#1Meridian Wealth Partners, LLC
MERIDIAN WEALTH PARTNERS, LLC
Serves this area from Norristown, PA (1 mi)
Retirement Plan Advisors in Norristown, PA
The top-ranked retirement plan advisors serving Norristown, PA are Meridian Wealth Partners, LLC, Ethos Financial Group, LLC and Valley Forge Investment Consultants, Inc.. We list 97 retirement plan advisors serving Norristown, 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 Norristown, PA (Montgomery County). 97 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 Norristown
#2Ethos Financial Group, LLC
ETHOS FINANCIAL GROUP, LLCServes this area from Swedeland, PA (3 mi)#3Valley Forge Investment Consultants, Inc.
VALLEY FORGE INVESTMENT CONSULTANTS, INC.Serves this area from PA#4Legacy Advisors, LLC
LEGACY ADVISORS, LLCServes this area from Plymouth Meeting, PA (3 mi)#5Girard Advisory Services, LLC
GIRARD ADVISORY SERVICES, LLCServes this area from King of Prussia, PA (3 mi)#6Compass Ion Advisors, LLC
COMPASS ION ADVISORS, LLCServes this area from Conshohocken, PA (4 mi)#7Miller Investment Management, LP
MILLER INVESTMENT MANAGEMENT, LPServes this area from Conshohocken, PA (4 mi)#8Hamilton Lane
HAMILTON LANE ADVISORS, L.L.C.Serves this area from Conshohocken, PA (4 mi)#9Hornor, Townsend & Kent, LLC
HORNOR, TOWNSEND & KENT, LLCServes this area from Conshohocken, PA (4 mi)#10Mma Asset Management LLC
MMA ASSET MANAGEMENT LLCServes this area from Conshohocken, PA (4 mi)
20 more providers serving this area
- Pitcairn, Conshohocken, PA (4 mi)
- Thrive Wealth Management, LLC, Audubon, PA (4 mi)
- Ironview Capital Management, LLC, West Conshohocken, PA (4 mi)
- Certior Financial Group, LLC, King of Prussia, PA (4 mi)
- Northstar Financial Companies, Inc., PA
- Independence Square Holdings, LLC, King of Prussia, PA (4 mi)
- Isq Capital, King of Prussia, PA (4 mi)
- Wealthfd, PA
- Kathmere Capital Management, LLC, PA
- Retirement And Wealth At Alliant, LLC, PA
- Clearview Financial Partners, PA
- Entrust Financial LLC, PA
- Viable, PA
- Axiom Asset Management, PA
- Goalpost Wealth Management, LLC, St. Davids, PA (6 mi)
- Wick Capital Partners, LLC, St. Davids, PA (6 mi)
- Sei Investments Management Corp, Oaks, PA (6 mi)
- Sensenig Capital Advisors, Inc., PA
- Capital Analysts, PA
- Aurdan Capital Management, LLC, Chesterbrook, PA (8 mi)
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Frequently asked questions
How many retirement plan advisors serve Norristown?
We list 97 retirement plan advisors serving Norristown, PA: 0 based there and 97 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 Norristown?
The top-ranked retirement plan advisors serving Norristown, PA are Meridian Wealth Partners, LLC, Ethos Financial Group, LLC, Valley Forge Investment Consultants, Inc., Legacy Advisors, LLC and Girard Advisory Services, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Norristown are verified against official records?
10 of the top 10 match an active official record: Meridian Wealth Partners, LLC (U.S. Securities and Exchange Commission), Ethos Financial Group, LLC (U.S. Securities and Exchange Commission), Valley Forge Investment Consultants, Inc. (U.S. Securities and Exchange Commission), Legacy Advisors, LLC (U.S. Securities and Exchange Commission) and Girard Advisory Services, 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 .