#1Accountants Proprietary Financial Servicenet, LLC
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC
Based in Plainview, NY
Retirement Plan Advisors in Plainview, NY
The top-ranked retirement plan advisors serving Plainview, NY are Accountants Proprietary Financial Servicenet, LLC, Consolidated Portfolio Review Corp and Fusion Family Wealth, LLC. We list 87 retirement plan advisors serving Plainview, 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 Plainview, NY (Nassau County). 87 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 Plainview
#2Consolidated Portfolio Review Corp
CONSOLIDATED PORTFOLIO REVIEW CORPServes this area from Woodbury, NY (2 mi)#3Fusion Family Wealth, LLC
FUSION FAMILY WEALTH, LLCServes this area from Woodbury, NY (2 mi)#4Spielberger & Brooks, Inc.
SPIELBERGER & BROOKS, INC.Serves this area from Woodbury, NY (2 mi)#5Aps Wealth Management, LLC
APS WEALTH MANAGEMENT, LLCServes this area from Melville, NY (3 mi)#6Clear Point Advisors, Inc.
CLEAR POINT ADVISORS, INC.Serves this area from Melville, NY (3 mi)#7Reynolds Consulting Services LLC
REYNOLDS CONSULTING SERVICES LLCServes this area from Hicksville, NY (3 mi)#8Four Corners Financial
V&V MANAGEMENT GROUP CORPORATIONServes this area from Melville, NY (3 mi)#9Compass Advisors
COMPASS ADVISORY GROUP LLCServes this area from Melville, NY (3 mi)#10Imperity Wealth Alliance LLC
IMPERITY WEALTH ALLIANCE LLCServes this area from Melville, NY (3 mi)
20 more providers serving this area
- Landmark Wealth Management, LLC, Melville, NY (3 mi)
- Prospect Financial Services LLC, Melville, NY (3 mi)
- The Wealth Alliance, LLC, Melville, NY (3 mi)
- 4thought Financial Group Inc., Syosset, NY (4 mi)
- Gold Coast Wealth Management, LLC, Jericho, NY (4 mi)
- Merkkuri Wealth Advisors LLC, Jericho, NY (4 mi)
- Cove Private Wealth, LLC, Oyster Bay Cove, NY (5 mi)
- Ihs Wealth Management LLC, Oyster Bay, NY (7 mi)
- N Financial Plans, Huntington, NY (7 mi)
- Henley & Company Wealth Management LLC, Uniondale, NY (7 mi)
- Safe Harbor Asset Management, Inc., Huntington, NY (8 mi)
- Flynn Zito Capital Management, LLC, Uniondale, NY (8 mi)
- United Asset Strategies Inc., Uniondale, NY (8 mi)
- Bruderman Private Wealth, Locust Valley, NY (9 mi)
- Leslie Marie Giordano, Garden City, NY (9 mi)
- Koehler Asset Management, Babylon, NY (10 mi)
- American Wealth Administration Group LLC, Glen Cove, NY (10 mi)
- Network Investment Advisors Incorporated, Commack, NY (11 mi)
- Lebenthal Diversified Asset Management Inc., Hauppauge, NY (12 mi)
- Lebenthal Global Advisors, LLC, Hauppauge, NY (12 mi)
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Frequently asked questions
How many retirement plan advisors serve Plainview?
We list 87 retirement plan advisors serving Plainview, NY: 1 based there and 86 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 Plainview?
The top-ranked retirement plan advisors serving Plainview, NY are Accountants Proprietary Financial Servicenet, LLC, Consolidated Portfolio Review Corp, Fusion Family Wealth, LLC, Spielberger & Brooks, Inc. and Aps Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Plainview are verified against official records?
10 of the top 10 match an active official record: Accountants Proprietary Financial Servicenet, LLC (U.S. Securities and Exchange Commission), Consolidated Portfolio Review Corp (U.S. Securities and Exchange Commission), Fusion Family Wealth, LLC (U.S. Securities and Exchange Commission), Spielberger & Brooks, Inc. (U.S. Securities and Exchange Commission) and Aps Wealth 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 .