#1Sip Financial Services
ROSENBAUM, LANNY, KEVIN
Serves this area from East Glenville, NY (4 mi)
Retirement Plan Advisors in Schenectady, NY
The top-ranked retirement plan advisors serving Schenectady, NY are Sip Financial Services, Marathon Mission, Inc. and Arista Advisory Group, LLC. We list 19 retirement plan advisors serving Schenectady, NY. 19 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 Schenectady, NY (Schenectady County). 19 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 Schenectady
#2Marathon Mission, Inc.
MARATHON MISSION, INC.Serves this area from NY#3Arista Advisory Group, LLC
ARISTA ADVISORY GROUP, LLCServes this area from Albany, NY (7 mi)#4Amidon & Petersen Financials, LLC
AMIDON & PETERSEN FINANCIALS, LLCServes this area from NY#5Greenbush Financial Group, LLC
GREENBUSH FINANCIAL GROUP, LLCServes this area from NY#6Graney& King, LLC
GRANEY & KING, LLCServes this area from Latham, NY (10 mi)#7Albanyadvisor Group LLC
ALBANYADVISOR GROUP LLCServes this area from Roessleville, NY (12 mi)#8Curran Wealth Management
CIM, LLCServes this area from Albany, NY (14 mi)#9Pks Advisory Services, LLC
PKS ADVISORY SERVICES, LLCServes this area from Albany, NY (14 mi)#10Broadway Advisor Group
BROADWAY ADVISOR GROUPServes this area from Albany, NY (14 mi)
9 more providers serving this area
- Luther Forest Wealth Advisors, L.L.C., NY
- Dutch Asset Corporation, NY
- Quartz Partners Investment Management, Saratoga Springs, NY (20 mi)
- Congress Park Capital LLC, Saratoga Springs, NY (21 mi)
- Continuum Wealth Advisors, LLC, Saratoga Springs, NY (21 mi)
- Sage Hill Advisory And Management LLC, Saratoga Springs, NY (21 mi)
- Crescent Hill Partners LLC, Saratoga Springs, NY (21 mi)
- Mcneill Capital, LLC, Saratoga Springs, NY (21 mi)
- Fenimore Asset Management, Inc., Cobleskill, NY (30 mi)
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Frequently asked questions
How many retirement plan advisors serve Schenectady?
We list 19 retirement plan advisors serving Schenectady, NY: 0 based there and 19 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 Schenectady?
The top-ranked retirement plan advisors serving Schenectady, NY are Sip Financial Services, Marathon Mission, Inc., Arista Advisory Group, LLC, Amidon & Petersen Financials, LLC and Greenbush Financial Group, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Schenectady are verified against official records?
10 of the top 10 match an active official record: Sip Financial Services (U.S. Securities and Exchange Commission), Marathon Mission, Inc. (U.S. Securities and Exchange Commission), Arista Advisory Group, LLC (U.S. Securities and Exchange Commission), Amidon & Petersen Financials, LLC (U.S. Securities and Exchange Commission) and Greenbush Financial Group, 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 .