Retirement Plan Advisors in Tioga County, PA

The top-ranked retirement plan advisors serving Tioga County, PA are Alsworth Capital Management, LLC, Lake Road Advisors, LLC and Rooted Planning Group. We list 3 retirement plan advisors serving Tioga 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 Tioga 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 Tioga County

Ranked by our published methodology. Sponsored providers are shown separately.
#ProviderVerified recordsBased inPhone
1Alsworth Capital Management, LLCSEC-registered investment adviser (CRD)#281417
Corning, NY (28 mi)(607) 973-2665
2Lake Road Advisors, LLCSEC-registered investment adviser (CRD)#281657
Corning, NY (28 mi)(607) 438-2914
3Rooted Planning GroupSEC-registered investment adviser (CRD)#284120
Corning, NY (28 mi)(607) 438-2761

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Frequently asked questions

How many retirement plan advisors serve Tioga County?

We list 3 retirement plan advisors serving Tioga 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 Tioga County?

The top-ranked retirement plan advisors serving Tioga 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 Tioga 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

Wellsboro, Mansfield, Elkland, Blossburg, Westfield, Lawrenceville, Knoxville, Tioga, Millerton, Arnot, Liberty, Roseville, Mainesburg, Morris Run, Sabinsville

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