#1United Financial Planning Group LLC
UNITED FINANCIAL PLANNING GROUP LLC
Serves this area from Hauppauge, NY (2 mi)
Retirement Plan Advisors in Brentwood, NY
The top-ranked retirement plan advisors serving Brentwood, NY are United Financial Planning Group LLC, Lebenthal Diversified Asset Management Inc. and Lebenthal Global Advisors, LLC. We list 84 retirement plan advisors serving Brentwood, NY. 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 Brentwood, NY (Suffolk County). 84 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 Brentwood
#2Lebenthal Diversified Asset Management Inc.
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.Serves this area from Hauppauge, NY (3 mi)#3Lebenthal Global Advisors, LLC
LEBENTHAL GLOBAL ADVISORS, LLCServes this area from Hauppauge, NY (3 mi)#4Cfm Advisors Inc
CFM ADVISORS INCServes this area from Hauppauge, NY (4 mi)#5Conrad Capital Management, Inc.
CONRAD CAPITAL MANAGEMENT, INC.Serves this area from Hauppauge, NY (4 mi)#6Rockline Wealth Management LLC
ROCKLINE WEALTH MANAGEMENT LLCServes this area from Islip Terrace, NY (4 mi)#7Network Investment Advisors Incorporated
NETWORK INVESTMENT ADVISORS INCORPORATEDServes this area from Commack, NY (4 mi)#8Dahab Associates Inc
DAHAB ASSOCIATES INCServes this area from West Bay Shore, NY (5 mi)#9Arcadia Wealth Management
ARCADIA WEALTH MANAGEMENT, INC.Serves this area from Smithtown, NY (6 mi)#10Koehler Asset Management
KOEHLER ASSET MANAGEMENT, LLCServes this area from Babylon, NY (8 mi)
20 more providers serving this area
- Imperity Wealth Alliance LLC, Melville, NY (8 mi)
- Landmark Wealth Management, LLC, Melville, NY (8 mi)
- Prospect Financial Services LLC, Melville, NY (8 mi)
- The Wealth Alliance, LLC, Melville, NY (8 mi)
- Compass Advisors, Melville, NY (8 mi)
- Four Corners Financial, Melville, NY (9 mi)
- Derryrush Wealth, West Sayville, NY (9 mi)
- Aps Wealth Management, LLC, Melville, NY (9 mi)
- Clear Point Advisors, Inc., Melville, NY (9 mi)
- Pension Fund Evaluations, Inc., Centereach, NY (10 mi)
- Safe Harbor Asset Management, Inc., Huntington, NY (10 mi)
- N Financial Plans, Huntington, NY (11 mi)
- Accountants Proprietary Financial Servicenet, LLC, Plainview, NY (11 mi)
- Consolidated Portfolio Review Corp, Woodbury, NY (12 mi)
- Fusion Family Wealth, LLC, Woodbury, NY (12 mi)
- Snyder Wealth Group, Holtsville, NY (12 mi)
- Spielberger & Brooks, Inc., Woodbury, NY (13 mi)
- 4thought Financial Group Inc., Syosset, NY (14 mi)
- Cove Private Wealth, LLC, Oyster Bay Cove, NY (14 mi)
- Reynolds Consulting Services LLC, Hicksville, NY (15 mi)
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Frequently asked questions
How many retirement plan advisors serve Brentwood?
We list 84 retirement plan advisors serving Brentwood, NY: 0 based there and 84 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 Brentwood?
The top-ranked retirement plan advisors serving Brentwood, NY are United Financial Planning Group LLC, Lebenthal Diversified Asset Management Inc., Lebenthal Global Advisors, LLC, Cfm Advisors Inc and Conrad Capital Management, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Brentwood are verified against official records?
10 of the top 10 match an active official record: United Financial Planning Group LLC (U.S. Securities and Exchange Commission), Lebenthal Diversified Asset Management Inc. (U.S. Securities and Exchange Commission), Lebenthal Global Advisors, LLC (U.S. Securities and Exchange Commission), Cfm Advisors Inc (U.S. Securities and Exchange Commission) and Conrad Capital Management, Inc. (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 .