#1Macro Advisors, Inc.
MACRO ADVISORS, INC.
Serves this area from PA
Retirement Plan Advisors in Adams County, PA
The top-ranked retirement plan advisors serving Adams County, PA are Macro Advisors, Inc., Guardian Asset Advisors, LLC and Ifs Group. We list 8 retirement plan advisors serving Adams County, PA. 8 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 Adams County, PA. 8 providers, 8 of the top 8 verified against federal or state records. Registry records checked on 2026-11-04.
Top 8 ranked retirement plan advisors for Adams County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Macro Advisors, Inc. | SEC-registered investment adviser (CRD)#118832 | PA | (717) 764-4566 |
| 2 | Guardian Asset Advisors, LLC | SEC-registered investment adviser (CRD)#144958 | PA | (717) 691-3003 |
| 3 | Ifs Group | SEC-registered investment adviser (CRD)#328774 | PA | (717) 766-1144 |
| 4 | Collective Family Office, LLC | SEC-registered investment adviser (CRD)#301274 | Spry, PA (28 mi) | (717) 893-5055 |
| 5 | Asset Strategy Retirement Plan Consultants, LLC | SEC-registered investment adviser (CRD)#147982 | PA | (717) 602-1100 |
| 6 | Keller Financial Group | SEC-registered investment adviser (CRD)#328195 | PA | (717) 516-0700 |
| 7 | Stonebridge Financial Group, LLC | SEC-registered investment adviser (CRD)#327529 | Wormleysburg, PA (32 mi) | (717) 736-7007 |
| 8 | Potomac Asset Management Co Inc | SEC-registered investment adviser (CRD)#105730 | Frederick, MD (33 mi) | (301) 695-9229 |
#2Guardian Asset Advisors, LLC
GUARDIAN ASSET ADVISORS, LLCServes this area from PA#3Ifs Group
IFS GROUP, LLCServes this area from PA#4Collective Family Office, LLC
COLLECTIVE FAMILY OFFICE, LLCServes this area from Spry, PA (28 mi)#5Asset Strategy Retirement Plan Consultants, LLC
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLCServes this area from PA#6Keller Financial Group
KELLER FINANCIAL GROUP, INC.Serves this area from PA#7Stonebridge Financial Group, LLC
STONEBRIDGE FINANCIAL GROUP, LLCServes this area from Wormleysburg, PA (32 mi)#8Potomac Asset Management Co Inc
POTOMAC ASSET MANAGEMENT CO INCServes this area from Frederick, MD (33 mi)
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Frequently asked questions
How many retirement plan advisors serve Adams County?
We list 8 retirement plan advisors serving Adams County, PA: 0 based there and 8 serving it from nearby. 8 of the top 8 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Adams County?
The top-ranked retirement plan advisors serving Adams County, PA are Macro Advisors, Inc., Guardian Asset Advisors, LLC, Ifs Group, Collective Family Office, LLC and Asset Strategy Retirement Plan Consultants, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Adams County are verified against official records?
8 of the top 8 match an active official record: Macro Advisors, Inc. (U.S. Securities and Exchange Commission), Guardian Asset Advisors, LLC (U.S. Securities and Exchange Commission), Ifs Group (U.S. Securities and Exchange Commission), Collective Family Office, LLC (U.S. Securities and Exchange Commission) and Asset Strategy Retirement Plan Consultants, LLC (U.S. Securities and Exchange Commission), and 3 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 .
Communities served
Gettysburg, Littlestown, Carroll Valley, McSherrystown, Lake Meade, Lake Heritage, New Oxford, Bonneauville, East Berlin, Hampton, Biglerville, Midway, Abbottstown, Arendtsville, Bendersville, York Springs, Fairfield, Heidlersburg, Hunterstown, Aspers, Cashtown, McKnightstown, Orrtanna, Idaville, Gardners, Table Rock