#1Integral Wealth Management
INTEGRAL INVESTMENT ADVISORS, INC.
Serves this area from Turlock, CA (24 mi)
Retirement Plan Advisors in Merced, CA
The top-ranked retirement plan advisors serving Merced, CA are Integral Wealth Management, Oliveira Wealth and Blom & Howell Financial Planning, Inc.. We list 23 retirement plan advisors serving Merced, CA. 23 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 Merced, CA (Merced County). 23 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 Merced
#2Oliveira Wealth
OLIVEIRA WEALTH, LLCServes this area from Modesto, CA (39 mi)#3Blom & Howell Financial Planning, Inc.
BLOM & HOWELL FINANCIAL PLANNING, INC.Serves this area from Modesto, CA (40 mi)#4Bridgewealth Advisory Group, LLC
BRIDGEWEALTH ADVISORY GROUP, LLCServes this area from Fresno, CA (48 mi)#5Portfolio Advisors, Inc.
PORTFOLIO ADVISORS, INC.Serves this area from Fresno, CA (49 mi)#6Concentrum Wealth Management
CONCENTRUM WEALTH MANAGEMENT, INC.Serves this area from San Jose, CA (73 mi)#7Heckman Financial & Insurance Services, Inc.
HECKMAN FINANCIAL & INSURANCE SERVICES, INC.Serves this area from San Jose, CA (79 mi)#8Werba Rubin Papier Wealth Management, LLC
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLCServes this area from San Jose, CA (80 mi)#9Align Wealth Management, LLC
ALIGN WEALTH MANAGEMENT, LLCServes this area from Campbell, CA (80 mi)#10Dwr Wealth Management, LLC
DWR WEALTH MANAGEMENT, LLCServes this area from San Jose, CA (80 mi)
13 more providers serving this area
- Clarity Wealth Advisors, San Jose, CA (80 mi)
- Silicon Valley Retirement Services, LLC, San Jose, CA (80 mi)
- Nri Wealth Management, LLC, Santa Clara, CA (83 mi)
- Orchard City Wealth Management, LLC, Los Gatos, CA (83 mi)
- Edelman Financial Engines, Santa Clara, CA (83 mi)
- Retirement Capital Strategies, Inc., San Jose, CA (83 mi)
- Legacy Capital Group California, Inc., Los Gatos, CA (83 mi)
- Betterwealth LLC, San Jose, CA (84 mi)
- Honu Wealth Management, Sunnyvale, CA (86 mi)
- Aria Wealth Management, Saratoga, CA (87 mi)
- Johnson Lyman Wealth Advisors, Los Altos Hills, CA (92 mi)
- Mayfield Advisors, Inc., Palo Alto, CA (93 mi)
- Rebalance LLC, Palo Alto, CA (93 mi)
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Frequently asked questions
How many retirement plan advisors serve Merced?
We list 23 retirement plan advisors serving Merced, CA: 0 based there and 23 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 Merced?
The top-ranked retirement plan advisors serving Merced, CA are Integral Wealth Management, Oliveira Wealth, Blom & Howell Financial Planning, Inc., Bridgewealth Advisory Group, LLC and Portfolio Advisors, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Merced are verified against official records?
10 of the top 10 match an active official record: Integral Wealth Management (U.S. Securities and Exchange Commission), Oliveira Wealth (U.S. Securities and Exchange Commission), Blom & Howell Financial Planning, Inc. (U.S. Securities and Exchange Commission), Bridgewealth Advisory Group, LLC (U.S. Securities and Exchange Commission) and Portfolio Advisors, Inc. (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 .