#1Hudson View Advisors, LLC
HUDSON VIEW ADVISORS, LLC
Serves this area from Croton-on-Hudson, NY (4 mi)
Retirement Plan Advisors in Ossining, NY
The top-ranked retirement plan advisors serving Ossining, NY are Hudson View Advisors, LLC, Onyx Bridge Wealth Group LLC and Wesfair Advisory Group, Inc.. We list 71 retirement plan advisors serving Ossining, 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 Ossining, 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 Ossining
#2Onyx Bridge Wealth Group LLC
ONYX BRIDGE WEALTH GROUP LLCServes this area from Tarrytown, NY (6 mi)#3Wesfair Advisory Group, Inc.
WESFAIR ADVISORY GROUP, INC.Serves this area from NY#4Aspire Advisors, LLC
ASPIRE ADVISORS, LLCServes this area from NY#5Forteris Wealth Management, Inc.
FORTERIS WEALTH MANAGEMENT, INC.Serves this area from Armonk, NY (9 mi)#6Income & Asset Advisory, Inc.
INCOME & ASSET ADVISORY, INC.Serves this area from Armonk, NY (9 mi)#7Settanni Financial LLC
SUTTON PLACE INVESTORS LLCServes this area from Armonk, NY (9 mi)#8Matrix Asset Advisors Inc
MATRIX ASSET ADVISORS INCServes this area from White Plains, NY (10 mi)#9Michael J. Porro & Co. Financial Advisors, Inc.
MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.Serves this area from Old Tappan, NJ (11 mi)#10Prato Capital Management
PRATO CAPITAL MANAGEMENT, INC.Serves this area from White Plains, NY (11 mi)
20 more providers serving this area
- Morgan Stanley, Harrison, NY (12 mi)
- N10° Wealth, Greenwich, CT (12 mi)
- Atwob, Katonah, NY (12 mi)
- Nardis Advisors LLC, Scarsdale, NY (12 mi)
- 5c Capital Management, LLC, Woodcliff Lake, NJ (13 mi)
- Seacrest Wealth Management, LLC, Harrison, NY (13 mi)
- Meyer Handelman Company LLC, Rye Brook, NY (14 mi)
- Navis Wealth Advisors LLC, Rye Brook, NY (14 mi)
- Oxler Private Wealth, Rye Brook, NY (14 mi)
- Modera Wealth Management, LLC, Westwood, NJ (14 mi)
- Next Level Private LLC, Harrison, NY (15 mi)
- Capital Preservation Partners, Inc., Bronxville, NY (15 mi)
- L&l Partners Wealth Management, LLC, Suffern, NY (15 mi)
- Lightedway Advisory Services, Inc., Harrison, NY (15 mi)
- Greenwich Wealth Management, LLC, Greenwich, CT (15 mi)
- Avity Investment Management Inc., Greenwich, CT (15 mi)
- Precision Capital Advisors, LLC, Greenwich, CT (16 mi)
- Oak Financial Group Inc, Stamford, CT (18 mi)
- Advisors Capital Management, LLC, Ridgewood, NJ (18 mi)
- Vaughan And Company Securities, Inc., Ridgewood, NJ (18 mi)
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Frequently asked questions
How many retirement plan advisors serve Ossining?
We list 71 retirement plan advisors serving Ossining, 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 Ossining?
The top-ranked retirement plan advisors serving Ossining, NY are Hudson View Advisors, LLC, Onyx Bridge Wealth Group LLC, Wesfair Advisory Group, Inc., Aspire Advisors, LLC and Forteris Wealth Management, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Ossining 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), Onyx Bridge Wealth Group LLC (U.S. Securities and Exchange Commission), Wesfair Advisory Group, Inc. (U.S. Securities and Exchange Commission), Aspire Advisors, LLC (U.S. Securities and Exchange Commission) and Forteris Wealth Management, 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 .