Retirement Plan Advisors in Union City, NJ
The top-ranked retirement plan advisors serving Union City, NJ are Ubs Financial Services Inc., Betterment and Blackdiamond Wealth Management, LLC. We list 102 retirement plan advisors serving Union City, 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 Union City, NJ (Hudson County). 102 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 Union City
- UBS FINANCIAL SERVICES INC.Serves this area from NJ
#2Betterment
BETTERMENT LLCServes this area from New York, NY (2 mi)#3Blackdiamond Wealth Management, LLC
BLACKDIAMOND WEALTH MANAGEMENT, LLCServes this area from New York, NY (2 mi)#4Blackrock Financial Management, Inc
BLACKROCK FINANCIAL MANAGEMENT, INCServes this area from New York, NY (2 mi)#5Merrill Lynch, Pierce, Fenner & Smith Incorporated
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDServes this area from New York, NY (2 mi)#6Segal Marco Advisors
SEGAL ADVISORS, INC.Serves this area from New York, NY (2 mi)#7Velara Wealth Management Inc.
VELARA WEALTH MANAGEMENT INC.Serves this area from New York, NY (2 mi)#8Crewcial Partners LLC
CREWCIAL PARTNERS LLCServes this area from New York, NY (3 mi)#9Flagstar Securities, Inc.
FLAGSTAR SECURITIES, INC.Serves this area from New York, NY (3 mi)#10Lionshead Wealth Management, LLC
LIONSHEAD WEALTH MANAGEMENT, LLCServes this area from New York, NY (3 mi)
20 more providers serving this area
- Tag Associates LLC, New York, NY (3 mi)
- Mace Capital Management, LLC, New York, NY (3 mi)
- Mma Securities LLC, New York, NY (3 mi)
- Momentum Advisors, New York, NY (3 mi)
- Strategic Wealth Management Group, New York, NY (3 mi)
- Berenberg Asset Management LLC, New York, NY (3 mi)
- Mjb Asset Management LLC, New York, NY (3 mi)
- Ritholtz Wealth Management, New York, NY (3 mi)
- Ubs Asset Management (americas) LLC, New York, NY (3 mi)
- Abernathy Group II LLC, New York, NY (3 mi)
- Bqs Financial Advisors, LLC, New York, NY (3 mi)
- Clearbrook Investment Consulting LLC, New York, NY (3 mi)
- Eagle Strategies LLC, New York, NY (3 mi)
- Harrison Fiduciary Group, New York, NY (3 mi)
- Pivotal Advisors LLC, New York, NY (3 mi)
- Rockefeller Capital Management, New York, NY (3 mi)
- Rockefeller Capital Management, New York, NY (3 mi)
- Stratacore Capital Management, LLC., New York, NY (3 mi)
- Arax Advisory Partners, New York, NY (3 mi)
- Cerity Partners LLC, New York, NY (3 mi)
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Frequently asked questions
How many retirement plan advisors serve Union City?
We list 102 retirement plan advisors serving Union City, NJ: 0 based there and 102 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 Union City?
The top-ranked retirement plan advisors serving Union City, NJ are Ubs Financial Services Inc., Betterment, Blackdiamond Wealth Management, LLC, Blackrock Financial Management, Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Union City are verified against official records?
10 of the top 10 match an active official record: Ubs Financial Services Inc. (U.S. Securities and Exchange Commission), Betterment (U.S. Securities and Exchange Commission), Blackdiamond Wealth Management, LLC (U.S. Securities and Exchange Commission), Blackrock Financial Management, Inc (U.S. Securities and Exchange Commission) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (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 .