#1Righthand Capital, LLC
RIGHTHAND CAPITAL, LLC
Serves this area from Newton, MA (2 mi)
Retirement Plan Advisors in Watertown, MA
The top-ranked retirement plan advisors serving Watertown, MA are Righthand Capital, LLC, Integrated Wealth Concepts LLC and Washington Trust Advisors. We list 103 retirement plan advisors serving Watertown, 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 Watertown, MA (Middlesex County). 103 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 Watertown
#2Integrated Wealth Concepts LLC
INTEGRATED WEALTH CONCEPTS LLCServes this area from Waltham, MA (4 mi)#3Washington Trust Advisors
WASHINGTON TRUST ADVISORS, INC.Serves this area from Wellesley, MA (4 mi)#4Montis Financial, LLC
MONTIS FINANCIAL, LLCServes this area from Waltham, MA (5 mi)#5Commonwealth Financial Network
COMMONWEALTH EQUITY SERVICES, LLCServes this area from Waltham, MA (5 mi)#6Darrow Wealth Management
THE DARROW COMPANY, INC.Serves this area from Needham, MA (5 mi)#7Scs Capital Management LLC
SCS CAPITAL MANAGEMENT LLCServes this area from Boston, MA (5 mi)#8Strategic Capital Allocation Group, L.L.C.
STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.Serves this area from Boston, MA (5 mi)#9Argonautica Private Wealth Management, Inc
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCServes this area from Wellesley, MA (5 mi)#10Empirical Asset Management, LLC
EMPIRICAL ASSET MANAGEMENT, LLCServes this area from Wellesley, MA (5 mi)
20 more providers serving this area
- Blue Moon Capital Management LLC, Boston, MA (5 mi)
- Mfs Institutional Advisors Inc., Boston, MA (5 mi)
- Beaumont Financial Partners, Needham, MA (5 mi)
- New England Private Wealth Advisors, LLC, Wellesley, MA (5 mi)
- Savior Wealth, Wellesley, MA (5 mi)
- Stance Capital LLC, Boston, MA (6 mi)
- Winthrop Wealth, Boston, MA (6 mi)
- Harvest Capital Partners LLC, Boston, MA (6 mi)
- Hoopoe Advisors, Boston, MA (6 mi)
- Innovative Advisory Group, Lexington, MA (6 mi)
- Assetgrade, LLC, Boston, MA (6 mi)
- Wainwright Investment Counsel LLC, Boston, MA (6 mi)
- Boston Standard Wealth Management, LLC, Winchester, MA (6 mi)
- Icapital, LLC, Boston, MA (6 mi)
- Ssga Funds Management, Inc., Boston, MA (6 mi)
- Sequentis Capital LLC, Boston, MA (6 mi)
- Cambridge Associates Limited, LLC, Boston, MA (6 mi)
- Cambridge Associates, LLC, Boston, MA (6 mi)
- Grantham Mayo Van Otterloo & Co LLC, Boston, MA (6 mi)
- Moors & Cabot, Inc, Boston, MA (6 mi)
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Frequently asked questions
How many retirement plan advisors serve Watertown?
We list 103 retirement plan advisors serving Watertown, MA: 0 based there and 103 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 Watertown?
The top-ranked retirement plan advisors serving Watertown, MA are Righthand Capital, LLC, Integrated Wealth Concepts LLC, Washington Trust Advisors, Montis Financial, LLC and Commonwealth Financial Network. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Watertown are verified against official records?
10 of the top 10 match an active official record: Righthand Capital, LLC (U.S. Securities and Exchange Commission), Integrated Wealth Concepts LLC (U.S. Securities and Exchange Commission), Washington Trust Advisors (U.S. Securities and Exchange Commission), Montis Financial, LLC (U.S. Securities and Exchange Commission) and Commonwealth Financial Network (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 .