#1Beyond Wealth Management Group, LLC
BEYOND WEALTH MANAGEMENT GROUP, LLC
Based in New Paltz, NY
Retirement Plan Advisors in Ulster County, NY
The top-ranked retirement plan advisors serving Ulster County, NY are Beyond Wealth Management Group, LLC, Kilter Group and Marshall + Sterling Wealth Advisors, Inc.. We list 6 retirement plan advisors serving Ulster County, NY. 6 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 Ulster County, NY. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Ulster County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Beyond Wealth Management Group, LLC | SEC-registered investment adviser (CRD)#293291 | New Paltz, NY | (845) 750-6213 |
| 2 | Kilter Group | SEC-registered investment adviser (CRD)#330356 | NY | (646) 438-6557 |
| 3 | Marshall + Sterling Wealth Advisors, Inc. | SEC-registered investment adviser (CRD)#164345 | Poughkeepsie, NY (24 mi) | (845) 554-1046 |
| 4 | Quint Investments And Insurance | SEC-registered investment adviser (CRD)#168463 | NY | (845) 345-3628 |
| 5 | Focused Wealth Management, Inc. | SEC-registered investment adviser (CRD)#154828 | Balmville, NY (32 mi) | (845) 691-4035 |
| 6 | Orange Investment Advisors, Inc. | SEC-registered investment adviser (CRD)#107387 | Goshen, NY (38 mi) | (845) 294-6127 |
#2Kilter Group
KILTER GROUP LLCServes this area from NY#3Marshall + Sterling Wealth Advisors, Inc.
MARSHALL + STERLING WEALTH ADVISORS, INC.Serves this area from Poughkeepsie, NY (24 mi)#4Quint Investments And Insurance
QUINT WEALTH MANAGEMENT, INC.Serves this area from NY#5Focused Wealth Management, Inc.
FOCUSED WEALTH MANAGEMENT, INC.Serves this area from Balmville, NY (32 mi)#6Orange Investment Advisors, Inc.
ORANGE INVESTMENT ADVISORS, INC.Serves this area from Goshen, NY (38 mi)
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Frequently asked questions
How many retirement plan advisors serve Ulster County?
We list 6 retirement plan advisors serving Ulster County, NY: 1 based there and 5 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Ulster County?
The top-ranked retirement plan advisors serving Ulster County, NY are Beyond Wealth Management Group, LLC, Kilter Group, Marshall + Sterling Wealth Advisors, Inc., Quint Investments And Insurance and Focused Wealth Management, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Ulster County are verified against official records?
6 of the top 6 match an active official record: Beyond Wealth Management Group, LLC (U.S. Securities and Exchange Commission), Kilter Group (U.S. Securities and Exchange Commission), Marshall + Sterling Wealth Advisors, Inc. (U.S. Securities and Exchange Commission), Quint Investments And Insurance (U.S. Securities and Exchange Commission) and Focused Wealth Management, Inc. (U.S. Securities and Exchange Commission), and 1 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
Kingston, New Paltz, Highland, Ellenville, Saugerties, Marlboro, Port Ewen, Hurley, Lincoln Park, Lake Katrine, Woodstock, Saugerties South, Wallkill, Glasco, Clintondale, West Hurley, Kerhonkson, Watchtower, Milton, Tillson, Plattekill, Rosendale, Walker Valley, Stone Ridge, Napanoch, Shokan, Zena, Gardiner, Ruby, Hillside, High Falls, Accord, Rifton, Cragsmoor, Malden-on-Hudson, East Kingston, Pine Hill, Phoenicia