#1Alsworth Capital Management, LLC
ALSWORTH CAPITAL MANAGEMENT, LLC
Serves this area from Corning, NY (51 mi)
Retirement Plan Advisors in Potter County, PA
The top-ranked retirement plan advisors serving Potter County, PA are Alsworth Capital Management, LLC, Lake Road Advisors, LLC and Rooted Planning Group. We list 3 retirement plan advisors serving Potter County, PA. 3 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 Potter County, PA. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Potter County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Alsworth Capital Management, LLC | SEC-registered investment adviser (CRD)#281417 | Corning, NY (51 mi) | (607) 973-2665 |
| 2 | Lake Road Advisors, LLC | SEC-registered investment adviser (CRD)#281657 | Corning, NY (51 mi) | (607) 438-2914 |
| 3 | Rooted Planning Group | SEC-registered investment adviser (CRD)#284120 | Corning, NY (51 mi) | (607) 438-2761 |
#2Lake Road Advisors, LLC
LAKE ROAD ADVISORS, LLCServes this area from Corning, NY (51 mi)#3Rooted Planning Group
IRVINE WEALTH PLANNING STRATEGIES, LLCServes this area from Corning, NY (51 mi)
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Frequently asked questions
How many retirement plan advisors serve Potter County?
We list 3 retirement plan advisors serving Potter County, PA: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Potter County?
The top-ranked retirement plan advisors serving Potter County, PA are Alsworth Capital Management, LLC, Lake Road Advisors, LLC and Rooted Planning Group. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Potter County are verified against official records?
3 of the top 3 match an active official record: Alsworth Capital Management, LLC (U.S. Securities and Exchange Commission), Lake Road Advisors, LLC (U.S. Securities and Exchange Commission) and Rooted Planning Group (U.S. Securities and Exchange Commission). 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
Coudersport, Shinglehouse, Galeton, Roulette, Ulysses, Austin, Sweden Valley, Oswayo, Genesee