#1Vance Wealth
VANCE WEALTH, LLC
Serves this area from Santa Clarita, CA (27 mi)
Retirement Plan Advisors in Lancaster, CA
The top-ranked retirement plan advisors serving Lancaster, CA are Vance Wealth, Prosperitas Financial, LLC and Martin & Company. We list 185 retirement plan advisors serving Lancaster, 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 Lancaster, CA (Los Angeles County). 185 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 Lancaster
#2Prosperitas Financial, LLC
PROSPERITAS FINANCIAL, LLCServes this area from Santa Clarita, CA (29 mi)#3Martin & Company
MARTIN ADVISORS LLCServes this area from Santa Clarita, CA (29 mi)#4Equanimity Financial Partners
HBA ADVISORS, LLCServes this area from Pasadena, CA (37 mi)#5Pacific Global Investment Management Company
PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANYServes this area from Glendale, CA (38 mi)#6Shuster Advisory Group, LLC
SHUSTER ADVISORY GROUP, LLCServes this area from Pasadena, CA (38 mi)#7Derive Wealth
DERIVE WEALTH LLCServes this area from Pasadena, CA (38 mi)#8California Capital Management
CONSOLIDATED CAPITAL MANAGEMENT, LLCServes this area from Burbank, CA (38 mi)#9Capital Research & Consulting LLC
CAPITAL RESEARCH & CONSULTING LLCServes this area from Pasadena, CA (38 mi)#10Pasadena Private Wealth, LLC
PASADENA PRIVATE WEALTH, LLCServes this area from Pasadena, CA (38 mi)
20 more providers serving this area
- Strategy Asset Managers L.L.C., Pasadena, CA (38 mi)
- Torrey-payne Wealth Management, Pasadena, CA (38 mi)
- Retirement Wellness Group, Pasadena, CA (38 mi)
- Dishmi Capital, LLC, Pasadena, CA (38 mi)
- Wedbush Securities Inc., Pasadena, CA (38 mi)
- Colton Wealth Management, Arcadia, CA (38 mi)
- Lazari Capital Management, Inc., Burbank, CA (38 mi)
- Transglobal Advisory, LLC, Monrovia, CA (39 mi)
- Prism Advisors, Inc., Los Angeles, CA (39 mi)
- Newbury Capital Management, LLC, South Pasadena, CA (40 mi)
- Davidson Kahn Capital Management, LLC, Los Angeles, CA (40 mi)
- Highline Wealth Partners, Los Angeles, CA (41 mi)
- Goodstein Wealth Management LLC, Los Angeles, CA (41 mi)
- Navalign, LLC, Los Angeles, CA (41 mi)
- Willner & Heller LLC, Los Angeles, CA (41 mi)
- Avise Financial, Los Angeles, CA (42 mi)
- Dew Point Capital, Los Angeles, CA (42 mi)
- K2 Financial Inc., Glendora, CA (43 mi)
- Providence Financial And Insurances, Inc., Los Angeles, CA (43 mi)
- 3(38) Investment Fiduciaries, Simi Valley, CA (43 mi)
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Frequently asked questions
How many retirement plan advisors serve Lancaster?
We list 185 retirement plan advisors serving Lancaster, CA: 0 based there and 185 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 Lancaster?
The top-ranked retirement plan advisors serving Lancaster, CA are Vance Wealth, Prosperitas Financial, LLC, Martin & Company, Equanimity Financial Partners and Pacific Global Investment Management Company. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lancaster are verified against official records?
10 of the top 10 match an active official record: Vance Wealth (U.S. Securities and Exchange Commission), Prosperitas Financial, LLC (U.S. Securities and Exchange Commission), Martin & Company (U.S. Securities and Exchange Commission), Equanimity Financial Partners (U.S. Securities and Exchange Commission) and Pacific Global Investment Management Company (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 .