#1Dark Horse Wealth LLC
DARK HORSE WEALTH LLC
Based in Cazenovia, NY
Retirement Plan Advisors in Madison County, NY
The top-ranked retirement plan advisors serving Madison County, NY are Dark Horse Wealth LLC, Kane Financial and Ascent Wealth Partners, LLC. We list 15 retirement plan advisors serving Madison County, NY. 15 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 Madison County, NY. 15 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 Madison County
#2Kane Financial
KANE FINANCIAL, LLCServes this area from Waterville, NY (14 mi)#3Ascent Wealth Partners, LLC
ASCENT WEALTH PARTNERS, LLCServes this area from New Hartford, NY (22 mi)#4Nottingham Wealth Partners, Inc.
NOTTINGHAM WEALTH PARTNERS, INC.Serves this area from DeWitt, NY (22 mi)#5R.s. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors
RS PETRELL & ASSOCIATES, LLCServes this area from DeWitt, NY (22 mi)#6Hazard & Siegel Advisory Services LLC
HAZARD & SIEGEL ADVISORY SERVICES LLCServes this area from DeWitt, NY (22 mi)#7Caruso Mclean & Co., Inc.
CARUSO MCLEAN & CO., INC.Serves this area from Utica, NY (22 mi)#8Strategic Financial Services
STRATEGIC FINANCIAL SERVICES, INC.Serves this area from Utica, NY (23 mi)#9Adirondack Financial Services Corp
ADIRONDACK FINANCIAL SERVICES CORPServes this area from Utica, NY (26 mi)#10Armory Capital Management, LLC
ARMORY CAPITAL MANAGEMENT, LLCServes this area from Syracuse, NY (27 mi)
5 more providers serving this area
- Rialto Wealth Management, Syracuse, NY (27 mi)
- Reagan Companies Asset Management, Inc, Syracuse, NY (27 mi)
- Adirondack Capital Advisors, LLC, Syracuse, NY (27 mi)
- Nbt Capital Management, Inc., Norwich, NY (27 mi)
- Mpm Advisors Group LLC, NY
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Frequently asked questions
How many retirement plan advisors serve Madison County?
We list 15 retirement plan advisors serving Madison County, NY: 1 based there and 14 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 Madison County?
The top-ranked retirement plan advisors serving Madison County, NY are Dark Horse Wealth LLC, Kane Financial, Ascent Wealth Partners, LLC, Nottingham Wealth Partners, Inc. and R.s. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Madison County are verified against official records?
10 of the top 10 match an active official record: Dark Horse Wealth LLC (U.S. Securities and Exchange Commission), Kane Financial (U.S. Securities and Exchange Commission), Ascent Wealth Partners, LLC (U.S. Securities and Exchange Commission), Nottingham Wealth Partners, Inc. (U.S. Securities and Exchange Commission) and R.s. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors (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
Oneida, Chittenango, Canastota, Hamilton, Cazenovia, Morrisville, Bridgeport, Wampsville, Munnsville, DeRuyter, Madison