#1Alsworth Capital Management, LLC
ALSWORTH CAPITAL MANAGEMENT, LLC
Based in Corning, NY
Retirement Plan Advisors in Steuben County, NY
The top-ranked retirement plan advisors serving Steuben County, NY are Alsworth Capital Management, LLC, Lake Road Advisors, LLC and Rooted Planning Group. We list 8 retirement plan advisors serving Steuben County, NY. 8 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 Steuben County, NY. 8 providers, 8 of the top 8 verified against federal or state records. Registry records checked on 2026-11-04.
Top 8 ranked retirement plan advisors for Steuben County
#2Lake Road Advisors, LLC
LAKE ROAD ADVISORS, LLCBased in Corning, NY#3Rooted Planning Group
IRVINE WEALTH PLANNING STRATEGIES, LLCBased in Corning, NY#4Simco Financial
STEDFAST CAPITAL MANAGEMENT LLCServes this area from NY#5The Pitti Group Wealth Management, LLC
THE PITTI GROUP WEALTH MANAGEMENT, LLCServes this area from NY#6Transparent Wealth Consulting LLC
TRANSPARENT WEALTH CONSULTING LLCServes this area from NY#7Cooper/haims Advisors, LLC
COOPER/HAIMS ADVISORS, LLCServes this area from NY#8Prosperity Advisory Group LLC
PROSPERITY ADVISORY GROUP LLCServes this area from NY
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Frequently asked questions
How many retirement plan advisors serve Steuben County?
We list 8 retirement plan advisors serving Steuben County, NY: 3 based there and 5 serving it from nearby. 8 of the top 8 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Steuben County?
The top-ranked retirement plan advisors serving Steuben County, NY are Alsworth Capital Management, LLC, Lake Road Advisors, LLC, Rooted Planning Group, Simco Financial and The Pitti Group Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Steuben County are verified against official records?
8 of the top 8 match an active official record: Alsworth Capital Management, LLC (U.S. Securities and Exchange Commission), Lake Road Advisors, LLC (U.S. Securities and Exchange Commission), Rooted Planning Group (U.S. Securities and Exchange Commission), Simco Financial (U.S. Securities and Exchange Commission) and The Pitti Group Wealth Management, LLC (U.S. Securities and Exchange Commission), and 3 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
Corning, Hornell, Bath, Gang Mills, Canisteo, Painted Post, Wayland, Addison, South Corning, Avoca, Arkport, North Hornell, Cohocton, Savona, Campbell, Coopers Plains, Prattsburgh, Hammondsport, Riverside