#1Pension Consultants Inc
PENSION CONSULTANTS INC
Serves this area from Springfield, MO (35 mi)
Retirement Plan Advisors in Dade County, MO
The top-ranked retirement plan advisors serving Dade County, MO are Pension Consultants Inc, Forvis Mazars Wealth Advisors, LLC and Pinnacle Family Advisors, LLC. We list 3 retirement plan advisors serving Dade County, MO. 3 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 Dade County, MO. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Dade County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Pension Consultants Inc | SEC-registered investment adviser (CRD)#113914 | Springfield, MO (35 mi) | (417) 889-4918 |
| 2 | Forvis Mazars Wealth Advisors, LLC | SEC-registered investment adviser (CRD)#110905 | Springfield, MO (35 mi) | (417) 831-7283 |
| 3 | Pinnacle Family Advisors, LLC | SEC-registered investment adviser (CRD)#145628 | Springfield, MO (37 mi) | (417) 886-6590 |
#2Forvis Mazars Wealth Advisors, LLC
FORVIS MAZARS WEALTH ADVISORS, LLCServes this area from Springfield, MO (35 mi)#3Pinnacle Family Advisors, LLC
PINNACLE FAMILY ADVISORS, LLCServes this area from Springfield, MO (37 mi)
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Frequently asked questions
How many retirement plan advisors serve Dade County?
We list 3 retirement plan advisors serving Dade County, MO: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Dade County?
The top-ranked retirement plan advisors serving Dade County, MO are Pension Consultants Inc, Forvis Mazars Wealth Advisors, LLC and Pinnacle Family Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Dade County are verified against official records?
3 of the top 3 match an active official record: Pension Consultants Inc (U.S. Securities and Exchange Commission), Forvis Mazars Wealth Advisors, LLC (U.S. Securities and Exchange Commission) and Pinnacle Family 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
Greenfield, Lockwood, Everton, Dadeville, South Greenfield, Arcola