#1Nosuris, Inc.
NOSURIS, INC.
Serves this area from Lynbrook, NY (1 mi)
Retirement Plan Advisors in Valley Stream, NY
The top-ranked retirement plan advisors serving Valley Stream, NY are Nosuris, Inc., Mwm Group LLC and Mpc Capital Advisors, LLC. We list 87 retirement plan advisors serving Valley Stream, 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 Valley Stream, NY (Nassau County). 87 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 Valley Stream
#2Mwm Group LLC
MWM GROUP LLCServes this area from Cedarhurst, NY (3 mi)#3Mpc Capital Advisors, LLC
MPC CAPITAL ADVISORS, LLCServes this area from Rockville Centre, NY (3 mi)#4The Pinnacle Financial Group
THE PINNACLE FINANCIAL GROUPServes this area from Rockville Centre, NY (4 mi)#5Leslie Marie Giordano
LESLIE MARIE GIORDANOServes this area from Garden City, NY (6 mi)#6United Asset Strategies Inc.
UNITED ASSET STRATEGIES INC.Serves this area from Uniondale, NY (7 mi)#7Flynn Zito Capital Management, LLC
FLYNN ZITO CAPITAL MANAGEMENT, LLCServes this area from Uniondale, NY (7 mi)#8Henley & Company Wealth Management LLC
HENLEY & COMPANY WEALTH MANAGEMENT LLCServes this area from Uniondale, NY (7 mi)#9C & C Financial Services, Inc.
C & C FINANCIAL SERVICES, INC.Serves this area from Great Neck Plaza, NY (8 mi)#10Palumbo Wealth Management LLC
PALUMBO WEALTH MANAGEMENT LLCServes this area from Manhasset, NY (8 mi)
20 more providers serving this area
- Stone Hill Fiduciary Management, LLC, Manhasset, NY (8 mi)
- Quan Vest Consultants Inc, Manhasset, NY (9 mi)
- Reynolds Consulting Services LLC, Hicksville, NY (12 mi)
- Merkkuri Wealth Advisors LLC, Jericho, NY (12 mi)
- Gold Coast Wealth Management, LLC, Jericho, NY (12 mi)
- American Wealth Administration Group LLC, Glen Cove, NY (14 mi)
- Spielberger & Brooks, Inc., Woodbury, NY (15 mi)
- Consolidated Portfolio Review Corp, Woodbury, NY (15 mi)
- Fusion Family Wealth, LLC, Woodbury, NY (15 mi)
- Accountants Proprietary Financial Servicenet, LLC, Plainview, NY (15 mi)
- 4thought Financial Group Inc., Syosset, NY (16 mi)
- Bruderman Private Wealth, Locust Valley, NY (16 mi)
- Aps Wealth Management, LLC, Melville, NY (17 mi)
- Clear Point Advisors, Inc., Melville, NY (17 mi)
- Cove Private Wealth, LLC, Oyster Bay Cove, NY (17 mi)
- Ihs Wealth Management LLC, Oyster Bay, NY (17 mi)
- Compass Advisors, Melville, NY (18 mi)
- Four Corners Financial, Melville, NY (18 mi)
- Imperity Wealth Alliance LLC, Melville, NY (18 mi)
- Landmark Wealth Management, LLC, Melville, NY (18 mi)
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Frequently asked questions
How many retirement plan advisors serve Valley Stream?
We list 87 retirement plan advisors serving Valley Stream, NY: 0 based there and 87 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 Valley Stream?
The top-ranked retirement plan advisors serving Valley Stream, NY are Nosuris, Inc., Mwm Group LLC, Mpc Capital Advisors, LLC, The Pinnacle Financial Group and Leslie Marie Giordano. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Valley Stream are verified against official records?
10 of the top 10 match an active official record: Nosuris, Inc. (U.S. Securities and Exchange Commission), Mwm Group LLC (U.S. Securities and Exchange Commission), Mpc Capital Advisors, LLC (U.S. Securities and Exchange Commission), The Pinnacle Financial Group (U.S. Securities and Exchange Commission) and Leslie Marie Giordano (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 .