#1 Lighthouse Wealth Management, Inc.
LIGHTHOUSE WEALTH MANAGEMENT, INC.
Serves this area from Ashland, OH (18 mi)
Call (419) 496-0016 · WebsiteRetirement Plan Advisors in Wooster, OH
The top-ranked retirement plan advisors serving Wooster, OH are Lighthouse Wealth Management, Inc., Whitcomb & Hess, Inc. and Livelsberger Financial Advisory. We list 15 retirement plan advisors serving Wooster, OH. 15 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 Wooster, OH (Wayne County). 15 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 Wooster
#2 Whitcomb & Hess, Inc.
WHITCOMB & HESS, INC.Serves this area from Ashland, OH (20 mi)Call (419) 289-7007 · Website#3 Livelsberger Financial Advisory
LIVELSBERGER, LYNN LOUISServes this area from Ashland, OH (20 mi)Call (419) 289-7165 · Website#4 First Mason Financial, LLC
FIRST MASON FINANCIAL, LLCServes this area from Medina, OH (23 mi)Call (330) 722-5777#5 Kohmann Bosshard Financial Services, LLC.
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.Serves this area from Fairlawn, OH (25 mi)Call (330) 666-6886 · Website#6 T.t.g. Financial, Inc.
T.T.G. FINANCIAL, INC.Serves this area from OHCall (330) 491-2220 · Website#7 Affinity Wealth LLC
AFFINITY WEALTH LLCServes this area from OHCall (330) 526-8412 · Website#8 Symphony Financial Services, Inc.
SYMPHONY FINANCIAL SERVICES, INC.Serves this area from Fairlawn, OH (26 mi)Call (330) 434-2000 · Website#9 Valmark Advisers, Inc.
VALMARK ADVISERS INCServes this area from Montrose-Ghent, OH (27 mi)Call (800) 765-5201 · Website#10 Sequoia Financial Group, L.L.C.
SEQUOIA FINANCIAL ADVISORS, L.L.C.Serves this area from Fairlawn, OH (28 mi)Call (330) 375-9480 · Website
5 more providers serving this area
- Presper Financial Architects, LLC, Akron, OH (28 mi)
- True Wealth Design, LLC, Montrose-Ghent, OH (28 mi)
- Warther Private Wealth, Akron, OH (28 mi)
- Summit Wealth Management LLC, OH
- Ellsworth Advisors, LLC, Hudson, OH (38 mi)
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Frequently asked questions
How many retirement plan advisors serve Wooster?
We list 15 retirement plan advisors serving Wooster, OH: 0 based there and 15 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 Wooster?
The top-ranked retirement plan advisors serving Wooster, OH are Lighthouse Wealth Management, Inc., Whitcomb & Hess, Inc., Livelsberger Financial Advisory, First Mason Financial, LLC and Kohmann Bosshard Financial Services, LLC.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Wooster are verified against official records?
10 of the top 10 match an active official record: Lighthouse Wealth Management, Inc. (U.S. Securities and Exchange Commission), Whitcomb & Hess, Inc. (U.S. Securities and Exchange Commission), Livelsberger Financial Advisory (U.S. Securities and Exchange Commission), First Mason Financial, LLC (U.S. Securities and Exchange Commission) and Kohmann Bosshard Financial Services, 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 .