#1Yfp Wealth
YOUR FINANCIAL PHARMACIST PLANNING, LLC
Serves this area from New Albany, OH (17 mi)
Retirement Plan Advisors in Licking County, OH
The top-ranked retirement plan advisors serving Licking County, OH are Yfp Wealth, Retirement Plans, Inc. and Summit Financial Strategies Inc. We list 29 retirement plan advisors serving Licking County, OH. 29 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 Licking County, OH. 29 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 Licking County
#2Retirement Plans, Inc.
RETIREMENT PLANS, INC.Serves this area from Westerville, OH (22 mi)#3Summit Financial Strategies Inc
SUMMIT FINANCIAL STRATEGIES INCServes this area from Columbus, OH (23 mi)#4Hicks Capital Management, LLC
HICKS CAPITAL MANAGEMENT, LLCServes this area from Columbus, OH (23 mi)#5Yarger Wealth Strategies, LLC
YARGER WEALTH STRATEGIES, LLCServes this area from Westerville, OH (23 mi)#6Swisher Financial Concepts, Inc.
SWISHER FINANCIAL CONCEPTS, INC.Serves this area from Westerville, OH (24 mi)#7Jericho Financial
JERICHO FINANCIAL, LLPServes this area from Westerville, OH (24 mi)#8Shaffer Capital
SHAFFER CAPITAL ADVISERS, LLCServes this area from Westerville, OH (25 mi)#9Rebel Financial, LLC
REBEL FINANCIAL, LLC.Serves this area from Groveport, OH (28 mi)#10Peerless Wealth
PEERLESS WEALTH LLCServes this area from Columbus, OH (29 mi)
19 more providers serving this area
- Balance Wealth, Worthington, OH (29 mi)
- Gerber, LLC, Columbus, OH (29 mi)
- Antolino Wealth Advisors, Columbus, OH (29 mi)
- Keidan Financial Consultants LLC, Columbus, OH (29 mi)
- Nationwide Asset Management, LLC, Columbus, OH (30 mi)
- Vawter Financial Ltd, Columbus, OH (30 mi)
- Ggm Financial LLC, OH
- G2 Capital Management, LLC, Upper Arlington, OH (31 mi)
- Hamilton Capital, Upper Arlington, OH (32 mi)
- Meyers Wealth Management, LLC, Upper Arlington, OH (33 mi)
- Tcp Asset Management, LLC, Upper Arlington, OH (33 mi)
- Libertas Wealth Management Group, Inc., Upper Arlington, OH (33 mi)
- Leclair Wealth Partners, Dublin, OH (33 mi)
- Advanced Asset Management Advisors, Inc., Dublin, OH (34 mi)
- Egsi Investment Management, Dublin, OH (34 mi)
- Retirement Strategies, Ltd., Dublin, OH (34 mi)
- Everhart Advisors, Dublin, OH (34 mi)
- Keeler & Nadler Family Wealth, Dublin, OH (34 mi)
- Consolidated Financial, Dublin, OH (35 mi)
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Frequently asked questions
How many retirement plan advisors serve Licking County?
We list 29 retirement plan advisors serving Licking County, OH: 0 based there and 29 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 Licking County?
The top-ranked retirement plan advisors serving Licking County, OH are Yfp Wealth, Retirement Plans, Inc., Summit Financial Strategies Inc, Hicks Capital Management, LLC and Yarger Wealth Strategies, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Licking County are verified against official records?
10 of the top 10 match an active official record: Yfp Wealth (U.S. Securities and Exchange Commission), Retirement Plans, Inc. (U.S. Securities and Exchange Commission), Summit Financial Strategies Inc (U.S. Securities and Exchange Commission), Hicks Capital Management, LLC (U.S. Securities and Exchange Commission) and Yarger Wealth Strategies, LLC (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 .
Cities in Licking County
Communities served
Pataskala, Heath, Granville, Johnstown, Beechwood Trails, Buckeye Lake, Hebron, Utica, Harbor Hills, Granville South, Hanover, Etna, Marne, Alexandria, Kirkersville, Jersey, Hartford (Croton), Jacksontown, St. Louisville, Gratiot, Brownsville