#1Aps Wealth Management, LLC
APS WEALTH MANAGEMENT, LLC
Based in Melville, NY
Retirement Plan Advisors in Suffolk County, NY
The top-ranked retirement plan advisors serving Suffolk County, NY are Aps Wealth Management, LLC, Arcadia Wealth Management and Big Rock Advisors LLC. We list 86 retirement plan advisors serving Suffolk 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 Suffolk County, NY. 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 Suffolk County
#2Arcadia Wealth Management
ARCADIA WEALTH MANAGEMENT, INC.Based in Smithtown, NY#3Big Rock Advisors LLC
BIG ROCK ADVISORS LLCBased in Sag Harbor, NY#4Cfm Advisors Inc
CFM ADVISORS INCBased in Hauppauge, NY#5Clear Point Advisors, Inc.
CLEAR POINT ADVISORS, INC.Based in Melville, NY#6Compass Advisors
COMPASS ADVISORY GROUP LLCBased in Melville, NY#7Conrad Capital Management, Inc.
CONRAD CAPITAL MANAGEMENT, INC.Based in Hauppauge, NY#8Dahab Associates Inc
DAHAB ASSOCIATES INCBased in West Bay Shore, NY#9Derryrush Wealth
DERRYRUSH WEALTH MANAGEMENT LLCBased in West Sayville, NY#10East End Financial Group, Inc.
EAST END FINANCIAL GROUP, INC.Based in Riverhead, NY
20 more providers serving this area
- Four Corners Financial, Melville, NY
- Imperity Wealth Alliance LLC, Melville, NY
- Koehler Asset Management, Babylon, NY
- Landmark Wealth Management, LLC, Melville, NY
- Lebenthal Diversified Asset Management Inc., Hauppauge, NY
- Lebenthal Global Advisors, LLC, Hauppauge, NY
- Network Investment Advisors Incorporated, Commack, NY
- N Financial Plans, Huntington, NY
- Pension Fund Evaluations, Inc., Centereach, NY
- Prospect Financial Services LLC, Melville, NY
- Rockline Wealth Management LLC, Islip Terrace, NY
- Safe Harbor Asset Management, Inc., Huntington, NY
- Snyder Wealth Group, Holtsville, NY
- St. James Investment Advisors, LLC, Port Jefferson, NY
- The Wealth Alliance, LLC, Melville, NY
- United Financial Planning Group LLC, Hauppauge, NY
- Grey Ledge Advisors, LLC, Guilford, CT (23 mi)
- Principle Wealth, Madison, CT (24 mi)
- Granite Islands Private Wealth, LLC, Guilford, CT (24 mi)
- Connecticut Capital Management Group, LLC, Milford city (balance), CT (27 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Suffolk County?
We list 86 retirement plan advisors serving Suffolk County, NY: 26 based there and 60 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 Suffolk County?
The top-ranked retirement plan advisors serving Suffolk County, NY are Aps Wealth Management, LLC, Arcadia Wealth Management, Big Rock Advisors LLC, Cfm Advisors Inc and Clear Point Advisors, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Suffolk County are verified against official records?
10 of the top 10 match an active official record: Aps Wealth Management, LLC (U.S. Securities and Exchange Commission), Arcadia Wealth Management (U.S. Securities and Exchange Commission), Big Rock Advisors LLC (U.S. Securities and Exchange Commission), Cfm Advisors Inc (U.S. Securities and Exchange Commission) and Clear Point Advisors, Inc. (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 .
Cities in Suffolk County
Communities served
Medford, Copiague, East Patchogue, Selden, Hauppauge, East Northport, Huntington, North Bay Shore, Melville, Ronkonkoma, Holtsville, North Amityville, Lake Ronkonkoma, Islip, North Babylon, Kings Park, Sayville, Mastic, Hampton Bays, Riverhead, Farmingville, Manorville, Mastic Beach, East Islip, Greenlawn, Rocky Point, St. James, Stony Brook, Ridge, Nesconset, Wyandanch, Patchogue, Babylon, North Lindenhurst, North Bellport, Miller Place, Mount Sinai, Terryville, Elwood, Lake Grove, East Setauket, Middle Island, Stony Brook University, Bohemia, Amityville, Fort Salonga, South Huntington, Bayport, Port Jefferson, Springs, Center Moriches, Port Jefferson Station, Wading River, Baywood, Oakdale, Sound Beach, Northport, East Shoreham, North Patchogue, East Farmingdale