#1Affinity Capital Advisors LLC
AFFINITY CAPITAL ADVISORS LLC
Based in Berkeley, CA
Retirement Plan Advisors in Alameda County, CA
The top-ranked retirement plan advisors serving Alameda County, CA are Affinity Capital Advisors LLC, Baybridge Capital Group, LLC and Forusall. We list 107 retirement plan advisors serving Alameda County, CA. 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 Alameda County, CA. 107 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 Alameda County
#2Baybridge Capital Group, LLC
BAYBRIDGE CAPITAL GROUP, LLCBased in Livermore, CA#3Forusall
FORUSALL ADVISORS, LLCBased in Oakland, CA#4Grant Private Wealth Management
GRANT PRIVATE WEALTH MANAGEMENT, INC.Based in Pleasanton, CA#5Infinity Financial Services Advisory
GILBERT GREG RIA, LLCBased in Oakland, CA#6Iwc Asset Management LLC
IWC ASSET MANAGEMENT LLCBased in Pleasanton, CA#7Kaizen Financial Strategies, LLC
KAIZEN FINANCIAL STRATEGIES, LLCBased in Pleasanton, CA#8Liberty Wealth Management, LLC
LIBERTY WEALTH MANAGEMENT, LLCBased in Oakland, CA#9Mirador Capital Partners
MIRADOR CAPITAL PARTNERS, LPBased in Pleasanton, CA#10Morling Financial Advisors, LLC
MORLING FINANCIAL ADVISORS, LLCBased in Fremont, CA
20 more providers serving this area
- Selby Wealth Management, Emeryville, CA
- Sierra Pacific Private Wealth, LLC, Pleasanton, CA
- Topel & Distasi Wealth Management, LLC, Berkeley, CA
- Veris Wealth Partners, LLC, Oakland, CA
- Auspicious Financial Planning, LLC, San Ramon, CA (9 mi)
- Bridgebay Financial, Inc., San Ramon, CA (9 mi)
- Giving Tree Wealth Advisors, San Ramon, CA (9 mi)
- Accretive Wealth Management, LLC, San Ramon, CA (10 mi)
- Carey Wealth Management, San Ramon, CA (10 mi)
- New Insight Wealth Advisors, San Ramon, CA (10 mi)
- Prosperity Financial Group, Inc., San Ramon, CA (10 mi)
- Greykasell Wealth Strategies, Inc., Danville, CA (14 mi)
- Fullerton Advisors, LLC, Danville, CA (14 mi)
- Gallagher Wealth Management, Danville, CA (14 mi)
- Rudney Associates, Alamo, CA (16 mi)
- Berla Investment Consulting, Alamo, CA (16 mi)
- Lodestar Private Asset Management LLC, Alamo, CA (16 mi)
- Nri Wealth Management, LLC, Santa Clara, CA (17 mi)
- Silicon Valley Retirement Services, LLC, San Jose, CA (18 mi)
- Edelman Financial Engines, Santa Clara, CA (18 mi)
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Frequently asked questions
How many retirement plan advisors serve Alameda County?
We list 107 retirement plan advisors serving Alameda County, CA: 14 based there and 93 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 Alameda County?
The top-ranked retirement plan advisors serving Alameda County, CA are Affinity Capital Advisors LLC, Baybridge Capital Group, LLC, Forusall, Grant Private Wealth Management and Infinity Financial Services Advisory. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Alameda County are verified against official records?
10 of the top 10 match an active official record: Affinity Capital Advisors LLC (U.S. Securities and Exchange Commission), Baybridge Capital Group, LLC (U.S. Securities and Exchange Commission), Forusall (U.S. Securities and Exchange Commission), Grant Private Wealth Management (U.S. Securities and Exchange Commission) and Infinity Financial Services Advisory (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 .
Cities in Alameda County
Communities served
Ashland, Albany, Cherryland, Emeryville, Fairview, Piedmont, Sunol