Retirement Plan Advisors in Nassau County, NY
The top-ranked retirement plan advisors serving Nassau County, NY are 4thought Financial Group Inc., Accountants Proprietary Financial Servicenet, LLC and American Wealth Administration Group LLC. We list 87 retirement plan advisors serving Nassau County, 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 Nassau County, NY. 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 Nassau County
- 4THOUGHT FINANCIAL GROUP INC.Based in Syosset, NY
#2Accountants Proprietary Financial Servicenet, LLC
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLCBased in Plainview, NY#3American Wealth Administration Group LLC
AMERICAN WEALTH ADMINISTRATION GROUP LLCBased in Glen Cove, NY#4Bruderman Private Wealth
J.M. BRUDERMAN & COMPANY, LLCBased in Locust Valley, NY#5C & C Financial Services, Inc.
C & C FINANCIAL SERVICES, INC.Based in Great Neck Plaza, NY#6Consolidated Portfolio Review Corp
CONSOLIDATED PORTFOLIO REVIEW CORPBased in Woodbury, NY#7Cove Private Wealth, LLC
COVE PRIVATE WEALTH, LLCBased in Oyster Bay Cove, NY#8Flynn Zito Capital Management, LLC
FLYNN ZITO CAPITAL MANAGEMENT, LLCBased in Uniondale, NY#9Fusion Family Wealth, LLC
FUSION FAMILY WEALTH, LLCBased in Woodbury, NY#10Gold Coast Wealth Management, LLC
GOLD COAST WEALTH MANAGEMENT, LLCBased in Jericho, NY
20 more providers serving this area
- Henley & Company Wealth Management LLC, Uniondale, NY
- Ihs Wealth Management LLC, Oyster Bay, NY
- Leslie Marie Giordano, Garden City, NY
- Merkkuri Wealth Advisors LLC, Jericho, NY
- Mpc Capital Advisors, LLC, Rockville Centre, NY
- Mwm Group LLC, Cedarhurst, NY
- Nosuris, Inc., Lynbrook, NY
- Palumbo Wealth Management LLC, Manhasset, NY
- Quan Vest Consultants Inc, Manhasset, NY
- Reynolds Consulting Services LLC, Hicksville, NY
- Spielberger & Brooks, Inc., Woodbury, NY
- Stone Hill Fiduciary Management, LLC, Manhasset, NY
- The Pinnacle Financial Group, Rockville Centre, NY
- United Asset Strategies Inc., Uniondale, NY
- Aps Wealth Management, LLC, Melville, NY (9 mi)
- Clear Point Advisors, Inc., Melville, NY (9 mi)
- Four Corners Financial, Melville, NY (10 mi)
- Compass Advisors, Melville, NY (10 mi)
- Imperity Wealth Alliance LLC, Melville, NY (10 mi)
- Landmark Wealth Management, LLC, Melville, NY (10 mi)
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Frequently asked questions
How many retirement plan advisors serve Nassau County?
We list 87 retirement plan advisors serving Nassau County, NY: 24 based there and 63 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 Nassau County?
The top-ranked retirement plan advisors serving Nassau County, NY are 4thought Financial Group Inc., Accountants Proprietary Financial Servicenet, LLC, American Wealth Administration Group LLC, Bruderman Private Wealth and C & C Financial Services, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Nassau County are verified against official records?
10 of the top 10 match an active official record: 4thought Financial Group Inc. (U.S. Securities and Exchange Commission), Accountants Proprietary Financial Servicenet, LLC (U.S. Securities and Exchange Commission), American Wealth Administration Group LLC (U.S. Securities and Exchange Commission), Bruderman Private Wealth (U.S. Securities and Exchange Commission) and C & C Financial Services, 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 Nassau County
Communities served
Garden City, Merrick, Massapequa, Mineola, Lynbrook, North Bellmore, East Massapequa, West Hempstead, Syosset, Woodmere, Wantagh, North Valley Stream, Roosevelt, North Massapequa, Massapequa Park, Port Washington, Bethpage, Bellmore, Floral Park, Westbury, North New Hyde Park, Seaford, Jericho, South Farmingdale, New Cassel, Salisbury, North Merrick, North Wantagh, Inwood, Great Neck, New Hyde Park, East Rockaway, Plainedge, Woodbury, Farmingdale, Malverne, Manhasset, Garden City Park, Great Neck Plaza, Williston Park, Cedarhurst, East Hills, Hewlett, Oyster Bay, Manorhaven, Lawrence, Roslyn Heights, Bayville, Old Bethpage, South Valley Stream, Lakeview, Kings Point, North Hills, Albertson, Searingtown, Sea Cliff, Island Park, Carle Place, Old Westbury, Glen Head