#1Sonoma Allocations
SONOMA ALLOCATIONS LLC
Serves this area from CA
Retirement Plan Advisors in Lake County, CA
The top-ranked retirement plan advisors serving Lake County, CA are Sonoma Allocations, Jdh Wealth Management, LLC and Knecht Capital Management, LLC. We list 7 retirement plan advisors serving Lake County, CA. 7 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 Lake County, CA. 7 providers, 7 of the top 7 verified against federal or state records. Registry records checked on 2026-11-04.
Top 7 ranked retirement plan advisors for Lake County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Sonoma Allocations | SEC-registered investment adviser (CRD)#335435 | CA | (707) 490-8842 |
| 2 | Jdh Wealth Management, LLC | SEC-registered investment adviser (CRD)#112474 | CA | (707) 542-1110 |
| 3 | Knecht Capital Management, LLC | SEC-registered investment adviser (CRD)#319100 | CA | (707) 947-3040 |
| 4 | Fermata Advisors | SEC-registered investment adviser (CRD)#305614 | Sonoma, CA (59 mi) | (707) 938-7414 |
| 5 | Breen Wealth Management, LLC | SEC-registered investment adviser (CRD)#286513 | Petaluma, CA (60 mi) | (707) 595-6556 |
| 6 | North Bay Wealth Management | SEC-registered investment adviser (CRD)#285523 | Petaluma, CA (61 mi) | (707) 971-7069 |
| 7 | Dedora Capital, Inc. | SEC-registered investment adviser (CRD)#177523 | Napa, CA (61 mi) | (707) 253-0681 |
#2Jdh Wealth Management, LLC
JDH WEALTH MANAGEMENT, LLCServes this area from CA#3Knecht Capital Management, LLC
KNECHT CAPITAL MANAGEMENT, LLCServes this area from CA#4Fermata Advisors
FERMATA ADVISORS, LLCServes this area from Sonoma, CA (59 mi)#5Breen Wealth Management, LLC
BREEN WEALTH MANAGEMENT, LLCServes this area from Petaluma, CA (60 mi)#6North Bay Wealth Management
NORTH BAY WEALTH MANAGEMENTServes this area from Petaluma, CA (61 mi)#7Dedora Capital, Inc.
DEDORA CAPITAL, INC.Serves this area from Napa, CA (61 mi)
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Frequently asked questions
How many retirement plan advisors serve Lake County?
We list 7 retirement plan advisors serving Lake County, CA: 0 based there and 7 serving it from nearby. 7 of the top 7 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Lake County?
The top-ranked retirement plan advisors serving Lake County, CA are Sonoma Allocations, Jdh Wealth Management, LLC, Knecht Capital Management, LLC, Fermata Advisors and Breen Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lake County are verified against official records?
7 of the top 7 match an active official record: Sonoma Allocations (U.S. Securities and Exchange Commission), Jdh Wealth Management, LLC (U.S. Securities and Exchange Commission), Knecht Capital Management, LLC (U.S. Securities and Exchange Commission), Fermata Advisors (U.S. Securities and Exchange Commission) and Breen Wealth Management, LLC (U.S. Securities and Exchange Commission), and 2 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 .
Communities served
Clearlake, Hidden Valley Lake, Lakeport, North Lakeport, Clearlake Riviera, Kelseyville, Lucerne, Nice, Clearlake Oaks, Cobb, Lower Lake, Soda Bay, Middletown, Upper Lake, Spring Valley