#1Npa Asset Management, LLC
NPA ASSET MANAGEMENT, LLC
Serves this area from Fair Lawn, NJ (3 mi)
Retirement Plan Advisors in Lodi, NJ
The top-ranked retirement plan advisors serving Lodi, NJ are Npa Asset Management, LLC, Baron Financial Group LLC and Vaughan And Company Securities, Inc.. We list 113 retirement plan advisors serving Lodi, 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 Lodi, 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 Lodi
#2Baron Financial Group LLC
BARON FINANCIAL GROUP LLCServes this area from Fair Lawn, NJ (5 mi)#3Vaughan And Company Securities, Inc.
VAUGHAN AND COMPANY SECURITIES, INC.Serves this area from Ridgewood, NJ (7 mi)#4Advisors Capital Management, LLC
ADVISORS CAPITAL MANAGEMENT, LLCServes this area from Ridgewood, NJ (7 mi)#5First Light Wealth Advisors, LLC
FIRST LIGHT WEALTH ADVISORS, LLCServes this area from NJ#6Cfs Investment Advisory Services LLC
CFS INVESTMENT ADVISORY SERVICES LLCServes this area from Totowa, NJ (7 mi)#7Rmr Wealth Builders, Inc.
RMR WEALTH BUILDERS, INC.Serves this area from NJ#8Sfi Advisors, LLC
SFI ADVISORS, LLCServes this area from NJ#9Modera Wealth Management, LLC
MODERA WEALTH MANAGEMENT, LLCServes this area from Westwood, NJ (8 mi)#10Ubs Financial Services Inc.
UBS FINANCIAL SERVICES INC.Serves this area from NJ
20 more providers serving this area
- Aurora Private Wealth, Inc., Totowa, NJ (9 mi)
- Comprehensive Capital Management, Inc., Totowa, NJ (9 mi)
- Strategic Wealth Management Group, New York, NY (9 mi)
- Lionshead Wealth Management, LLC, New York, NY (9 mi)
- Crewcial Partners LLC, New York, NY (10 mi)
- Merrill Lynch, Pierce, Fenner & Smith Incorporated, New York, NY (10 mi)
- Tag Associates LLC, New York, NY (10 mi)
- Betterment, New York, NY (10 mi)
- 191 Godwin Associates, Inc. D/B/A Godwin Capital Management, NJ
- Mjb Asset Management LLC, New York, NY (10 mi)
- Ubs Asset Management (americas) LLC, New York, NY (10 mi)
- Berenberg Asset Management LLC, New York, NY (10 mi)
- Harrison Fiduciary Group, New York, NY (10 mi)
- Mma Securities LLC, New York, NY (10 mi)
- Pivotal Advisors LLC, New York, NY (10 mi)
- Rockefeller Capital Management, New York, NY (10 mi)
- Rockefeller Capital Management, New York, NY (10 mi)
- Velara Wealth Management Inc., New York, NY (10 mi)
- Arax Advisory Partners, New York, NY (10 mi)
- Blackdiamond Wealth Management, LLC, New York, NY (10 mi)
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Frequently asked questions
How many retirement plan advisors serve Lodi?
We list 113 retirement plan advisors serving Lodi, 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 Lodi?
The top-ranked retirement plan advisors serving Lodi, NJ are Npa Asset Management, LLC, Baron Financial Group LLC, Vaughan And Company Securities, Inc., Advisors Capital Management, LLC and First Light Wealth Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lodi are verified against official records?
10 of the top 10 match an active official record: Npa Asset Management, LLC (U.S. Securities and Exchange Commission), Baron Financial Group LLC (U.S. Securities and Exchange Commission), Vaughan And Company Securities, Inc. (U.S. Securities and Exchange Commission), Advisors Capital Management, LLC (U.S. Securities and Exchange Commission) and First Light Wealth Advisors, 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 .