#1 Reservoir Wealth Management
RESERVOIR RETIREMENT MANAGEMENT, LLC
Serves this area from OH
Call (567) 289-2100 · WebsiteRetirement Plan Advisors in Lima, OH
The top-ranked retirement plan advisors serving Lima, OH are Reservoir Wealth Management, Trueblood Wealth Management, LLC and Hardy & Hardy Co LLC. We list 6 retirement plan advisors serving Lima, OH. 6 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 Lima, OH (Allen County). 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Lima
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Reservoir Wealth Management | ✓ SEC-registered investment adviser (CRD) #293131 | OH | (567) 289-2100 |
| 2 | Trueblood Wealth Management, LLC | ✓ SEC-registered investment adviser (CRD) #321659 | OH | (419) 812-2998 |
| 3 | Hardy & Hardy Co LLC | ✓ SEC-registered investment adviser (CRD) #145088 | Fort Shawnee, OH (4 mi) | (419) 998-8955 |
| 4 | Strategence Capital LLC | ✓ SEC-registered investment adviser (CRD) #343488 | Van Wert, OH (26 mi) | (646) 395-3900 |
| 5 | Hixon Zuercher Capital Management | ✓ SEC-registered investment adviser (CRD) #123465 | Findlay, OH (32 mi) | (419) 425-2400 |
| 6 | Resolute Wealth Advisor, Inc. | ✓ SEC-registered investment adviser (CRD) #290349 | Findlay, OH (33 mi) | (419) 422-4400 |
#2 Trueblood Wealth Management, LLC
TRUEBLOOD WEALTH MANAGEMENT, LLCServes this area from OHCall (419) 812-2998 · Website#3 Hardy & Hardy Co LLC
HARDY & HARDY CO LLCServes this area from Fort Shawnee, OH (4 mi)Call (419) 998-8955#4 Strategence Capital LLC
STRATEGENCE CAPITAL LLCServes this area from Van Wert, OH (26 mi)Call (646) 395-3900#5 Hixon Zuercher Capital Management
HIXON ZUERCHER, LLCServes this area from Findlay, OH (32 mi)Call (419) 425-2400 · Website#6 Resolute Wealth Advisor, Inc.
RESOLUTE WEALTH ADVISOR, INC.Serves this area from Findlay, OH (33 mi)Call (419) 422-4400 · Website
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Frequently asked questions
How many retirement plan advisors serve Lima?
We list 6 retirement plan advisors serving Lima, OH: 0 based there and 6 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Lima?
The top-ranked retirement plan advisors serving Lima, OH are Reservoir Wealth Management, Trueblood Wealth Management, LLC, Hardy & Hardy Co LLC, Strategence Capital LLC and Hixon Zuercher Capital Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lima are verified against official records?
6 of the top 6 match an active official record: Reservoir Wealth Management (U.S. Securities and Exchange Commission), Trueblood Wealth Management, LLC (U.S. Securities and Exchange Commission), Hardy & Hardy Co LLC (U.S. Securities and Exchange Commission), Strategence Capital LLC (U.S. Securities and Exchange Commission) and Hixon Zuercher Capital Management (U.S. Securities and Exchange Commission), and 1 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 .