#1Nwm Advisors, LLC
NWM ADVISORS, LLC
Serves this area from San Luis Obispo, CA (42 mi)
Retirement Plan Advisors in Lompoc, CA
The top-ranked retirement plan advisors serving Lompoc, CA are Nwm Advisors, LLC, Pacific Wealth Strategies Group, Inc. and Wright Wealth Strategies, LLC. We list 30 retirement plan advisors serving Lompoc, 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 Lompoc, CA (Santa Barbara County). 30 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 Lompoc
#2Pacific Wealth Strategies Group, Inc.
PACIFIC WEALTH STRATEGIES GROUP, INC.Serves this area from Eastern Goleta Valley, CA (43 mi)#3Wright Wealth Strategies, LLC
WRIGHT WEALTH STRATEGIES, LLCServes this area from San Luis Obispo, CA (44 mi)#4Cerro Pacific Wealth Advisors, LLC
CERRO PACIFIC WEALTH ADVISORS, LLCServes this area from San Luis Obispo, CA (44 mi)#5Trellis Wealth Advisors, LLC
TRELLIS WEALTH ADVISORS, LLCServes this area from San Luis Obispo, CA (44 mi)#6Channel Wealth, LLC
CHANNEL WEALTH, LLCServes this area from Santa Barbara, CA (44 mi)#7Castle Wealth Planning
CASTLE WEALTH PLANNING LLCServes this area from Santa Barbara, CA (47 mi)#8Mission Wealth Management, LP
MISSION WEALTH MANAGEMENT, LPServes this area from Santa Barbara, CA (47 mi)#9Alamar Capital Management, LLC
ALAMAR CAPITAL MANAGEMENT, LLCServes this area from Santa Barbara, CA (47 mi)#10Monarch Wealth Strategies
MONARCH WEALTH STRATEGIESServes this area from Santa Barbara, CA (47 mi)
20 more providers serving this area
- Arlington Financial Advisors, LLC, Santa Barbara, CA (47 mi)
- Bourke Wealth Management, Santa Barbara, CA (47 mi)
- Curtis Advisory Group, LLC, Santa Barbara, CA (47 mi)
- Thryve Wealth Management, Santa Barbara, CA (47 mi)
- Foronjy Financial, Santa Barbara, CA (47 mi)
- Slo Money Managers, Atascadero, CA (59 mi)
- Planmember Securities Corporation, Carpinteria, CA (59 mi)
- Corvus Wealth Advisors LLC, Templeton, CA (63 mi)
- Integrity Wealth Advisors, Inc., San Buenaventura (Ventura), CA (72 mi)
- Entruity Wealth, LLC, Bakersfield, CA (88 mi)
- Brightpath Wealth Planning, LLC, Camarillo, CA (91 mi)
- Woodward Diversified Capital, LLC, Bakersfield, CA (93 mi)
- Barnes Wealth Management Group, Bakersfield, CA (94 mi)
- Kelsey Financial, LLC, Moorpark, CA (95 mi)
- Mestmaker & Petrey Wealth Advisors, Bakersfield, CA (95 mi)
- Longevity Capital Management, Thousand Oaks, CA (97 mi)
- Fischer Investment Strategies, LLC, Lake Sherwood, CA (98 mi)
- Zephyr Wealth Management, Thousand Oaks, CA (100 mi)
- Classic Financial, Thousand Oaks, CA (100 mi)
- Oak Asset Management, LLC, Thousand Oaks, CA (100 mi)
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Frequently asked questions
How many retirement plan advisors serve Lompoc?
We list 30 retirement plan advisors serving Lompoc, CA: 0 based there and 30 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 Lompoc?
The top-ranked retirement plan advisors serving Lompoc, CA are Nwm Advisors, LLC, Pacific Wealth Strategies Group, Inc., Wright Wealth Strategies, LLC, Cerro Pacific Wealth Advisors, LLC and Trellis Wealth Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lompoc are verified against official records?
10 of the top 10 match an active official record: Nwm Advisors, LLC (U.S. Securities and Exchange Commission), Pacific Wealth Strategies Group, Inc. (U.S. Securities and Exchange Commission), Wright Wealth Strategies, LLC (U.S. Securities and Exchange Commission), Cerro Pacific Wealth Advisors, LLC (U.S. Securities and Exchange Commission) and Trellis Wealth Advisors, 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 .