#1 Hda Wealth Management, LLC
HDA WEALTH MANAGEMENT, LLC
Serves this area from OH
Call (330) 980-0741 · WebsiteRetirement Plan Advisors in Youngstown, OH
The top-ranked retirement plan advisors serving Youngstown, OH are Hda Wealth Management, LLC, Bps Wealth Advisors, Inc. and Matune Basile Advisors. We list 6 retirement plan advisors serving Youngstown, OH. 6 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 Youngstown, OH (Mahoning County). 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Youngstown
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Hda Wealth Management, LLC | ✓ SEC-registered investment adviser (CRD) #317346 | OH | (330) 980-0741 |
| 2 | Bps Wealth Advisors, Inc. | ✓ SEC-registered investment adviser (CRD) #106249 | OH | (330) 758-0575 |
| 3 | Matune Basile Advisors | ✓ SEC-registered investment adviser (CRD) #168073 | Hermitage, PA (14 mi) | (724) 977-6275 |
| 4 | Jfs Wealth Advisors, LLC | ✓ SEC-registered investment adviser (CRD) #145051 | Hermitage, PA (15 mi) | (724) 962-3200 |
| 5 | Affinity Wealth LLC | ✓ SEC-registered investment adviser (CRD) #285169 | OH | (330) 526-8412 |
| 6 | T.t.g. Financial, Inc. | ✓ SEC-registered investment adviser (CRD) #129004 | OH | (330) 491-2220 |
#2 Bps Wealth Advisors, Inc.
BPS WEALTH ADVISORS, INC.Serves this area from OHCall (330) 758-0575 · Website#3 Matune Basile Advisors
MBA ADVISORS LLCServes this area from Hermitage, PA (14 mi)Call (724) 977-6275 · Website#4 Jfs Wealth Advisors, LLC
JFS WEALTH ADVISORS, LLCServes this area from Hermitage, PA (15 mi)Call (724) 962-3200 · Website#5 Affinity Wealth LLC
AFFINITY WEALTH LLCServes this area from OHCall (330) 526-8412 · Website#6 T.t.g. Financial, Inc.
T.T.G. FINANCIAL, INC.Serves this area from OHCall (330) 491-2220 · Website
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Frequently asked questions
How many retirement plan advisors serve Youngstown?
We list 6 retirement plan advisors serving Youngstown, OH: 0 based there and 6 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Youngstown?
The top-ranked retirement plan advisors serving Youngstown, OH are Hda Wealth Management, LLC, Bps Wealth Advisors, Inc., Matune Basile Advisors, Jfs Wealth Advisors, LLC and Affinity Wealth LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Youngstown are verified against official records?
6 of the top 6 match an active official record: Hda Wealth Management, LLC (U.S. Securities and Exchange Commission), Bps Wealth Advisors, Inc. (U.S. Securities and Exchange Commission), Matune Basile Advisors (U.S. Securities and Exchange Commission), Jfs Wealth Advisors, LLC (U.S. Securities and Exchange Commission) and Affinity Wealth LLC (U.S. Securities and Exchange Commission), and 1 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 .