#1Up Capital Management, Inc.
UP CAPITAL MANAGEMENT, INC.
Serves this area from Roseville, CA (5 mi)
Retirement Plan Advisors in Antelope, CA
The top-ranked retirement plan advisors serving Antelope, CA are Up Capital Management, Inc., Dimensions Wealth Management, LLC and Tidwell Wealth Management LLC. We list 55 retirement plan advisors serving Antelope, 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 Antelope, CA (Sacramento County). 55 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 Antelope
#2Dimensions Wealth Management, LLC
DIMENSIONS WEALTH MANAGEMENT, LLCServes this area from Roseville, CA (6 mi)#3Tidwell Wealth Management LLC
TIDWELL WEALTH MANAGEMENT LLCServes this area from Rocklin, CA (7 mi)#4Adams Ashby Financial Advisors
AF ADVISORS, INC.Serves this area from Arden-Arcade, CA (8 mi)#5Onesource Wealth Management
LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANYServes this area from Granite Bay, CA (8 mi)#6Three Oaks Wealth
THREE OAKS CAPITAL MANAGEMENT, LLCServes this area from Gold River, CA (8 mi)#7Boyd Wealth Management, LLC
BOYD WEALTH MANAGEMENT, LLCServes this area from Sacramento, CA (9 mi)#8True Wave Financial Planners
LUCAS GROUP FINANCIAL PLANNERS, INC.Serves this area from Sacramento, CA (9 mi)#9Parkshore Wealth Management
PARKSHORE WEALTH MANAGEMENTServes this area from Granite Bay, CA (9 mi)#10Twin Rivers Wealth Management
TWIN RIVERS WEALTH MANAGEMENT LLCServes this area from Sacramento, CA (9 mi)
20 more providers serving this area
- Spectrum Wealth Advisory Group, LLC, Granite Bay, CA (10 mi)
- Prudent Investor Advisors, LLC, Folsom, CA (10 mi)
- Decamilla Capital Management LLC, Sacramento, CA (11 mi)
- Allworth Financial, L.P., Folsom, CA (13 mi)
- Gasber Financial Advisors, Inc, Folsom, CA (13 mi)
- Riverpath Investments LLC, Folsom, CA (13 mi)
- Bridgeview Capital Advisors, Inc., El Dorado Hills, CA (17 mi)
- Statheros Financial Solutions, Inc., El Dorado Hills, CA (18 mi)
- Vantage Financial Group, Auburn, CA (20 mi)
- Ifc, Auburn, CA (21 mi)
- Strategic Retirement Advisors, LLC, Elk Grove, CA (21 mi)
- Wealthguard Advisors, Inc., Placerville, CA (30 mi)
- Aps Investment Management Group, Jackson, CA (41 mi)
- Solano Wealth Advisors, Fairfield, CA (50 mi)
- Findec Wealth Services, Inc., Stockton, CA (50 mi)
- Archvest Wealth Advisors, Inc., Concord, CA (64 mi)
- Earned Wealth Advisors, LLC, Walnut Creek, CA (65 mi)
- Vista Advisor Group, LLC, Contra Costa Centre, CA (66 mi)
- Destination Wealth Management, Contra Costa Centre, CA (66 mi)
- Pacific Excel Wealth Advisors, Inc., Walnut Creek, CA (67 mi)
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Frequently asked questions
How many retirement plan advisors serve Antelope?
We list 55 retirement plan advisors serving Antelope, CA: 0 based there and 55 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 Antelope?
The top-ranked retirement plan advisors serving Antelope, CA are Up Capital Management, Inc., Dimensions Wealth Management, LLC, Tidwell Wealth Management LLC, Adams Ashby Financial Advisors and Onesource Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Antelope are verified against official records?
10 of the top 10 match an active official record: Up Capital Management, Inc. (U.S. Securities and Exchange Commission), Dimensions Wealth Management, LLC (U.S. Securities and Exchange Commission), Tidwell Wealth Management LLC (U.S. Securities and Exchange Commission), Adams Ashby Financial Advisors (U.S. Securities and Exchange Commission) and Onesource Wealth Management (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 .