#1Kotys Wealth Professionals
TKG ADVISORS, LLC
Serves this area from Valparaiso, IN (26 mi)
Retirement Plan Advisors in Berrien County, MI
The top-ranked retirement plan advisors serving Berrien County, MI are Kotys Wealth Professionals, Lauer Wealth Management and Hilltop Wealth & Tax Solutions. We list 84 retirement plan advisors serving Berrien County, MI. 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 Berrien County, MI. 84 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 Berrien County
#2Lauer Wealth Management
LAUER WEALTH, LLCServes this area from IN#3Hilltop Wealth & Tax Solutions
HILTOP PARTNERS, LLCServes this area from Mishawaka, IN (30 mi)#4Gcm Grosvenor L.P.
GCM GROSVENOR L.P.Serves this area from Chicago, IL (46 mi)#5Aon Investments USA Inc.
AON INVESTMENTS USA INC.Serves this area from Chicago, IL (46 mi)#6Promanage, LLC
PROMANAGE, LLCServes this area from Chicago, IL (46 mi)#7Eastspring US
EASTSPRING INVESTMENTS INCORPORATEDServes this area from Chicago, IL (46 mi)#8Greenstone Belt Wealth Advisors, LLC
GREENSTONE BELT WEALTH ADVISORS, LLCServes this area from Chicago, IL (46 mi)#9Midway Capital Research & Management LLC
MIDWAY CAPITAL RESEARCH & MANAGEMENT LLCServes this area from Chicago, IL (46 mi)#10Serenity Investment Advisors
SERENITY INVESTMENT ADVISORS LLCServes this area from Chicago, IL (46 mi)
20 more providers serving this area
- Factor Wealth Management, Chicago, IL (46 mi)
- Manifest, Chicago, IL (46 mi)
- Retirement Plan Advisors, LLC, Chicago, IL (46 mi)
- Security Capital Research & Management Incorporated, Chicago, IL (46 mi)
- Mitchell Vaught & Taylor Inc, Chicago, IL (46 mi)
- Morningstar Investment Management LLC, Chicago, IL (46 mi)
- Cogent Strategic Wealth LLC, Chicago, IL (46 mi)
- Fourstar Wealth Advisors, LLC, Chicago, IL (46 mi)
- Mesirow Financial Investment Management, Inc., Chicago, IL (46 mi)
- Capri Egm, LLC, Chicago, IL (46 mi)
- Forest Capital Management, LLC, Chicago, IL (46 mi)
- Hightower Advisors, LLC, Chicago, IL (46 mi)
- Lcm Capital Management Inc, Chicago, IL (46 mi)
- Marquette Associates, Inc., Chicago, IL (46 mi)
- Pivot Capital Partners LLC, Chicago, IL (46 mi)
- Planpilot, Chicago, IL (46 mi)
- Altair Advisers, LLC, Chicago, IL (47 mi)
- Altman Advisors, Chicago, IL (47 mi)
- Embree Financial Group, Chicago, IL (47 mi)
- Rothschild Investment, Chicago, IL (47 mi)
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Frequently asked questions
How many retirement plan advisors serve Berrien County?
We list 84 retirement plan advisors serving Berrien County, MI: 0 based there and 84 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 Berrien County?
The top-ranked retirement plan advisors serving Berrien County, MI are Kotys Wealth Professionals, Lauer Wealth Management, Hilltop Wealth & Tax Solutions, Gcm Grosvenor L.P. and Aon Investments USA Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Berrien County are verified against official records?
10 of the top 10 match an active official record: Kotys Wealth Professionals (U.S. Securities and Exchange Commission), Lauer Wealth Management (U.S. Securities and Exchange Commission), Hilltop Wealth & Tax Solutions (U.S. Securities and Exchange Commission), Gcm Grosvenor L.P. (U.S. Securities and Exchange Commission) and Aon Investments USA 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 .
Communities served
Niles, Benton Harbor, St. Joseph, Fair Plain, Buchanan, Benton Heights, Paw Paw Lake, Bridgman, Berrien Springs, Watervliet, New Buffalo, Coloma, Three Oaks, Shorewood-Tower Hills-Harbert, Stevensville, Lake Michigan Beach, Baroda, Shoreham, Millburg, Eau Claire, Galien, New Troy, Grand Beach, Michiana