#1Dahab Associates Inc
DAHAB ASSOCIATES INC
Serves this area from West Bay Shore, NY (2 mi)
Retirement Plan Advisors in West Islip, NY
The top-ranked retirement plan advisors serving West Islip, NY are Dahab Associates Inc, Koehler Asset Management and Rockline Wealth Management LLC. We list 84 retirement plan advisors serving West Islip, 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 Islip, NY (Suffolk County). 84 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 Islip
#2Koehler Asset Management
KOEHLER ASSET MANAGEMENT, LLCServes this area from Babylon, NY (2 mi)#3Rockline Wealth Management LLC
ROCKLINE WEALTH MANAGEMENT LLCServes this area from Islip Terrace, NY (6 mi)#4United Financial Planning Group LLC
UNITED FINANCIAL PLANNING GROUP LLCServes this area from Hauppauge, NY (8 mi)#5Aps Wealth Management, LLC
APS WEALTH MANAGEMENT, LLCServes this area from Melville, NY (8 mi)#6Clear Point Advisors, Inc.
CLEAR POINT ADVISORS, INC.Serves this area from Melville, NY (8 mi)#7Imperity Wealth Alliance LLC
IMPERITY WEALTH ALLIANCE LLCServes this area from Melville, NY (8 mi)#8Landmark Wealth Management, LLC
LANDMARK WEALTH MANAGEMENT, LLCServes this area from Melville, NY (8 mi)#9Prospect Financial Services LLC
PROSPECT FINANCIAL SERVICES LLCServes this area from Melville, NY (8 mi)#10The Wealth Alliance, LLC
THE WEALTH ALLIANCE, LLCServes this area from Melville, NY (8 mi)
20 more providers serving this area
- Compass Advisors, Melville, NY (8 mi)
- Lebenthal Diversified Asset Management Inc., Hauppauge, NY (9 mi)
- Lebenthal Global Advisors, LLC, Hauppauge, NY (9 mi)
- Four Corners Financial, Melville, NY (9 mi)
- Cfm Advisors Inc, Hauppauge, NY (9 mi)
- Conrad Capital Management, Inc., Hauppauge, NY (9 mi)
- Network Investment Advisors Incorporated, Commack, NY (10 mi)
- Derryrush Wealth, West Sayville, NY (11 mi)
- Accountants Proprietary Financial Servicenet, LLC, Plainview, NY (11 mi)
- Arcadia Wealth Management, Smithtown, NY (12 mi)
- Consolidated Portfolio Review Corp, Woodbury, NY (12 mi)
- Fusion Family Wealth, LLC, Woodbury, NY (12 mi)
- Spielberger & Brooks, Inc., Woodbury, NY (13 mi)
- Reynolds Consulting Services LLC, Hicksville, NY (13 mi)
- Safe Harbor Asset Management, Inc., Huntington, NY (13 mi)
- N Financial Plans, Huntington, NY (14 mi)
- 4thought Financial Group Inc., Syosset, NY (14 mi)
- Gold Coast Wealth Management, LLC, Jericho, NY (14 mi)
- Merkkuri Wealth Advisors LLC, Jericho, NY (14 mi)
- Cove Private Wealth, LLC, Oyster Bay Cove, NY (15 mi)
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Frequently asked questions
How many retirement plan advisors serve West Islip?
We list 84 retirement plan advisors serving West Islip, NY: 0 based there and 84 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 Islip?
The top-ranked retirement plan advisors serving West Islip, NY are Dahab Associates Inc, Koehler Asset Management, Rockline Wealth Management LLC, United Financial Planning Group LLC and Aps Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving West Islip are verified against official records?
10 of the top 10 match an active official record: Dahab Associates Inc (U.S. Securities and Exchange Commission), Koehler Asset Management (U.S. Securities and Exchange Commission), Rockline Wealth Management LLC (U.S. Securities and Exchange Commission), United Financial Planning Group LLC (U.S. Securities and Exchange Commission) and Aps Wealth Management, 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 .