#1Lytle Investments
LYTLE INVESTMENT SERVICES CORP.
Serves this area from NY
Retirement Plan Advisors in Niagara Falls, NY
The top-ranked retirement plan advisors serving Niagara Falls, NY are Lytle Investments, Sanderson Wealth Management, LLC and Nottingham Advisors Inc.. We list 19 retirement plan advisors serving Niagara Falls, NY. 19 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 Niagara Falls, NY (Niagara County). 19 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 Niagara Falls
#2Sanderson Wealth Management, LLC
SANDERSON WEALTH MANAGEMENT, LLCServes this area from Tonawanda Town, NY (13 mi)#3Nottingham Advisors Inc.
NOTTINGHAM ADVISORS INC.Serves this area from NY#4Landmark Wealth Management
BRYANT WOODS INVESTMENT ADVISORS, LLCServes this area from NY#5Courier Capital, LLC
COURIER CAPITAL, LLCServes this area from Buffalo, NY (14 mi)#6North Woods Wealth Management
NORTH WOODS ASSET MANAGEMENT LLCServes this area from Buffalo, NY (15 mi)#7Western New York Financial Group, LLC
WESTERN NEW YORK FINANCIAL GROUP, LLCServes this area from Buffalo, NY (15 mi)#8Lawley Retirement Advisors
LAWLEY RETIREMENT ADVISORS, LLCServes this area from Buffalo, NY (15 mi)#9Collins Advisors, LLC
COLLINS ADVISORS, LLCServes this area from Buffalo, NY (16 mi)#10Dopkins Wealth Management, LLC
DOPKINS WEALTH MANAGEMENT, LLCServes this area from NY
9 more providers serving this area
- Bentham Wealth Advisors, NY
- Florian Financial Group LLC, NY
- Level Financial Advisors, Inc., NY
- Cambridge Advisors, LLC, NY
- Northcape Wealth Management, NY
- Buffalo First Wealth Management, LLC, NY
- Winthrop Partners - Wny, LLC, Orchard Park, NY (26 mi)
- Winthrop Partners - Wpa , LLC, Orchard Park, NY (26 mi)
- Moldenhauer & Associates, Orchard Park, NY (26 mi)
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Frequently asked questions
How many retirement plan advisors serve Niagara Falls?
We list 19 retirement plan advisors serving Niagara Falls, NY: 0 based there and 19 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 Niagara Falls?
The top-ranked retirement plan advisors serving Niagara Falls, NY are Lytle Investments, Sanderson Wealth Management, LLC, Nottingham Advisors Inc., Landmark Wealth Management and Courier Capital, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Niagara Falls are verified against official records?
10 of the top 10 match an active official record: Lytle Investments (U.S. Securities and Exchange Commission), Sanderson Wealth Management, LLC (U.S. Securities and Exchange Commission), Nottingham Advisors Inc. (U.S. Securities and Exchange Commission), Landmark Wealth Management (U.S. Securities and Exchange Commission) and Courier Capital, 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 .