#1 Journey Advisory Group, LLC
JOURNEY ADVISORY GROUP, LLC
Serves this area from Covington, KY (29 mi)
Call (859) 888-0356 · WebsiteRetirement Plan Advisors in Pendleton County, KY
The top-ranked retirement plan advisors serving Pendleton County, KY are Journey Advisory Group, LLC, Principled Wealth Advisors, LLC and The Prosperity People. We list 4 retirement plan advisors serving Pendleton County, KY. 4 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 Pendleton County, KY. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Pendleton County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Journey Advisory Group, LLC | ✓ SEC-registered investment adviser (CRD) #171919 | Covington, KY (29 mi) | (859) 888-0356 |
| 2 | Principled Wealth Advisors, LLC | ✓ SEC-registered investment adviser (CRD) #138143 | Covington, KY (29 mi) | (859) 957-2737 |
| 3 | The Prosperity People | ✓ SEC-registered investment adviser (CRD) #124957 | Bellevue, KY (29 mi) | (859) 331-7755 |
| 4 | Messmer Capital Advisors LLC | ✓ SEC-registered investment adviser (CRD) #305387 | Milford, OH (33 mi) | (740) 972-1196 |
#2 Principled Wealth Advisors, LLC
PRINCIPLED WEALTH ADVISORS, LLCServes this area from Covington, KY (29 mi)Call (859) 957-2737 · Website#3 The Prosperity People
THE WEALTH ADVISORY TEAM, LLCServes this area from Bellevue, KY (29 mi)Call (859) 331-7755 · Website#4 Messmer Capital Advisors LLC
MESSMER CAPITAL ADVISORS LLCServes this area from Milford, OH (33 mi)Call (740) 972-1196 · Website
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Frequently asked questions
How many retirement plan advisors serve Pendleton County?
We list 4 retirement plan advisors serving Pendleton County, KY: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Pendleton County?
The top-ranked retirement plan advisors serving Pendleton County, KY are Journey Advisory Group, LLC, Principled Wealth Advisors, LLC, The Prosperity People and Messmer Capital Advisors LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Pendleton County are verified against official records?
4 of the top 4 match an active official record: Journey Advisory Group, LLC (U.S. Securities and Exchange Commission), Principled Wealth Advisors, LLC (U.S. Securities and Exchange Commission), The Prosperity People (U.S. Securities and Exchange Commission) and Messmer Capital Advisors LLC (U.S. Securities and Exchange Commission). 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 .
Communities served
Falmouth, Butler