#1Centaurus Financial, Inc.
CENTAURUS FINANCIAL, INC.
Based in Anaheim, CA
Retirement Plan Advisors in Anaheim, CA
The top-ranked retirement plan advisors serving Anaheim, CA are Centaurus Financial, Inc., Retirementadvice | Jka and Ark Wealth Advisors, LLC. We list 241 retirement plan advisors serving Anaheim, 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 Anaheim, CA (Orange County). 241 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 Anaheim
#2Retirementadvice | Jka
RETIREMENTADVICE | JKABased in Anaheim, CA#3Ark Wealth Advisors, LLC
ARK WEALTH ADVISORS, LLCServes this area from Yorba Linda, CA (4 mi)#4Rai Wealth Management
RICHEY ADVISORS, INC.Serves this area from Placentia, CA (6 mi)#5Guardian Financial Partners, LLC
GUARDIAN FINANCIAL PARTNERS, LLCServes this area from Orange, CA (7 mi)#6Lighthouse Financial Services Inc
LIGHTHOUSE FINANCIAL SERVICES INCServes this area from Brea, CA (7 mi)#7B.b. Graham & Company, Inc.
B.B. GRAHAM & COMPANY, INC.Serves this area from Orange, CA (7 mi)#8Prosperity Road, LLC
PROSPERITY ROAD, LLCServes this area from North Tustin, CA (7 mi)#9Crane & Associates Wealth Management
CRANE ADVISORY LLCServes this area from Fullerton, CA (9 mi)#10Secura Financial
SECURA FINANCIAL, LLCServes this area from Orange, CA (9 mi)
20 more providers serving this area
- Shah Wealth Advisors, Chino Hills, CA (9 mi)
- 21 West Wealth Management LLC, Tustin, CA (10 mi)
- Sackett Wealth Advisors, Inc., Brea, CA (10 mi)
- Crosspoint Financial, LLC, Tustin, CA (10 mi)
- Financial Advisors Network, Inc., Tustin, CA (10 mi)
- Sun Group Wealth Partners LLC, Irvine, CA (12 mi)
- Pacific Capital, Corona, CA (13 mi)
- Trilogy Capital, Inc., Irvine, CA (13 mi)
- Benefit Financial Services Group, Irvine, CA (13 mi)
- West Wealth Group, LLC, Irvine, CA (13 mi)
- Three Arch Wealth Management LLC, Irvine, CA (13 mi)
- Warren Street Wealth Advisors, LLC, Irvine, CA (13 mi)
- First Foundation Advisors, Irvine, CA (13 mi)
- Clearview Wealth Management, Irvine, CA (14 mi)
- Marrick Wealth, Irvine, CA (14 mi)
- Capital Cs Group, LLC, Irvine, CA (14 mi)
- Apriem Advisors, Irvine, CA (14 mi)
- Index Fund Advisors, Inc., Irvine, CA (14 mi)
- Purus Wealth Management, LLC, Newport Beach, CA (14 mi)
- Noble Wealth Management, Inc., Newport Beach, CA (14 mi)
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Frequently asked questions
How many retirement plan advisors serve Anaheim?
We list 241 retirement plan advisors serving Anaheim, CA: 2 based there and 239 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 Anaheim?
The top-ranked retirement plan advisors serving Anaheim, CA are Centaurus Financial, Inc., Retirementadvice | Jka, Ark Wealth Advisors, LLC, Rai Wealth Management and Guardian Financial Partners, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Anaheim are verified against official records?
10 of the top 10 match an active official record: Centaurus Financial, Inc. (U.S. Securities and Exchange Commission), Retirementadvice | Jka (U.S. Securities and Exchange Commission), Ark Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Rai Wealth Management (U.S. Securities and Exchange Commission) and Guardian Financial Partners, 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 .