Retirement Plan Advisors in Schoharie County, NY
The top-ranked retirement plan advisors serving Schoharie County, NY are Fenimore Asset Management, Inc., Arista Advisory Group, LLC and Sip Financial Services. We list 12 retirement plan advisors serving Schoharie County, NY. 12 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 Schoharie County, NY. 12 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 Schoharie County
- FENIMORE ASSET MANAGEMENT, INC.Based in Cobleskill, NY
#2Arista Advisory Group, LLC
ARISTA ADVISORY GROUP, LLCServes this area from Albany, NY (30 mi)#3Sip Financial Services
ROSENBAUM, LANNY, KEVINServes this area from East Glenville, NY (32 mi)#4Dutch Asset Corporation
DUTCH ASSET CORPORATIONServes this area from NY#5Greenbush Financial Group, LLC
GREENBUSH FINANCIAL GROUP, LLCServes this area from NY#6Amidon & Petersen Financials, LLC
AMIDON & PETERSEN FINANCIALS, LLCServes this area from NY#7Marathon Mission, Inc.
MARATHON MISSION, INC.Serves this area from NY#8Albanyadvisor Group LLC
ALBANYADVISOR GROUP LLCServes this area from Roessleville, NY (35 mi)#9Curran Wealth Management
CIM, LLCServes this area from Albany, NY (35 mi)#10Pks Advisory Services, LLC
PKS ADVISORY SERVICES, LLCServes this area from Albany, NY (35 mi)
2 more providers serving this area
- Broadway Advisor Group, Albany, NY (35 mi)
- Graney& King, LLC, Latham, NY (36 mi)
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Frequently asked questions
How many retirement plan advisors serve Schoharie County?
We list 12 retirement plan advisors serving Schoharie County, NY: 1 based there and 11 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 Schoharie County?
The top-ranked retirement plan advisors serving Schoharie County, NY are Fenimore Asset Management, Inc., Arista Advisory Group, LLC, Sip Financial Services, Dutch Asset Corporation 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 Schoharie County are verified against official records?
10 of the top 10 match an active official record: Fenimore Asset Management, Inc. (U.S. Securities and Exchange Commission), Arista Advisory Group, LLC (U.S. Securities and Exchange Commission), Sip Financial Services (U.S. Securities and Exchange Commission), Dutch Asset Corporation (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 .
Communities served
Cobleskill, Middleburgh, Schoharie, Richmondville, Central Bridge, Sharon Springs, Esperance, Jefferson, North Blenheim