#1Croak Capital
CROAK ASSET MANAGEMENT, LLC
Based in Toledo, OH
Retirement Plan Advisors in Toledo, OH
The top-ranked retirement plan advisors serving Toledo, OH are Croak Capital, Venture Visionary Partners LLC and Alan B. Lancz & Associates, Inc.. We list 5 retirement plan advisors serving Toledo, 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 Toledo, OH (Lucas 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 Toledo
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Croak Capital | SEC-registered investment adviser (CRD)#297666 | Toledo, OH | (419) 464-7000 |
| 2 | Venture Visionary Partners LLC | SEC-registered investment adviser (CRD)#304237 | Sylvania, OH (5 mi) | (419) 464-7401 |
| 3 | Alan B. Lancz & Associates, Inc. | SEC-registered investment adviser (CRD)#105363 | OH | (419) 536-5200 |
| 4 | Tfo Wealth Partners | SEC-registered investment adviser (CRD)#124407 | Maumee, OH (8 mi) | (419) 891-9999 |
| 5 | Mpm Wealth Advisors | SEC-registered investment adviser (CRD)#104926 | OH | (419) 861-1400 |
#2Venture Visionary Partners LLC
VENTURE VISIONARY PARTNERS LLCServes this area from Sylvania, OH (5 mi)#3Alan B. Lancz & Associates, Inc.
ALAN B. LANCZ & ASSOCIATES, INC.Serves this area from OH#4Tfo Wealth Partners
TFO WEALTH PARTNERS, LLCServes this area from Maumee, OH (8 mi)#5Mpm Wealth Advisors
MODERN PORTFOLIO MANAGEMENT INCServes this area from OH
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Frequently asked questions
How many retirement plan advisors serve Toledo?
We list 5 retirement plan advisors serving Toledo, OH: 1 based there and 4 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 Toledo?
The top-ranked retirement plan advisors serving Toledo, OH are Croak Capital, Venture Visionary Partners LLC, Alan B. Lancz & Associates, Inc., Tfo Wealth Partners and Mpm Wealth Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Toledo are verified against official records?
5 of the top 5 match an active official record: Croak Capital (U.S. Securities and Exchange Commission), Venture Visionary Partners LLC (U.S. Securities and Exchange Commission), Alan B. Lancz & Associates, Inc. (U.S. Securities and Exchange Commission), Tfo Wealth Partners (U.S. Securities and Exchange Commission) and Mpm Wealth Advisors (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 .