#1Portfolio Advisors, Inc.
PORTFOLIO ADVISORS, INC.
Serves this area from Fresno, CA (31 mi)
Retirement Plan Advisors in Dinuba, CA
The top-ranked retirement plan advisors serving Dinuba, CA are Portfolio Advisors, Inc., Bridgewealth Advisory Group, LLC and Mestmaker & Petrey Wealth Advisors. We list 6 retirement plan advisors serving Dinuba, 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 Dinuba, CA (Tulare County). 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 Dinuba
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Portfolio Advisors, Inc. | SEC-registered investment adviser (CRD)#106111 | Fresno, CA (31 mi) | (559) 432-8400 |
| 2 | Bridgewealth Advisory Group, LLC | SEC-registered investment adviser (CRD)#293514 | Fresno, CA (31 mi) | (559) 432-6100 |
| 3 | Mestmaker & Petrey Wealth Advisors | SEC-registered investment adviser (CRD)#148484 | Bakersfield, CA (83 mi) | (661) 395-9400 |
| 4 | Barnes Wealth Management Group | SEC-registered investment adviser (CRD)#132189 | Bakersfield, CA (84 mi) | (661) 322-9799 |
| 5 | Woodward Diversified Capital, LLC | SEC-registered investment adviser (CRD)#306299 | Bakersfield, CA (84 mi) | (661) 498-7500 |
| 6 | Entruity Wealth, LLC | SEC-registered investment adviser (CRD)#288331 | Bakersfield, CA (86 mi) | (661) 368-8994 |
#2Bridgewealth Advisory Group, LLC
BRIDGEWEALTH ADVISORY GROUP, LLCServes this area from Fresno, CA (31 mi)#3Mestmaker & Petrey Wealth Advisors
MPWA, INC.Serves this area from Bakersfield, CA (83 mi)#4Barnes Wealth Management Group
BARNES WEALTH MANAGEMENT GROUP, INC.Serves this area from Bakersfield, CA (84 mi)#5Woodward Diversified Capital, LLC
WOODWARD DIVERSIFIED CAPITAL, LLCServes this area from Bakersfield, CA (84 mi)#6Entruity Wealth, LLC
ENTRUITY WEALTH, LLCServes this area from Bakersfield, CA (86 mi)
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Frequently asked questions
How many retirement plan advisors serve Dinuba?
We list 6 retirement plan advisors serving Dinuba, 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 Dinuba?
The top-ranked retirement plan advisors serving Dinuba, CA are Portfolio Advisors, Inc., Bridgewealth Advisory Group, LLC, Mestmaker & Petrey Wealth Advisors, Barnes Wealth Management Group and Woodward Diversified Capital, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Dinuba are verified against official records?
6 of the top 6 match an active official record: Portfolio Advisors, Inc. (U.S. Securities and Exchange Commission), Bridgewealth Advisory Group, LLC (U.S. Securities and Exchange Commission), Mestmaker & Petrey Wealth Advisors (U.S. Securities and Exchange Commission), Barnes Wealth Management Group (U.S. Securities and Exchange Commission) and Woodward Diversified Capital, LLC (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 .