#1Koehler Asset Management
KOEHLER ASSET MANAGEMENT, LLC
Serves this area from Babylon, NY (2 mi)
Retirement Plan Advisors in West Babylon, NY
The top-ranked retirement plan advisors serving West Babylon, NY are Koehler Asset Management, Dahab Associates Inc and Aps Wealth Management, LLC. We list 83 retirement plan advisors serving West Babylon, 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 West Babylon, NY (Suffolk County). 83 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 West Babylon
#2Dahab Associates Inc
DAHAB ASSOCIATES INCServes this area from West Bay Shore, NY (5 mi)#3Aps Wealth Management, LLC
APS WEALTH MANAGEMENT, LLCServes this area from Melville, NY (5 mi)#4Clear Point Advisors, Inc.
CLEAR POINT ADVISORS, INC.Serves this area from Melville, NY (5 mi)#5Imperity Wealth Alliance LLC
IMPERITY WEALTH ALLIANCE LLCServes this area from Melville, NY (6 mi)#6Landmark Wealth Management, LLC
LANDMARK WEALTH MANAGEMENT, LLCServes this area from Melville, NY (6 mi)#7Prospect Financial Services LLC
PROSPECT FINANCIAL SERVICES LLCServes this area from Melville, NY (6 mi)#8The Wealth Alliance, LLC
THE WEALTH ALLIANCE, LLCServes this area from Melville, NY (6 mi)#9Compass Advisors
COMPASS ADVISORY GROUP LLCServes this area from Melville, NY (6 mi)#10Four Corners Financial
V&V MANAGEMENT GROUP CORPORATIONServes this area from Melville, NY (6 mi)
20 more providers serving this area
- Accountants Proprietary Financial Servicenet, LLC, Plainview, NY (8 mi)
- Rockline Wealth Management LLC, Islip Terrace, NY (9 mi)
- Consolidated Portfolio Review Corp, Woodbury, NY (9 mi)
- Fusion Family Wealth, LLC, Woodbury, NY (9 mi)
- United Financial Planning Group LLC, Hauppauge, NY (9 mi)
- Lebenthal Diversified Asset Management Inc., Hauppauge, NY (9 mi)
- Lebenthal Global Advisors, LLC, Hauppauge, NY (9 mi)
- Reynolds Consulting Services LLC, Hicksville, NY (10 mi)
- Spielberger & Brooks, Inc., Woodbury, NY (10 mi)
- Network Investment Advisors Incorporated, Commack, NY (10 mi)
- 4thought Financial Group Inc., Syosset, NY (11 mi)
- Gold Coast Wealth Management, LLC, Jericho, NY (11 mi)
- Merkkuri Wealth Advisors LLC, Jericho, NY (11 mi)
- Cfm Advisors Inc, Hauppauge, NY (11 mi)
- Conrad Capital Management, Inc., Hauppauge, NY (11 mi)
- Henley & Company Wealth Management LLC, Uniondale, NY (12 mi)
- N Financial Plans, Huntington, NY (12 mi)
- Safe Harbor Asset Management, Inc., Huntington, NY (12 mi)
- Cove Private Wealth, LLC, Oyster Bay Cove, NY (12 mi)
- Arcadia Wealth Management, Smithtown, NY (13 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve West Babylon?
We list 83 retirement plan advisors serving West Babylon, NY: 0 based there and 83 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 West Babylon?
The top-ranked retirement plan advisors serving West Babylon, NY are Koehler Asset Management, Dahab Associates Inc, Aps Wealth Management, LLC, Clear Point Advisors, Inc. and Imperity Wealth Alliance LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving West Babylon are verified against official records?
10 of the top 10 match an active official record: Koehler Asset Management (U.S. Securities and Exchange Commission), Dahab Associates Inc (U.S. Securities and Exchange Commission), Aps Wealth Management, LLC (U.S. Securities and Exchange Commission), Clear Point Advisors, Inc. (U.S. Securities and Exchange Commission) and Imperity Wealth Alliance 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 .