#1Matrix Asset Advisors Inc
MATRIX ASSET ADVISORS INC
Based in White Plains, NY
Retirement Plan Advisors in White Plains, NY
The top-ranked retirement plan advisors serving White Plains, NY are Matrix Asset Advisors Inc, Prato Capital Management and Aspire Advisors, LLC. We list 71 retirement plan advisors serving White Plains, 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 White Plains, NY (Westchester County). 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 White Plains
#2Prato Capital Management
PRATO CAPITAL MANAGEMENT, INC.Based in White Plains, NY#3Aspire Advisors, LLC
ASPIRE ADVISORS, LLCServes this area from NY#4Morgan Stanley
MORGAN STANLEY SMITH BARNEY LLCServes this area from Harrison, NY (2 mi)#5Seacrest Wealth Management, LLC
SEACREST WEALTH MANAGEMENT, LLCServes this area from Harrison, NY (3 mi)#6Nardis Advisors LLC
NARDIS ADVISORS LLCServes this area from Scarsdale, NY (3 mi)#7Meyer Handelman Company LLC
MEYER HANDELMAN COMPANY LLCServes this area from Rye Brook, NY (3 mi)#8Navis Wealth Advisors LLC
NAVIS WEALTH ADVISORS LLCServes this area from Rye Brook, NY (3 mi)#9Oxler Private Wealth
OXLER PRIVATE WEALTH LLCServes this area from Rye Brook, NY (3 mi)#10Next Level Private LLC
NEXT LEVEL PRIVATE LLCServes this area from Harrison, NY (4 mi)
20 more providers serving this area
- Lightedway Advisory Services, Inc., Harrison, NY (4 mi)
- Avity Investment Management Inc., Greenwich, CT (6 mi)
- Onyx Bridge Wealth Group LLC, Tarrytown, NY (6 mi)
- Greenwich Wealth Management, LLC, Greenwich, CT (7 mi)
- N10° Wealth, Greenwich, CT (7 mi)
- Precision Capital Advisors, LLC, Greenwich, CT (7 mi)
- Forteris Wealth Management, Inc., Armonk, NY (7 mi)
- Income & Asset Advisory, Inc., Armonk, NY (7 mi)
- Settanni Financial LLC, Armonk, NY (7 mi)
- Capital Preservation Partners, Inc., Bronxville, NY (7 mi)
- Wesfair Advisory Group, Inc., NY
- Sovereign Financial Group, Inc., Stamford, CT (11 mi)
- New Edge Wealth, Stamford, CT (11 mi)
- Steward Partners Investment Advisory, LLC, Stamford, CT (11 mi)
- Granite Group Advisors, LLC, Stamford, CT (11 mi)
- Integra Global Advisors LLC, Stamford, CT (12 mi)
- Oak Financial Group Inc, Stamford, CT (12 mi)
- Michael J. Porro & Co. Financial Advisors, Inc., Old Tappan, NJ (12 mi)
- American Wealth Administration Group LLC, Glen Cove, NY (13 mi)
- Bruderman Private Wealth, Locust Valley, NY (13 mi)
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Frequently asked questions
How many retirement plan advisors serve White Plains?
We list 71 retirement plan advisors serving White Plains, NY: 2 based there and 69 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 White Plains?
The top-ranked retirement plan advisors serving White Plains, NY are Matrix Asset Advisors Inc, Prato Capital Management, Aspire Advisors, LLC, Morgan Stanley and Seacrest Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving White Plains are verified against official records?
10 of the top 10 match an active official record: Matrix Asset Advisors Inc (U.S. Securities and Exchange Commission), Prato Capital Management (U.S. Securities and Exchange Commission), Aspire Advisors, LLC (U.S. Securities and Exchange Commission), Morgan Stanley (U.S. Securities and Exchange Commission) and Seacrest 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 .