#1Ktf Investments, LLC
KTF INVESTMENTS, LLC
Serves this area from Seal Beach, CA (5 mi)
Retirement Plan Advisors in Cypress, CA
The top-ranked retirement plan advisors serving Cypress, CA are Ktf Investments, LLC, Wealthspring and Clg LLC. We list 241 retirement plan advisors serving Cypress, 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 Cypress, CA (Orange County). 241 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 Cypress
#2Wealthspring
WEALTHSPRING PARTNERS, LLCServes this area from Long Beach, CA (6 mi)#3Clg LLC
CLG LLCServes this area from Long Beach, CA (7 mi)#4Crane & Associates Wealth Management
CRANE ADVISORY LLCServes this area from Fullerton, CA (8 mi)#5Secura Financial
SECURA FINANCIAL, LLCServes this area from Orange, CA (9 mi)#6Centaurus Financial, Inc.
CENTAURUS FINANCIAL, INC.Serves this area from Anaheim, CA (9 mi)#7Goldman Lancaster, Inc.
GOLDMAN LANCASTER, INC.Serves this area from Long Beach, CA (9 mi)#8Crux Wealth Advisors
CRUX WEALTH ADVISORSServes this area from Long Beach, CA (10 mi)#9B.b. Graham & Company, Inc.
B.B. GRAHAM & COMPANY, INC.Serves this area from Orange, CA (10 mi)#10Sackett Wealth Advisors, Inc.
SACKETT WEALTH ADVISORS, INC.Serves this area from Brea, CA (10 mi)
20 more providers serving this area
- Rai Wealth Management, Placentia, CA (11 mi)
- Guardian Financial Partners, LLC, Orange, CA (11 mi)
- Stewardship Wealth Management Solutions, Huntington Beach, CA (11 mi)
- Weaver Consulting Group, LLC, Huntington Beach, CA (11 mi)
- Lighthouse Financial Services Inc, Brea, CA (12 mi)
- Leisure Capital Management, Inc., Costa Mesa, CA (12 mi)
- Retirementadvice | Jka, Anaheim, CA (13 mi)
- Sun Group Wealth Partners LLC, Irvine, CA (14 mi)
- Financial Advisors Network, Inc., Tustin, CA (14 mi)
- Benefit Financial Services Group, Irvine, CA (14 mi)
- Prosperity Road, LLC, North Tustin, CA (14 mi)
- Marrick Wealth, Irvine, CA (14 mi)
- Purus Wealth Management, LLC, Newport Beach, CA (14 mi)
- Boyer Financial Services, Inc., Newport Beach, CA (14 mi)
- First Foundation Advisors, Irvine, CA (14 mi)
- Apriem Advisors, Irvine, CA (15 mi)
- Index Fund Advisors, Inc., Irvine, CA (15 mi)
- Noble Wealth Management, Inc., Newport Beach, CA (15 mi)
- Trilogy Capital, Inc., Irvine, CA (15 mi)
- Ark Wealth Advisors, LLC, Yorba Linda, CA (15 mi)
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Frequently asked questions
How many retirement plan advisors serve Cypress?
We list 241 retirement plan advisors serving Cypress, CA: 0 based there and 241 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 Cypress?
The top-ranked retirement plan advisors serving Cypress, CA are Ktf Investments, LLC, Wealthspring, Clg LLC, Crane & Associates Wealth Management and Secura Financial. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Cypress are verified against official records?
10 of the top 10 match an active official record: Ktf Investments, LLC (U.S. Securities and Exchange Commission), Wealthspring (U.S. Securities and Exchange Commission), Clg LLC (U.S. Securities and Exchange Commission), Crane & Associates Wealth Management (U.S. Securities and Exchange Commission) and Secura Financial (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 .