#1Oakbourne Advisors
NORTHSTAR ASSET MANAGEMENT LLC
Serves this area from NJ
Retirement Plan Advisors in Plainfield, NJ
The top-ranked retirement plan advisors serving Plainfield, NJ are Oakbourne Advisors, Tepp Wealth Management and Tilson Financial Group Inc. We list 44 retirement plan advisors serving Plainfield, 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 Plainfield, NJ (Union County). 44 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 Plainfield
#2Tepp Wealth Management
TEPP RIA LLCServes this area from Westfield, NJ (5 mi)#3Tilson Financial Group Inc
TILSON FINANCIAL GROUP INCServes this area from New Providence, NJ (6 mi)#4Virtus Wealth Solutions
INNOVATIVE FINANCIAL SOLUTIONS NJ, LLCServes this area from NJ#5Condor Capital Wealth Management
CONDOR CAPITAL MANAGEMENTServes this area from Martinsville, NJ (8 mi)#6Tlg Advisors, Inc.
TLG ADVISORS, INC.Serves this area from Summit, NJ (8 mi)#7Ridgewood Investments
RIDGEWOOD INVESTMENTS LLCServes this area from NJ#8Bpp Wealth Solutions, LLC
BPP WEALTH SOLUTIONS, LLCServes this area from Lyons, NJ (9 mi)#9Stolzer Rothschild Levy LLC
STOLZER ROTHSCHILD LEVY LLCServes this area from Lyons, NJ (9 mi)#10Compass Private Wealth Group LLC
COMPASS PRIVATE WEALTH GROUP LLCServes this area from NJ
20 more providers serving this area
- Bellwether Consulting LLC, NJ
- Premier Path Wealth Partners, LLC, Madison, NJ (10 mi)
- Transcend Capital Advisors, LLC, Madison, NJ (10 mi)
- Reedmark Advisors, LLC, Somerville, NJ (11 mi)
- Simon Quick Advisors, LLC, NJ
- East Coast Wealth Management, Inc., Florham Park, NJ (12 mi)
- Purevest, New York, NY (13 mi)
- Vcp Financial LLC, New York, NY (14 mi)
- Adp Strategic Plan Services, LLC, Roseland, NJ (15 mi)
- Aljen Asset Management LLC, Cedar Knolls, NJ (15 mi)
- Kensington Financial Advisors LLC, Roseland, NJ (16 mi)
- Summit Financial, LLC, NJ
- Cadia Private Client LLC, NJ
- The Hajdari Group, LLC, New York, NY (17 mi)
- Onepoint Bfg Wealth Partners, Parsippany, NJ (17 mi)
- Tsg Alpha Partners, LLC, NJ
- Hennion & Walsh Asset Management, Inc., Parsippany, NJ (18 mi)
- Sfi Advisors, LLC, NJ
- Rmr Wealth Builders, Inc., NJ
- Sax Wealth Advisors, LLC, Rainbow Lakes, NJ (18 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Plainfield?
We list 44 retirement plan advisors serving Plainfield, NJ: 0 based there and 44 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 Plainfield?
The top-ranked retirement plan advisors serving Plainfield, NJ are Oakbourne Advisors, Tepp Wealth Management, Tilson Financial Group Inc, Virtus Wealth Solutions and Condor Capital Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Plainfield are verified against official records?
10 of the top 10 match an active official record: Oakbourne Advisors (U.S. Securities and Exchange Commission), Tepp Wealth Management (U.S. Securities and Exchange Commission), Tilson Financial Group Inc (U.S. Securities and Exchange Commission), Virtus Wealth Solutions (U.S. Securities and Exchange Commission) and Condor Capital Wealth Management (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 .