#1Blue Jay Financial Group, LLC
BLUE JAY FINANCIAL GROUP, LLC
Serves this area from Defiance, OH (23 mi)
Retirement Plan Advisors in Williams County, OH
The top-ranked retirement plan advisors serving Williams County, OH are Blue Jay Financial Group, LLC, Pathway Financial Advisers, LLC and Cxi Advisors, LLC. We list 4 retirement plan advisors serving Williams 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 Williams 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 Williams County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Blue Jay Financial Group, LLC | SEC-registered investment adviser (CRD)#296467 | Defiance, OH (23 mi) | (419) 785-4525 |
| 2 | Pathway Financial Advisers, LLC | SEC-registered investment adviser (CRD)#166237 | Auburn, IN (27 mi) | (260) 925-2887 |
| 3 | Cxi Advisors, LLC | SEC-registered investment adviser (CRD)#301321 | Auburn, IN (28 mi) | (260) 333-5123 |
| 4 | Cx Institutional, LLC | SEC-registered investment adviser (CRD)#292627 | Auburn, IN (28 mi) | (260) 927-1830 |
#2Pathway Financial Advisers, LLC
PATHWAY FINANCIAL ADVISERS, LLCServes this area from Auburn, IN (27 mi)#3Cxi Advisors, LLC
CXI ADVISORS, LLCServes this area from Auburn, IN (28 mi)#4Cx Institutional, LLC
CX INSTITUTIONAL, LLCServes this area from Auburn, IN (28 mi)
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Frequently asked questions
How many retirement plan advisors serve Williams County?
We list 4 retirement plan advisors serving Williams 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 Williams County?
The top-ranked retirement plan advisors serving Williams County, OH are Blue Jay Financial Group, LLC, Pathway Financial Advisers, LLC, Cxi Advisors, LLC and Cx Institutional, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Williams County are verified against official records?
4 of the top 4 match an active official record: Blue Jay Financial Group, LLC (U.S. Securities and Exchange Commission), Pathway Financial Advisers, LLC (U.S. Securities and Exchange Commission), Cxi Advisors, LLC (U.S. Securities and Exchange Commission) and Cx Institutional, 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
Bryan, Montpelier, Edgerton, West Unity, Pioneer, Stryker, Edon, Lake Seneca, Nettle Lake, Alvordton, Kunkle, Pulaski, Blakeslee, Holiday City