#1Rubicon Advisors
RUBICON ADVISORS, GP
Serves this area from Redding, CA (92 mi)
Retirement Plan Advisors in Lassen County, CA
The top-ranked retirement plan advisors serving Lassen County, CA are Rubicon Advisors, Gk Wealth Management LLC and Guided Choice Asset Management, Inc.. We list 7 retirement plan advisors serving Lassen 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 Lassen 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 Lassen County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Rubicon Advisors | SEC-registered investment adviser (CRD)#174447 | Redding, CA (92 mi) | (530) 223-5357 |
| 2 | Gk Wealth Management LLC | SEC-registered investment adviser (CRD)#296847 | Reno, NV (92 mi) | (775) 354-6622 |
| 3 | Guided Choice Asset Management, Inc. | SEC-registered investment adviser (CRD)#112674 | Reno, NV (92 mi) | (888) 675-4532 |
| 4 | Open Window Financial Solutions, Ltd. | SEC-registered investment adviser (CRD)#131562 | Reno, NV (93 mi) | (775) 827-0670 |
| 5 | American Wealth Management | SEC-registered investment adviser (CRD)#122205 | Reno, NV (96 mi) | (775) 332-7000 |
| 6 | Rb Capital Management, LLC | SEC-registered investment adviser (CRD)#125678 | Reno, NV (97 mi) | (775) 993-2900 |
| 7 | Belpointe Asset Management LLC | SEC-registered investment adviser (CRD)#143440 | Reno, NV (100 mi) | (203) 629-3300 |
#2Gk Wealth Management LLC
GK WEALTH MANAGEMENT LLCServes this area from Reno, NV (92 mi)#3Guided Choice Asset Management, Inc.
GUIDED CHOICE ASSET MANAGEMENT, INC.Serves this area from Reno, NV (92 mi)#4Open Window Financial Solutions, Ltd.
OPEN WINDOW FINANCIAL SOLUTIONS, LTD.Serves this area from Reno, NV (93 mi)#5American Wealth Management
AMERICAN WEALTH MANAGEMENTServes this area from Reno, NV (96 mi)#6Rb Capital Management, LLC
RB CAPITAL MANAGEMENT, LLCServes this area from Reno, NV (97 mi)#7Belpointe Asset Management LLC
BELPOINTE ASSET MANAGEMENT LLCServes this area from Reno, NV (100 mi)
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Frequently asked questions
How many retirement plan advisors serve Lassen County?
We list 7 retirement plan advisors serving Lassen 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 Lassen County?
The top-ranked retirement plan advisors serving Lassen County, CA are Rubicon Advisors, Gk Wealth Management LLC, Guided Choice Asset Management, Inc., Open Window Financial Solutions, Ltd. and American Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lassen County are verified against official records?
7 of the top 7 match an active official record: Rubicon Advisors (U.S. Securities and Exchange Commission), Gk Wealth Management LLC (U.S. Securities and Exchange Commission), Guided Choice Asset Management, Inc. (U.S. Securities and Exchange Commission), Open Window Financial Solutions, Ltd. (U.S. Securities and Exchange Commission) and American Wealth Management (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
Susanville, Janesville, Westwood, Johnstonville, Patton Village, Doyle, Bieber, Spaulding, Clear Creek, Litchfield, Milford, Stones Landing, Little Valley, Madeline, Nubieber