#1Mestmaker & Petrey Wealth Advisors
MPWA, INC.
Serves this area from Bakersfield, CA (30 mi)
Retirement Plan Advisors in Delano, CA
The top-ranked retirement plan advisors serving Delano, CA are Mestmaker & Petrey Wealth Advisors, Barnes Wealth Management Group and Woodward Diversified Capital, LLC. We list 23 retirement plan advisors serving Delano, CA. 23 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 Delano, CA (Kern County). 23 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 Delano
#2Barnes Wealth Management Group
BARNES WEALTH MANAGEMENT GROUP, INC.Serves this area from Bakersfield, CA (30 mi)#3Woodward Diversified Capital, LLC
WOODWARD DIVERSIFIED CAPITAL, LLCServes this area from Bakersfield, CA (30 mi)#4Entruity Wealth, LLC
ENTRUITY WEALTH, LLCServes this area from Bakersfield, CA (32 mi)#5Slo Money Managers
PAUL & CO. WEALTH MANAGEMENT, INC.Serves this area from Atascadero, CA (82 mi)#6Corvus Wealth Advisors LLC
CORVUS WEALTH ADVISORS LLCServes this area from Templeton, CA (83 mi)#7Trellis Wealth Advisors, LLC
TRELLIS WEALTH ADVISORS, LLCServes this area from San Luis Obispo, CA (85 mi)#8Nwm Advisors, LLC
NWM ADVISORS, LLCServes this area from San Luis Obispo, CA (86 mi)#9Cerro Pacific Wealth Advisors, LLC
CERRO PACIFIC WEALTH ADVISORS, LLCServes this area from San Luis Obispo, CA (86 mi)#10Wright Wealth Strategies, LLC
WRIGHT WEALTH STRATEGIES, LLCServes this area from San Luis Obispo, CA (86 mi)
13 more providers serving this area
- Channel Wealth, LLC, Santa Barbara, CA (95 mi)
- Pacific Wealth Strategies Group, Inc., Eastern Goleta Valley, CA (96 mi)
- Alamar Capital Management, LLC, Santa Barbara, CA (96 mi)
- Bourke Wealth Management, Santa Barbara, CA (96 mi)
- Monarch Wealth Strategies, Santa Barbara, CA (96 mi)
- Arlington Financial Advisors, LLC, Santa Barbara, CA (96 mi)
- Castle Wealth Planning, Santa Barbara, CA (96 mi)
- Mission Wealth Management, LP, Santa Barbara, CA (96 mi)
- Curtis Advisory Group, LLC, Santa Barbara, CA (96 mi)
- Planmember Securities Corporation, Carpinteria, CA (96 mi)
- Foronjy Financial, Santa Barbara, CA (96 mi)
- Thryve Wealth Management, Santa Barbara, CA (96 mi)
- Prosperitas Financial, LLC, Santa Clarita, CA (100 mi)
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Frequently asked questions
How many retirement plan advisors serve Delano?
We list 23 retirement plan advisors serving Delano, CA: 0 based there and 23 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 Delano?
The top-ranked retirement plan advisors serving Delano, CA are Mestmaker & Petrey Wealth Advisors, Barnes Wealth Management Group, Woodward Diversified Capital, LLC, Entruity Wealth, LLC and Slo Money Managers. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Delano are verified against official records?
10 of the top 10 match an active official record: Mestmaker & Petrey Wealth Advisors (U.S. Securities and Exchange Commission), Barnes Wealth Management Group (U.S. Securities and Exchange Commission), Woodward Diversified Capital, LLC (U.S. Securities and Exchange Commission), Entruity Wealth, LLC (U.S. Securities and Exchange Commission) and Slo Money Managers (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 .