Retirement Plan Advisors in West Seneca, NY
The top-ranked retirement plan advisors serving West Seneca, NY are Winthrop Partners - Wny, LLC, Winthrop Partners - Wpa , LLC and Moldenhauer & Associates. We list 19 retirement plan advisors serving West Seneca, NY. 19 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 Seneca, NY (Erie County). 19 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 Seneca
- WINTHROP PARTNERS - WNY, LLCServes this area from Orchard Park, NY (5 mi)
#2Winthrop Partners - Wpa , LLC
WINTHROP PARTNERS - WPA, LLCServes this area from Orchard Park, NY (5 mi)#3Moldenhauer & Associates
BUFFALO BUSINESS & ESTATE SERVICES LTDServes this area from Orchard Park, NY (5 mi)#4Collins Advisors, LLC
COLLINS ADVISORS, LLCServes this area from Buffalo, NY (7 mi)#5Lawley Retirement Advisors
LAWLEY RETIREMENT ADVISORS, LLCServes this area from Buffalo, NY (7 mi)#6Western New York Financial Group, LLC
WESTERN NEW YORK FINANCIAL GROUP, LLCServes this area from Buffalo, NY (8 mi)#7North Woods Wealth Management
NORTH WOODS ASSET MANAGEMENT LLCServes this area from Buffalo, NY (8 mi)#8Courier Capital, LLC
COURIER CAPITAL, LLCServes this area from Buffalo, NY (8 mi)#9Northcape Wealth Management
NORTHCAPE WEALTH MANAGEMENT, LLCServes this area from NY#10Bentham Wealth Advisors
BENTHAM WEALTH ADVISORS INCServes this area from NY
9 more providers serving this area
- Dopkins Wealth Management, LLC, NY
- Buffalo First Wealth Management, LLC, NY
- Cambridge Advisors, LLC, NY
- Sanderson Wealth Management, LLC, Tonawanda Town, NY (10 mi)
- Florian Financial Group LLC, NY
- Nottingham Advisors Inc., NY
- Landmark Wealth Management, NY
- Level Financial Advisors, Inc., NY
- Lytle Investments, NY
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Frequently asked questions
How many retirement plan advisors serve West Seneca?
We list 19 retirement plan advisors serving West Seneca, NY: 0 based there and 19 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 Seneca?
The top-ranked retirement plan advisors serving West Seneca, NY are Winthrop Partners - Wny, LLC, Winthrop Partners - Wpa , LLC, Moldenhauer & Associates, Collins Advisors, LLC and Lawley Retirement Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving West Seneca are verified against official records?
10 of the top 10 match an active official record: Winthrop Partners - Wny, LLC (U.S. Securities and Exchange Commission), Winthrop Partners - Wpa , LLC (U.S. Securities and Exchange Commission), Moldenhauer & Associates (U.S. Securities and Exchange Commission), Collins Advisors, LLC (U.S. Securities and Exchange Commission) and Lawley Retirement Advisors (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 .