#1Matune Basile Advisors
MBA ADVISORS LLC
Serves this area from Hermitage, PA (17 mi)
Retirement Plan Advisors in Trumbull County, OH
The top-ranked retirement plan advisors serving Trumbull County, OH are Matune Basile Advisors, Jfs Wealth Advisors, LLC and Bps Wealth Advisors, Inc.. We list 4 retirement plan advisors serving Trumbull County, OH. 4 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 Trumbull County, OH. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Trumbull County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Matune Basile Advisors | SEC-registered investment adviser (CRD)#168073 | Hermitage, PA (17 mi) | (724) 977-6275 |
| 2 | Jfs Wealth Advisors, LLC | SEC-registered investment adviser (CRD)#145051 | Hermitage, PA (17 mi) | (724) 962-3200 |
| 3 | Bps Wealth Advisors, Inc. | SEC-registered investment adviser (CRD)#106249 | OH | (330) 758-0575 |
| 4 | Hda Wealth Management, LLC | SEC-registered investment adviser (CRD)#317346 | OH | (330) 980-0741 |
#2Jfs Wealth Advisors, LLC
JFS WEALTH ADVISORS, LLCServes this area from Hermitage, PA (17 mi)#3Bps Wealth Advisors, Inc.
BPS WEALTH ADVISORS, INC.Serves this area from OH#4Hda Wealth Management, LLC
HDA WEALTH MANAGEMENT, LLCServes this area from OH
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Frequently asked questions
How many retirement plan advisors serve Trumbull County?
We list 4 retirement plan advisors serving Trumbull County, OH: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Trumbull County?
The top-ranked retirement plan advisors serving Trumbull County, OH are Matune Basile Advisors, Jfs Wealth Advisors, LLC, Bps Wealth Advisors, Inc. and Hda Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Trumbull County are verified against official records?
4 of the top 4 match an active official record: Matune Basile Advisors (U.S. Securities and Exchange Commission), Jfs Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Bps Wealth Advisors, Inc. (U.S. Securities and Exchange Commission) and Hda Wealth Management, LLC (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 .
Communities served
Warren, Niles, Girard, Hubbard, Cortland, Champion Heights, Howland Center, Newton Falls, Mineral Ridge, Lordstown, McDonald, West Hill, Churchill, Masury, Bolindale, Leavittsburg, Brookfield Center, Morgandale, South Canal, McKinley Heights, Hilltop, Vienna Center, Kinsman Center, West Farmington, Maplewood Park, Orangeville, Yankee Lake