#1Arcadia Wealth Management
ARCADIA WEALTH MANAGEMENT, INC.
Based in Smithtown, NY
Retirement Plan Advisors in Smithtown, NY
The top-ranked retirement plan advisors serving Smithtown, NY are Arcadia Wealth Management, Conrad Capital Management, Inc. and Cfm Advisors Inc. We list 86 retirement plan advisors serving Smithtown, 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 Smithtown, 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 Smithtown
#2Conrad Capital Management, Inc.
CONRAD CAPITAL MANAGEMENT, INC.Serves this area from Hauppauge, NY (3 mi)#3Cfm Advisors Inc
CFM ADVISORS INCServes this area from Hauppauge, NY (3 mi)#4Lebenthal Diversified Asset Management Inc.
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.Serves this area from Hauppauge, NY (3 mi)#5Lebenthal Global Advisors, LLC
LEBENTHAL GLOBAL ADVISORS, LLCServes this area from Hauppauge, NY (3 mi)#6Network Investment Advisors Incorporated
NETWORK INVESTMENT ADVISORS INCORPORATEDServes this area from Commack, NY (4 mi)#7United Financial Planning Group LLC
UNITED FINANCIAL PLANNING GROUP LLCServes this area from Hauppauge, NY (4 mi)#8Pension Fund Evaluations, Inc.
PENSION FUND EVALUATIONS, INC.Serves this area from Centereach, NY (6 mi)#9Rockline Wealth Management LLC
ROCKLINE WEALTH MANAGEMENT LLCServes this area from Islip Terrace, NY (8 mi)#10Safe Harbor Asset Management, Inc.
SAFE HARBOR ASSET MANAGEMENT, INC.Serves this area from Huntington, NY (10 mi)
20 more providers serving this area
- St. James Investment Advisors, LLC, Port Jefferson, NY (10 mi)
- Dahab Associates Inc, West Bay Shore, NY (11 mi)
- Derryrush Wealth, West Sayville, NY (11 mi)
- Snyder Wealth Group, Holtsville, NY (11 mi)
- N Financial Plans, Huntington, NY (11 mi)
- Imperity Wealth Alliance LLC, Melville, NY (11 mi)
- Landmark Wealth Management, LLC, Melville, NY (11 mi)
- Prospect Financial Services LLC, Melville, NY (11 mi)
- The Wealth Alliance, LLC, Melville, NY (11 mi)
- Compass Advisors, Melville, NY (11 mi)
- Four Corners Financial, Melville, NY (11 mi)
- Aps Wealth Management, LLC, Melville, NY (12 mi)
- Clear Point Advisors, Inc., Melville, NY (12 mi)
- Koehler Asset Management, Babylon, NY (13 mi)
- Accountants Proprietary Financial Servicenet, LLC, Plainview, NY (14 mi)
- Consolidated Portfolio Review Corp, Woodbury, NY (14 mi)
- Fusion Family Wealth, LLC, Woodbury, NY (14 mi)
- Spielberger & Brooks, Inc., Woodbury, NY (15 mi)
- Cove Private Wealth, LLC, Oyster Bay Cove, NY (15 mi)
- 4thought Financial Group Inc., Syosset, NY (15 mi)
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Frequently asked questions
How many retirement plan advisors serve Smithtown?
We list 86 retirement plan advisors serving Smithtown, NY: 1 based there and 85 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 Smithtown?
The top-ranked retirement plan advisors serving Smithtown, NY are Arcadia Wealth Management, Conrad Capital Management, Inc., Cfm Advisors Inc, Lebenthal Diversified Asset Management Inc. and Lebenthal Global Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Smithtown are verified against official records?
10 of the top 10 match an active official record: Arcadia Wealth Management (U.S. Securities and Exchange Commission), Conrad Capital Management, Inc. (U.S. Securities and Exchange Commission), Cfm Advisors Inc (U.S. Securities and Exchange Commission), Lebenthal Diversified Asset Management Inc. (U.S. Securities and Exchange Commission) and Lebenthal Global 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 .