Retirement Plan Advisors in Greene County, PA
The top-ranked retirement plan advisors serving Greene County, PA are Braun-bostich & Associates Inc., Main Advisory, Inc. and Mfg Private Wealth. We list 7 retirement plan advisors serving Greene County, PA. 7 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 Greene County, PA. 7 providers, 7 of the top 7 verified against federal or state records. Registry records checked on 2026-11-04.
Top 7 ranked retirement plan advisors for Greene County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Braun-bostich & Associates Inc. | SEC-registered investment adviser (CRD)#288336 | PA | (724) 942-2639 |
| 2 | Main Advisory, Inc. | SEC-registered investment adviser (CRD)#328040 | Southpointe, PA (30 mi) | (724) 731-0173 |
| 3 | Mfg Private Wealth | SEC-registered investment adviser (CRD)#334574 | Southpointe, PA (30 mi) | (412) 341-2888 |
| 4 | Santori & Peters | SEC-registered investment adviser (CRD)#105978 | Southpointe, PA (30 mi) | (412) 373-6904 |
| 5 | Bryan Advisory Services, LLC | SEC-registered investment adviser (CRD)#153659 | Southpointe, PA (30 mi) | (724) 746-4004 |
| 6 | Valley Brook Capital Group | SEC-registered investment adviser (CRD)#122460 | McMurray, PA (31 mi) | (724) 941-8625 |
| 7 | Confluence Financial Partners | SEC-registered investment adviser (CRD)#311980 | McMurray, PA (31 mi) | (724) 271-8801 |
- BRAUN-BOSTICH & ASSOCIATES INC.Serves this area from PA
#2Main Advisory, Inc.
MAIN ADVISORY, INC.Serves this area from Southpointe, PA (30 mi)#3Mfg Private Wealth
THE MUSUNEGGI FINANCIAL GROUP, LLCServes this area from Southpointe, PA (30 mi)#4Santori & Peters
SANTORI & PETERS, INC.Serves this area from Southpointe, PA (30 mi)#5Bryan Advisory Services, LLC
BRYAN ADVISORY SERVICES, LLCServes this area from Southpointe, PA (30 mi)#6Valley Brook Capital Group
VALLEY BROOK CAPITAL GROUP, INC.Serves this area from McMurray, PA (31 mi)#7Confluence Financial Partners
CONFLUENCE WEALTH SERVICES, LLCServes this area from McMurray, PA (31 mi)
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Frequently asked questions
How many retirement plan advisors serve Greene County?
We list 7 retirement plan advisors serving Greene County, PA: 0 based there and 7 serving it from nearby. 7 of the top 7 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Greene County?
The top-ranked retirement plan advisors serving Greene County, PA are Braun-bostich & Associates Inc., Main Advisory, Inc., Mfg Private Wealth, Santori & Peters 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 Greene County are verified against official records?
7 of the top 7 match an active official record: Braun-bostich & Associates Inc. (U.S. Securities and Exchange Commission), Main Advisory, Inc. (U.S. Securities and Exchange Commission), Mfg Private Wealth (U.S. Securities and Exchange Commission), Santori & Peters (U.S. Securities and Exchange Commission) and Bryan Advisory Services, LLC (U.S. Securities and Exchange Commission), and 2 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
Waynesburg, Fairdale, Morrisville, Nemacolin, Bobtown, Crucible, Mather, Dry Tavern, Mount Morris, West Waynesburg, Carmichaels, Rices Landing, Greensboro, Jefferson, Rogersville, Wind Ridge, Clarksville, Brave, Mapletown, New Freeport