#1Alliance Wealth Advisors, LLC
ALLIANCE WEALTH ADVISORS, LLC
Based in Scranton, PA
Retirement Plan Advisors in Lackawanna County, PA
The top-ranked retirement plan advisors serving Lackawanna County, PA are Alliance Wealth Advisors, LLC, Capital Wealth Investments and Capstone Wealth Management Group, LLC. We list 8 retirement plan advisors serving Lackawanna County, PA. 8 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 Lackawanna County, PA. 8 providers, 8 of the top 8 verified against federal or state records. Registry records checked on 2026-11-04.
Top 8 ranked retirement plan advisors for Lackawanna County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Alliance Wealth Advisors, LLC | SEC-registered investment adviser (CRD)#288394 | Scranton, PA | (570) 961-1516 |
| 2 | Capital Wealth Investments | SEC-registered investment adviser (CRD)#311698 | Scranton, PA | (570) 543-5255 |
| 3 | Capstone Wealth Management Group, LLC | SEC-registered investment adviser (CRD)#284547 | Dunmore, PA | (888) 587-7526 |
| 4 | Integrated Capital Management, Inc. | SEC-registered investment adviser (CRD)#149489 | Jessup, PA | (570) 344-0100 |
| 5 | Jacobi Capital Management, LLC | SEC-registered investment adviser (CRD)#147663 | PA | (570) 826-1801 |
| 6 | Asco Financial Group, Inc. | SEC-registered investment adviser (CRD)#124395 | Kingston, PA (19 mi) | (570) 714-0720 |
| 7 | Berkshire Asset Management, LLC | SEC-registered investment adviser (CRD)#145463 | Wilkes-Barre, PA (20 mi) | (570) 825-2600 |
| 8 | Wagner Wealth Management, Corp. | SEC-registered investment adviser (CRD)#324196 | Conyngham, PA (39 mi) | (570) 987-6244 |
#2Capital Wealth Investments
ZULLO INVESTMENT GROUP, INC.Based in Scranton, PA#3Capstone Wealth Management Group, LLC
CAPSTONE WEALTH MANAGEMENT GROUP, LLCBased in Dunmore, PA#4Integrated Capital Management, Inc.
INTEGRATED CAPITAL MANAGEMENT, INC.Based in Jessup, PA#5Jacobi Capital Management, LLC
JACOBI CAPITAL MANAGEMENT, LLCServes this area from PA#6Asco Financial Group, Inc.
ASCO FINANCIAL GROUP, INC.Serves this area from Kingston, PA (19 mi)#7Berkshire Asset Management, LLC
BERKSHIRE ASSET MANAGEMENT, LLCServes this area from Wilkes-Barre, PA (20 mi)#8Wagner Wealth Management, Corp.
WAGNER WEALTH MANAGEMENT, CORP.Serves this area from Conyngham, PA (39 mi)
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Frequently asked questions
How many retirement plan advisors serve Lackawanna County?
We list 8 retirement plan advisors serving Lackawanna County, PA: 4 based there and 4 serving it from nearby. 8 of the top 8 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Lackawanna County?
The top-ranked retirement plan advisors serving Lackawanna County, PA are Alliance Wealth Advisors, LLC, Capital Wealth Investments, Capstone Wealth Management Group, LLC, Integrated Capital Management, 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 Lackawanna County are verified against official records?
8 of the top 8 match an active official record: Alliance Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Capital Wealth Investments (U.S. Securities and Exchange Commission), Capstone Wealth Management Group, LLC (U.S. Securities and Exchange Commission), Integrated Capital Management, Inc. (U.S. Securities and Exchange Commission) and Jacobi Capital Management, LLC (U.S. Securities and Exchange Commission), and 3 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 Lackawanna County
Communities served
Dunmore, Carbondale, Old Forge, Archbald, Blakely, Taylor, Moosic, Dickson City, Olyphant, Clarks Summit, Jessup, Throop, Jermyn, Moscow, Chinchilla, Mayfield, Mount Cobb, Clarks Green, Big Bass Lake, Simpson, Dalton, Glenburn, Vandling, Waverly, Eagle Lake