#1Cooper Capital Group
COOPER CAPITAL ADVISORS, LLC
Based in Encinitas, CA
Retirement Plan Advisors in Encinitas, CA
The top-ranked retirement plan advisors serving Encinitas, CA are Cooper Capital Group, Stone Steps Financial, LLC and Koa Wealth Management, LLC. We list 142 retirement plan advisors serving Encinitas, 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 Encinitas, CA (San Diego County). 142 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 Encinitas
#2Stone Steps Financial, LLC
STONE STEPS FINANCIAL, LLCBased in Encinitas, CA#3Koa Wealth Management, LLC
KOA WEALTH MANAGEMENT, LLCServes this area from Encinitas, CA (0 mi)#4D. M. Brenner, Inc.
D. M. BRENNER, INC.Serves this area from Solana Beach, CA (4 mi)#5Scsc Advisors, LLC
SCSC ADVISORS, LLCServes this area from Rancho Santa Fe, CA (4 mi)#6Dark Horse Advisors LLC
DARK HORSE ADVISORS LLCServes this area from Rancho Santa Fe, CA (5 mi)#7Focus Investment Advisors, Inc
FOCUS INVESTMENT ADVISORS, INCServes this area from Solana Beach, CA (5 mi)#8Financial Focus LLC
FINANCIAL FOCUS LLCServes this area from Carlsbad, CA (5 mi)#9Seaside Wealth Management, Inc.
SEASIDE WEALTH MANAGEMENT, INC.Serves this area from Carlsbad, CA (5 mi)#10Intelligence Driven Advisers, LLC
INTELLIGENCE DRIVEN ADVISERS, LLCServes this area from Carlsbad, CA (6 mi)
20 more providers serving this area
- Axxcess Wealth Management, LLC, Carlsbad, CA (6 mi)
- Alphapoint, Inc., Del Mar, CA (6 mi)
- Cornerstone Wealth Advisors, Inc., Carlsbad, CA (6 mi)
- Anchor Bay Capital, Inc., Carlsbad, CA (6 mi)
- Anchor Bay Private Wealth LLC, Carlsbad, CA (6 mi)
- Meketa Fiduciary Management, LLC, Carlsbad, CA (6 mi)
- Fonte Financial Advisors, Carlsbad, CA (6 mi)
- First Light Retirement, LLC, Del Mar, CA (6 mi)
- Weatherly Asset Management, Del Mar, CA (7 mi)
- Independent Financial Group, LLC, San Diego, CA (7 mi)
- Presidio Capital Management, LLC, San Diego, CA (7 mi)
- Goldman Wealth Management, San Diego, CA (7 mi)
- Define Financial, LLC, San Diego, CA (7 mi)
- Centura Wealth Advisory, San Diego, CA (8 mi)
- Illumination Wealth Management, San Diego, CA (9 mi)
- Christopher Weil & Co Inc, San Diego, CA (9 mi)
- Beta Wealth Group, Inc, San Diego, CA (11 mi)
- Kingswood Wealth Advisors, LLC, San Diego, CA (11 mi)
- Red Seven, Escondido, CA (11 mi)
- Eiger Wealth Management, LLC, San Diego, CA (11 mi)
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Frequently asked questions
How many retirement plan advisors serve Encinitas?
We list 142 retirement plan advisors serving Encinitas, CA: 2 based there and 140 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 Encinitas?
The top-ranked retirement plan advisors serving Encinitas, CA are Cooper Capital Group, Stone Steps Financial, LLC, Koa Wealth Management, LLC, D. M. Brenner, Inc. and Scsc Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Encinitas are verified against official records?
10 of the top 10 match an active official record: Cooper Capital Group (U.S. Securities and Exchange Commission), Stone Steps Financial, LLC (U.S. Securities and Exchange Commission), Koa Wealth Management, LLC (U.S. Securities and Exchange Commission), D. M. Brenner, Inc. (U.S. Securities and Exchange Commission) and Scsc Advisors, LLC (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 .