsor, CT (0 mi)#3Freedom Investment Management, Inc.
FREEDOM INVESTMENT MANAGEMENT, INC.Serves this area from South Windsor, CT (7 mi)#4Hartford Investment Management Company
HARTFORD INVESTMENT MANAGEMENT COMPANYServes this area from Hartford, CT (7 mi)#5Sky Investment Group LLC
SKY INVESTMENT GROUP LLCServes this area from Hartford, CT (7 mi)#6Tscg Investors, LLC
TSCG INVESTORS, LLCServes this area from Simsbury, CT (8 mi)#7Yhb Investment Advisors Inc
YHB INVESTMENT ADVISORS INCServes this area from West Hartford, CT (8 mi)#8Hfm Wealth Management
HARTFORD FINANCIAL MANAGEMENT INCServes this area from West Hartford, CT (9 mi)#9Excel Wealth Management, LLC
EXCEL WEALTH MANAGEMENT, LLCServes this area from Manchester, CT (11 mi)#10Usi Advisors
USI ADVISORS, INC.Serves this area from Glastonbury, CT (11 mi)
20 more providers serving this area
- Pasi Investments, LLC, Farmington, CT (11 mi)
- Empower Financial Advisory, LLC, Glastonbury, CT (12 mi)
- Rossmore Private Capital, LLC, Glastonbury, CT (12 mi)
- Mjp Wealth Advisors, Farmington, CT (13 mi)
- Medallion Wealth Advisors, LLC, Farmington, CT (13 mi)
- Mml Investors Services, LLC, Springfield, MA (18 mi)
- Mullaney Keating & Wright Inc, Middletown, CT (23 mi)
- Osaic Institutions, Inc., Meriden, CT (23 mi)
- New England Capital Financial Advisors LLC, Cheshire, CT (25 mi)
- Toomey Investment Management, Inc, Wallingford, CT (30 mi)
- Wj Financial Advisors, LLC, Killingworth, CT (36 mi)
- Essex Financial Services, Inc., Essex, CT (39 mi)
- Jeffrey N. Mehler, Cfp LLC, Essex, CT (39 mi)
- Heritage Capital, LLC, Woodbridge, CT (40 mi)
- Granite Islands Private Wealth, LLC, Guilford, CT (40 mi)
- Grey Ledge Advisors, LLC, Guilford, CT (41 mi)
- Kreitler Financial LLC, New Haven, CT (41 mi)
- Principle Wealth, Madison, CT (41 mi)
- Knights Of Columbus Asset Advisors LLC, New Haven, CT (41 mi)
- Kennedy Wealth & Tax Management, LLC, Southbury, CT (42 mi)
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Frequently asked questions
How many retirement plan advisors serve Windsor?
We list 35 retirement plan advisors serving Windsor, CT: 1 based there and 34 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 Windsor?
The top-ranked retirement plan advisors serving Windsor, CT are Wealthshape LLC, Voya Retirement Advisors, LLC, Freedom Investment Management, Inc., Hartford Investment Management Company and Sky Investment Group LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Windsor are verified against official records?
10 of the top 10 match an active official record: Wealthshape LLC (U.S. Securities and Exchange Commission), Voya Retirement Advisors, LLC (U.S. Securities and Exchange Commission), Freedom Investment Management, Inc. (U.S. Securities and Exchange Commission), Hartford Investment Management Company (U.S. Securities and Exchange Commission) and Sky Investment Group 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 .