#1Northeast Financial Group, Inc.
NORTHEAST FINANCIAL GROUP, INC.
Serves this area from PA
Retirement Plan Advisors in Allentown, PA
The top-ranked retirement plan advisors serving Allentown, PA are Northeast Financial Group, Inc., Girard Pension Services, LLC and Erickson Financial Group, LLC. We list 56 retirement plan advisors serving Allentown, 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 Allentown, PA (Lehigh County). 56 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 Allentown
#2Girard Pension Services, LLC
GIRARD PENSION SERVICES, LLCServes this area from PA#3Erickson Financial Group, LLC
ERICKSON FINANCIAL GROUP, LLCServes this area from Wescosville, PA (5 mi)#4Cornerstone Advisors Asset Management, LLC
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCServes this area from Bethlehem, PA (6 mi)#5Liberty Square Wealth Partners LLC
LIBERTY SQUARE WEALTH PARTNERS LLCServes this area from PA#6Englebert Financial Advisers, LLC
ENGLEBERT FINANCIAL ADVISERS, LLCServes this area from PA#7Mtm Financial Group, LLC
MTM FINANCIAL GROUP, LLCServes this area from PA#8Ivc Wealth Advisors LLC
IVC WEALTH ADVISORS LLCServes this area from Silverdale, PA (20 mi)#9Wellfull
BERNARDO WEALTH PLANNING, LLCServes this area from PA#10Muntz Financial, LLC
MUNTZ FINANCIAL, LLCServes this area from Doylestown, PA (27 mi)
20 more providers serving this area
- Opulus, Doylestown, PA (27 mi)
- Kohlhepp Investment Advisors, Ltd., PA
- Blbb Advisors, PA
- Sensenig Capital Advisors, Inc., PA
- Beacon Bridge Wealth Partners, LLC, PA
- Valley Forge Investment Consultants, Inc., PA
- Alliance Financial, Wyomissing, PA (31 mi)
- Sei Investments Management Corp, Oaks, PA (32 mi)
- Sharp Financial, PA
- Walsky Investment Management Inc, Colony Park, PA (32 mi)
- Thrive Wealth Management, LLC, Audubon, PA (33 mi)
- Meridian Wealth Partners, LLC, Norristown, PA (33 mi)
- Certior Financial Group, LLC, King of Prussia, PA (34 mi)
- Legacy Advisors, LLC, Plymouth Meeting, PA (35 mi)
- Capital Analysts, PA
- Independence Square Holdings, LLC, King of Prussia, PA (36 mi)
- Isq Capital, King of Prussia, PA (36 mi)
- Girard Advisory Services, LLC, King of Prussia, PA (36 mi)
- Ethos Financial Group, LLC, Swedeland, PA (36 mi)
- Compass Ion Advisors, LLC, Conshohocken, PA (37 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Allentown?
We list 56 retirement plan advisors serving Allentown, PA: 0 based there and 56 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 Allentown?
The top-ranked retirement plan advisors serving Allentown, PA are Northeast Financial Group, Inc., Girard Pension Services, LLC, Erickson Financial Group, LLC, Cornerstone Advisors Asset Management, LLC and Liberty Square Wealth Partners LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Allentown are verified against official records?
10 of the top 10 match an active official record: Northeast Financial Group, Inc. (U.S. Securities and Exchange Commission), Girard Pension Services, LLC (U.S. Securities and Exchange Commission), Erickson Financial Group, LLC (U.S. Securities and Exchange Commission), Cornerstone Advisors Asset Management, LLC (U.S. Securities and Exchange Commission) and Liberty Square Wealth Partners 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 .