#1Gebhardt Group, Inc
GEBHARDT GROUP, INC
Based in Lafayette, CA
Retirement Plan Advisors in Lafayette, CA
The top-ranked retirement plan advisors serving Lafayette, CA are Gebhardt Group, Inc, Hyphen Wealth Management and Nauta Capital LLC. We list 104 retirement plan advisors serving Lafayette, 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 Lafayette, CA (Contra Costa County). 104 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 Lafayette
#2Hyphen Wealth Management
HYPHEN WEALTH MANAGEMENT LLCServes this area from Lafayette, CA (1 mi)#3Nauta Capital LLC
NAUTA CAPITAL LLCServes this area from Lafayette, CA (1 mi)#4Lafayette Square Financial Advisors, Inc.
LAFAYETTE SQUARE FINANCIAL ADVISORS, INC.Serves this area from Acalanes Ridge, CA (2 mi)#5Echo45 Advisors LLC
ECHO45 ADVISORS LLCServes this area from Walnut Creek, CA (3 mi)#6Burton Enright Welch
BURTON ENRIGHT WELCHServes this area from Walnut Creek, CA (3 mi)#7Castle Rock Wealth Management, LLC
CASTLE ROCK WEALTH MANAGEMENT, LLCServes this area from Walnut Creek, CA (3 mi)#8Treehouse Wealth Advisors
GARRISON POINT ADVISORS, LLCServes this area from Walnut Creek, CA (3 mi)#9Pacific Excel Wealth Advisors, Inc.
PACIFIC EXCEL WEALTH ADVISORS, INC.Serves this area from Walnut Creek, CA (4 mi)#10Pathwise
PATHWISE WEALTH PARTNERS, LLCServes this area from Walnut Creek, CA (4 mi)
20 more providers serving this area
- Penserra Wealth Management, Orinda, CA (4 mi)
- Wespac Advisors, LLC, Orinda, CA (4 mi)
- Destination Wealth Management, Contra Costa Centre, CA (4 mi)
- Vista Advisor Group, LLC, Contra Costa Centre, CA (4 mi)
- Lodestar Private Asset Management LLC, Alamo, CA (6 mi)
- Earned Wealth Advisors, LLC, Walnut Creek, CA (6 mi)
- Rudney Associates, Alamo, CA (6 mi)
- Archvest Wealth Advisors, Inc., Concord, CA (7 mi)
- Berla Investment Consulting, Alamo, CA (7 mi)
- Topel & Distasi Wealth Management, LLC, Berkeley, CA (7 mi)
- Gallagher Wealth Management, Danville, CA (8 mi)
- Fullerton Advisors, LLC, Danville, CA (8 mi)
- Greykasell Wealth Strategies, Inc., Danville, CA (8 mi)
- Forusall, Oakland, CA (9 mi)
- Liberty Wealth Management, LLC, Oakland, CA (9 mi)
- Affinity Capital Advisors LLC, Berkeley, CA (10 mi)
- Infinity Financial Services Advisory, Oakland, CA (10 mi)
- Veris Wealth Partners, LLC, Oakland, CA (10 mi)
- Selby Wealth Management, Emeryville, CA (11 mi)
- Carey Wealth Management, San Ramon, CA (11 mi)
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Frequently asked questions
How many retirement plan advisors serve Lafayette?
We list 104 retirement plan advisors serving Lafayette, CA: 1 based there and 103 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 Lafayette?
The top-ranked retirement plan advisors serving Lafayette, CA are Gebhardt Group, Inc, Hyphen Wealth Management, Nauta Capital LLC, Lafayette Square Financial Advisors, Inc. and Echo45 Advisors LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lafayette are verified against official records?
10 of the top 10 match an active official record: Gebhardt Group, Inc (U.S. Securities and Exchange Commission), Hyphen Wealth Management (U.S. Securities and Exchange Commission), Nauta Capital LLC (U.S. Securities and Exchange Commission), Lafayette Square Financial Advisors, Inc. (U.S. Securities and Exchange Commission) and Echo45 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 .