#1Aspire Advisors, LLC
ASPIRE ADVISORS, LLC
Based in NY
Retirement Plan Advisors in Westchester County, NY
The top-ranked retirement plan advisors serving Westchester County, NY are Aspire Advisors, LLC, Atwob and Capital Preservation Partners, Inc.. We list 71 retirement plan advisors serving Westchester County, 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 Westchester County, NY. 71 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 Westchester County
#2Atwob
POINT B PLANNING, LLCBased in Katonah, NY#3Capital Preservation Partners, Inc.
CAPITAL PRESERVATION PARTNERS INC.Based in Bronxville, NY#4Forteris Wealth Management, Inc.
FORTERIS WEALTH MANAGEMENT, INC.Based in Armonk, NY#5Hudson View Advisors, LLC
HUDSON VIEW ADVISORS, LLCBased in Croton-on-Hudson, NY#6Income & Asset Advisory, Inc.
INCOME & ASSET ADVISORY, INC.Based in Armonk, NY#7Lightedway Advisory Services, Inc.
LIGHTEDWAY ADVISORY SERVICES, INC.Based in Harrison, NY#8Matrix Asset Advisors Inc
MATRIX ASSET ADVISORS INCBased in White Plains, NY#9Meyer Handelman Company LLC
MEYER HANDELMAN COMPANY LLCBased in Rye Brook, NY#10Morgan Stanley
MORGAN STANLEY SMITH BARNEY LLCBased in Harrison, NY
20 more providers serving this area
- Nardis Advisors LLC, Scarsdale, NY
- Navis Wealth Advisors LLC, Rye Brook, NY
- Next Level Private LLC, Harrison, NY
- Onyx Bridge Wealth Group LLC, Tarrytown, NY
- Oxler Private Wealth, Rye Brook, NY
- Prato Capital Management, White Plains, NY
- Seacrest Wealth Management, LLC, Harrison, NY
- Settanni Financial LLC, Armonk, NY
- Wesfair Advisory Group, Inc., NY
- N10° Wealth, Greenwich, CT (6 mi)
- Greenwich Wealth Management, LLC, Greenwich, CT (10 mi)
- Avity Investment Management Inc., Greenwich, CT (11 mi)
- Precision Capital Advisors, LLC, Greenwich, CT (11 mi)
- Oak Financial Group Inc, Stamford, CT (12 mi)
- New Edge Wealth, Stamford, CT (12 mi)
- Sovereign Financial Group, Inc., Stamford, CT (12 mi)
- Granite Group Advisors, LLC, Stamford, CT (13 mi)
- Steward Partners Investment Advisory, LLC, Stamford, CT (13 mi)
- Integra Global Advisors LLC, Stamford, CT (13 mi)
- Beirne., Darien, CT (15 mi)
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Frequently asked questions
How many retirement plan advisors serve Westchester County?
We list 71 retirement plan advisors serving Westchester County, NY: 19 based there and 52 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 Westchester County?
The top-ranked retirement plan advisors serving Westchester County, NY are Aspire Advisors, LLC, Atwob, Capital Preservation Partners, Inc., Forteris Wealth Management, Inc. and Hudson View Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Westchester County are verified against official records?
10 of the top 10 match an active official record: Aspire Advisors, LLC (U.S. Securities and Exchange Commission), Atwob (U.S. Securities and Exchange Commission), Capital Preservation Partners, Inc. (U.S. Securities and Exchange Commission), Forteris Wealth Management, Inc. (U.S. Securities and Exchange Commission) and Hudson View Advisors, 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 .
Cities in Westchester County
Communities served
Eastchester, Mamaroneck, Scarsdale, Rye, Jefferson Valley-Yorktown, Tarrytown, Dobbs Ferry, Sleepy Hollow, Mount Kisco, Rye Brook, Greenville, Hastings-on-Hudson, Croton-on-Hudson, Pelham, Briarcliff Manor, Pleasantville, Tuckahoe, Larchmont, Irvington, Bronxville, Lake Mohegan, Pelham Manor, Elmsford, Ardsley, Hawthorne, Heritage Hills, Armonk, Thornwood, Hartsdale, Bedford Hills, Fairview, Valhalla, Montrose, Chappaqua, Crompond, Buchanan, Shrub Oak, Shenorock, Yorktown Heights, Bedford, Golden's Bridge, Crugers, Katonah, Verplanck, Lincolndale, Millwood, Scotts Corners