#1Covington Investment Advisors, Inc.
COVINGTON INVESTMENT ADVISORS, INC.
Serves this area from Ligonier, PA (21 mi)
Retirement Plan Advisors in Somerset County, PA
The top-ranked retirement plan advisors serving Somerset County, PA are Covington Investment Advisors, Inc., Trustmont Advisory Group, Inc. and Chapel Hill Investment Analysts Inc. We list 3 retirement plan advisors serving Somerset 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 Somerset 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 Somerset County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Covington Investment Advisors, Inc. | SEC-registered investment adviser (CRD)#127270 | Ligonier, PA (21 mi) | (724) 238-0151 |
| 2 | Trustmont Advisory Group, Inc. | SEC-registered investment adviser (CRD)#106015 | Greensburg, PA (35 mi) | (724) 468-5665 |
| 3 | Chapel Hill Investment Analysts Inc | SEC-registered investment adviser (CRD)#109511 | PA | (724) 830-2600 |
#2Trustmont Advisory Group, Inc.
TRUSTMONT ADVISORY GROUP, INC.Serves this area from Greensburg, PA (35 mi)#3Chapel Hill Investment Analysts Inc
CHAPEL HILL INVESTMENT ANALYSTS INCServes this area from PA
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Frequently asked questions
How many retirement plan advisors serve Somerset County?
We list 3 retirement plan advisors serving Somerset 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 Somerset County?
The top-ranked retirement plan advisors serving Somerset County, PA are Covington Investment Advisors, Inc., Trustmont Advisory Group, Inc. and Chapel Hill Investment Analysts Inc. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Somerset County are verified against official records?
3 of the top 3 match an active official record: Covington Investment Advisors, Inc. (U.S. Securities and Exchange Commission), Trustmont Advisory Group, Inc. (U.S. Securities and Exchange Commission) and Chapel Hill Investment Analysts Inc (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
Somerset, Windber, Meyersdale, Berlin, Friedens, Boswell, Davidsville, Central City, Jerome, Paint, Rockwood, Confluence, Salisbury, Jennerstown, Hooversville, Cairnbrook, Garrett, Indian Lake, Stoystown, Ursina, Wellersburg, Addison, Shanksville, Benson, New Baltimore, New Centerville, Casselman, Edie, Seven Springs, Acosta, Gray