#1Capital Preservation Partners, Inc.
CAPITAL PRESERVATION PARTNERS INC.
Serves this area from Bronxville, NY (3 mi)
Retirement Plan Advisors in New Rochelle, NY
The top-ranked retirement plan advisors serving New Rochelle, NY are Capital Preservation Partners, Inc., Nardis Advisors LLC and Lightedway Advisory Services, Inc.. We list 71 retirement plan advisors serving New Rochelle, 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 Rochelle, NY (Westchester County). 71 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 Rochelle
#2Nardis Advisors LLC
NARDIS ADVISORS LLCServes this area from Scarsdale, NY (5 mi)#3Lightedway Advisory Services, Inc.
LIGHTEDWAY ADVISORY SERVICES, INC.Serves this area from Harrison, NY (5 mi)#4Next Level Private LLC
NEXT LEVEL PRIVATE LLCServes this area from Harrison, NY (5 mi)#5Prato Capital Management
PRATO CAPITAL MANAGEMENT, INC.Serves this area from White Plains, NY (6 mi)#6Matrix Asset Advisors Inc
MATRIX ASSET ADVISORS INCServes this area from White Plains, NY (7 mi)#7Meyer Handelman Company LLC
MEYER HANDELMAN COMPANY LLCServes this area from Rye Brook, NY (8 mi)#8Navis Wealth Advisors LLC
NAVIS WEALTH ADVISORS LLCServes this area from Rye Brook, NY (8 mi)#9Oxler Private Wealth
OXLER PRIVATE WEALTH LLCServes this area from Rye Brook, NY (8 mi)#10Seacrest Wealth Management, LLC
SEACREST WEALTH MANAGEMENT, LLCServes this area from Harrison, NY (8 mi)
20 more providers serving this area
- Morgan Stanley, Harrison, NY (9 mi)
- American Wealth Administration Group LLC, Glen Cove, NY (9 mi)
- Aspire Advisors, LLC, NY
- Quan Vest Consultants Inc, Manhasset, NY (10 mi)
- Bruderman Private Wealth, Locust Valley, NY (10 mi)
- C & C Financial Services, Inc., Great Neck Plaza, NY (10 mi)
- Palumbo Wealth Management LLC, Manhasset, NY (10 mi)
- Stone Hill Fiduciary Management, LLC, Manhasset, NY (10 mi)
- Avity Investment Management Inc., Greenwich, CT (11 mi)
- Onyx Bridge Wealth Group LLC, Tarrytown, NY (11 mi)
- Precision Capital Advisors, LLC, Greenwich, CT (11 mi)
- Greenwich Wealth Management, LLC, Greenwich, CT (11 mi)
- Michael J. Porro & Co. Financial Advisors, Inc., Old Tappan, NJ (12 mi)
- N10° Wealth, Greenwich, CT (13 mi)
- Ihs Wealth Management LLC, Oyster Bay, NY (14 mi)
- Forteris Wealth Management, Inc., Armonk, NY (14 mi)
- Modera Wealth Management, LLC, Westwood, NJ (14 mi)
- Income & Asset Advisory, Inc., Armonk, NY (14 mi)
- Settanni Financial LLC, Armonk, NY (14 mi)
- Leslie Marie Giordano, Garden City, NY (15 mi)
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Frequently asked questions
How many retirement plan advisors serve New Rochelle?
We list 71 retirement plan advisors serving New Rochelle, NY: 0 based there and 71 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 Rochelle?
The top-ranked retirement plan advisors serving New Rochelle, NY are Capital Preservation Partners, Inc., Nardis Advisors LLC, Lightedway Advisory Services, Inc., Next Level Private LLC and Prato Capital Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving New Rochelle are verified against official records?
10 of the top 10 match an active official record: Capital Preservation Partners, Inc. (U.S. Securities and Exchange Commission), Nardis Advisors LLC (U.S. Securities and Exchange Commission), Lightedway Advisory Services, Inc. (U.S. Securities and Exchange Commission), Next Level Private LLC (U.S. Securities and Exchange Commission) and Prato Capital Management (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 .