#1Ubs Financial Services Inc.
UBS FINANCIAL SERVICES INC.
Serves this area from NJ
Retirement Plan Advisors in West New York, NJ
The top-ranked retirement plan advisors serving West New York, NJ are Ubs Financial Services Inc., Lionshead Wealth Management, LLC and Strategic Wealth Management Group. We list 102 retirement plan advisors serving West New York, 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 West New York, 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 West New York
#2Lionshead Wealth Management, LLC
LIONSHEAD WEALTH MANAGEMENT, LLCServes this area from New York, NY (2 mi)#3Strategic Wealth Management Group
STRATEGIC ADVISORS LLCServes this area from New York, NY (2 mi)#4Merrill Lynch, Pierce, Fenner & Smith Incorporated
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDServes this area from New York, NY (2 mi)#5Crewcial Partners LLC
CREWCIAL PARTNERS LLCServes this area from New York, NY (2 mi)#6Tag Associates LLC
TAG ASSOCIATES LLCServes this area from New York, NY (2 mi)#7Betterment
BETTERMENT LLCServes this area from New York, NY (2 mi)#8Mjb Asset Management LLC
MJB ASSET MANAGEMENT LLCServes this area from New York, NY (2 mi)#9Ubs Asset Management (americas) LLC
UBS ASSET MANAGEMENT (AMERICAS) LLCServes this area from New York, NY (2 mi)#10Berenberg Asset Management LLC
BERENBERG ASSET MANAGEMENT LLCServes this area from New York, NY (2 mi)
20 more providers serving this area
- Mma Securities LLC, New York, NY (2 mi)
- Arax Advisory Partners, New York, NY (3 mi)
- Blackdiamond Wealth Management, LLC, New York, NY (3 mi)
- Blackrock Financial Management, Inc, New York, NY (3 mi)
- Harrison Fiduciary Group, New York, NY (3 mi)
- Mace Capital Management, LLC, New York, NY (3 mi)
- Momentum Advisors, 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)
- Segal Marco Advisors, New York, NY (3 mi)
- Velara Wealth Management Inc., New York, NY (3 mi)
- Bqs Financial Advisors, LLC, New York, NY (3 mi)
- Clearbrook Investment Consulting LLC, New York, NY (3 mi)
- Flagstar Securities, Inc., New York, NY (3 mi)
- Pinebridge Investments LLC, New York, NY (3 mi)
- Snowden Capital Advisors LLC, New York, NY (3 mi)
- Abernathy Group II LLC, New York, NY (3 mi)
- First Manhattan Co. LLC, New York, NY (3 mi)
- Mutual Of America Life Insurance Company, New York, NY (3 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve West New York?
We list 102 retirement plan advisors serving West New York, 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 West New York?
The top-ranked retirement plan advisors serving West New York, NJ are Ubs Financial Services Inc., Lionshead Wealth Management, LLC, Strategic Wealth Management Group, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Crewcial Partners LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving West New York 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), Lionshead Wealth Management, LLC (U.S. Securities and Exchange Commission), Strategic Wealth Management Group (U.S. Securities and Exchange Commission), Merrill Lynch, Pierce, Fenner & Smith Incorporated (U.S. Securities and Exchange Commission) and Crewcial Partners 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 .