#1Carosa, Stanton & Depaolo Asset Management, LLC
CAROSA STANTON ASSET MANAGEMENT, LLC
Serves this area from NY
Retirement Plan Advisors in Livingston County, NY
The top-ranked retirement plan advisors serving Livingston County, NY are Carosa, Stanton & Depaolo Asset Management, LLC, The Pitti Group Wealth Management, LLC and Elevatus Wealth Management, LLC. We list 26 retirement plan advisors serving Livingston County, NY. 26 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 Livingston County, NY. 26 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 Livingston County
#2The Pitti Group Wealth Management, LLC
THE PITTI GROUP WEALTH MANAGEMENT, LLCServes this area from NY#3Elevatus Wealth Management, LLC
ELEVATUS WEALTH MANAGEMENT, LLCServes this area from NY#4Kickstand Wealth Advisors
KICKSTAND VENTURES, LLCServes this area from NY#5Generation Capital Management LLC
GENERATION CAPITAL MANAGEMENT LLCServes this area from NY#6Milestones Private Investment Advisors LLC
MILESTONES PRIVATE INVESTMENT ADVISORS LLCServes this area from NY#7Post Resch Tallon Group
POST RESCH TALLON GROUP, INC.Serves this area from NY#8Professional Financial
PROFESSIONAL FINANCIAL STRATEGIES, INCServes this area from NY#9Cooper/haims Advisors, LLC
COOPER/HAIMS ADVISORS, LLCServes this area from NY#10Manning & Napier Advisors, LLC
MANNING & NAPIER ADVISORS, LLCServes this area from NY
16 more providers serving this area
- Prosperity Advisory Group LLC, NY
- Simco Financial, NY
- Transparent Wealth Consulting LLC, NY
- Ashton Thomas Securities, LLC, Brighton, NY (28 mi)
- High Probability Advisors, LLC, NY
- Lvw Advisors, LLC, Pittsford, NY (28 mi)
- Novem Group, NY
- Oak Crest Advisory, LLC, NY
- Rise Advisors, LLC, NY
- Sage Tree Wealth, Fairport, NY (31 mi)
- Layline Advisors, Rochester, NY (31 mi)
- Prentice Wealth Management LLC, NY
- Bright Futures Wealth Management, LLC, NY
- Alsworth Capital Management, LLC, Corning, NY (55 mi)
- Lake Road Advisors, LLC, Corning, NY (55 mi)
- Rooted Planning Group, Corning, NY (55 mi)
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Frequently asked questions
How many retirement plan advisors serve Livingston County?
We list 26 retirement plan advisors serving Livingston County, NY: 0 based there and 26 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 Livingston County?
The top-ranked retirement plan advisors serving Livingston County, NY are Carosa, Stanton & Depaolo Asset Management, LLC, The Pitti Group Wealth Management, LLC, Elevatus Wealth Management, LLC, Kickstand Wealth Advisors and Generation Capital Management LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Livingston County are verified against official records?
10 of the top 10 match an active official record: Carosa, Stanton & Depaolo Asset Management, LLC (U.S. Securities and Exchange Commission), The Pitti Group Wealth Management, LLC (U.S. Securities and Exchange Commission), Elevatus Wealth Management, LLC (U.S. Securities and Exchange Commission), Kickstand Wealth Advisors (U.S. Securities and Exchange Commission) and Generation Capital Management 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 .
Communities served
Geneseo, Dansville, Avon, Mount Morris, Conesus Lake, Lima, Caledonia, Livonia, Nunda, Lakeville, East Avon, Springwater, York, Leicester, Hemlock, Livonia Center, Dalton, Retsof, Conesus, South Lima, Cuylerville, Groveland Station, Piffard, Greigsville, Wadsworth, Fowlerville, Cumminsville, Scottsburg, Kysorville, Linwood, Tuscarora, Woodsville, Hunt, Websters Crossing, Byersville