#1Clg LLC
CLG LLC
Based in Long Beach, CA
Retirement Plan Advisors in Long Beach, CA
The top-ranked retirement plan advisors serving Long Beach, CA are Clg LLC, Crux Wealth Advisors and Goldman Lancaster, Inc.. We list 181 retirement plan advisors serving Long Beach, 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 Long Beach, 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 Long Beach
#2Crux Wealth Advisors
CRUX WEALTH ADVISORSBased in Long Beach, CA#3Goldman Lancaster, Inc.
GOLDMAN LANCASTER, INC.Based in Long Beach, CA#4Wealthspring
WEALTHSPRING PARTNERS, LLCBased in Long Beach, CA#5Ktf Investments, LLC
KTF INVESTMENTS, LLCServes this area from Seal Beach, CA (6 mi)#6Albitz/miloe And Associates, Inc.
ALBITZ/MILOE AND ASSOCIATES, INC.Serves this area from Torrance, CA (11 mi)#7South Bay Financial Partners
SOUTH BAY FINANCIAL PARTNERS GROUP, INC.Serves this area from Torrance, CA (11 mi)#8Advanced Portfolio Strategies
APS MANAGEMENT GROUP, INC.Serves this area from Torrance, CA (12 mi)#9Delarme Wealth Management, Inc.
DELARME WEALTH MANAGEMENT, INC.Serves this area from Palos Verdes Estates, CA (13 mi)#10Stewardship Wealth Management Solutions
TME FINANCIAL, INC.Serves this area from Huntington Beach, CA (13 mi)
20 more providers serving this area
- Weaver Consulting Group, LLC, Huntington Beach, CA (13 mi)
- Navigoe, LLC, Redondo Beach, CA (14 mi)
- Astravia Family Wealth Office LLC, El Segundo, CA (15 mi)
- Regatta Capital Group, LLC, El Segundo, CA (15 mi)
- Monograph Wealth Advisors, LLC, Manhattan Beach, CA (15 mi)
- Womack Wealth Management, Inc., Manhattan Beach, CA (16 mi)
- Secura Financial, Orange, CA (16 mi)
- Sharper & Granite LLC, El Segundo, CA (16 mi)
- Crane & Associates Wealth Management, Fullerton, CA (16 mi)
- Factory Capital LLC, Los Angeles, CA (16 mi)
- Centaurus Financial, Inc., Anaheim, CA (16 mi)
- Core Financial, El Segundo, CA (16 mi)
- Goldberg Financial Advisors, LLC, El Segundo, CA (16 mi)
- Leisure Capital Management, Inc., Costa Mesa, CA (17 mi)
- B.b. Graham & Company, Inc., Orange, CA (17 mi)
- Sackett Wealth Advisors, Inc., Brea, CA (18 mi)
- Guardian Financial Partners, LLC, Orange, CA (19 mi)
- Rai Wealth Management, Placentia, CA (19 mi)
- Boyer Financial Services, Inc., Newport Beach, CA (19 mi)
- Sun Group Wealth Partners LLC, Irvine, CA (19 mi)
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Frequently asked questions
How many retirement plan advisors serve Long Beach?
We list 181 retirement plan advisors serving Long Beach, CA: 4 based there and 177 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 Long Beach?
The top-ranked retirement plan advisors serving Long Beach, CA are Clg LLC, Crux Wealth Advisors, Goldman Lancaster, Inc., Wealthspring and Ktf Investments, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Long Beach are verified against official records?
10 of the top 10 match an active official record: Clg LLC (U.S. Securities and Exchange Commission), Crux Wealth Advisors (U.S. Securities and Exchange Commission), Goldman Lancaster, Inc. (U.S. Securities and Exchange Commission), Wealthspring (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 .