#1Reynolds Consulting Services LLC
REYNOLDS CONSULTING SERVICES LLC
Serves this area from Hicksville, NY (3 mi)
Retirement Plan Advisors in Levittown, NY
The top-ranked retirement plan advisors serving Levittown, NY are Reynolds Consulting Services LLC, Henley & Company Wealth Management LLC and Gold Coast Wealth Management, LLC. We list 87 retirement plan advisors serving Levittown, 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 Levittown, NY (Nassau County). 87 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 Levittown
#2Henley & Company Wealth Management LLC
HENLEY & COMPANY WEALTH MANAGEMENT LLCServes this area from Uniondale, NY (4 mi)#3Gold Coast Wealth Management, LLC
GOLD COAST WEALTH MANAGEMENT, LLCServes this area from Jericho, NY (5 mi)#4Merkkuri Wealth Advisors LLC
MERKKURI WEALTH ADVISORS LLCServes this area from Jericho, NY (5 mi)#5United Asset Strategies Inc.
UNITED ASSET STRATEGIES INC.Serves this area from Uniondale, NY (5 mi)#6Flynn Zito Capital Management, LLC
FLYNN ZITO CAPITAL MANAGEMENT, LLCServes this area from Uniondale, NY (5 mi)#7Accountants Proprietary Financial Servicenet, LLC
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLCServes this area from Plainview, NY (5 mi)#8Consolidated Portfolio Review Corp
CONSOLIDATED PORTFOLIO REVIEW CORPServes this area from Woodbury, NY (6 mi)#9Fusion Family Wealth, LLC
FUSION FAMILY WEALTH, LLCServes this area from Woodbury, NY (6 mi)#10Aps Wealth Management, LLC
APS WEALTH MANAGEMENT, LLCServes this area from Melville, NY (6 mi)
20 more providers serving this area
- Clear Point Advisors, Inc., Melville, NY (6 mi)
- Spielberger & Brooks, Inc., Woodbury, NY (6 mi)
- Leslie Marie Giordano, Garden City, NY (7 mi)
- Compass Advisors, Melville, NY (7 mi)
- Four Corners Financial, Melville, NY (7 mi)
- Imperity Wealth Alliance LLC, Melville, NY (7 mi)
- Landmark Wealth Management, LLC, Melville, NY (7 mi)
- Prospect Financial Services LLC, Melville, NY (7 mi)
- The Wealth Alliance, LLC, Melville, NY (7 mi)
- 4thought Financial Group Inc., Syosset, NY (7 mi)
- The Pinnacle Financial Group, Rockville Centre, NY (8 mi)
- Mpc Capital Advisors, LLC, Rockville Centre, NY (8 mi)
- Cove Private Wealth, LLC, Oyster Bay Cove, NY (9 mi)
- Koehler Asset Management, Babylon, NY (10 mi)
- Nosuris, Inc., Lynbrook, NY (10 mi)
- Ihs Wealth Management LLC, Oyster Bay, NY (10 mi)
- Palumbo Wealth Management LLC, Manhasset, NY (11 mi)
- Stone Hill Fiduciary Management, LLC, Manhasset, NY (11 mi)
- Quan Vest Consultants Inc, Manhasset, NY (11 mi)
- Bruderman Private Wealth, Locust Valley, NY (11 mi)
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Frequently asked questions
How many retirement plan advisors serve Levittown?
We list 87 retirement plan advisors serving Levittown, NY: 0 based there and 87 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 Levittown?
The top-ranked retirement plan advisors serving Levittown, NY are Reynolds Consulting Services LLC, Henley & Company Wealth Management LLC, Gold Coast Wealth Management, LLC, Merkkuri Wealth Advisors LLC and United Asset Strategies Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Levittown are verified against official records?
10 of the top 10 match an active official record: Reynolds Consulting Services LLC (U.S. Securities and Exchange Commission), Henley & Company Wealth Management LLC (U.S. Securities and Exchange Commission), Gold Coast Wealth Management, LLC (U.S. Securities and Exchange Commission), Merkkuri Wealth Advisors LLC (U.S. Securities and Exchange Commission) and United Asset Strategies 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 .