#1Mwm Group LLC
MWM GROUP LLC
Serves this area from Cedarhurst, NY (6 mi)
Retirement Plan Advisors in Queens (Queens County), NY
The top-ranked retirement plan advisors serving Queens (Queens County), NY are Mwm Group LLC, Aldebaran Capital and Brewster Financial Planning LLC. We list 107 retirement plan advisors serving Queens (Queens 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 Queens (Queens County), NY. 107 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 Queens (Queens County)
#2Aldebaran Capital
EQUITY ASSETS, L.L.C.Serves this area from New York, NY (7 mi)#3Brewster Financial Planning LLC
BREWSTER FINANCIAL PLANNING LLCServes this area from New York, NY (8 mi)#4Brooklyn Fi, LLC
BROOKLYN FI, LLCServes this area from New York, NY (8 mi)#5Maridea Wealth Management
MARIDEA WEALTH MANAGEMENT LLCServes this area from New York, NY (8 mi)#6Nosuris, Inc.
NOSURIS, INC.Serves this area from Lynbrook, NY (8 mi)#7Schonfeld Wealth Management, LLC
SCHONFELD WEALTH MANAGEMENT, LLCServes this area from New York, NY (9 mi)#8Patton Wealth Advisors
PATTON FUND MANAGEMENT, INC.Serves this area from New York, NY (9 mi)#9Mon Capital Management LLC
MON CAPITAL MANAGEMENT LLCServes this area from New York, NY (10 mi)#10Ajf Capital Management, Inc.
AJF CAPITAL MANAGEMENT, INC.Serves this area from New York, NY (10 mi)
20 more providers serving this area
- Arch Global Advisors, LLC, New York, NY (10 mi)
- Old Slip Registered Investment Advisors, LLC, New York, NY (10 mi)
- Oppenheimer & Co. Inc., New York, NY (10 mi)
- Passive Management LLC, New York, NY (10 mi)
- Lake Hill Capital Management, LLC, New York, NY (10 mi)
- Luesink Stenstrom Financial, New York, NY (10 mi)
- Lumiere Financial, New York, NY (10 mi)
- Manhattan Wealth Management Group, New York, NY (10 mi)
- Satovsky Asset Management LLC, New York, NY (10 mi)
- Summit Trail Advisors, LLC, New York, NY (10 mi)
- Td Private Client Wealth LLC, New York, NY (10 mi)
- The Northstar Group, Inc., New York, NY (10 mi)
- Washington Square Capital Management LLC, New York, NY (10 mi)
- Wolfe Research Advisors, LLC, New York, NY (10 mi)
- Cerity Partners LLC, New York, NY (10 mi)
- Cerity Partners Retirement Plan Consultants, New York, NY (10 mi)
- Eagle Strategies LLC, New York, NY (10 mi)
- Magnus Financial Group LLC, New York, NY (10 mi)
- Penbrook Management LLC, New York, NY (10 mi)
- Value Investment Professionals, LLC, New York, NY (10 mi)
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Frequently asked questions
How many retirement plan advisors serve Queens (Queens County)?
We list 107 retirement plan advisors serving Queens (Queens County), NY: 0 based there and 107 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 Queens (Queens County)?
The top-ranked retirement plan advisors serving Queens (Queens County), NY are Mwm Group LLC, Aldebaran Capital, Brewster Financial Planning LLC, Brooklyn Fi, LLC and Maridea Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Queens (Queens County) are verified against official records?
10 of the top 10 match an active official record: Mwm Group LLC (U.S. Securities and Exchange Commission), Aldebaran Capital (U.S. Securities and Exchange Commission), Brewster Financial Planning LLC (U.S. Securities and Exchange Commission), Brooklyn Fi, LLC (U.S. Securities and Exchange Commission) and Maridea Wealth Management (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 .