#1Cooper/haims Advisors, LLC
COOPER/HAIMS ADVISORS, LLC
Based in NY
Retirement Plan Advisors in Ontario County, NY
The top-ranked retirement plan advisors serving Ontario County, NY are Cooper/haims Advisors, LLC, Prosperity Advisory Group LLC and Simco Financial. We list 26 retirement plan advisors serving Ontario County, NY. 26 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 Ontario County, NY. 26 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 Ontario County
#2Prosperity Advisory Group LLC
PROSPERITY ADVISORY GROUP LLCBased in NY#3Simco Financial
STEDFAST CAPITAL MANAGEMENT LLCBased in NY#4The Pitti Group Wealth Management, LLC
THE PITTI GROUP WEALTH MANAGEMENT, LLCBased in NY#5Transparent Wealth Consulting LLC
TRANSPARENT WEALTH CONSULTING LLCBased in NY#6Carosa, Stanton & Depaolo Asset Management, LLC
CAROSA STANTON ASSET MANAGEMENT, LLCServes this area from NY#7Elevatus Wealth Management, LLC
ELEVATUS WEALTH MANAGEMENT, LLCServes this area from NY#8Milestones Private Investment Advisors LLC
MILESTONES PRIVATE INVESTMENT ADVISORS LLCServes this area from NY#9Manning & Napier Advisors, LLC
MANNING & NAPIER ADVISORS, LLCServes this area from NY#10Kickstand Wealth Advisors
KICKSTAND VENTURES, LLCServes this area from NY
16 more providers serving this area
- Generation Capital Management LLC, NY
- Post Resch Tallon Group, NY
- Professional Financial, NY
- High Probability Advisors, LLC, NY
- Sage Tree Wealth, Fairport, NY (18 mi)
- Lvw Advisors, LLC, Pittsford, NY (20 mi)
- Rise Advisors, LLC, NY
- Novem Group, NY
- Oak Crest Advisory, LLC, NY
- Prentice Wealth Management LLC, NY
- Ashton Thomas Securities, LLC, Brighton, NY (22 mi)
- Bright Futures Wealth Management, LLC, NY
- Layline Advisors, Rochester, NY (25 mi)
- Alsworth Capital Management, LLC, Corning, NY (51 mi)
- Lake Road Advisors, LLC, Corning, NY (51 mi)
- Rooted Planning Group, Corning, NY (51 mi)
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Frequently asked questions
How many retirement plan advisors serve Ontario County?
We list 26 retirement plan advisors serving Ontario County, NY: 5 based there and 21 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 Ontario County?
The top-ranked retirement plan advisors serving Ontario County, NY are Cooper/haims Advisors, LLC, Prosperity Advisory Group LLC, Simco Financial, The Pitti Group Wealth Management, LLC and Transparent Wealth Consulting LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Ontario County are verified against official records?
10 of the top 10 match an active official record: Cooper/haims Advisors, LLC (U.S. Securities and Exchange Commission), Prosperity Advisory Group LLC (U.S. Securities and Exchange Commission), Simco Financial (U.S. Securities and Exchange Commission), The Pitti Group Wealth Management, LLC (U.S. Securities and Exchange Commission) and Transparent Wealth Consulting 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 .
Communities served
Geneva, Canandaigua, Victor, Clifton Springs, Phelps, Manchester, Shortsville, Bloomfield, Naples, Honeoye, Crystal Beach, Gorham, Port Gibson, Hall