#1 Ellsworth Advisors, LLC
ELLSWORTH ADVISORS, LLC
Based in Hudson, OH
Call (234) 200-0703 · WebsiteRetirement Plan Advisors in Summit County, OH
The top-ranked retirement plan advisors serving Summit County, OH are Ellsworth Advisors, LLC, Kohmann Bosshard Financial Services, LLC. and Presper Financial Architects, LLC. We list 50 retirement plan advisors serving Summit County, OH. 30 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 Summit County, OH. 50 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 Summit County
#2 Kohmann Bosshard Financial Services, LLC.
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.Based in Fairlawn, OHCall (330) 666-6886 · Website#3 Presper Financial Architects, LLC
PRESPER FINANCIAL ARCHITECTS, LLCBased in Akron, OHCall (330) 253-6000 · Website#4 Sequoia Financial Group, L.L.C.
SEQUOIA FINANCIAL ADVISORS, L.L.C.Based in Fairlawn, OHCall (330) 375-9480 · Website#5 Summit Wealth Management LLC
SUMMIT WEALTH MANAGEMENT LLCBased in OHCall (330) 523-1065 · Website#6 Symphony Financial Services, Inc.
SYMPHONY FINANCIAL SERVICES, INC.Based in Fairlawn, OHCall (330) 434-2000 · Website#7 True Wealth Design, LLC
TRUE WEALTH DESIGN, LLCBased in Montrose-Ghent, OHCall (330) 777-0688 · Website#8 Valmark Advisers, Inc.
VALMARK ADVISERS INCBased in Montrose-Ghent, OHCall (800) 765-5201 · Website#9 Warther Private Wealth
WARTHER PRIVATE WEALTH, LLCBased in Akron, OHCall (330) 867-6999 · Website#10 Financial Management Strategies, Inc.
FINANCIAL MANAGEMENT STRATEGIES, INC.Serves this area from Broadview Heights, OH (15 mi)Call (216) 642-1099 · Website
20 more providers serving this area
- Return On Life Wealth Partners, Brecksville, OH (16 mi)
- First Mason Financial, LLC, Medina, OH (17 mi)
- M3 Wealth Management, North Royalton, OH (18 mi)
- Redwood Financial Network, Solon, OH (18 mi)
- Riverview Research, LLC, Independence, OH (19 mi)
- Lineweaver Wealth Advisors, Valley View, OH (20 mi)
- T.t.g. Financial, Inc., OH
- Affinity Wealth LLC, OH
- Enza Financial, LLC, Independence, OH (20 mi)
- Cbiz Investment Advisory Services, LLC, Independence, OH (20 mi)
- Cbiz Retirement Plan Advisory Services, Independence, OH (20 mi)
- Tempo Wealth, Independence, OH (20 mi)
- Vantage Financial Group, Inc., Independence, OH (20 mi)
- Strategic Wealth Partners, Ltd., Independence, OH (20 mi)
- Independence Wealth Advisors, LLC, Independence, OH (20 mi)
- Mai Capital Management, LLC, Independence, OH (20 mi)
- Prasad Wealth Partners, Independence, OH (20 mi)
- Fidato Wealth LLC, Middleburg Heights, OH (22 mi)
- North Star Advisory Group, LLC, Beachwood, OH (23 mi)
- Stratos Wealth Advisors LLC, Beachwood, OH (23 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Summit County?
We list 50 retirement plan advisors serving Summit County, OH: 9 based there and 41 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 Summit County?
The top-ranked retirement plan advisors serving Summit County, OH are Ellsworth Advisors, LLC, Kohmann Bosshard Financial Services, LLC., Presper Financial Architects, LLC, Sequoia Financial Group, L.L.C. and Summit Wealth Management LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Summit County are verified against official records?
10 of the top 10 match an active official record: Ellsworth Advisors, LLC (U.S. Securities and Exchange Commission), Kohmann Bosshard Financial Services, LLC. (U.S. Securities and Exchange Commission), Presper Financial Architects, LLC (U.S. Securities and Exchange Commission), Sequoia Financial Group, L.L.C. (U.S. Securities and Exchange Commission) and Summit Wealth Management 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 Summit County
Communities served
Barberton, Hudson, Twinsburg, Tallmadge, New Franklin, Macedonia, Norton, Fairlawn, Portage Lakes, Reminderville, Montrose-Ghent, Munroe Falls, Mogadore, Richfield, Northfield, Lakemore, Silver Lake, Boston Heights, Sawyerwood, Clinton, Twinsburg Heights, Pigeon Creek, Peninsula