#1Wealthspring
WEALTHSPRING PARTNERS, LLC
Serves this area from Long Beach, CA (3 mi)
Retirement Plan Advisors in Lakewood, CA
The top-ranked retirement plan advisors serving Lakewood, CA are Wealthspring, Clg LLC and Goldman Lancaster, Inc.. We list 181 retirement plan advisors serving Lakewood, 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 Lakewood, 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 Lakewood
#2Clg LLC
CLG LLCServes this area from Long Beach, CA (6 mi)#3Goldman Lancaster, Inc.
GOLDMAN LANCASTER, INC.Serves this area from Long Beach, CA (7 mi)#4Crux Wealth Advisors
CRUX WEALTH ADVISORSServes this area from Long Beach, CA (7 mi)#5Ktf Investments, LLC
KTF INVESTMENTS, LLCServes this area from Seal Beach, CA (7 mi)#6Crane & Associates Wealth Management
CRANE ADVISORY LLCServes this area from Fullerton, CA (12 mi)#7Sackett Wealth Advisors, Inc.
SACKETT WEALTH ADVISORS, INC.Serves this area from Brea, CA (13 mi)#8Advanced Portfolio Strategies
APS MANAGEMENT GROUP, INC.Serves this area from Torrance, CA (13 mi)#9South Bay Financial Partners
SOUTH BAY FINANCIAL PARTNERS GROUP, INC.Serves this area from Torrance, CA (13 mi)#10Albitz/miloe And Associates, Inc.
ALBITZ/MILOE AND ASSOCIATES, INC.Serves this area from Torrance, CA (13 mi)
20 more providers serving this area
- Secura Financial, Orange, CA (14 mi)
- Centaurus Financial, Inc., Anaheim, CA (14 mi)
- B.b. Graham & Company, Inc., Orange, CA (15 mi)
- Stewardship Wealth Management Solutions, Huntington Beach, CA (15 mi)
- Weaver Consulting Group, LLC, Huntington Beach, CA (15 mi)
- Rai Wealth Management, Placentia, CA (15 mi)
- Navigoe, LLC, Redondo Beach, CA (15 mi)
- Lighthouse Financial Services Inc, Brea, CA (16 mi)
- Delarme Wealth Management, Inc., Palos Verdes Estates, CA (16 mi)
- Astravia Family Wealth Office LLC, El Segundo, CA (16 mi)
- Regatta Capital Group, LLC, El Segundo, CA (16 mi)
- Factory Capital LLC, Los Angeles, CA (16 mi)
- Monograph Wealth Advisors, LLC, Manhattan Beach, CA (16 mi)
- American Realty Advisors, Los Angeles, CA (16 mi)
- Guardian Financial Partners, LLC, Orange, CA (16 mi)
- Sharper & Granite LLC, El Segundo, CA (16 mi)
- Womack Wealth Management, Inc., Manhattan Beach, CA (17 mi)
- Core Financial, El Segundo, CA (17 mi)
- Goldberg Financial Advisors, LLC, El Segundo, CA (17 mi)
- Leisure Capital Management, Inc., Costa Mesa, CA (17 mi)
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Frequently asked questions
How many retirement plan advisors serve Lakewood?
We list 181 retirement plan advisors serving Lakewood, 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 Lakewood?
The top-ranked retirement plan advisors serving Lakewood, CA are Wealthspring, Clg LLC, Goldman Lancaster, Inc., Crux Wealth Advisors and Ktf Investments, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lakewood are verified against official records?
10 of the top 10 match an active official record: Wealthspring (U.S. Securities and Exchange Commission), Clg LLC (U.S. Securities and Exchange Commission), Goldman Lancaster, Inc. (U.S. Securities and Exchange Commission), Crux Wealth Advisors (U.S. Securities and Exchange Commission) and Ktf Investments, 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 .