#1Englebert Financial Advisers, LLC
ENGLEBERT FINANCIAL ADVISERS, LLC
Based in PA
Retirement Plan Advisors in Lehigh County, PA
The top-ranked retirement plan advisors serving Lehigh County, PA are Englebert Financial Advisers, LLC, Erickson Financial Group, LLC and Girard Pension Services, LLC. We list 56 retirement plan advisors serving Lehigh County, 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 Lehigh County, PA. 56 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 Lehigh County
#2Erickson Financial Group, LLC
ERICKSON FINANCIAL GROUP, LLCBased in Wescosville, PA#3Girard Pension Services, LLC
GIRARD PENSION SERVICES, LLCBased in PA#4Northeast Financial Group, Inc.
NORTHEAST FINANCIAL GROUP, INC.Based in PA#5Liberty Square Wealth Partners LLC
LIBERTY SQUARE WEALTH PARTNERS LLCServes this area from PA#6Cornerstone Advisors Asset Management, LLC
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCServes this area from Bethlehem, PA (11 mi)#7Mtm Financial Group, LLC
MTM FINANCIAL GROUP, LLCServes this area from PA#8Ivc Wealth Advisors LLC
IVC WEALTH ADVISORS LLCServes this area from Silverdale, PA (25 mi)#9Wellfull
BERNARDO WEALTH PLANNING, LLCServes this area from PA#10Alliance Financial
FOX FINANCIAL, INC.Serves this area from Wyomissing, PA (28 mi)
20 more providers serving this area
- Walsky Investment Management Inc, Colony Park, PA (28 mi)
- Sensenig Capital Advisors, Inc., PA
- Opulus, Doylestown, PA (32 mi)
- Muntz Financial, LLC, Doylestown, PA (32 mi)
- Blbb Advisors, PA
- Kohlhepp Investment Advisors, Ltd., PA
- Sei Investments Management Corp, Oaks, PA (34 mi)
- Valley Forge Investment Consultants, Inc., PA
- Beacon Bridge Wealth Partners, LLC, PA
- Thrive Wealth Management, LLC, Audubon, PA (35 mi)
- Meridian Wealth Partners, LLC, Norristown, PA (36 mi)
- Certior Financial Group, LLC, King of Prussia, PA (36 mi)
- Sharp Financial, PA
- Legacy Advisors, LLC, Plymouth Meeting, PA (38 mi)
- Independence Square Holdings, LLC, King of Prussia, PA (38 mi)
- Isq Capital, King of Prussia, PA (38 mi)
- Girard Advisory Services, LLC, King of Prussia, PA (39 mi)
- Capital Analysts, PA
- Ethos Financial Group, LLC, Swedeland, PA (39 mi)
- Compass Ion Advisors, LLC, Conshohocken, PA (40 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Lehigh County?
We list 56 retirement plan advisors serving Lehigh County, PA: 4 based there and 52 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 Lehigh County?
The top-ranked retirement plan advisors serving Lehigh County, PA are Englebert Financial Advisers, LLC, Erickson Financial Group, LLC, Girard Pension Services, LLC, Northeast Financial Group, Inc. and Liberty Square Wealth Partners LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lehigh County are verified against official records?
10 of the top 10 match an active official record: Englebert Financial Advisers, LLC (U.S. Securities and Exchange Commission), Erickson Financial Group, LLC (U.S. Securities and Exchange Commission), Girard Pension Services, LLC (U.S. Securities and Exchange Commission), Northeast Financial Group, Inc. (U.S. Securities and Exchange Commission) and Liberty Square Wealth Partners 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 .
Cities in Lehigh County
Communities served
Fullerton, Emmaus, Breinigsville, Ancient Oaks, Catasauqua, Wescosville, Fountain Hill, Dorneyville, Slatington, Coplay, Hokendauqua, Macungie, Schnecksville, Alburtis, Egypt, Coopersburg, Cetronia, Trexlertown, Cementon, Laurys Station, Stiles, DeSales University, New Tripoli, Slatedale