#1Leisure Capital Management, Inc.
LEISURE CAPITAL MANAGEMENT, INC.
Serves this area from Costa Mesa, CA (3 mi)
Retirement Plan Advisors in Fountain Valley, CA
The top-ranked retirement plan advisors serving Fountain Valley, CA are Leisure Capital Management, Inc., Stewardship Wealth Management Solutions and Weaver Consulting Group, LLC. We list 241 retirement plan advisors serving Fountain Valley, 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 Fountain Valley, CA (Orange County). 241 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 Fountain Valley
#2Stewardship Wealth Management Solutions
TME FINANCIAL, INC.Serves this area from Huntington Beach, CA (5 mi)#3Weaver Consulting Group, LLC
WEAVER CONSULTING GROUP, LLCServes this area from Huntington Beach, CA (5 mi)#4Boyer Financial Services, Inc.
BOYER FINANCIAL SERVICES, INC.Serves this area from Newport Beach, CA (6 mi)#5Sun Group Wealth Partners LLC
SUN GROUP WEALTH PARTNERS LLCServes this area from Irvine, CA (6 mi)#6Benefit Financial Services Group
BFSG, LLCServes this area from Irvine, CA (6 mi)#7Purus Wealth Management, LLC
PURUS WEALTH MANAGEMENT, LLCServes this area from Newport Beach, CA (6 mi)#8Noble Wealth Management, Inc.
NOBLE WEALTH MANAGEMENT, INC.Serves this area from Newport Beach, CA (6 mi)#9Apriem Advisors
APRIEM ADVISORSServes this area from Irvine, CA (6 mi)#10Index Fund Advisors, Inc.
INDEX FUND ADVISORS, INC.Serves this area from Irvine, CA (6 mi)
20 more providers serving this area
- Marrick Wealth, Irvine, CA (6 mi)
- First Foundation Advisors, Irvine, CA (6 mi)
- Signature Resources Capital Management, LLC, Newport Beach, CA (6 mi)
- Westshore Wealth, Newport Beach, CA (6 mi)
- Jdl Advisers, Newport Beach, CA (6 mi)
- Secura Financial, Orange, CA (6 mi)
- Trilogy Capital, Inc., Irvine, CA (7 mi)
- Creative Planning Institutional Advisors, LLC, Newport Beach, CA (7 mi)
- Procore Advisors, LLC, Newport Beach, CA (7 mi)
- Provenio Capital, Newport Beach, CA (7 mi)
- Financial Advisors Network, Inc., Tustin, CA (7 mi)
- West Wealth Group, LLC, Irvine, CA (7 mi)
- Legacy Pcg, LLC, Newport Beach, CA (7 mi)
- Tidecrest Wealth Management, LLC, Newport Beach, CA (7 mi)
- Centaurus Financial, Inc., Anaheim, CA (8 mi)
- Kbs Realty Advisors, LLC, Newport Beach, CA (8 mi)
- Ktf Investments, LLC, Seal Beach, CA (8 mi)
- Pacific Investment Management Company LLC, Newport Beach, CA (8 mi)
- Crystal Cove Asset Management, Newport Beach, CA (8 mi)
- Pariax Private Wealth Management, Newport Beach, CA (8 mi)
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Frequently asked questions
How many retirement plan advisors serve Fountain Valley?
We list 241 retirement plan advisors serving Fountain Valley, CA: 0 based there and 241 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 Fountain Valley?
The top-ranked retirement plan advisors serving Fountain Valley, CA are Leisure Capital Management, Inc., Stewardship Wealth Management Solutions, Weaver Consulting Group, LLC, Boyer Financial Services, Inc. and Sun Group Wealth Partners LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Fountain Valley are verified against official records?
10 of the top 10 match an active official record: Leisure Capital Management, Inc. (U.S. Securities and Exchange Commission), Stewardship Wealth Management Solutions (U.S. Securities and Exchange Commission), Weaver Consulting Group, LLC (U.S. Securities and Exchange Commission), Boyer Financial Services, Inc. (U.S. Securities and Exchange Commission) and Sun Group Wealth Partners 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 .