#1Asco Financial Group, Inc.
ASCO FINANCIAL GROUP, INC.
Based in Kingston, PA
Retirement Plan Advisors in Luzerne County, PA
The top-ranked retirement plan advisors serving Luzerne County, PA are Asco Financial Group, Inc., Berkshire Asset Management, LLC and Jacobi Capital Management, LLC. We list 8 retirement plan advisors serving Luzerne 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 Luzerne 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 Luzerne County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Asco Financial Group, Inc. | SEC-registered investment adviser (CRD)#124395 | Kingston, PA | (570) 714-0720 |
| 2 | Berkshire Asset Management, LLC | SEC-registered investment adviser (CRD)#145463 | Wilkes-Barre, PA | (570) 825-2600 |
| 3 | Jacobi Capital Management, LLC | SEC-registered investment adviser (CRD)#147663 | PA | (570) 826-1801 |
| 4 | Wagner Wealth Management, Corp. | SEC-registered investment adviser (CRD)#324196 | Conyngham, PA | (570) 987-6244 |
| 5 | Alliance Wealth Advisors, LLC | SEC-registered investment adviser (CRD)#288394 | Scranton, PA (23 mi) | (570) 961-1516 |
| 6 | Capital Wealth Investments | SEC-registered investment adviser (CRD)#311698 | Scranton, PA (23 mi) | (570) 543-5255 |
| 7 | Capstone Wealth Management Group, LLC | SEC-registered investment adviser (CRD)#284547 | Dunmore, PA (25 mi) | (888) 587-7526 |
| 8 | Integrated Capital Management, Inc. | SEC-registered investment adviser (CRD)#149489 | Jessup, PA (29 mi) | (570) 344-0100 |
#2Berkshire Asset Management, LLC
BERKSHIRE ASSET MANAGEMENT, LLCBased in Wilkes-Barre, PA#3Jacobi Capital Management, LLC
JACOBI CAPITAL MANAGEMENT, LLCBased in PA#4Wagner Wealth Management, Corp.
WAGNER WEALTH MANAGEMENT, CORP.Based in Conyngham, PA#5Alliance Wealth Advisors, LLC
ALLIANCE WEALTH ADVISORS, LLCServes this area from Scranton, PA (23 mi)#6Capital Wealth Investments
ZULLO INVESTMENT GROUP, INC.Serves this area from Scranton, PA (23 mi)#7Capstone Wealth Management Group, LLC
CAPSTONE WEALTH MANAGEMENT GROUP, LLCServes this area from Dunmore, PA (25 mi)#8Integrated Capital Management, Inc.
INTEGRATED CAPITAL MANAGEMENT, INC.Serves this area from Jessup, PA (29 mi)
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Frequently asked questions
How many retirement plan advisors serve Luzerne County?
We list 8 retirement plan advisors serving Luzerne 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 Luzerne County?
The top-ranked retirement plan advisors serving Luzerne County, PA are Asco Financial Group, Inc., Berkshire Asset Management, LLC, Jacobi Capital Management, LLC, Wagner Wealth Management, Corp. and Alliance Wealth Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Luzerne County are verified against official records?
8 of the top 8 match an active official record: Asco Financial Group, Inc. (U.S. Securities and Exchange Commission), Berkshire Asset Management, LLC (U.S. Securities and Exchange Commission), Jacobi Capital Management, LLC (U.S. Securities and Exchange Commission), Wagner Wealth Management, Corp. (U.S. Securities and Exchange Commission) and Alliance Wealth Advisors, 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 Luzerne County
Communities served
Kingston, Mountain Top, Nanticoke, Pittston, Plymouth, Exeter, West Hazleton, Duryea, Swoyersville, Edwardsville, West Pittston, Larksville, Plains, Forty Fort, Freeland, Wyoming, Harveys Lake, Luzerne, Dallas, West Wyoming, Ashley, Dupont, Avoca, Trucksville, Beech Mountain Lakes, East Berwick, Shavertown, Glen Lyon, Conyngham, Georgetown, Inkerman, Nescopeck, Laflin, Hudson, Hughestown, Browntown, White Haven, Hilldale, Misericordia University, Harleigh, Sugar Notch, Chase, Pringle, Silkworth, Sheatown, Courtdale, Nuangola, Yatesville, Shickshinny, Upper Exeter, Hickory Hills, Wanamie, Pardeesville, Laurel Run, Lattimer, West Nanticoke, Warrior Run, Mocanaqua, Penn Lake Park, Weston