#1Berkshire Asset Management, LLC
BERKSHIRE ASSET MANAGEMENT, LLC
Serves this area from Wilkes-Barre, PA (1 mi)
Retirement Plan Advisors in Wilkes-Barre, PA
The top-ranked retirement plan advisors serving Wilkes-Barre, PA are Berkshire Asset Management, LLC, Asco Financial Group, Inc. and Jacobi Capital Management, LLC. We list 8 retirement plan advisors serving Wilkes-Barre, PA. 8 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 Wilkes-Barre, PA (Luzerne County). 8 providers, 8 of the top 8 verified against federal or state records. Registry records checked on 2026-11-04.
Top 8 ranked retirement plan advisors for Wilkes-Barre
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Berkshire Asset Management, LLC | SEC-registered investment adviser (CRD)#145463 | Wilkes-Barre, PA (1 mi) | (570) 825-2600 |
| 2 | Asco Financial Group, Inc. | SEC-registered investment adviser (CRD)#124395 | Kingston, PA (1 mi) | (570) 714-0720 |
| 3 | Jacobi Capital Management, LLC | SEC-registered investment adviser (CRD)#147663 | PA | (570) 826-1801 |
| 4 | Alliance Wealth Advisors, LLC | SEC-registered investment adviser (CRD)#288394 | Scranton, PA (16 mi) | (570) 961-1516 |
| 5 | Capital Wealth Investments | SEC-registered investment adviser (CRD)#311698 | Scranton, PA (16 mi) | (570) 543-5255 |
| 6 | Capstone Wealth Management Group, LLC | SEC-registered investment adviser (CRD)#284547 | Dunmore, PA (18 mi) | (888) 587-7526 |
| 7 | Wagner Wealth Management, Corp. | SEC-registered investment adviser (CRD)#324196 | Conyngham, PA (20 mi) | (570) 987-6244 |
| 8 | Integrated Capital Management, Inc. | SEC-registered investment adviser (CRD)#149489 | Jessup, PA (22 mi) | (570) 344-0100 |
#2Asco Financial Group, Inc.
ASCO FINANCIAL GROUP, INC.Serves this area from Kingston, PA (1 mi)#3Jacobi Capital Management, LLC
JACOBI CAPITAL MANAGEMENT, LLCServes this area from PA#4Alliance Wealth Advisors, LLC
ALLIANCE WEALTH ADVISORS, LLCServes this area from Scranton, PA (16 mi)#5Capital Wealth Investments
ZULLO INVESTMENT GROUP, INC.Serves this area from Scranton, PA (16 mi)#6Capstone Wealth Management Group, LLC
CAPSTONE WEALTH MANAGEMENT GROUP, LLCServes this area from Dunmore, PA (18 mi)#7Wagner Wealth Management, Corp.
WAGNER WEALTH MANAGEMENT, CORP.Serves this area from Conyngham, PA (20 mi)#8Integrated Capital Management, Inc.
INTEGRATED CAPITAL MANAGEMENT, INC.Serves this area from Jessup, PA (22 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Wilkes-Barre?
We list 8 retirement plan advisors serving Wilkes-Barre, PA: 0 based there and 8 serving it from nearby. 8 of the top 8 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Wilkes-Barre?
The top-ranked retirement plan advisors serving Wilkes-Barre, PA are Berkshire Asset Management, LLC, Asco Financial Group, Inc., Jacobi Capital Management, LLC, Alliance Wealth Advisors, LLC and Capital Wealth Investments. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Wilkes-Barre are verified against official records?
8 of the top 8 match an active official record: Berkshire Asset Management, LLC (U.S. Securities and Exchange Commission), Asco Financial Group, Inc. (U.S. Securities and Exchange Commission), Jacobi Capital Management, LLC (U.S. Securities and Exchange Commission), Alliance Wealth Advisors, LLC (U.S. Securities and Exchange Commission) and Capital Wealth Investments (U.S. Securities and Exchange Commission), and 3 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 .