#1Capital Preservation Partners, Inc.
CAPITAL PRESERVATION PARTNERS INC.
Serves this area from Bronxville, NY (2 mi)
Retirement Plan Advisors in Yonkers, NY
The top-ranked retirement plan advisors serving Yonkers, NY are Capital Preservation Partners, Inc., Nardis Advisors LLC and Prato Capital Management. We list 71 retirement plan advisors serving Yonkers, 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 Yonkers, 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 Yonkers
#2Nardis Advisors LLC
NARDIS ADVISORS LLCServes this area from Scarsdale, NY (5 mi)#3Prato Capital Management
PRATO CAPITAL MANAGEMENT, INC.Serves this area from White Plains, NY (7 mi)#4Matrix Asset Advisors Inc
MATRIX ASSET ADVISORS INCServes this area from White Plains, NY (8 mi)#5Michael J. Porro & Co. Financial Advisors, Inc.
MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.Serves this area from Old Tappan, NJ (8 mi)#6Next Level Private LLC
NEXT LEVEL PRIVATE LLCServes this area from Harrison, NY (8 mi)#7Lightedway Advisory Services, Inc.
LIGHTEDWAY ADVISORY SERVICES, INC.Serves this area from Harrison, NY (8 mi)#8Onyx Bridge Wealth Group LLC
ONYX BRIDGE WEALTH GROUP LLCServes this area from Tarrytown, NY (8 mi)#9Modera Wealth Management, LLC
MODERA WEALTH MANAGEMENT, LLCServes this area from Westwood, NJ (9 mi)#10Aspire Advisors, LLC
ASPIRE ADVISORS, LLCServes this area from NY
20 more providers serving this area
- Seacrest Wealth Management, LLC, Harrison, NY (10 mi)
- Meyer Handelman Company LLC, Rye Brook, NY (10 mi)
- Navis Wealth Advisors LLC, Rye Brook, NY (10 mi)
- Oxler Private Wealth, Rye Brook, NY (10 mi)
- Morgan Stanley, Harrison, NY (10 mi)
- 5c Capital Management, LLC, Woodcliff Lake, NJ (12 mi)
- Npa Asset Management, LLC, Fair Lawn, NJ (13 mi)
- C & C Financial Services, Inc., Great Neck Plaza, NY (13 mi)
- Vaughan And Company Securities, Inc., Ridgewood, NJ (13 mi)
- Advisors Capital Management, LLC, Ridgewood, NJ (14 mi)
- Quan Vest Consultants Inc, Manhasset, NY (14 mi)
- American Wealth Administration Group LLC, Glen Cove, NY (14 mi)
- Avity Investment Management Inc., Greenwich, CT (14 mi)
- Baron Financial Group LLC, Fair Lawn, NJ (14 mi)
- Palumbo Wealth Management LLC, Manhasset, NY (14 mi)
- Precision Capital Advisors, LLC, Greenwich, CT (14 mi)
- Stone Hill Fiduciary Management, LLC, Manhasset, NY (14 mi)
- Greenwich Wealth Management, LLC, Greenwich, CT (14 mi)
- Forteris Wealth Management, Inc., Armonk, NY (14 mi)
- Income & Asset Advisory, Inc., Armonk, NY (15 mi)
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Frequently asked questions
How many retirement plan advisors serve Yonkers?
We list 71 retirement plan advisors serving Yonkers, NY: 0 based there and 71 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 Yonkers?
The top-ranked retirement plan advisors serving Yonkers, NY are Capital Preservation Partners, Inc., Nardis Advisors LLC, Prato Capital Management, Matrix Asset Advisors Inc and Michael J. Porro & Co. Financial Advisors, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Yonkers are verified against official records?
10 of the top 10 match an active official record: Capital Preservation Partners, Inc. (U.S. Securities and Exchange Commission), Nardis Advisors LLC (U.S. Securities and Exchange Commission), Prato Capital Management (U.S. Securities and Exchange Commission), Matrix Asset Advisors Inc (U.S. Securities and Exchange Commission) and Michael J. Porro & Co. Financial Advisors, Inc. (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 .