Retirement Plan Advisors in Butte County, CA
The top-ranked retirement plan advisors serving Butte County, CA are Altum Wealth Advisors, Murray Financial Services, Inc and Sweeney & Michel, LLC. We list 3 retirement plan advisors serving Butte County, CA. 3 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 Butte County, CA. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Butte County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Altum Wealth Advisors | SEC-registered investment adviser (CRD)#301214 | Chico, CA | (530) 924-0110 |
| 2 | Murray Financial Services, Inc | SEC-registered investment adviser (CRD)#176528 | Chico, CA | (530) 896-5484 |
| 3 | Sweeney & Michel, LLC | SEC-registered investment adviser (CRD)#282595 | Chico, CA | (530) 487-1777 |
- BAY CLIADAKIS & ASSOCIATES, LLCBased in Chico, CA
#2Murray Financial Services, Inc
MURRAY FINANCIAL SERVICES, INCBased in Chico, CA#3Sweeney & Michel, LLC
SWEENEY & MICHEL, LLCBased in Chico, CA
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Frequently asked questions
How many retirement plan advisors serve Butte County?
We list 3 retirement plan advisors serving Butte County, CA: 3 based there and 0 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Butte County?
The top-ranked retirement plan advisors serving Butte County, CA are Altum Wealth Advisors, Murray Financial Services, Inc and Sweeney & Michel, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Butte County are verified against official records?
3 of the top 3 match an active official record: Altum Wealth Advisors (U.S. Securities and Exchange Commission), Murray Financial Services, Inc (U.S. Securities and Exchange Commission) and Sweeney & Michel, LLC (U.S. Securities and Exchange Commission). 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 Butte County
Communities served
Oroville, Paradise, Oroville East, Magalia, Gridley, Thermalito, Durham, Palermo, South Oroville, Kelly Ridge, Biggs, Berry Creek, Forest Ranch, Butte Valley, Cohasset, Butte Creek Canyon, Bangor, Concow, Forbestown, Honcut, Nord, Stirling City, Yankee Hill, Richvale, Rackerby, Clipper Mills, Robinson Mill, Cherokee, Butte Meadows