#1Petix & Botte Financial
PETIX & BOTTE COMPANY
Based in La Mesa, CA
Retirement Plan Advisors in La Mesa, CA
The top-ranked retirement plan advisors serving La Mesa, CA are Petix & Botte Financial, Clutinger Williams & Verhoye Inc and International Private Wealth Advisors LLC. We list 142 retirement plan advisors serving La Mesa, 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 La Mesa, 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 La Mesa
#2Clutinger Williams & Verhoye Inc
CLUTINGER WILLIAMS & VERHOYE INCServes this area from San Diego, CA (3 mi)#3International Private Wealth Advisors LLC
INTERNATIONAL PRIVATE WEALTH ADVISORS LLCServes this area from San Diego, CA (6 mi)#4Bamboo Wealth Strategies
SPECTRUM PLANNING & ADVISORY SERVICES INC.Serves this area from San Diego, CA (7 mi)#5Pure Financial Advisors, LLC
PURE FINANCIAL ADVISORS, LLCServes this area from San Diego, CA (7 mi)#6Sovran Advisors, LLC
SOVRAN ADVISORS, LLCServes this area from San Diego, CA (7 mi)#7Pacific Capital Associates
PACIFIC CAPITAL ASSOCIATES, INC.Serves this area from San Diego, CA (7 mi)#8Cavu Wealth Management
CAVU WEALTH MANAGEMENT INC.Serves this area from Lakeside, CA (8 mi)#9Pathview Wealth Advisors
ROWLING & ASSOCIATES LLCServes this area from San Diego, CA (8 mi)#10Sikorski Wealth Management, LLC
SIKORSKI WEALTH MANAGEMENT, LLCServes this area from San Diego, CA (9 mi)
20 more providers serving this area
- Stirling Financial Group, San Diego, CA (10 mi)
- Silvia Mccoll Wealth Management, LLC, San Diego, CA (10 mi)
- Zermatt Wealth Advisors, San Diego, CA (10 mi)
- Willow Creek Financial, San Diego, CA (11 mi)
- Clelland & Company Inc, San Diego, CA (11 mi)
- Blue Sky Capital Consultants Group, Inc., Poway, CA (12 mi)
- Gradient Capital Advisors, LLC, San Diego, CA (13 mi)
- Fiduciary Benefits Group, San Diego, CA (13 mi)
- Kachkovsky & Fisher, Inc., San Diego, CA (13 mi)
- Blue Summit Wealth Management, San Diego, CA (13 mi)
- Measured Risk Portfolios, San Diego, CA (13 mi)
- Chokshi & Queen Wealth Advisors, San Diego, CA (13 mi)
- Castle Coast Wealth, LLC, San Diego, CA (14 mi)
- Madison Avenue Securities, LLC, San Diego, CA (14 mi)
- Stepstone Group LP, San Diego, CA (14 mi)
- Stepstone Group Real Assets LP, San Diego, CA (14 mi)
- Stepstone Group Real Estate LP, San Diego, CA (14 mi)
- Practicecfo Investments, San Diego, CA (14 mi)
- Tidemark, LLC, San Diego, CA (14 mi)
- Mcnaughton Wealth Management, LLC, San Diego, CA (14 mi)
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Frequently asked questions
How many retirement plan advisors serve La Mesa?
We list 142 retirement plan advisors serving La Mesa, CA: 1 based there and 141 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 La Mesa?
The top-ranked retirement plan advisors serving La Mesa, CA are Petix & Botte Financial, Clutinger Williams & Verhoye Inc, International Private Wealth Advisors LLC, Bamboo Wealth Strategies and Pure Financial Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving La Mesa are verified against official records?
10 of the top 10 match an active official record: Petix & Botte Financial (U.S. Securities and Exchange Commission), Clutinger Williams & Verhoye Inc (U.S. Securities and Exchange Commission), International Private Wealth Advisors LLC (U.S. Securities and Exchange Commission), Bamboo Wealth Strategies (U.S. Securities and Exchange Commission) and Pure Financial 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 .