#1 Hardy & Hardy Co LLC
HARDY & HARDY CO LLC
Serves this area from Fort Shawnee, OH (10 mi)
Call (419) 998-8955Retirement Plan Advisors in Auglaize County, OH
The top-ranked retirement plan advisors serving Auglaize County, OH are Hardy & Hardy Co LLC, Trueblood Wealth Management, LLC and Reservoir Wealth Management. We list 4 retirement plan advisors serving Auglaize County, OH. 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 Auglaize County, OH. 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 Auglaize County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Hardy & Hardy Co LLC | ✓ SEC-registered investment adviser (CRD) #145088 | Fort Shawnee, OH (10 mi) | (419) 998-8955 |
| 2 | Trueblood Wealth Management, LLC | ✓ SEC-registered investment adviser (CRD) #321659 | OH | (419) 812-2998 |
| 3 | Reservoir Wealth Management | ✓ SEC-registered investment adviser (CRD) #293131 | OH | (567) 289-2100 |
| 4 | Strategence Capital LLC | ✓ SEC-registered investment adviser (CRD) #343488 | Van Wert, OH (28 mi) | (646) 395-3900 |
#2 Trueblood Wealth Management, LLC
TRUEBLOOD WEALTH MANAGEMENT, LLCServes this area from OHCall (419) 812-2998 · Website#3 Reservoir Wealth Management
RESERVOIR RETIREMENT MANAGEMENT, LLCServes this area from OHCall (567) 289-2100 · Website#4 Strategence Capital LLC
STRATEGENCE CAPITAL LLCServes this area from Van Wert, OH (28 mi)Call (646) 395-3900
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Frequently asked questions
How many retirement plan advisors serve Auglaize County?
We list 4 retirement plan advisors serving Auglaize County, OH: 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 Auglaize County?
The top-ranked retirement plan advisors serving Auglaize County, OH are Hardy & Hardy Co LLC, Trueblood Wealth Management, LLC, Reservoir Wealth Management and Strategence Capital LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Auglaize County are verified against official records?
4 of the top 4 match an active official record: Hardy & Hardy Co LLC (U.S. Securities and Exchange Commission), Trueblood Wealth Management, LLC (U.S. Securities and Exchange Commission), Reservoir Wealth Management (U.S. Securities and Exchange Commission) and Strategence Capital 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
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