Retirement Plan Advisors in Lawrence County, PA
The top-ranked retirement plan advisors serving Lawrence County, PA are Hda Wealth Management, LLC, Matune Basile Advisors and Jfs Wealth Advisors, LLC. We list 9 retirement plan advisors serving Lawrence County, PA. 9 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 Lawrence County, PA. 9 providers, 9 of the top 9 verified against federal or state records. Registry records checked on 2026-11-04.
Top 9 ranked retirement plan advisors for Lawrence County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Hda Wealth Management, LLC | SEC-registered investment adviser (CRD)#317346 | OH | (330) 980-0741 |
| 2 | Matune Basile Advisors | SEC-registered investment adviser (CRD)#168073 | Hermitage, PA (18 mi) | (724) 977-6275 |
| 3 | Jfs Wealth Advisors, LLC | SEC-registered investment adviser (CRD)#145051 | Hermitage, PA (19 mi) | (724) 962-3200 |
| 4 | Bps Wealth Advisors, Inc. | SEC-registered investment adviser (CRD)#106249 | OH | (330) 758-0575 |
| 5 | River's Edge | SEC-registered investment adviser (CRD)#313711 | Beaver, PA (21 mi) | (412) 526-8939 |
| 6 | Dinuzzo Private Wealth, Inc. | SEC-registered investment adviser (CRD)#112778 | Beaver, PA (21 mi) | (724) 728-6564 |
| 7 | Capital A Wealth Management | SEC-registered investment adviser (CRD)#328863 | PA | (724) 658-4211 |
| 8 | Randall & Associates Wealth Management | SEC-registered investment adviser (CRD)#323846 | Butler, PA (25 mi) | (724) 602-0075 |
| 9 | Petredis Investment Advisors | SEC-registered investment adviser (CRD)#322371 | PA | (878) 231-4300 |
- HDA WEALTH MANAGEMENT, LLCServes this area from OH
#2Matune Basile Advisors
MBA ADVISORS LLCServes this area from Hermitage, PA (18 mi)#3Jfs Wealth Advisors, LLC
JFS WEALTH ADVISORS, LLCServes this area from Hermitage, PA (19 mi)#4Bps Wealth Advisors, Inc.
BPS WEALTH ADVISORS, INC.Serves this area from OH#5River's Edge
RIVER'S EDGE WEALTH MANAGEMENT LLCServes this area from Beaver, PA (21 mi)#6Dinuzzo Private Wealth, Inc.
DINUZZO PRIVATE WEALTH, INC.Serves this area from Beaver, PA (21 mi)#7Capital A Wealth Management
CAPITAL A WEALTH MANAGEMENT, LLCServes this area from PA#8Randall & Associates Wealth Management
RANDALL & ASSOCIATES WEALTH MANAGEMENT, INC.Serves this area from Butler, PA (25 mi)#9Petredis Investment Advisors
PETREDIS INVESTMENT ADVISORS LLCServes this area from PA
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Frequently asked questions
How many retirement plan advisors serve Lawrence County?
We list 9 retirement plan advisors serving Lawrence County, PA: 0 based there and 9 serving it from nearby. 9 of the top 9 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Lawrence County?
The top-ranked retirement plan advisors serving Lawrence County, PA are Hda Wealth Management, LLC, Matune Basile Advisors, Jfs Wealth Advisors, LLC, Bps Wealth Advisors, Inc. and River's Edge. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lawrence County are verified against official records?
9 of the top 9 match an active official record: Hda Wealth Management, LLC (U.S. Securities and Exchange Commission), Matune Basile Advisors (U.S. Securities and Exchange Commission), Jfs Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Bps Wealth Advisors, Inc. (U.S. Securities and Exchange Commission) and River's Edge (U.S. Securities and Exchange Commission), and 4 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
New Castle, Ellwood City, Oakwood, New Wilmington, Oakland, New Castle Northwest, New Beaver, Ellport, Bessemer, New Bedford, West Pittsburg, South New Castle, Wampum, Frizzleburg, Chewton, Enon Valley, Volant, S.N.P.J., Mount Jackson, Pulaski, Wurtemburg, Edinburg, Harlansburg, Hillsville