#1Abbot Financial Management, Inc
ABBOT FINANCIAL MANAGEMENT, INC
Based in Andover, MA
Retirement Plan Advisors in Essex County, MA
The top-ranked retirement plan advisors serving Essex County, MA are Abbot Financial Management, Inc, Essex Private Wealth Management LLC and Family Fiduciary Services, Inc.. We list 77 retirement plan advisors serving Essex County, 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 Essex County, MA. 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 Essex County
#2Essex Private Wealth Management LLC
ESSEX PRIVATE WEALTH MANAGEMENT LLCBased in Topsfield, MA#3Family Fiduciary Services, Inc.
FAMILY FIDUCIARY SERVICES, INC.Based in Beverly, MA#4F L Putnam Investment Management Co.
F L PUTNAM INVESTMENT MANAGEMENT CO.Based in Lynnfield, MA#5Flying Point Financial, Inc.
FLYING POINT FINANCIAL, INC.Based in North Andover, MA#6Good Harbor Advisors, Inc.
GOOD HARBOR ADVISORS, INC.Based in Gloucester, MA#7New England Schooner, Inc.
NEW ENGLAND SCHOONER, INC.Based in Peabody, MA#8Retirement Resources Investment Corporation
RETIREMENT RESOURCES INVESTMENT CORPORATIONBased in Andover, MA#9Flagship Wealth Advisors, LLC.
FLAGSHIP WEALTH ADVISORS, LLC.Serves this area from Wakefield, MA (12 mi)#10Alliance Private Wealth, LLC
ALLIANCE PRIVATE WEALTH, LLCServes this area from North Reading, MA (12 mi)
20 more providers serving this area
- Sentinel Pension Advisors, LLC., Wakefield, MA (14 mi)
- Alta Wealth Advisors LLC, Woburn, MA (18 mi)
- Shepherd Financial Partners, LLC, Winchester, MA (19 mi)
- Boston Standard Wealth Management, LLC, Winchester, MA (19 mi)
- Rpg Family Wealth Advisory, LLC, Burlington, MA (20 mi)
- Assetgrade, LLC, Boston, MA (21 mi)
- Wainwright Investment Counsel LLC, Boston, MA (21 mi)
- Polaris Financial, LLC, Boston, MA (21 mi)
- Davis Wealth Advisors, Salem, NH (22 mi)
- Innovative Advisory Group, Lexington, MA (22 mi)
- Ssga Funds Management, Inc., Boston, MA (22 mi)
- Anchor Capital Advisors LLC, Boston, MA (22 mi)
- Grantham Mayo Van Otterloo & Co LLC, Boston, MA (22 mi)
- New England Retirement Consultants, LLC, Boston, MA (22 mi)
- O'rourke & Company, Incorporated, Boston, MA (22 mi)
- P/e Global LLC, Boston, MA (22 mi)
- Shepherd Kaplan Krochuk, LLC, Boston, MA (22 mi)
- Shepherd Kaplan LLC, Boston, MA (22 mi)
- Svb Wealth, Boston, MA (22 mi)
- Mayflower Advisors, Boston, MA (22 mi)
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Frequently asked questions
How many retirement plan advisors serve Essex County?
We list 77 retirement plan advisors serving Essex County, MA: 8 based there and 69 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 Essex County?
The top-ranked retirement plan advisors serving Essex County, MA are Abbot Financial Management, Inc, Essex Private Wealth Management LLC, Family Fiduciary Services, Inc., F L Putnam Investment Management Co. and Flying Point Financial, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Essex County 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), Essex Private Wealth Management LLC (U.S. Securities and Exchange Commission), Family Fiduciary Services, Inc. (U.S. Securities and Exchange Commission), F L Putnam Investment Management Co. (U.S. Securities and Exchange Commission) and Flying Point Financial, 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 .
Cities in Essex County
Communities served
Marblehead, Newburyport, Amesbury, Swampscott, Ipswich, Lynnfield, Middleton, Salisbury, Georgetown, Boxford, Hamilton, Rockport, Newbury, Groveland, Merrimac, Topsfield, Rowley, Manchester-by-the-Sea, Wenham, West Newbury, Essex, Nahant