#1Honu Wealth Management
WILLIAMS, GARTH ALAN
Serves this area from Sunnyvale, CA (2 mi)
Retirement Plan Advisors in Cupertino, CA
The top-ranked retirement plan advisors serving Cupertino, CA are Honu Wealth Management, Betterwealth LLC and Retirement Capital Strategies, Inc.. We list 48 retirement plan advisors serving Cupertino, 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 Cupertino, CA (Santa Clara County). 48 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 Cupertino
#2Betterwealth LLC
BETTERWEALTH LLCServes this area from San Jose, CA (4 mi)#3Retirement Capital Strategies, Inc.
RETIREMENT CAPITAL STRATEGIES, INC.Serves this area from San Jose, CA (4 mi)#4Aria Wealth Management
ARIA WEALTH MANAGEMENT, INC.Serves this area from Saratoga, CA (5 mi)#5Johnson Lyman Wealth Advisors
JOHNSON LYMAN, INC.Serves this area from Los Altos Hills, CA (6 mi)#6Edelman Financial Engines
FINANCIAL ENGINES ADVISORS L.L.C.Serves this area from Santa Clara, CA (6 mi)#7Clarity Wealth Advisors
CLARITY WEALTH ADVISORS, LLCServes this area from San Jose, CA (7 mi)#8Orchard City Wealth Management, LLC
ORCHARD CITY WEALTH MANAGEMENT, LLCServes this area from Los Gatos, CA (7 mi)#9Nri Wealth Management, LLC
NRI WEALTH MANAGEMENT, LLCServes this area from Santa Clara, CA (7 mi)#10Dwr Wealth Management, LLC
DWR WEALTH MANAGEMENT, LLCServes this area from San Jose, CA (7 mi)
20 more providers serving this area
- Legacy Capital Group California, Inc., Los Gatos, CA (7 mi)
- Align Wealth Management, LLC, Campbell, CA (7 mi)
- Silicon Valley Retirement Services, LLC, San Jose, CA (8 mi)
- Werba Rubin Papier Wealth Management, LLC, San Jose, CA (8 mi)
- Heckman Financial & Insurance Services, Inc., San Jose, CA (8 mi)
- Mayfield Advisors, Inc., Palo Alto, CA (9 mi)
- Rebalance LLC, Palo Alto, CA (11 mi)
- Alan Biller And Associates, Menlo Park, CA (12 mi)
- Nelson Capital Management, LLC, Menlo Park, CA (12 mi)
- Roberts Wealth Advisors, LLC, Menlo Park, CA (12 mi)
- Sage Rhino Capital LLC, Menlo Park, CA (13 mi)
- Concentrum Wealth Management, San Jose, CA (15 mi)
- Griffin Black, LLC, Redwood City, CA (15 mi)
- Morling Financial Advisors, LLC, Fremont, CA (16 mi)
- Evart, Young & Hobbs Investment Management, Redwood City, CA (19 mi)
- Redwood Park Advisors, Redwood City, CA (19 mi)
- Ieq Capital, LLC, Foster City, CA (21 mi)
- Brickley Wealth Management, San Mateo, CA (21 mi)
- Newfront Retirement Services, Inc., San Mateo, CA (21 mi)
- Bucher Wealth Advisors, San Mateo, CA (22 mi)
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Frequently asked questions
How many retirement plan advisors serve Cupertino?
We list 48 retirement plan advisors serving Cupertino, CA: 0 based there and 48 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 Cupertino?
The top-ranked retirement plan advisors serving Cupertino, CA are Honu Wealth Management, Betterwealth LLC, Retirement Capital Strategies, Inc., Aria Wealth Management and Johnson Lyman Wealth Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Cupertino are verified against official records?
10 of the top 10 match an active official record: Honu Wealth Management (U.S. Securities and Exchange Commission), Betterwealth LLC (U.S. Securities and Exchange Commission), Retirement Capital Strategies, Inc. (U.S. Securities and Exchange Commission), Aria Wealth Management (U.S. Securities and Exchange Commission) and Johnson Lyman Wealth Advisors (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 .