#1 Pinnacle Advisors
PINNACLE WEALTH PLANNING SERVICES, INC.
Based in Mansfield, OH
Call (419) 526-5226 · WebsiteRetirement Plan Advisors in Mansfield, OH
The top-ranked retirement plan advisors serving Mansfield, OH are Pinnacle Advisors, Whitaker-myers Wealth Managers, Ltd. and Livelsberger Financial Advisory. We list 5 retirement plan advisors serving Mansfield, OH. 5 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 Mansfield, OH (Richland County). 5 providers, 5 of the top 5 verified against federal or state records. Registry records checked on 2026-11-04.
Top 5 ranked retirement plan advisors for Mansfield
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Pinnacle Advisors | ✓ SEC-registered investment adviser (CRD) #106817 | Mansfield, OH | (419) 526-5226 |
| 2 | Whitaker-myers Wealth Managers, Ltd. | ✓ SEC-registered investment adviser (CRD) #286093 | Mansfield, OH | (330) 345-5000 |
| 3 | Livelsberger Financial Advisory | ✓ SEC-registered investment adviser (CRD) #117665 | Ashland, OH (13 mi) | (419) 289-7165 |
| 4 | Whitcomb & Hess, Inc. | ✓ SEC-registered investment adviser (CRD) #121064 | Ashland, OH (14 mi) | (419) 289-7007 |
| 5 | Lighthouse Wealth Management, Inc. | ✓ SEC-registered investment adviser (CRD) #157925 | Ashland, OH (15 mi) | (419) 496-0016 |
#2 Whitaker-myers Wealth Managers, Ltd.
WHITAKER-MYERS WEALTH MANAGERS, LTD.Based in Mansfield, OHCall (330) 345-5000 · Website#3 Livelsberger Financial Advisory
LIVELSBERGER, LYNN LOUISServes this area from Ashland, OH (13 mi)Call (419) 289-7165 · Website#4 Whitcomb & Hess, Inc.
WHITCOMB & HESS, INC.Serves this area from Ashland, OH (14 mi)Call (419) 289-7007 · Website#5 Lighthouse Wealth Management, Inc.
LIGHTHOUSE WEALTH MANAGEMENT, INC.Serves this area from Ashland, OH (15 mi)Call (419) 496-0016 · Website
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Frequently asked questions
How many retirement plan advisors serve Mansfield?
We list 5 retirement plan advisors serving Mansfield, OH: 2 based there and 3 serving it from nearby. 5 of the top 5 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Mansfield?
The top-ranked retirement plan advisors serving Mansfield, OH are Pinnacle Advisors, Whitaker-myers Wealth Managers, Ltd., Livelsberger Financial Advisory, Whitcomb & Hess, Inc. and Lighthouse Wealth Management, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Mansfield are verified against official records?
5 of the top 5 match an active official record: Pinnacle Advisors (U.S. Securities and Exchange Commission), Whitaker-myers Wealth Managers, Ltd. (U.S. Securities and Exchange Commission), Livelsberger Financial Advisory (U.S. Securities and Exchange Commission), Whitcomb & Hess, Inc. (U.S. Securities and Exchange Commission) and Lighthouse Wealth Management, Inc. (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 .