Retirement Plan Advisors in Allegheny County, PA
The top-ranked retirement plan advisors serving Allegheny County, PA are Bill Few Associates, Inc., Commonwealth Investment Management and D.b. Root & Company, LLC. We list 35 retirement plan advisors serving Allegheny County, PA. 30 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 Allegheny County, PA. 35 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 Allegheny County
- BILL FEW ASSOCIATES, INC.Based in Sewickley Heights, PA
#2Commonwealth Investment Management
CIM INVESTMENT MANAGEMENT INCBased in Pittsburgh, PA#3D.b. Root & Company, LLC
D.B. ROOT & COMPANY, LLCBased in Pittsburgh, PA#4Dwd Portfolio Solutions, Inc.
DWD PORTFOLIO SOLUTIONS, INC.Based in PA#5Elm Capital Management LLC
ELM CAPITAL MANAGEMENT LLCBased in Pittsburgh, PA#6Fragasso Financial Advisors
FRAGASSO FINANCIAL ADVISORS INC.Based in Franklin Park, PA#7Guardian Capital, LLC
GUARDIAN CAPITAL, LLCBased in PA#8Hapanowicz Financial
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.Based in Green Tree, PA#9Henderson Brothers Financial Partners LLC
HENDERSON BROTHERS FINANCIAL PARTNERS LLCBased in Pittsburgh, PA#10Jms Capital Group Wealth Services, LLC
JMS CAPITAL GROUP WEALTH SERVICES, LLCBased in Sewickley, PA
20 more providers serving this area
- Kailasa Capital Management LLC, Pittsburgh, PA
- Legend Financial Advisors Inc, PA
- Marathon Strategic Advisors, LLC, Aspinwall, PA
- Marion Wealth Management, Monroeville, PA
- Milestone Asset Management, LLC, PA
- Oakmont Capital Management, LLC, Oakmont, PA
- Primesolutions Advisors, LLC, Pittsburgh, PA
- Schneider Downs Wealth Management Advisors, LP, Pittsburgh, PA
- Steel Tower Investments, Pittsburgh, PA
- Vista Investment Management, LLC, PA
- Confluence Financial Partners, McMurray, PA (14 mi)
- Valley Brook Capital Group, McMurray, PA (14 mi)
- Petredis Investment Advisors, PA
- Bryan Advisory Services, LLC, Southpointe, PA (16 mi)
- Mfg Private Wealth, Southpointe, PA (17 mi)
- Main Advisory, Inc., Southpointe, PA (17 mi)
- Santori & Peters, Southpointe, PA (17 mi)
- Capital A Wealth Management, PA
- Braun-bostich & Associates Inc., PA
- River's Edge, Beaver, PA (23 mi)
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Frequently asked questions
How many retirement plan advisors serve Allegheny County?
We list 35 retirement plan advisors serving Allegheny County, PA: 20 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 Allegheny County?
The top-ranked retirement plan advisors serving Allegheny County, PA are Bill Few Associates, Inc., Commonwealth Investment Management, D.b. Root & Company, LLC, Dwd Portfolio Solutions, Inc. and Elm Capital Management LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Allegheny County are verified against official records?
10 of the top 10 match an active official record: Bill Few Associates, Inc. (U.S. Securities and Exchange Commission), Commonwealth Investment Management (U.S. Securities and Exchange Commission), D.b. Root & Company, LLC (U.S. Securities and Exchange Commission), Dwd Portfolio Solutions, Inc. (U.S. Securities and Exchange Commission) and Elm Capital Management 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 .
Cities in Allegheny County
Communities served
Allison Park, Baldwin, West Mifflin, McKeesport, Franklin Park, Whitehall, Wilkinsburg, Carnot-Moon, Jefferson Hills, Munhall, Brentwood, Glenshaw, Pleasant Hills, Swissvale, Castle Shannon, Bellevue, Dormont, Carnegie, White Oak, Oakmont, West View, Forest Hills, Clairton, Crafton, McKees Rocks, Coraopolis, Fox Chapel, Duquesne, Turtle Creek, Green Tree, Bridgeville, Avalon, Glassport, Tarentum, North Braddock, Sewickley, Port Vue, Etna, Springdale, Mount Oliver, Ingram, Millvale, Brackenridge, Sharpsburg, Churchill, Edgewood, Pitcairn, Homestead, Aspinwall, Gibsonia, Bakerstown, Imperial, Emsworth, Verona, Liberty, East McKeesport, Greenock, Rankin, East Pittsburgh, Ben Avon