#1New England Schooner, Inc.
NEW ENGLAND SCHOONER, INC.
Serves this area from Peabody, MA (3 mi)
Retirement Plan Advisors in Lynn, MA
The top-ranked retirement plan advisors serving Lynn, MA are New England Schooner, Inc., F L Putnam Investment Management Co. and Flagship Wealth Advisors, LLC.. We list 77 retirement plan advisors serving Lynn, 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 Lynn, 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 Lynn
#2F L Putnam Investment Management Co.
F L PUTNAM INVESTMENT MANAGEMENT CO.Serves this area from Lynnfield, MA (5 mi)#3Flagship Wealth Advisors, LLC.
FLAGSHIP WEALTH ADVISORS, LLC.Serves this area from Wakefield, MA (5 mi)#4Sentinel Pension Advisors, LLC.
SENTINEL PENSION ADVISORS, LLCServes this area from Wakefield, MA (7 mi)#5Family Fiduciary Services, Inc.
FAMILY FIDUCIARY SERVICES, INC.Serves this area from Beverly, MA (8 mi)#6Assetgrade, LLC
ASSETGRADE, LLCServes this area from Boston, MA (9 mi)#7Wainwright Investment Counsel LLC
WAINWRIGHT INVESTMENT COUNSEL LLCServes this area from Boston, MA (9 mi)#8Polaris Financial, LLC
POLARIS FINANCIAL, LLCServes this area from Boston, MA (9 mi)#9Anchor Capital Advisors LLC
ANCHOR CAPITAL ADVISORS LLCServes this area from Boston, MA (9 mi)#10Boston Standard Wealth Management, LLC
BOSTON STANDARD WEALTH MANAGEMENT, LLCServes this area from Winchester, MA (9 mi)
20 more providers serving this area
- Ssga Funds Management, Inc., Boston, MA (9 mi)
- Grantham Mayo Van Otterloo & Co LLC, Boston, MA (9 mi)
- New England Retirement Consultants, LLC, Boston, MA (9 mi)
- O'rourke & Company, Incorporated, Boston, MA (9 mi)
- P/e Global LLC, Boston, MA (9 mi)
- Shepherd Kaplan Krochuk, LLC, Boston, MA (9 mi)
- Shepherd Kaplan LLC, Boston, MA (9 mi)
- Svb Wealth, Boston, MA (9 mi)
- Alliance Private Wealth, LLC, North Reading, MA (9 mi)
- Mayflower Advisors, Boston, MA (9 mi)
- Nepc, LLC, Boston, MA (9 mi)
- Riverview Capital Advisers LLC, Boston, MA (9 mi)
- Sequentis Capital LLC, Boston, MA (9 mi)
- Wealth Effects, Boston, MA (9 mi)
- Cw Advisors, LLC, Boston, MA (10 mi)
- Mercer Investments LLC, Boston, MA (10 mi)
- Moors & Cabot, Inc, Boston, MA (10 mi)
- Shepherd Financial Partners, LLC, Winchester, MA (10 mi)
- Ta Realty LLC, Boston, MA (10 mi)
- Cambridge Associates Limited, LLC, Boston, MA (10 mi)
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Frequently asked questions
How many retirement plan advisors serve Lynn?
We list 77 retirement plan advisors serving Lynn, MA: 0 based there and 77 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 Lynn?
The top-ranked retirement plan advisors serving Lynn, MA are New England Schooner, Inc., F L Putnam Investment Management Co., Flagship Wealth Advisors, LLC., Sentinel Pension Advisors, LLC. and Family Fiduciary Services, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lynn are verified against official records?
10 of the top 10 match an active official record: New England Schooner, Inc. (U.S. Securities and Exchange Commission), F L Putnam Investment Management Co. (U.S. Securities and Exchange Commission), Flagship Wealth Advisors, LLC. (U.S. Securities and Exchange Commission), Sentinel Pension Advisors, LLC. (U.S. Securities and Exchange Commission) and Family Fiduciary Services, 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 .