#1Kilter Group
KILTER GROUP LLC
Based in NY
Retirement Plan Advisors in Dutchess County, NY
The top-ranked retirement plan advisors serving Dutchess County, NY are Kilter Group, Marshall + Sterling Wealth Advisors, Inc. and Quint Investments And Insurance. We list 24 retirement plan advisors serving Dutchess County, NY. 24 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 Dutchess County, NY. 24 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 Dutchess County
#2Marshall + Sterling Wealth Advisors, Inc.
MARSHALL + STERLING WEALTH ADVISORS, INC.Based in Poughkeepsie, NY#3Quint Investments And Insurance
QUINT WEALTH MANAGEMENT, INC.Based in NY#4Beyond Wealth Management Group, LLC
BEYOND WEALTH MANAGEMENT GROUP, LLCServes this area from New Paltz, NY (18 mi)#5Focused Wealth Management, Inc.
FOCUSED WEALTH MANAGEMENT, INC.Serves this area from Balmville, NY (22 mi)#6Orange Investment Advisors, Inc.
ORANGE INVESTMENT ADVISORS, INC.Serves this area from Goshen, NY (39 mi)#7Round Rock Advisors LLC
ROUND ROCK ADVISORS LLCServes this area from Wilton, CT (43 mi)#8Catum Advisory Group, LLC.
CATUM ADVISORY GROUP, LLC.Serves this area from Wilton, CT (44 mi)#9Trivium Point Advisory, LLC
TRIVIUM POINT ADVISORY, LLCServes this area from Wilton, CT (44 mi)#10N10° Wealth
N10 WEALTH, LLCServes this area from Greenwich, CT (46 mi)
14 more providers serving this area
- Coastal Bridge Advisors, Westport, CT (47 mi)
- Third View Private Wealth, Westport, CT (47 mi)
- Oak Financial Group Inc, Stamford, CT (47 mi)
- Lcr Wealth Management LLC, Westport, CT (48 mi)
- Twenty Four Wealth, Darien, CT (48 mi)
- Beirne., Darien, CT (49 mi)
- New Edge Wealth, Stamford, CT (49 mi)
- Sovereign Financial Group, Inc., Stamford, CT (49 mi)
- Granite Group Advisors, LLC, Stamford, CT (50 mi)
- Integra Global Advisors LLC, Stamford, CT (50 mi)
- Steward Partners Investment Advisory, LLC, Stamford, CT (50 mi)
- Greenwich Wealth Management, LLC, Greenwich, CT (50 mi)
- Avity Investment Management Inc., Greenwich, CT (51 mi)
- Precision Capital Advisors, LLC, Greenwich, CT (51 mi)
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Frequently asked questions
How many retirement plan advisors serve Dutchess County?
We list 24 retirement plan advisors serving Dutchess County, NY: 3 based there and 21 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 Dutchess County?
The top-ranked retirement plan advisors serving Dutchess County, NY are Kilter Group, Marshall + Sterling Wealth Advisors, Inc., Quint Investments And Insurance, Beyond Wealth Management Group, LLC and Focused Wealth Management, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Dutchess County are verified against official records?
10 of the top 10 match an active official record: Kilter Group (U.S. Securities and Exchange Commission), Marshall + Sterling Wealth Advisors, Inc. (U.S. Securities and Exchange Commission), Quint Investments And Insurance (U.S. Securities and Exchange Commission), Beyond Wealth Management Group, LLC (U.S. Securities and Exchange Commission) and Focused Wealth 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 .
Cities in Dutchess County
Communities served
Beacon, Myers Corner, Wappingers Falls, Fairview, Spackenkill, Haviland, Red Oaks Mill, Brinckerhoff, Arlington, Marist College, Crown Heights, Rhinebeck, Vassar College, Fishkill, Pawling, Red Hook, Hyde Park, Merritt Park, Pleasant Valley, New Hackensack, Millbrook, Hopewell Junction, Dover Plains, MacDonnell Heights, Chelsea Cove, Pine Plains, Hillside Lake, Wingdale, Tivoli, Millerton, New Hamburg, Titusville, Amenia, Staatsburg, Shorehaven, Freedom Plains, Rhinecliff, Bard College, Wassaic, Salt Point, Upper Red Hook, Barrytown