#1Red Seven
RED SEVEN
Based in Escondido, CA
Retirement Plan Advisors in Escondido, CA
The top-ranked retirement plan advisors serving Escondido, CA are Red Seven, Tri-ad Capital Management I, LLC and Beta Wealth Group, Inc. We list 142 retirement plan advisors serving Escondido, 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 Escondido, 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 Escondido
#2Tri-ad Capital Management I, LLC
TRI-AD CAPITAL MANAGEMENT I, LLCBased in Escondido, CA#3Beta Wealth Group, Inc
BETA WEALTH GROUP, INCServes this area from San Diego, CA (8 mi)#4Kingswood Wealth Advisors, LLC
KINGSWOOD WEALTH ADVISORS, LLCServes this area from San Diego, CA (8 mi)#5Eiger Wealth Management, LLC
EIGER WEALTH MANAGEMENT, LLCServes this area from San Diego, CA (8 mi)#6Intelligence Driven Advisers, LLC
INTELLIGENCE DRIVEN ADVISERS, LLCServes this area from Carlsbad, CA (10 mi)#7Dark Horse Advisors LLC
DARK HORSE ADVISORS LLCServes this area from Rancho Santa Fe, CA (10 mi)#8Seaside Wealth Management, Inc.
SEASIDE WEALTH MANAGEMENT, INC.Serves this area from Carlsbad, CA (11 mi)#9Scsc Advisors, LLC
SCSC ADVISORS, LLCServes this area from Rancho Santa Fe, CA (11 mi)#10Practicecfo Investments
SILVER COAST INVESTMENTS LLCServes this area from San Diego, CA (12 mi)
20 more providers serving this area
- Madison Avenue Securities, LLC, San Diego, CA (12 mi)
- Koa Wealth Management, LLC, Encinitas, CA (12 mi)
- Cornerstone Wealth Advisors, Inc., Carlsbad, CA (13 mi)
- Financial Focus LLC, Carlsbad, CA (13 mi)
- Axxcess Wealth Management, LLC, Carlsbad, CA (14 mi)
- Blue Sky Capital Consultants Group, Inc., Poway, CA (14 mi)
- Anchor Bay Capital, Inc., Carlsbad, CA (14 mi)
- Anchor Bay Private Wealth LLC, Carlsbad, CA (14 mi)
- Cooper Capital Group, Encinitas, CA (14 mi)
- Meketa Fiduciary Management, LLC, Carlsbad, CA (14 mi)
- Stone Steps Financial, LLC, Encinitas, CA (14 mi)
- Fonte Financial Advisors, Carlsbad, CA (15 mi)
- D. M. Brenner, Inc., Solana Beach, CA (15 mi)
- Focus Investment Advisors, Inc, Solana Beach, CA (15 mi)
- Alphapoint, Inc., Del Mar, CA (16 mi)
- Independent Financial Group, LLC, San Diego, CA (16 mi)
- Presidio Capital Management, LLC, San Diego, CA (16 mi)
- Define Financial, LLC, San Diego, CA (16 mi)
- Goldman Wealth Management, San Diego, CA (16 mi)
- Willow Creek Financial, San Diego, CA (16 mi)
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Frequently asked questions
How many retirement plan advisors serve Escondido?
We list 142 retirement plan advisors serving Escondido, 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 Escondido?
The top-ranked retirement plan advisors serving Escondido, CA are Red Seven, Tri-ad Capital Management I, LLC, Beta Wealth Group, Inc, Kingswood Wealth Advisors, LLC and Eiger Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Escondido are verified against official records?
10 of the top 10 match an active official record: Red Seven (U.S. Securities and Exchange Commission), Tri-ad Capital Management I, LLC (U.S. Securities and Exchange Commission), Beta Wealth Group, Inc (U.S. Securities and Exchange Commission), Kingswood Wealth Advisors, LLC (U.S. Securities and Exchange Commission) and Eiger Wealth Management, 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 .