#1Steeloaks Investment Advisers, Inc.
STEELOAKS INVESTMENT ADVISERS, INC.
Serves this area from Weirton, WV (12 mi)
Retirement Plan Advisors in Jefferson County, OH
The top-ranked retirement plan advisors serving Jefferson County, OH are Steeloaks Investment Advisers, Inc., Fort Henry Capital, LLC and Security Capital Management. We list 3 retirement plan advisors serving Jefferson County, OH. 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 Jefferson County, OH. 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 Jefferson County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Steeloaks Investment Advisers, Inc. | SEC-registered investment adviser (CRD)#108197 | Weirton, WV (12 mi) | (304) 723-6700 |
| 2 | Fort Henry Capital, LLC | SEC-registered investment adviser (CRD)#168695 | Wheeling, WV (23 mi) | (304) 232-0422 |
| 3 | Security Capital Management | SEC-registered investment adviser (CRD)#396 | Wheeling, WV (23 mi) | (304) 233-3312 |
#2Fort Henry Capital, LLC
FORT HENRY CAPITAL, LLCServes this area from Wheeling, WV (23 mi)#3Security Capital Management
HAZLETT, BURT & WATSON, INC.Serves this area from Wheeling, WV (23 mi)
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Frequently asked questions
How many retirement plan advisors serve Jefferson County?
We list 3 retirement plan advisors serving Jefferson County, OH: 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 Jefferson County?
The top-ranked retirement plan advisors serving Jefferson County, OH are Steeloaks Investment Advisers, Inc., Fort Henry Capital, LLC and Security Capital Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Jefferson County are verified against official records?
3 of the top 3 match an active official record: Steeloaks Investment Advisers, Inc. (U.S. Securities and Exchange Commission), Fort Henry Capital, LLC (U.S. Securities and Exchange Commission) and Security Capital Management (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
Steubenville, Toronto, Wintersville, Mingo Junction, Brilliant, Tiltonsville, Adena, Dillonvale, Bergholz, Amsterdam, Richmond, Rayland, Mount Pleasant, Irondale, Stratton, Pottery Addition, Empire, New Alexandria, East Springfield, Connorville, Bloomingdale