#1Whitaker-myers Wealth Managers, Ltd.
WHITAKER-MYERS WEALTH MANAGERS, LTD.
Serves this area from Mansfield, OH (23 mi)
Retirement Plan Advisors in Knox County, OH
The top-ranked retirement plan advisors serving Knox County, OH are Whitaker-myers Wealth Managers, Ltd., Pinnacle Advisors and Lighthouse Wealth Management, Inc.. We list 8 retirement plan advisors serving Knox County, OH. 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 Knox County, OH. 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 Knox County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Whitaker-myers Wealth Managers, Ltd. | SEC-registered investment adviser (CRD)#286093 | Mansfield, OH (23 mi) | (330) 345-5000 |
| 2 | Pinnacle Advisors | SEC-registered investment adviser (CRD)#106817 | Mansfield, OH (25 mi) | (419) 526-5226 |
| 3 | Lighthouse Wealth Management, Inc. | SEC-registered investment adviser (CRD)#157925 | Ashland, OH (32 mi) | (419) 496-0016 |
| 4 | Swisher Financial Concepts, Inc. | SEC-registered investment adviser (CRD)#121384 | Westerville, OH (32 mi) | (614) 890-1930 |
| 5 | Jericho Financial | SEC-registered investment adviser (CRD)#288801 | Westerville, OH (32 mi) | (614) 948-0039 |
| 6 | Livelsberger Financial Advisory | SEC-registered investment adviser (CRD)#117665 | Ashland, OH (32 mi) | (419) 289-7165 |
| 7 | Shaffer Capital | SEC-registered investment adviser (CRD)#150106 | Westerville, OH (33 mi) | (614) 891-1200 |
| 8 | Whitcomb & Hess, Inc. | SEC-registered investment adviser (CRD)#121064 | Ashland, OH (33 mi) | (419) 289-7007 |
#2Pinnacle Advisors
PINNACLE WEALTH PLANNING SERVICES, INC.Serves this area from Mansfield, OH (25 mi)#3Lighthouse Wealth Management, Inc.
LIGHTHOUSE WEALTH MANAGEMENT, INC.Serves this area from Ashland, OH (32 mi)#4Swisher Financial Concepts, Inc.
SWISHER FINANCIAL CONCEPTS, INC.Serves this area from Westerville, OH (32 mi)#5Jericho Financial
JERICHO FINANCIAL, LLPServes this area from Westerville, OH (32 mi)#6Livelsberger Financial Advisory
LIVELSBERGER, LYNN LOUISServes this area from Ashland, OH (32 mi)#7Shaffer Capital
SHAFFER CAPITAL ADVISERS, LLCServes this area from Westerville, OH (33 mi)#8Whitcomb & Hess, Inc.
WHITCOMB & HESS, INC.Serves this area from Ashland, OH (33 mi)
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Frequently asked questions
How many retirement plan advisors serve Knox County?
We list 8 retirement plan advisors serving Knox County, OH: 0 based there and 8 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 Knox County?
The top-ranked retirement plan advisors serving Knox County, OH are Whitaker-myers Wealth Managers, Ltd., Pinnacle Advisors, Lighthouse Wealth Management, Inc., Swisher Financial Concepts, Inc. and Jericho Financial. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Knox County are verified against official records?
8 of the top 8 match an active official record: Whitaker-myers Wealth Managers, Ltd. (U.S. Securities and Exchange Commission), Pinnacle Advisors (U.S. Securities and Exchange Commission), Lighthouse Wealth Management, Inc. (U.S. Securities and Exchange Commission), Swisher Financial Concepts, Inc. (U.S. Securities and Exchange Commission) and Jericho Financial (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
Mount Vernon, Apple Valley, Fredericktown, Gambier, Centerburg, Danville, South Mount Vernon, Howard, Martinsburg, Bladensburg, Brinkhaven