#1Purevest
PUREVEST, LLC
Based in New York, NY
Retirement Plan Advisors in Staten Island (Richmond County), NY
The top-ranked retirement plan advisors serving Staten Island (Richmond County), NY are Purevest, The Hajdari Group, LLC and Vcp Financial LLC. We list 30 retirement plan advisors serving Staten Island (Richmond 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 Staten Island (Richmond County), NY. 30 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 Staten Island (Richmond County)
#2The Hajdari Group, LLC
THE HAJDARI GROUP, LLCBased in New York, NY#3Vcp Financial LLC
VCP FINANCIAL LLCBased in New York, NY#4Schonfeld Wealth Management, LLC
SCHONFELD WEALTH MANAGEMENT, LLCServes this area from New York, NY (9 mi)#5Virtus Wealth Solutions
INNOVATIVE FINANCIAL SOLUTIONS NJ, LLCServes this area from NJ#6Brewster Financial Planning LLC
BREWSTER FINANCIAL PLANNING LLCServes this area from New York, NY (12 mi)#7Taurus Financial
TAURUS FINANCIAL LLCServes this area from Jersey City, NJ (12 mi)#8Astra Wealth Partners
ASTRA WEALTH PARTNERS LLCServes this area from Jersey City, NJ (12 mi)#9Mountain Hill Investment Partners
MOUNTAIN HILL INVESTMENT PARTNERSServes this area from NJ#10Ciro Capital LLC
CIRO CAPITAL LLCServes this area from Jersey City, NJ (12 mi)
20 more providers serving this area
- Tepp Wealth Management, Westfield, NJ (12 mi)
- Aldebaran Capital, New York, NY (13 mi)
- Ridgewood Investments, NJ
- Castle Financial & Retirement Planning Associates Inc, Fair Haven, NJ (15 mi)
- Maridea Wealth Management, New York, NY (15 mi)
- Brooklyn Fi, LLC, New York, NY (15 mi)
- Newport Capital Group, LLC, Red Bank, NJ (15 mi)
- Lighthouse Financial Advisors, Inc., Red Bank, NJ (15 mi)
- Withum Wealth Management, Red Bank, NJ (15 mi)
- Salvus Wealth Management, LLC, NJ
- Tsg Alpha Partners, LLC, NJ
- World Investment Advisors, LLC, Lincroft, NJ (16 mi)
- Ubs Financial Services Inc., NJ
- Tlg Advisors, Inc., Summit, NJ (16 mi)
- Mezzasalma Advisors, Tinton Falls, NJ (16 mi)
- Tilson Financial Group Inc, New Providence, NJ (17 mi)
- Nppg Plan Professionals, LLC, Shrewsbury, NJ (17 mi)
- Oakbourne Advisors, NJ
- Global Wealth Management, LLC, Kingston, NJ (28 mi)
- Shore Point Advisors, LLC, Brielle, NJ (32 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Staten Island (Richmond County)?
We list 30 retirement plan advisors serving Staten Island (Richmond County), NY: 3 based there and 27 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 Staten Island (Richmond County)?
The top-ranked retirement plan advisors serving Staten Island (Richmond County), NY are Purevest, The Hajdari Group, LLC, Vcp Financial LLC, Schonfeld Wealth Management, LLC and Virtus Wealth Solutions. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Staten Island (Richmond County) are verified against official records?
10 of the top 10 match an active official record: Purevest (U.S. Securities and Exchange Commission), The Hajdari Group, LLC (U.S. Securities and Exchange Commission), Vcp Financial LLC (U.S. Securities and Exchange Commission), Schonfeld Wealth Management, LLC (U.S. Securities and Exchange Commission) and Virtus Wealth Solutions (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 .