#1Chapel Hill Investment Analysts Inc
CHAPEL HILL INVESTMENT ANALYSTS INC
Based in PA
Retirement Plan Advisors in Westmoreland County, PA
The top-ranked retirement plan advisors serving Westmoreland County, PA are Chapel Hill Investment Analysts Inc, Covington Investment Advisors, Inc. and Trustmont Advisory Group, Inc.. We list 33 retirement plan advisors serving Westmoreland County, 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 Westmoreland County, PA. 33 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 Westmoreland County
#2Covington Investment Advisors, Inc.
COVINGTON INVESTMENT ADVISORS, INC.Based in Ligonier, PA#3Trustmont Advisory Group, Inc.
TRUSTMONT ADVISORY GROUP, INC.Based in Greensburg, PA#4Marion Wealth Management
MARION WEALTH MANAGEMENT, LLCServes this area from Monroeville, PA (18 mi)#5Vista Investment Management, LLC
VISTA INVESTMENT MANAGEMENT, LLCServes this area from PA#6Oakmont Capital Management, LLC
OAKMONT CAPITAL MANAGEMENT, LLCServes this area from Oakmont, PA (25 mi)#7Marathon Strategic Advisors, LLC
MARATHON STRATEGIC ADVISORS, LLCServes this area from Aspinwall, PA (26 mi)#8Kailasa Capital Management LLC
KAILASA CAPITAL MANAGEMENT LLCServes this area from Pittsburgh, PA (29 mi)#9Commonwealth Investment Management
CIM INVESTMENT MANAGEMENT INCServes this area from Pittsburgh, PA (29 mi)#10D.b. Root & Company, LLC
D.B. ROOT & COMPANY, LLCServes this area from Pittsburgh, PA (29 mi)
20 more providers serving this area
- Schneider Downs Wealth Management Advisors, LP, Pittsburgh, PA (29 mi)
- Elm Capital Management LLC, Pittsburgh, PA (30 mi)
- Henderson Brothers Financial Partners LLC, Pittsburgh, PA (30 mi)
- Steel Tower Investments, Pittsburgh, PA (30 mi)
- Primesolutions Advisors, LLC, Pittsburgh, PA (31 mi)
- Dwd Portfolio Solutions, Inc., PA
- Confluence Financial Partners, McMurray, PA (32 mi)
- Valley Brook Capital Group, McMurray, PA (32 mi)
- Hapanowicz Financial, Green Tree, PA (32 mi)
- Legend Financial Advisors Inc, PA
- Milestone Asset Management, LLC, PA
- Braun-bostich & Associates Inc., PA
- Mfg Private Wealth, Southpointe, PA (37 mi)
- Bryan Advisory Services, LLC, Southpointe, PA (37 mi)
- Main Advisory, Inc., Southpointe, PA (37 mi)
- Santori & Peters, Southpointe, PA (37 mi)
- Guardian Capital, LLC, PA
- Fragasso Financial Advisors, Franklin Park, PA (40 mi)
- Bill Few Associates, Inc., Sewickley Heights, PA (40 mi)
- Jms Capital Group Wealth Services, LLC, Sewickley, PA (41 mi)
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Frequently asked questions
How many retirement plan advisors serve Westmoreland County?
We list 33 retirement plan advisors serving Westmoreland County, PA: 3 based there and 30 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 Westmoreland County?
The top-ranked retirement plan advisors serving Westmoreland County, PA are Chapel Hill Investment Analysts Inc, Covington Investment Advisors, Inc., Trustmont Advisory Group, Inc., Marion Wealth Management and Vista Investment Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Westmoreland County are verified against official records?
10 of the top 10 match an active official record: Chapel Hill Investment Analysts Inc (U.S. Securities and Exchange Commission), Covington Investment Advisors, Inc. (U.S. Securities and Exchange Commission), Trustmont Advisory Group, Inc. (U.S. Securities and Exchange Commission), Marion Wealth Management (U.S. Securities and Exchange Commission) and Vista Investment Management, 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 .
Communities served
Murrysville, Greensburg, New Kensington, Lower Burrell, Jeannette, Latrobe, Monessen, Vandergrift, Arnold, Scottdale, Mount Pleasant, Level Green, Irwin, Manor, Loyalhanna, Trafford, Youngwood, Delmont, West Newton, Derry, New Stanton, Southwest Greensburg, South Greensburg, Lawson Heights, Lynnwood-Pricedale, North Belle Vernon, Ligonier, West Leechburg, Fellsburg, Calumet, Collinsburg, St. Vincent College, Avonmore, Export, Norvelt, North Irwin, Oklahoma, Hostetter, Herminie, Yukon, New Florence, Penn, East Vandergrift, Sutersville, Mammoth, Grapeville, Hyde Park, Bradenville, New Alexandria, Millwood, Wyano, Bolivar, Seward, Madison, Slickville, Smithton, Hunker, Arona, Youngstown, Webster