#1Aps Investment Management Group
APS ADVISORS
Serves this area from Jackson, CA (16 mi)
Retirement Plan Advisors in Calaveras County, CA
The top-ranked retirement plan advisors serving Calaveras County, CA are Aps Investment Management Group, Oliveira Wealth and Blom & Howell Financial Planning, Inc.. We list 6 retirement plan advisors serving Calaveras County, CA. 6 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 Calaveras County, CA. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Calaveras County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Aps Investment Management Group | SEC-registered investment adviser (CRD)#153504 | Jackson, CA (16 mi) | (209) 223-0460 |
| 2 | Oliveira Wealth | SEC-registered investment adviser (CRD)#315326 | Modesto, CA (43 mi) | (209) 579-2332 |
| 3 | Blom & Howell Financial Planning, Inc. | SEC-registered investment adviser (CRD)#311830 | Modesto, CA (43 mi) | (209) 857-5207 |
| 4 | Sierra Ocean, LLC | SEC-registered investment adviser (CRD)#313829 | Ripon, CA (44 mi) | (209) 232-7100 |
| 5 | Findec Wealth Services, Inc. | SEC-registered investment adviser (CRD)#311949 | Stockton, CA (45 mi) | (209) 957-7413 |
| 6 | Integral Wealth Management | SEC-registered investment adviser (CRD)#146569 | Turlock, CA (50 mi) | (209) 633-3101 |
#2Oliveira Wealth
OLIVEIRA WEALTH, LLCServes this area from Modesto, CA (43 mi)#3Blom & Howell Financial Planning, Inc.
BLOM & HOWELL FINANCIAL PLANNING, INC.Serves this area from Modesto, CA (43 mi)#4Sierra Ocean, LLC
SIERRA OCEAN, LLCServes this area from Ripon, CA (44 mi)#5Findec Wealth Services, Inc.
FINDEC WEALTH SERVICES, INC.Serves this area from Stockton, CA (45 mi)#6Integral Wealth Management
INTEGRAL INVESTMENT ADVISORS, INC.Serves this area from Turlock, CA (50 mi)
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Frequently asked questions
How many retirement plan advisors serve Calaveras County?
We list 6 retirement plan advisors serving Calaveras County, CA: 0 based there and 6 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Calaveras County?
The top-ranked retirement plan advisors serving Calaveras County, CA are Aps Investment Management Group, Oliveira Wealth, Blom & Howell Financial Planning, Inc., Sierra Ocean, LLC and Findec Wealth Services, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Calaveras County are verified against official records?
6 of the top 6 match an active official record: Aps Investment Management Group (U.S. Securities and Exchange Commission), Oliveira Wealth (U.S. Securities and Exchange Commission), Blom & Howell Financial Planning, Inc. (U.S. Securities and Exchange Commission), Sierra Ocean, LLC (U.S. Securities and Exchange Commission) and Findec Wealth Services, Inc. (U.S. Securities and Exchange Commission), and 1 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 .
Communities served
Rancho Calaveras, Valley Springs, Angels, Copperopolis, Arnold, San Andreas, Murphys, Forest Meadows, Mokelumne Hill, West Point, Avery, Dorrington, Wallace, Vallecito, Rail Road Flat, Mountain Ranch, Campo Seco, Wilseyville, Douglas Flat, Glencoe, Hathaway Pines, Paloma, Sheep Ranch