Retirement Plan Advisors in El Dorado County, CA
The top-ranked retirement plan advisors serving El Dorado County, CA are Bridgeview Capital Advisors, Inc., Statheros Financial Solutions, Inc. and Wealthguard Advisors, Inc.. We list 26 retirement plan advisors serving El Dorado County, CA. 26 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 El Dorado County, CA. 26 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 El Dorado County
- BRIDGEVIEW CAPITAL ADVISORS, INC.Based in El Dorado Hills, CA
#2Statheros Financial Solutions, Inc.
STATHEROS FINANCIAL SOLUTIONS, INC.Based in El Dorado Hills, CA#3Wealthguard Advisors, Inc.
WEALTHGUARD ADVISORS, INC.Based in Placerville, CA#4Ifc
IFC AND INSURANCE MARKETING, INC.Serves this area from Auburn, CA (30 mi)#5Vantage Financial Group
HUDSON FINANCIAL SERVICES, INC.Serves this area from Auburn, CA (30 mi)#6Aps Investment Management Group
APS ADVISORSServes this area from Jackson, CA (33 mi)#7Allworth Financial, L.P.
ALLWORTH FINANCIAL, L.P.Serves this area from Folsom, CA (34 mi)#8Gasber Financial Advisors, Inc
GASBER FINANCIAL ADVISORS, INCServes this area from Folsom, CA (34 mi)#9Riverpath Investments LLC
RIVERPATH INVESTMENTS LLCServes this area from Folsom, CA (34 mi)#10Palisade Investments, LLC
PALISADE INVESTMENTS, LLCServes this area from Zephyr Cove, NV (35 mi)
16 more providers serving this area
- Parkshore Wealth Management, Granite Bay, CA (36 mi)
- Spectrum Wealth Advisory Group, LLC, Granite Bay, CA (36 mi)
- Prudent Investor Advisors, LLC, Folsom, CA (36 mi)
- Onesource Wealth Management, Granite Bay, CA (37 mi)
- Alaethes Wealth, LLC, NV
- Tidwell Wealth Management LLC, Rocklin, CA (40 mi)
- Dimensions Wealth Management, LLC, Roseville, CA (41 mi)
- Up Capital Management, Inc., Roseville, CA (41 mi)
- Three Oaks Wealth, Gold River, CA (41 mi)
- Powerhouse Financial Advisors, Inc., Minden, NV (43 mi)
- Adams Ashby Financial Advisors, Arden-Arcade, CA (48 mi)
- Boyd Wealth Management, LLC, Sacramento, CA (51 mi)
- True Wave Financial Planners, Sacramento, CA (51 mi)
- Twin Rivers Wealth Management, Sacramento, CA (51 mi)
- Decamilla Capital Management LLC, Sacramento, CA (52 mi)
- Strategic Retirement Advisors, LLC, Elk Grove, CA (53 mi)
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Frequently asked questions
How many retirement plan advisors serve El Dorado County?
We list 26 retirement plan advisors serving El Dorado County, CA: 3 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 El Dorado County?
The top-ranked retirement plan advisors serving El Dorado County, CA are Bridgeview Capital Advisors, Inc., Statheros Financial Solutions, Inc., Wealthguard Advisors, Inc., Ifc and Vantage Financial Group. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving El Dorado County are verified against official records?
10 of the top 10 match an active official record: Bridgeview Capital Advisors, Inc. (U.S. Securities and Exchange Commission), Statheros Financial Solutions, Inc. (U.S. Securities and Exchange Commission), Wealthguard Advisors, Inc. (U.S. Securities and Exchange Commission), Ifc (U.S. Securities and Exchange Commission) and Vantage Financial Group (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 .
Communities served
South Lake Tahoe, Cameron Park, Diamond Springs, Placerville, Pollock Pines, Shingle Springs, Auburn Lake Trails, Georgetown, Meyers, Camino, Grizzly Flats, Cold Springs, Coloma