#1Orange Investment Advisors, Inc.
ORANGE INVESTMENT ADVISORS, INC.
Serves this area from Goshen, NY (6 mi)
Retirement Plan Advisors in Middletown, NY
The top-ranked retirement plan advisors serving Middletown, NY are Orange Investment Advisors, Inc., Focused Wealth Management, Inc. and L&l Partners Wealth Management, LLC. We list 14 retirement plan advisors serving Middletown, NY. 14 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 Middletown, NY (Orange County). 14 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 Middletown
#2Focused Wealth Management, Inc.
FOCUSED WEALTH MANAGEMENT, INC.Serves this area from Balmville, NY (22 mi)#3L&l Partners Wealth Management, LLC
L&L PARTNERS WEALTH MANAGEMENT, LLCServes this area from Suffern, NY (27 mi)#4Beyond Wealth Management Group, LLC
BEYOND WEALTH MANAGEMENT GROUP, LLCServes this area from New Paltz, NY (27 mi)#5Quint Investments And Insurance
QUINT WEALTH MANAGEMENT, INC.Serves this area from NY#6Sterling Financial Planning Inc
STERLING FINANCIAL PLANNING INCServes this area from NJ#7Marshall + Sterling Wealth Advisors, Inc.
MARSHALL + STERLING WEALTH ADVISORS, INC.Serves this area from Poughkeepsie, NY (31 mi)#8Highland Financial Advisors, LLC
HIGHLAND FINANCIAL ADVISORS, LLCServes this area from Packanack Lake, NJ (36 mi)#9Steffens Financial Corp
STEFFENS FINANCIAL CORPServes this area from NJ#10Aurora Private Wealth, Inc.
AURORA PRIVATE WEALTH, INC.Serves this area from Totowa, NJ (38 mi)
4 more providers serving this area
- Comprehensive Capital Management, Inc., Totowa, NJ (38 mi)
- Cfs Investment Advisory Services LLC, Totowa, NJ (39 mi)
- First Light Wealth Advisors, LLC, NJ
- Kilter Group, NY
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Frequently asked questions
How many retirement plan advisors serve Middletown?
We list 14 retirement plan advisors serving Middletown, NY: 0 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 Middletown?
The top-ranked retirement plan advisors serving Middletown, NY are Orange Investment Advisors, Inc., Focused Wealth Management, Inc., L&l Partners Wealth Management, LLC, Beyond Wealth Management Group, LLC and Quint Investments And Insurance. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Middletown are verified against official records?
10 of the top 10 match an active official record: Orange Investment Advisors, Inc. (U.S. Securities and Exchange Commission), Focused Wealth Management, Inc. (U.S. Securities and Exchange Commission), L&l Partners Wealth Management, LLC (U.S. Securities and Exchange Commission), Beyond Wealth Management Group, LLC (U.S. Securities and Exchange Commission) and Quint Investments And Insurance (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 .