#1One Day In July LLC
ONE DAY IN JULY LLC
Serves this area from Burlington, VT (31 mi)
Retirement Plan Advisors in Clinton County, NY
The top-ranked retirement plan advisors serving Clinton County, NY are One Day In July LLC, Westview Investment Advisors and 44 North Capital, LLC. We list 10 retirement plan advisors serving Clinton County, NY. 10 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 Clinton County, NY. 10 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 Clinton County
#2Westview Investment Advisors
WESTVIEW MANAGEMENT LLCServes this area from Burlington, VT (31 mi)#344 North Capital, LLC
44 NORTH CAPITAL, LLCServes this area from Burlington, VT (31 mi)#4Broadlake Financial Management
ELEY FINANCIAL MANAGEMENT, INC.Serves this area from South Burlington, VT (33 mi)#5Intrack Investment Management, Inc.
INTRACK INVESTMENT MANAGEMENT, INC.Serves this area from South Burlington, VT (33 mi)#6Poulos Advisors, Inc.
POULOS ADVISORS, INC.Serves this area from South Burlington, VT (33 mi)#7Stage 2 Planning Partners LLC
STAGE 2 PLANNING PARTNERS LLCServes this area from South Burlington, VT (33 mi)#8Antoine Williams & Associates Wealth Management, LLC
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLCServes this area from Shelburne, VT (34 mi)#9Copper Leaf Financial, LLC
COPPER LEAF FINANCIAL, LLCServes this area from Williston, VT (36 mi)#10Silverlake Wealth Management LLC
SILVERLAKE WEALTH MANAGEMENT LLCServes this area from Williston, VT (36 mi)
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Frequently asked questions
How many retirement plan advisors serve Clinton County?
We list 10 retirement plan advisors serving Clinton County, NY: 0 based there and 10 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 Clinton County?
The top-ranked retirement plan advisors serving Clinton County, NY are One Day In July LLC, Westview Investment Advisors, 44 North Capital, LLC, Broadlake Financial Management and Intrack Investment Management, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Clinton County are verified against official records?
10 of the top 10 match an active official record: One Day In July LLC (U.S. Securities and Exchange Commission), Westview Investment Advisors (U.S. Securities and Exchange Commission), 44 North Capital, LLC (U.S. Securities and Exchange Commission), Broadlake Financial Management (U.S. Securities and Exchange Commission) and Intrack Investment 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 .
Communities served
Plattsburgh, Dannemora, Rouses Point, Morrisonville, Peru, Cumberland Head, Plattsburgh West, Champlain, Altona, West Chazy, Chazy, Au Sable Forks, Cadyville, Mooers, Lyon Mountain, Redford, Parc