#1Prudent Investor Advisors, LLC
PRUDENT INVESTOR ADVISORS, LLC
Based in Folsom, CA
Retirement Plan Advisors in Folsom, CA
The top-ranked retirement plan advisors serving Folsom, CA are Prudent Investor Advisors, LLC, Allworth Financial, L.P. and Gasber Financial Advisors, Inc. We list 55 retirement plan advisors serving Folsom, 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 Folsom, CA (Sacramento County). 55 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 Folsom
#2Allworth Financial, L.P.
ALLWORTH FINANCIAL, L.P.Serves this area from Folsom, CA (0 mi)#3Gasber Financial Advisors, Inc
GASBER FINANCIAL ADVISORS, INCServes this area from Folsom, CA (0 mi)#4Riverpath Investments LLC
RIVERPATH INVESTMENTS LLCServes this area from Folsom, CA (0 mi)#5Bridgeview Capital Advisors, Inc.
BRIDGEVIEW CAPITAL ADVISORS, INC.Serves this area from El Dorado Hills, CA (5 mi)#6Statheros Financial Solutions, Inc.
STATHEROS FINANCIAL SOLUTIONS, INC.Serves this area from El Dorado Hills, CA (6 mi)#7Parkshore Wealth Management
PARKSHORE WEALTH MANAGEMENTServes this area from Granite Bay, CA (6 mi)#8Spectrum Wealth Advisory Group, LLC
SPECTRUM WEALTH ADVISORY GROUP, LLCServes this area from Granite Bay, CA (6 mi)#9Onesource Wealth Management
LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANYServes this area from Granite Bay, CA (7 mi)#10Three Oaks Wealth
THREE OAKS CAPITAL MANAGEMENT, LLCServes this area from Gold River, CA (7 mi)
20 more providers serving this area
- Up Capital Management, Inc., Roseville, CA (10 mi)
- Dimensions Wealth Management, LLC, Roseville, CA (11 mi)
- Tidwell Wealth Management LLC, Rocklin, CA (11 mi)
- Adams Ashby Financial Advisors, Arden-Arcade, CA (14 mi)
- Vantage Financial Group, Auburn, CA (16 mi)
- Boyd Wealth Management, LLC, Sacramento, CA (17 mi)
- True Wave Financial Planners, Sacramento, CA (17 mi)
- Ifc, Auburn, CA (17 mi)
- Twin Rivers Wealth Management, Sacramento, CA (17 mi)
- Decamilla Capital Management LLC, Sacramento, CA (18 mi)
- Wealthguard Advisors, Inc., Placerville, CA (19 mi)
- Strategic Retirement Advisors, LLC, Elk Grove, CA (22 mi)
- Aps Investment Management Group, Jackson, CA (30 mi)
- Findec Wealth Services, Inc., Stockton, CA (48 mi)
- Solano Wealth Advisors, Fairfield, CA (58 mi)
- Sierra Ocean, LLC, Ripon, CA (64 mi)
- Archvest Wealth Advisors, Inc., Concord, CA (69 mi)
- Earned Wealth Advisors, LLC, Walnut Creek, CA (70 mi)
- Vista Advisor Group, LLC, Contra Costa Centre, CA (71 mi)
- Destination Wealth Management, Contra Costa Centre, CA (71 mi)
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Frequently asked questions
How many retirement plan advisors serve Folsom?
We list 55 retirement plan advisors serving Folsom, CA: 1 based there and 54 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 Folsom?
The top-ranked retirement plan advisors serving Folsom, CA are Prudent Investor Advisors, LLC, Allworth Financial, L.P., Gasber Financial Advisors, Inc, Riverpath Investments LLC and Bridgeview Capital Advisors, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Folsom are verified against official records?
10 of the top 10 match an active official record: Prudent Investor Advisors, LLC (U.S. Securities and Exchange Commission), Allworth Financial, L.P. (U.S. Securities and Exchange Commission), Gasber Financial Advisors, Inc (U.S. Securities and Exchange Commission), Riverpath Investments LLC (U.S. Securities and Exchange Commission) and Bridgeview Capital Advisors, Inc. (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 .