#1Impact Investors
IMPACT INVESTORS, INC.
Serves this area from Day Valley, CA (16 mi)
Retirement Plan Advisors in Gilroy, CA
The top-ranked retirement plan advisors serving Gilroy, CA are Impact Investors, Concentrum Wealth Management and Legacy Capital Group California, Inc.. We list 48 retirement plan advisors serving Gilroy, 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 Gilroy, CA (Santa Clara County). 48 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 Gilroy
#2Concentrum Wealth Management
CONCENTRUM WEALTH MANAGEMENT, INC.Serves this area from San Jose, CA (20 mi)#3Legacy Capital Group California, Inc.
LEGACY CAPITAL GROUP CALIFORNIA, INC.Serves this area from Los Gatos, CA (27 mi)#4Orchard City Wealth Management, LLC
ORCHARD CITY WEALTH MANAGEMENT, LLCServes this area from Los Gatos, CA (27 mi)#5Align Wealth Management, LLC
ALIGN WEALTH MANAGEMENT, LLCServes this area from Campbell, CA (27 mi)#6Heckman Financial & Insurance Services, Inc.
HECKMAN FINANCIAL & INSURANCE SERVICES, INC.Serves this area from San Jose, CA (28 mi)#7Dwr Wealth Management, LLC
DWR WEALTH MANAGEMENT, LLCServes this area from San Jose, CA (30 mi)#8Betterwealth LLC
BETTERWEALTH LLCServes this area from San Jose, CA (30 mi)#9Retirement Capital Strategies, Inc.
RETIREMENT CAPITAL STRATEGIES, INC.Serves this area from San Jose, CA (30 mi)#10Clarity Wealth Advisors
CLARITY WEALTH ADVISORS, LLCServes this area from San Jose, CA (30 mi)
20 more providers serving this area
- Werba Rubin Papier Wealth Management, LLC, San Jose, CA (31 mi)
- Aria Wealth Management, Saratoga, CA (31 mi)
- Silicon Valley Retirement Services, LLC, San Jose, CA (32 mi)
- Edelman Financial Engines, Santa Clara, CA (34 mi)
- Nri Wealth Management, LLC, Santa Clara, CA (34 mi)
- Honu Wealth Management, Sunnyvale, CA (35 mi)
- Johnson Lyman Wealth Advisors, Los Altos Hills, CA (39 mi)
- Mayfield Advisors, Inc., Palo Alto, CA (42 mi)
- Morling Financial Advisors, LLC, Fremont, CA (43 mi)
- Rebalance LLC, Palo Alto, CA (44 mi)
- Alan Biller And Associates, Menlo Park, CA (45 mi)
- Nelson Capital Management, LLC, Menlo Park, CA (45 mi)
- Roberts Wealth Advisors, LLC, Menlo Park, CA (45 mi)
- Sage Rhino Capital LLC, Menlo Park, CA (46 mi)
- Iwc Asset Management LLC, Pleasanton, CA (47 mi)
- Sierra Pacific Private Wealth, LLC, Pleasanton, CA (47 mi)
- Baybridge Capital Group, LLC, Livermore, CA (48 mi)
- Kaizen Financial Strategies, LLC, Pleasanton, CA (48 mi)
- Mirador Capital Partners, Pleasanton, CA (48 mi)
- Griffin Black, LLC, Redwood City, CA (49 mi)
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Frequently asked questions
How many retirement plan advisors serve Gilroy?
We list 48 retirement plan advisors serving Gilroy, CA: 0 based there and 48 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 Gilroy?
The top-ranked retirement plan advisors serving Gilroy, CA are Impact Investors, Concentrum Wealth Management, Legacy Capital Group California, Inc., Orchard City Wealth Management, LLC and Align Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Gilroy are verified against official records?
10 of the top 10 match an active official record: Impact Investors (U.S. Securities and Exchange Commission), Concentrum Wealth Management (U.S. Securities and Exchange Commission), Legacy Capital Group California, Inc. (U.S. Securities and Exchange Commission), Orchard City Wealth Management, LLC (U.S. Securities and Exchange Commission) and Align 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 .