#1Findec Wealth Services, Inc.
FINDEC WEALTH SERVICES, INC.
Serves this area from Stockton, CA (10 mi)
Retirement Plan Advisors in Lodi, CA
The top-ranked retirement plan advisors serving Lodi, CA are Findec Wealth Services, Inc., Strategic Retirement Advisors, LLC and Sierra Ocean, LLC. We list 60 retirement plan advisors serving Lodi, 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 Lodi, CA (San Joaquin County). 60 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 Lodi
#2Strategic Retirement Advisors, LLC
STRATEGIC RETIREMENT ADVISORS, LLCServes this area from Elk Grove, CA (21 mi)#3Sierra Ocean, LLC
SIERRA OCEAN, LLCServes this area from Ripon, CA (27 mi)#4Decamilla Capital Management LLC
DECAMILLA CAPITAL MANAGEMENT LLCServes this area from Sacramento, CA (32 mi)#5Aps Investment Management Group
APS ADVISORSServes this area from Jackson, CA (32 mi)#6Blom & Howell Financial Planning, Inc.
BLOM & HOWELL FINANCIAL PLANNING, INC.Serves this area from Modesto, CA (34 mi)#7Oliveira Wealth
OLIVEIRA WEALTH, LLCServes this area from Modesto, CA (34 mi)#8Adams Ashby Financial Advisors
AF ADVISORS, INC.Serves this area from Arden-Arcade, CA (34 mi)#9Boyd Wealth Management, LLC
BOYD WEALTH MANAGEMENT, LLCServes this area from Sacramento, CA (34 mi)#10True Wave Financial Planners
LUCAS GROUP FINANCIAL PLANNERS, INC.Serves this area from Sacramento, CA (34 mi)
20 more providers serving this area
- Twin Rivers Wealth Management, Sacramento, CA (34 mi)
- Three Oaks Wealth, Gold River, CA (35 mi)
- Prudent Investor Advisors, LLC, Folsom, CA (37 mi)
- Allworth Financial, L.P., Folsom, CA (38 mi)
- Gasber Financial Advisors, Inc, Folsom, CA (38 mi)
- Riverpath Investments LLC, Folsom, CA (38 mi)
- Baybridge Capital Group, LLC, Livermore, CA (40 mi)
- Earned Wealth Advisors, LLC, Walnut Creek, CA (42 mi)
- Archvest Wealth Advisors, Inc., Concord, CA (43 mi)
- Berla Investment Consulting, Alamo, CA (43 mi)
- Accretive Wealth Management, LLC, San Ramon, CA (44 mi)
- Fullerton Advisors, LLC, Danville, CA (44 mi)
- Gallagher Wealth Management, Danville, CA (44 mi)
- Auspicious Financial Planning, LLC, San Ramon, CA (44 mi)
- Bridgebay Financial, Inc., San Ramon, CA (44 mi)
- Giving Tree Wealth Advisors, San Ramon, CA (44 mi)
- Greykasell Wealth Strategies, Inc., Danville, CA (44 mi)
- Destination Wealth Management, Contra Costa Centre, CA (44 mi)
- New Insight Wealth Advisors, San Ramon, CA (44 mi)
- Vista Advisor Group, LLC, Contra Costa Centre, CA (44 mi)
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Frequently asked questions
How many retirement plan advisors serve Lodi?
We list 60 retirement plan advisors serving Lodi, CA: 0 based there and 60 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 Lodi?
The top-ranked retirement plan advisors serving Lodi, CA are Findec Wealth Services, Inc., Strategic Retirement Advisors, LLC, Sierra Ocean, LLC, Decamilla Capital Management LLC and Aps Investment Management Group. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lodi are verified against official records?
10 of the top 10 match an active official record: Findec Wealth Services, Inc. (U.S. Securities and Exchange Commission), Strategic Retirement Advisors, LLC (U.S. Securities and Exchange Commission), Sierra Ocean, LLC (U.S. Securities and Exchange Commission), Decamilla Capital Management LLC (U.S. Securities and Exchange Commission) and Aps Investment Management Group (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 .