#1 Blue Jay Financial Group, LLC
BLUE JAY FINANCIAL GROUP, LLC
Serves this area from Defiance, OH (16 mi)
Call (419) 785-4525 · WebsiteRetirement Plan Advisors in Paulding County, OH
The top-ranked retirement plan advisors serving Paulding County, OH are Blue Jay Financial Group, LLC, Strategence Capital LLC and Apple Tree Asset Management, LLC. We list 10 retirement plan advisors serving Paulding County, OH. 10 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 Paulding County, OH. 10 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 Paulding County
#2 Strategence Capital LLC
STRATEGENCE CAPITAL LLCServes this area from Van Wert, OH (17 mi)Call (646) 395-3900#3 Apple Tree Asset Management, LLC
APPLE TREE ASSET MANAGEMENT, LLCServes this area from Fort Wayne, IN (23 mi)Call (260) 637-7278 · Website#4 Qbox Fiduciary Solutions, LLC
QBOX FIDUCIARY SOLUTIONS, LLCServes this area from Fort Wayne, IN (25 mi)Call (260) 328-1889#5 Compass Financial Advisors LLC
COMPASS FINANCIAL ADVISORS LLCServes this area from Fort Wayne, IN (29 mi)Call (260) 490-7878 · Website#6 Howard Bailey Securities, LLC
HOWARD BAILEY SECURITIES, LLCServes this area from Fort Wayne, IN (33 mi)Call (260) 482-9559#7 Dickmeyer Boyce Financial Management, Inc
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INCServes this area from Fort Wayne, IN (34 mi)Call (260) 436-2051 · Website#8 Phillips Financial
PHILLIPS FINANCIAL MANAGEMENT, LLCServes this area from Fort Wayne, IN (34 mi)Call (260) 420-7732 · Website#9 Galecki Financial Management Inc
GALECKI FINANCIAL MANAGEMENT INCServes this area from INCall (260) 436-8525 · Website#10 Vestia Personal Wealth Advisors
VESTIA ADVISORS, LLCServes this area from Fort Wayne, IN (36 mi)Call (877) 669-1126 · Website
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Frequently asked questions
How many retirement plan advisors serve Paulding County?
We list 10 retirement plan advisors serving Paulding County, OH: 0 based there and 10 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 Paulding County?
The top-ranked retirement plan advisors serving Paulding County, OH are Blue Jay Financial Group, LLC, Strategence Capital LLC, Apple Tree Asset Management, LLC, Qbox Fiduciary Solutions, LLC and Compass Financial Advisors LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Paulding County are verified against official records?
10 of the top 10 match an active official record: Blue Jay Financial Group, LLC (U.S. Securities and Exchange Commission), Strategence Capital LLC (U.S. Securities and Exchange Commission), Apple Tree Asset Management, LLC (U.S. Securities and Exchange Commission), Qbox Fiduciary Solutions, LLC (U.S. Securities and Exchange Commission) and Compass Financial Advisors 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 .
Communities served
Paulding, Antwerp, Payne, Oakwood, Grover Hill, Melrose, Latty, Haviland, Cecil, Broughton