#1Snyder Wealth Group
MARK J SNYDER FINANCIAL SERVICES INC
Serves this area from Holtsville, NY (8 mi)
Retirement Plan Advisors in Shirley, NY
The top-ranked retirement plan advisors serving Shirley, NY are Snyder Wealth Group, Derryrush Wealth and Pension Fund Evaluations, Inc.. We list 86 retirement plan advisors serving Shirley, 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 Shirley, NY (Suffolk County). 86 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 Shirley
#2Derryrush Wealth
DERRYRUSH WEALTH MANAGEMENT LLCServes this area from West Sayville, NY (13 mi)#3Pension Fund Evaluations, Inc.
PENSION FUND EVALUATIONS, INC.Serves this area from Centereach, NY (13 mi)#4East End Financial Group, Inc.
EAST END FINANCIAL GROUP, INC.Serves this area from Riverhead, NY (14 mi)#5St. James Investment Advisors, LLC
ST. JAMES INVESTMENT ADVISORS, LLCServes this area from Port Jefferson, NY (14 mi)#6Cfm Advisors Inc
CFM ADVISORS INCServes this area from Hauppauge, NY (17 mi)#7Conrad Capital Management, Inc.
CONRAD CAPITAL MANAGEMENT, INC.Serves this area from Hauppauge, NY (17 mi)#8Rockline Wealth Management LLC
ROCKLINE WEALTH MANAGEMENT LLCServes this area from Islip Terrace, NY (17 mi)#9Arcadia Wealth Management
ARCADIA WEALTH MANAGEMENT, INC.Serves this area from Smithtown, NY (18 mi)#10United Financial Planning Group LLC
UNITED FINANCIAL PLANNING GROUP LLCServes this area from Hauppauge, NY (19 mi)
20 more providers serving this area
- Lebenthal Diversified Asset Management Inc., Hauppauge, NY (20 mi)
- Lebenthal Global Advisors, LLC, Hauppauge, NY (20 mi)
- Dahab Associates Inc, West Bay Shore, NY (21 mi)
- Network Investment Advisors Incorporated, Commack, NY (22 mi)
- Koehler Asset Management, Babylon, NY (25 mi)
- Imperity Wealth Alliance LLC, Melville, NY (28 mi)
- Landmark Wealth Management, LLC, Melville, NY (28 mi)
- Prospect Financial Services LLC, Melville, NY (28 mi)
- The Wealth Alliance, LLC, Melville, NY (28 mi)
- Compass Advisors, Melville, NY (28 mi)
- Safe Harbor Asset Management, Inc., Huntington, NY (28 mi)
- Four Corners Financial, Melville, NY (28 mi)
- Aps Wealth Management, LLC, Melville, NY (29 mi)
- Clear Point Advisors, Inc., Melville, NY (29 mi)
- N Financial Plans, Huntington, NY (29 mi)
- Connecticut Capital Management Group, LLC, Milford city (balance), CT (31 mi)
- Accountants Proprietary Financial Servicenet, LLC, Plainview, NY (31 mi)
- Consolidated Portfolio Review Corp, Woodbury, NY (32 mi)
- Fusion Family Wealth, LLC, Woodbury, NY (32 mi)
- Moneco Advisors, Fairfield, CT (32 mi)
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Frequently asked questions
How many retirement plan advisors serve Shirley?
We list 86 retirement plan advisors serving Shirley, NY: 0 based there and 86 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 Shirley?
The top-ranked retirement plan advisors serving Shirley, NY are Snyder Wealth Group, Derryrush Wealth, Pension Fund Evaluations, Inc., East End Financial Group, Inc. and St. James Investment Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Shirley are verified against official records?
10 of the top 10 match an active official record: Snyder Wealth Group (U.S. Securities and Exchange Commission), Derryrush Wealth (U.S. Securities and Exchange Commission), Pension Fund Evaluations, Inc. (U.S. Securities and Exchange Commission), East End Financial Group, Inc. (U.S. Securities and Exchange Commission) and St. James Investment Advisors, 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 .