#1Wagner Wealth Management, Corp.
WAGNER WEALTH MANAGEMENT, CORP.
Serves this area from Conyngham, PA (18 mi)
Retirement Plan Advisors in Columbia County, PA
The top-ranked retirement plan advisors serving Columbia County, PA are Wagner Wealth Management, Corp., Berkshire Asset Management, LLC and Asco Financial Group, Inc.. We list 4 retirement plan advisors serving Columbia County, PA. 4 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 Columbia County, PA. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Columbia County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Wagner Wealth Management, Corp. | SEC-registered investment adviser (CRD)#324196 | Conyngham, PA (18 mi) | (570) 987-6244 |
| 2 | Berkshire Asset Management, LLC | SEC-registered investment adviser (CRD)#145463 | Wilkes-Barre, PA (30 mi) | (570) 825-2600 |
| 3 | Asco Financial Group, Inc. | SEC-registered investment adviser (CRD)#124395 | Kingston, PA (31 mi) | (570) 714-0720 |
| 4 | Jacobi Capital Management, LLC | SEC-registered investment adviser (CRD)#147663 | PA | (570) 826-1801 |
#2Berkshire Asset Management, LLC
BERKSHIRE ASSET MANAGEMENT, LLCServes this area from Wilkes-Barre, PA (30 mi)#3Asco Financial Group, Inc.
ASCO FINANCIAL GROUP, INC.Serves this area from Kingston, PA (31 mi)#4Jacobi Capital Management, LLC
JACOBI CAPITAL MANAGEMENT, LLCServes this area from PA
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Frequently asked questions
How many retirement plan advisors serve Columbia County?
We list 4 retirement plan advisors serving Columbia County, PA: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Columbia County?
The top-ranked retirement plan advisors serving Columbia County, PA are Wagner Wealth Management, Corp., Berkshire Asset Management, LLC, Asco Financial Group, Inc. and Jacobi Capital Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Columbia County are verified against official records?
4 of the top 4 match an active official record: Wagner Wealth Management, Corp. (U.S. Securities and Exchange Commission), Berkshire Asset Management, LLC (U.S. Securities and Exchange Commission), Asco Financial Group, Inc. (U.S. Securities and Exchange Commission) and Jacobi Capital Management, LLC (U.S. Securities and Exchange Commission). 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
Bloomsburg, Berwick, Espy, Catawissa, Mifflinville, Lightstreet, Almedia, Millville, Benton, Lime Ridge, Briar Creek, Fernville, Orangeville, Buckhorn, Numidia, Foundryville, Aristes, Wilburton Number One, Stillwater, Jerseytown, Locustdale, Iola, Rupert, Rohrsburg, Slabtown, Mainville, Jonestown, Jamison City, Eyers Grove, Wilburton Number Two, Waller, Centralia, Elk Grove