#1Transglobal Advisory, LLC
TRANSGLOBAL ADVISORY, LLC
Serves this area from Monrovia, CA (8 mi)
Retirement Plan Advisors in La Puente, CA
The top-ranked retirement plan advisors serving La Puente, CA are Transglobal Advisory, LLC, Sackett Wealth Advisors, Inc. and K2 Financial Inc.. We list 181 retirement plan advisors serving La Puente, 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 Puente, CA (Los Angeles County). 181 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 Puente
#2Sackett Wealth Advisors, Inc.
SACKETT WEALTH ADVISORS, INC.Serves this area from Brea, CA (8 mi)#3K2 Financial Inc.
K2 FINANCIAL INC.Serves this area from Glendora, CA (9 mi)#4Colton Wealth Management
COLTON WEALTH MANAGEMENTServes this area from Arcadia, CA (9 mi)#5Lighthouse Financial Services Inc
LIGHTHOUSE FINANCIAL SERVICES INCServes this area from Brea, CA (10 mi)#6Crane & Associates Wealth Management
CRANE ADVISORY LLCServes this area from Fullerton, CA (11 mi)#7Rai Wealth Management
RICHEY ADVISORS, INC.Serves this area from Placentia, CA (12 mi)#8Dishmi Capital, LLC
DISHMI CAPITAL, LLCServes this area from Pasadena, CA (13 mi)#9Wedbush Securities Inc.
WEDBUSH SECURITIES INC.Serves this area from Pasadena, CA (13 mi)#10Newbury Capital Management, LLC
NEWBURY CAPITAL MANAGEMENT, LLCServes this area from South Pasadena, CA (13 mi)
20 more providers serving this area
- Ark Wealth Advisors, LLC, Yorba Linda, CA (13 mi)
- Pasadena Private Wealth, LLC, Pasadena, CA (13 mi)
- Derive Wealth, Pasadena, CA (13 mi)
- Shuster Advisory Group, LLC, Pasadena, CA (13 mi)
- Strategy Asset Managers L.L.C., Pasadena, CA (13 mi)
- Retirement Wellness Group, Pasadena, CA (14 mi)
- Capital Research & Consulting LLC, Pasadena, CA (14 mi)
- Torrey-payne Wealth Management, Pasadena, CA (14 mi)
- Equanimity Financial Partners, Pasadena, CA (14 mi)
- Shah Wealth Advisors, Chino Hills, CA (14 mi)
- Evermont Wealth, Claremont, CA (14 mi)
- Retirementadvice | Jka, Anaheim, CA (14 mi)
- Centaurus Financial, Inc., Anaheim, CA (16 mi)
- B.b. Graham & Company, Inc., Orange, CA (16 mi)
- Clearwave Capital, Upland, CA (17 mi)
- Secura Financial, Orange, CA (17 mi)
- American Realty Advisors, Los Angeles, CA (17 mi)
- Guardian Financial Partners, LLC, Orange, CA (18 mi)
- Wealthspring, Long Beach, CA (19 mi)
- Pacific Global Investment Management Company, Glendale, CA (20 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve La Puente?
We list 181 retirement plan advisors serving La Puente, CA: 0 based there and 181 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 Puente?
The top-ranked retirement plan advisors serving La Puente, CA are Transglobal Advisory, LLC, Sackett Wealth Advisors, Inc., K2 Financial Inc., Colton Wealth Management and Lighthouse Financial Services Inc. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving La Puente are verified against official records?
10 of the top 10 match an active official record: Transglobal Advisory, LLC (U.S. Securities and Exchange Commission), Sackett Wealth Advisors, Inc. (U.S. Securities and Exchange Commission), K2 Financial Inc. (U.S. Securities and Exchange Commission), Colton Wealth Management (U.S. Securities and Exchange Commission) and Lighthouse Financial Services 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 .