#1Atwob
POINT B PLANNING, LLC
Serves this area from Katonah, NY (12 mi)
Retirement Plan Advisors in Putnam County, NY
The top-ranked retirement plan advisors serving Putnam County, NY are Atwob, Quint Investments And Insurance and Focused Wealth Management, Inc.. We list 43 retirement plan advisors serving Putnam County, 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 Putnam County, NY. 43 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 Putnam County
#2Quint Investments And Insurance
QUINT WEALTH MANAGEMENT, INC.Serves this area from NY#3Focused Wealth Management, Inc.
FOCUSED WEALTH MANAGEMENT, INC.Serves this area from Balmville, NY (15 mi)#4Hudson View Advisors, LLC
HUDSON VIEW ADVISORS, LLCServes this area from Croton-on-Hudson, NY (17 mi)#5Wesfair Advisory Group, Inc.
WESFAIR ADVISORY GROUP, INC.Serves this area from NY#6Income & Asset Advisory, Inc.
INCOME & ASSET ADVISORY, INC.Serves this area from Armonk, NY (21 mi)#7Settanni Financial LLC
SUTTON PLACE INVESTORS LLCServes this area from Armonk, NY (21 mi)#8Marshall + Sterling Wealth Advisors, Inc.
MARSHALL + STERLING WEALTH ADVISORS, INC.Serves this area from Poughkeepsie, NY (21 mi)#9Forteris Wealth Management, Inc.
FORTERIS WEALTH MANAGEMENT, INC.Serves this area from Armonk, NY (22 mi)#10N10° Wealth
N10 WEALTH, LLCServes this area from Greenwich, CT (24 mi)
20 more providers serving this area
- Round Rock Advisors LLC, Wilton, CT (24 mi)
- Catum Advisory Group, LLC., Wilton, CT (25 mi)
- Trivium Point Advisory, LLC, Wilton, CT (25 mi)
- Oak Financial Group Inc, Stamford, CT (26 mi)
- Aspire Advisors, LLC, NY
- Onyx Bridge Wealth Group LLC, Tarrytown, NY (26 mi)
- Morgan Stanley, Harrison, NY (27 mi)
- Matrix Asset Advisors Inc, White Plains, NY (28 mi)
- New Edge Wealth, Stamford, CT (28 mi)
- Sovereign Financial Group, Inc., Stamford, CT (28 mi)
- Twenty Four Wealth, Darien, CT (28 mi)
- Beirne., Darien, CT (28 mi)
- Coastal Bridge Advisors, Westport, CT (28 mi)
- Granite Group Advisors, LLC, Stamford, CT (28 mi)
- Greenwich Wealth Management, LLC, Greenwich, CT (28 mi)
- Integra Global Advisors LLC, Stamford, CT (28 mi)
- Steward Partners Investment Advisory, LLC, Stamford, CT (28 mi)
- Third View Private Wealth, Westport, CT (28 mi)
- Avity Investment Management Inc., Greenwich, CT (28 mi)
- Precision Capital Advisors, LLC, Greenwich, CT (28 mi)
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Frequently asked questions
How many retirement plan advisors serve Putnam County?
We list 43 retirement plan advisors serving Putnam County, NY: 0 based there and 43 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 Putnam County?
The top-ranked retirement plan advisors serving Putnam County, NY are Atwob, Quint Investments And Insurance, Focused Wealth Management, Inc., Hudson View Advisors, LLC and Wesfair Advisory Group, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Putnam County are verified against official records?
10 of the top 10 match an active official record: Atwob (U.S. Securities and Exchange Commission), Quint Investments And Insurance (U.S. Securities and Exchange Commission), Focused Wealth Management, Inc. (U.S. Securities and Exchange Commission), Hudson View Advisors, LLC (U.S. Securities and Exchange Commission) and Wesfair Advisory Group, 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 .
Communities served
Mahopac, Lake Carmel, Carmel, Putnam Lake, Brewster, Cold Spring, Brewster Hill, Peach Lake, Brewster Heights, Nelsonville