#1Hudson View Advisors, LLC
HUDSON VIEW ADVISORS, LLC
Serves this area from Croton-on-Hudson, NY (7 mi)
Retirement Plan Advisors in New City, NY
The top-ranked retirement plan advisors serving New City, NY are Hudson View Advisors, LLC, L&l Partners Wealth Management, LLC and Onyx Bridge Wealth Group LLC. We list 36 retirement plan advisors serving New City, 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 New City, NY (Rockland County). 36 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 New City
#2L&l Partners Wealth Management, LLC
L&L PARTNERS WEALTH MANAGEMENT, LLCServes this area from Suffern, NY (9 mi)#3Onyx Bridge Wealth Group LLC
ONYX BRIDGE WEALTH GROUP LLCServes this area from Tarrytown, NY (9 mi)#4Michael J. Porro & Co. Financial Advisors, Inc.
MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.Serves this area from Old Tappan, NJ (9 mi)#55c Capital Management, LLC
5C CAPITAL MANAGEMENT, LLCServes this area from Woodcliff Lake, NJ (10 mi)#6Modera Wealth Management, LLC
MODERA WEALTH MANAGEMENT, LLCServes this area from Westwood, NJ (11 mi)#7Wesfair Advisory Group, Inc.
WESFAIR ADVISORY GROUP, INC.Serves this area from NY#8191 Godwin Associates, Inc. D/B/A Godwin Capital Management
191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENTServes this area from NJ#9Aspire Advisors, LLC
ASPIRE ADVISORS, LLCServes this area from NY#10Saiph Capital, LLC
SAIPH CAPITAL, LLCServes this area from NJ
20 more providers serving this area
- Advisors Capital Management, LLC, Ridgewood, NJ (14 mi)
- Vaughan And Company Securities, Inc., Ridgewood, NJ (14 mi)
- Matrix Asset Advisors Inc, White Plains, NY (14 mi)
- Forteris Wealth Management, Inc., Armonk, NY (15 mi)
- Income & Asset Advisory, Inc., Armonk, NY (15 mi)
- Settanni Financial LLC, Armonk, NY (15 mi)
- Nardis Advisors LLC, Scarsdale, NY (15 mi)
- Prato Capital Management, White Plains, NY (16 mi)
- Baron Financial Group LLC, Fair Lawn, NJ (16 mi)
- Morgan Stanley, Harrison, NY (17 mi)
- Capital Preservation Partners, Inc., Bronxville, NY (17 mi)
- Npa Asset Management, LLC, Fair Lawn, NJ (17 mi)
- Atwob, Katonah, NY (18 mi)
- Seacrest Wealth Management, LLC, Harrison, NY (18 mi)
- Next Level Private LLC, Harrison, NY (19 mi)
- Meyer Handelman Company LLC, Rye Brook, NY (19 mi)
- Navis Wealth Advisors LLC, Rye Brook, NY (19 mi)
- Oxler Private Wealth, Rye Brook, NY (19 mi)
- Lightedway Advisory Services, Inc., Harrison, NY (19 mi)
- Highland Financial Advisors, LLC, Packanack Lake, NJ (21 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve New City?
We list 36 retirement plan advisors serving New City, NY: 0 based there and 36 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 New City?
The top-ranked retirement plan advisors serving New City, NY are Hudson View Advisors, LLC, L&l Partners Wealth Management, LLC, Onyx Bridge Wealth Group LLC, Michael J. Porro & Co. Financial Advisors, Inc. and 5c Capital Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving New City are verified against official records?
10 of the top 10 match an active official record: Hudson View Advisors, LLC (U.S. Securities and Exchange Commission), L&l Partners Wealth Management, LLC (U.S. Securities and Exchange Commission), Onyx Bridge Wealth Group LLC (U.S. Securities and Exchange Commission), Michael J. Porro & Co. Financial Advisors, Inc. (U.S. Securities and Exchange Commission) and 5c 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 .