#1Strategic Wealth Management Group
STRATEGIC ADVISORS LLC
Serves this area from New York, NY (6 mi)
Retirement Plan Advisors in Fort Lee, NJ
The top-ranked retirement plan advisors serving Fort Lee, NJ are Strategic Wealth Management Group, Lionshead Wealth Management, LLC and Crewcial Partners LLC. We list 113 retirement plan advisors serving Fort Lee, NJ. 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 Fort Lee, NJ (Bergen County). 113 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 Fort Lee
#2Lionshead Wealth Management, LLC
LIONSHEAD WEALTH MANAGEMENT, LLCServes this area from New York, NY (6 mi)#3Crewcial Partners LLC
CREWCIAL PARTNERS LLCServes this area from New York, NY (6 mi)#4Mjb Asset Management LLC
MJB ASSET MANAGEMENT LLCServes this area from New York, NY (6 mi)#5Tag Associates LLC
TAG ASSOCIATES LLCServes this area from New York, NY (6 mi)#6Pinebridge Investments LLC
PINEBRIDGE INVESTMENTS LLCServes this area from New York, NY (6 mi)#7Snowden Capital Advisors LLC
SNOWDEN CAPITAL ADVISORS LLCServes this area from New York, NY (6 mi)#8Ubs Asset Management (americas) LLC
UBS ASSET MANAGEMENT (AMERICAS) LLCServes this area from New York, NY (6 mi)#9Ubs Financial Services Inc.
UBS FINANCIAL SERVICES INC.Serves this area from NJ#10Arax Advisory Partners
ARAX ADVISORY PARTNERS, LLCServes this area from New York, NY (6 mi)
20 more providers serving this area
- Banner Ridge Partners, New York, NY (6 mi)
- Berenberg Asset Management LLC, New York, NY (6 mi)
- First Manhattan Co. LLC, New York, NY (6 mi)
- Harrison Fiduciary Group, New York, NY (6 mi)
- Pivotal Advisors LLC, New York, NY (6 mi)
- Rockefeller Capital Management, New York, NY (6 mi)
- Rockefeller Capital Management, New York, NY (6 mi)
- Aksia LLC, New York, NY (6 mi)
- Merrill Lynch, Pierce, Fenner & Smith Incorporated, New York, NY (6 mi)
- Mutual Of America Life Insurance Company, New York, NY (6 mi)
- Penbrook Management LLC, New York, NY (6 mi)
- Wafra Inc., New York, NY (6 mi)
- Bqs Financial Advisors, LLC, New York, NY (7 mi)
- Clearbrook Investment Consulting LLC, New York, NY (7 mi)
- E. Magnus Oppenheim & Co. Inc., New York, NY (7 mi)
- Jpmorgan Alternative Asset Management, New York, NY (7 mi)
- J.p. Morgan Investment Management Inc., New York, NY (7 mi)
- J.p. Morgan Securities LLC, New York, NY (7 mi)
- Mma Securities LLC, New York, NY (7 mi)
- Twin Bridges Advisory, New York, NY (7 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Fort Lee?
We list 113 retirement plan advisors serving Fort Lee, NJ: 0 based there and 113 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 Fort Lee?
The top-ranked retirement plan advisors serving Fort Lee, NJ are Strategic Wealth Management Group, Lionshead Wealth Management, LLC, Crewcial Partners LLC, Mjb Asset Management LLC and Tag Associates LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Fort Lee are verified against official records?
10 of the top 10 match an active official record: Strategic Wealth Management Group (U.S. Securities and Exchange Commission), Lionshead Wealth Management, LLC (U.S. Securities and Exchange Commission), Crewcial Partners LLC (U.S. Securities and Exchange Commission), Mjb Asset Management LLC (U.S. Securities and Exchange Commission) and Tag Associates 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 .