Retirement Plan Advisors in Bakersfield, CA
The top-ranked retirement plan advisors serving Bakersfield, CA are Barnes Wealth Management Group, Entruity Wealth, LLC and Mestmaker & Petrey Wealth Advisors. We list 106 retirement plan advisors serving Bakersfield, 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 Bakersfield, CA (Kern County). 106 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 Bakersfield
- BARNES WEALTH MANAGEMENT GROUP, INC.Based in Bakersfield, CA
#2Entruity Wealth, LLC
ENTRUITY WEALTH, LLCBased in Bakersfield, CA#3Mestmaker & Petrey Wealth Advisors
MPWA, INC.Based in Bakersfield, CA#4Woodward Diversified Capital, LLC
WOODWARD DIVERSIFIED CAPITAL, LLCBased in Bakersfield, CA#5Prosperitas Financial, LLC
PROSPERITAS FINANCIAL, LLCServes this area from Santa Clarita, CA (68 mi)#6Martin & Company
MARTIN ADVISORS LLCServes this area from Santa Clarita, CA (69 mi)#7Planmember Securities Corporation
PLANMEMBER SECURITIES CORPORATIONServes this area from Carpinteria, CA (72 mi)#8Vance Wealth
VANCE WEALTH, LLCServes this area from Santa Clarita, CA (72 mi)#9Kelsey Financial, LLC
KELSEY FINANCIAL, LLCServes this area from Moorpark, CA (74 mi)#10Alamar Capital Management, LLC
ALAMAR CAPITAL MANAGEMENT, LLCServes this area from Santa Barbara, CA (74 mi)
20 more providers serving this area
- Bourke Wealth Management, Santa Barbara, CA (74 mi)
- Monarch Wealth Strategies, Santa Barbara, CA (74 mi)
- Arlington Financial Advisors, LLC, Santa Barbara, CA (74 mi)
- Curtis Advisory Group, LLC, Santa Barbara, CA (75 mi)
- Castle Wealth Planning, Santa Barbara, CA (75 mi)
- Channel Wealth, LLC, Santa Barbara, CA (75 mi)
- Mission Wealth Management, LP, Santa Barbara, CA (75 mi)
- Foronjy Financial, Santa Barbara, CA (75 mi)
- Thryve Wealth Management, Santa Barbara, CA (75 mi)
- Pacific Wealth Strategies Group, Inc., Eastern Goleta Valley, CA (75 mi)
- Integrity Wealth Advisors, Inc., San Buenaventura (Ventura), CA (76 mi)
- 3(38) Investment Fiduciaries, Simi Valley, CA (76 mi)
- Monarch Plan Advisors, Simi Valley, CA (76 mi)
- Brightpath Wealth Planning, LLC, Camarillo, CA (79 mi)
- Longevity Capital Management, Thousand Oaks, CA (81 mi)
- Zephyr Wealth Management, Thousand Oaks, CA (83 mi)
- Fmb Retirement Services, Thousand Oaks, CA (83 mi)
- Classic Financial, Thousand Oaks, CA (83 mi)
- Oak Asset Management, LLC, Thousand Oaks, CA (83 mi)
- Total Wealth Services, LLC, Thousand Oaks, CA (83 mi)
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Frequently asked questions
How many retirement plan advisors serve Bakersfield?
We list 106 retirement plan advisors serving Bakersfield, CA: 4 based there and 102 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 Bakersfield?
The top-ranked retirement plan advisors serving Bakersfield, CA are Barnes Wealth Management Group, Entruity Wealth, LLC, Mestmaker & Petrey Wealth Advisors, Woodward Diversified Capital, LLC and Prosperitas Financial, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Bakersfield are verified against official records?
10 of the top 10 match an active official record: Barnes Wealth Management Group (U.S. Securities and Exchange Commission), Entruity Wealth, LLC (U.S. Securities and Exchange Commission), Mestmaker & Petrey Wealth Advisors (U.S. Securities and Exchange Commission), Woodward Diversified Capital, LLC (U.S. Securities and Exchange Commission) and Prosperitas Financial, 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 .