#1 Presper Financial Architects, LLC
PRESPER FINANCIAL ARCHITECTS, LLC
Based in Akron, OH
Call (330) 253-6000 · WebsiteRetirement Plan Advisors in Akron, OH
The top-ranked retirement plan advisors serving Akron, OH are Presper Financial Architects, LLC, Warther Private Wealth and Kohmann Bosshard Financial Services, LLC.. We list 50 retirement plan advisors serving Akron, OH. 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 Akron, OH (Summit County). 50 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 Akron
#2 Warther Private Wealth
WARTHER PRIVATE WEALTH, LLCBased in Akron, OHCall (330) 867-6999 · Website#3 Kohmann Bosshard Financial Services, LLC.
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.Serves this area from Fairlawn, OH (6 mi)Call (330) 666-6886 · Website#4 True Wealth Design, LLC
TRUE WEALTH DESIGN, LLCServes this area from Montrose-Ghent, OH (7 mi)Call (330) 777-0688 · Website#5 Sequoia Financial Group, L.L.C.
SEQUOIA FINANCIAL ADVISORS, L.L.C.Serves this area from Fairlawn, OH (8 mi)Call (330) 375-9480 · Website#6 Valmark Advisers, Inc.
VALMARK ADVISERS INCServes this area from Montrose-Ghent, OH (8 mi)Call (800) 765-5201 · Website#7 Symphony Financial Services, Inc.
SYMPHONY FINANCIAL SERVICES, INC.Serves this area from Fairlawn, OH (8 mi)Call (330) 434-2000 · Website#8 Summit Wealth Management LLC
SUMMIT WEALTH MANAGEMENT LLCServes this area from OHCall (330) 523-1065 · Website#9 Ellsworth Advisors, LLC
ELLSWORTH ADVISORS, LLCServes this area from Hudson, OH (10 mi)Call (234) 200-0703 · Website#10 T.t.g. Financial, Inc.
T.T.G. FINANCIAL, INC.Serves this area from OHCall (330) 491-2220 · Website
20 more providers serving this area
- Affinity Wealth LLC, OH
- Financial Management Strategies, Inc., Broadview Heights, OH (18 mi)
- First Mason Financial, LLC, Medina, OH (18 mi)
- Return On Life Wealth Partners, Brecksville, OH (19 mi)
- M3 Wealth Management, North Royalton, OH (20 mi)
- Redwood Financial Network, Solon, OH (21 mi)
- Riverview Research, LLC, Independence, OH (22 mi)
- Lineweaver Wealth Advisors, Valley View, OH (22 mi)
- Enza Financial, LLC, Independence, OH (23 mi)
- Cbiz Investment Advisory Services, LLC, Independence, OH (23 mi)
- Cbiz Retirement Plan Advisory Services, Independence, OH (23 mi)
- Tempo Wealth, Independence, OH (23 mi)
- Vantage Financial Group, Inc., Independence, OH (23 mi)
- Strategic Wealth Partners, Ltd., Independence, OH (23 mi)
- Independence Wealth Advisors, LLC, Independence, OH (23 mi)
- Mai Capital Management, LLC, Independence, OH (23 mi)
- Prasad Wealth Partners, Independence, OH (23 mi)
- Fidato Wealth LLC, Middleburg Heights, OH (24 mi)
- North Star Advisory Group, LLC, Beachwood, OH (26 mi)
- Stratos Wealth Advisors LLC, Beachwood, OH (26 mi)
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Frequently asked questions
How many retirement plan advisors serve Akron?
We list 50 retirement plan advisors serving Akron, OH: 2 based there and 48 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 Akron?
The top-ranked retirement plan advisors serving Akron, OH are Presper Financial Architects, LLC, Warther Private Wealth, Kohmann Bosshard Financial Services, LLC., True Wealth Design, LLC and Sequoia Financial Group, L.L.C.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Akron are verified against official records?
10 of the top 10 match an active official record: Presper Financial Architects, LLC (U.S. Securities and Exchange Commission), Warther Private Wealth (U.S. Securities and Exchange Commission), Kohmann Bosshard Financial Services, LLC. (U.S. Securities and Exchange Commission), True Wealth Design, LLC (U.S. Securities and Exchange Commission) and Sequoia Financial Group, L.L.C. (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 .