#1Confluence Financial Partners
CONFLUENCE WEALTH SERVICES, LLC
Serves this area from McMurray, PA (3 mi)
Retirement Plan Advisors in Bethel Park, PA
The top-ranked retirement plan advisors serving Bethel Park, PA are Confluence Financial Partners, Valley Brook Capital Group and Dwd Portfolio Solutions, Inc.. We list 35 retirement plan advisors serving Bethel Park, 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 Bethel Park, PA (Allegheny County). 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 Bethel Park
#2Valley Brook Capital Group
VALLEY BROOK CAPITAL GROUP, INC.Serves this area from McMurray, PA (4 mi)#3Dwd Portfolio Solutions, Inc.
DWD PORTFOLIO SOLUTIONS, INC.Serves this area from PA#4Hapanowicz Financial
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.Serves this area from Green Tree, PA (7 mi)#5Bryan Advisory Services, LLC
BRYAN ADVISORY SERVICES, LLCServes this area from Southpointe, PA (8 mi)#6Mfg Private Wealth
THE MUSUNEGGI FINANCIAL GROUP, LLCServes this area from Southpointe, PA (8 mi)#7Main Advisory, Inc.
MAIN ADVISORY, INC.Serves this area from Southpointe, PA (8 mi)#8Santori & Peters
SANTORI & PETERS, INC.Serves this area from Southpointe, PA (8 mi)#9Elm Capital Management LLC
ELM CAPITAL MANAGEMENT LLCServes this area from Pittsburgh, PA (8 mi)#10Braun-bostich & Associates Inc.
BRAUN-BOSTICH & ASSOCIATES INC.Serves this area from PA
20 more providers serving this area
- Steel Tower Investments, Pittsburgh, PA (8 mi)
- Commonwealth Investment Management, Pittsburgh, PA (9 mi)
- D.b. Root & Company, LLC, Pittsburgh, PA (9 mi)
- Henderson Brothers Financial Partners LLC, Pittsburgh, PA (9 mi)
- Primesolutions Advisors, LLC, Pittsburgh, PA (9 mi)
- Schneider Downs Wealth Management Advisors, LP, Pittsburgh, PA (9 mi)
- Kailasa Capital Management LLC, Pittsburgh, PA (9 mi)
- Marathon Strategic Advisors, LLC, Aspinwall, PA (14 mi)
- Vista Investment Management, LLC, PA
- Milestone Asset Management, LLC, PA
- Legend Financial Advisors Inc, PA
- Marion Wealth Management, Monroeville, PA (17 mi)
- Jms Capital Group Wealth Services, LLC, Sewickley, PA (17 mi)
- Oakmont Capital Management, LLC, Oakmont, PA (17 mi)
- Bill Few Associates, Inc., Sewickley Heights, PA (18 mi)
- Fragasso Financial Advisors, Franklin Park, PA (20 mi)
- Guardian Capital, LLC, PA
- Petredis Investment Advisors, PA
- Chapel Hill Investment Analysts Inc, PA
- Capital A Wealth Management, PA
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Frequently asked questions
How many retirement plan advisors serve Bethel Park?
We list 35 retirement plan advisors serving Bethel Park, PA: 0 based there and 35 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 Bethel Park?
The top-ranked retirement plan advisors serving Bethel Park, PA are Confluence Financial Partners, Valley Brook Capital Group, Dwd Portfolio Solutions, Inc., Hapanowicz Financial and Bryan Advisory Services, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Bethel Park are verified against official records?
10 of the top 10 match an active official record: Confluence Financial Partners (U.S. Securities and Exchange Commission), Valley Brook Capital Group (U.S. Securities and Exchange Commission), Dwd Portfolio Solutions, Inc. (U.S. Securities and Exchange Commission), Hapanowicz Financial (U.S. Securities and Exchange Commission) and Bryan Advisory 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 .