#1Abbot Financial Management, Inc
ABBOT FINANCIAL MANAGEMENT, INC
Based in Andover, MA
Retirement Plan Advisors in Andover, MA
The top-ranked retirement plan advisors serving Andover, MA are Abbot Financial Management, Inc, Retirement Resources Investment Corporation and Flying Point Financial, Inc.. We list 77 retirement plan advisors serving Andover, MA. 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 Andover, MA (Essex County). 77 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 Andover
#2Retirement Resources Investment Corporation
RETIREMENT RESOURCES INVESTMENT CORPORATIONBased in Andover, MA#3Flying Point Financial, Inc.
FLYING POINT FINANCIAL, INC.Serves this area from North Andover, MA (3 mi)#4Alliance Private Wealth, LLC
ALLIANCE PRIVATE WEALTH, LLCServes this area from North Reading, MA (6 mi)#5Davis Wealth Advisors
DAVIS WEALTH ADVISORS LLCServes this area from Salem, NH (10 mi)#6Sentinel Pension Advisors, LLC.
SENTINEL PENSION ADVISORS, LLCServes this area from Wakefield, MA (10 mi)#7Flagship Wealth Advisors, LLC.
FLAGSHIP WEALTH ADVISORS, LLC.Serves this area from Wakefield, MA (11 mi)#8Essex Private Wealth Management LLC
ESSEX PRIVATE WEALTH MANAGEMENT LLCServes this area from Topsfield, MA (11 mi)#9Alta Wealth Advisors LLC
ALTA WEALTH ADVISORS LLCServes this area from Woburn, MA (11 mi)#10Rpg Family Wealth Advisory, LLC
RPG FAMILY WEALTH ADVISORY, LLCServes this area from Burlington, MA (11 mi)
20 more providers serving this area
- F L Putnam Investment Management Co., Lynnfield, MA (11 mi)
- Northstar Financial Planning, LLC, Windham, NH (12 mi)
- Shepherd Financial Partners, LLC, Winchester, MA (13 mi)
- New England Schooner, Inc., Peabody, MA (13 mi)
- Boston Standard Wealth Management, LLC, Winchester, MA (14 mi)
- Innovative Advisory Group, Lexington, MA (14 mi)
- U. S. Boston Capital Corporation, Lincoln, MA (15 mi)
- Family Fiduciary Services, Inc., Beverly, MA (16 mi)
- Bay Colony Advisors, Concord, MA (17 mi)
- Commonwealth Financial Network, Waltham, MA (17 mi)
- Montis Financial, LLC, Waltham, MA (18 mi)
- Integrated Wealth Concepts LLC, Waltham, MA (18 mi)
- Twelve Points Wealth Management, Concord, MA (18 mi)
- Assetgrade, LLC, Boston, MA (19 mi)
- Wainwright Investment Counsel LLC, Boston, MA (19 mi)
- Peak Wealth Management LLC, Nashua, NH (20 mi)
- Polaris Financial, LLC, Boston, MA (20 mi)
- Ssga Funds Management, Inc., Boston, MA (20 mi)
- Righthand Capital, LLC, Newton, MA (21 mi)
- Harvest Capital Partners LLC, Boston, MA (21 mi)
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Frequently asked questions
How many retirement plan advisors serve Andover?
We list 77 retirement plan advisors serving Andover, MA: 2 based there and 75 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 Andover?
The top-ranked retirement plan advisors serving Andover, MA are Abbot Financial Management, Inc, Retirement Resources Investment Corporation, Flying Point Financial, Inc., Alliance Private Wealth, LLC and Davis Wealth Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Andover are verified against official records?
10 of the top 10 match an active official record: Abbot Financial Management, Inc (U.S. Securities and Exchange Commission), Retirement Resources Investment Corporation (U.S. Securities and Exchange Commission), Flying Point Financial, Inc. (U.S. Securities and Exchange Commission), Alliance Private Wealth, LLC (U.S. Securities and Exchange Commission) and Davis 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 .