Retirement Plan Advisors in Georgetown, KY
The top-ranked retirement plan advisors serving Georgetown, KY are Mcf Advisors, LLC, Meridian Wealth Management, LLC and Alpha Financial Partners LLC. We list 9 retirement plan advisors serving Georgetown, KY. 9 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 Georgetown, KY (Scott County). 9 providers, 9 of the top 9 verified against federal or state records. Registry records checked on 2026-11-04.
Top 9 ranked retirement plan advisors for Georgetown
- MCF ADVISORS, LLCServes this area from Lexington-Fayette, KY (15 mi)
#2Meridian Wealth Management, LLC
MERIDIAN WEALTH MANAGEMENT, LLCServes this area from Lexington-Fayette, KY (15 mi)#3Alpha Financial Partners LLC
ALPHA FINANCIAL PARTNERS LLCServes this area from Lexington-Fayette, KY (15 mi)#4Abri LLC
ABRI LLCServes this area from Lexington-Fayette, KY (15 mi)#5Ballast, Inc.
BALLAST, INC.Serves this area from Lexington-Fayette, KY (15 mi)#6Equity Advisors Of Kentucky Inc
EQUITY ADVISORS OF KENTUCKY INCServes this area from Lexington-Fayette, KY (18 mi)#7Investments & Financial Planning, LLC
INVESTMENTS & FINANCIAL PLANNING, LLCServes this area from Lexington-Fayette, KY (18 mi)#8Asio Capital LLC
ASIO CAPITAL LLCServes this area from Lexington-Fayette, KY (18 mi)#9Itrust Asset Management, LLC
ITRUST ASSET MANAGEMENT, LLCServes this area from Lexington-Fayette, KY (18 mi)
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Frequently asked questions
How many retirement plan advisors serve Georgetown?
We list 9 retirement plan advisors serving Georgetown, KY: 0 based there and 9 serving it from nearby. 9 of the top 9 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Georgetown?
The top-ranked retirement plan advisors serving Georgetown, KY are Mcf Advisors, LLC, Meridian Wealth Management, LLC, Alpha Financial Partners LLC, Abri LLC and Ballast, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Georgetown are verified against official records?
9 of the top 9 match an active official record: Mcf Advisors, LLC (U.S. Securities and Exchange Commission), Meridian Wealth Management, LLC (U.S. Securities and Exchange Commission), Alpha Financial Partners LLC (U.S. Securities and Exchange Commission), Abri LLC (U.S. Securities and Exchange Commission) and Ballast, Inc. (U.S. Securities and Exchange Commission), and 4 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 .