#1Dedora Capital, Inc.
DEDORA CAPITAL, INC.
Based in Napa, CA
Retirement Plan Advisors in Napa County, CA
The top-ranked retirement plan advisors serving Napa County, CA are Dedora Capital, Inc., Knecht Capital Management, LLC and Fermata Advisors. We list 8 retirement plan advisors serving Napa County, CA. 8 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 Napa County, CA. 8 providers, 8 of the top 8 verified against federal or state records. Registry records checked on 2026-11-04.
Top 8 ranked retirement plan advisors for Napa County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Dedora Capital, Inc. | SEC-registered investment adviser (CRD)#177523 | Napa, CA | (707) 253-0681 |
| 2 | Knecht Capital Management, LLC | SEC-registered investment adviser (CRD)#319100 | CA | (707) 947-3040 |
| 3 | Fermata Advisors | SEC-registered investment adviser (CRD)#305614 | Sonoma, CA (17 mi) | (707) 938-7414 |
| 4 | Sonoma Allocations | SEC-registered investment adviser (CRD)#335435 | CA | (707) 490-8842 |
| 5 | Solano Wealth Advisors | SEC-registered investment adviser (CRD)#322037 | Fairfield, CA (22 mi) | (707) 435-8400 |
| 6 | Jdh Wealth Management, LLC | SEC-registered investment adviser (CRD)#112474 | CA | (707) 542-1110 |
| 7 | Breen Wealth Management, LLC | SEC-registered investment adviser (CRD)#286513 | Petaluma, CA (25 mi) | (707) 595-6556 |
| 8 | North Bay Wealth Management | SEC-registered investment adviser (CRD)#285523 | Petaluma, CA (25 mi) | (707) 971-7069 |
#2Knecht Capital Management, LLC
KNECHT CAPITAL MANAGEMENT, LLCBased in CA#3Fermata Advisors
FERMATA ADVISORS, LLCServes this area from Sonoma, CA (17 mi)#4Sonoma Allocations
SONOMA ALLOCATIONS LLCServes this area from CA#5Solano Wealth Advisors
SOLANO WEALTH INVESTMENT ADVISORS, LLCServes this area from Fairfield, CA (22 mi)#6Jdh Wealth Management, LLC
JDH WEALTH MANAGEMENT, LLCServes this area from CA#7Breen Wealth Management, LLC
BREEN WEALTH MANAGEMENT, LLCServes this area from Petaluma, CA (25 mi)#8North Bay Wealth Management
NORTH BAY WEALTH MANAGEMENTServes this area from Petaluma, CA (25 mi)
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Frequently asked questions
How many retirement plan advisors serve Napa County?
We list 8 retirement plan advisors serving Napa County, CA: 2 based there and 6 serving it from nearby. 8 of the top 8 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Napa County?
The top-ranked retirement plan advisors serving Napa County, CA are Dedora Capital, Inc., Knecht Capital Management, LLC, Fermata Advisors, Sonoma Allocations and Solano Wealth Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Napa County are verified against official records?
8 of the top 8 match an active official record: Dedora Capital, Inc. (U.S. Securities and Exchange Commission), Knecht Capital Management, LLC (U.S. Securities and Exchange Commission), Fermata Advisors (U.S. Securities and Exchange Commission), Sonoma Allocations (U.S. Securities and Exchange Commission) and Solano Wealth Advisors (U.S. Securities and Exchange Commission), and 3 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 .
Cities in Napa County
Communities served
American Canyon, St. Helena, Calistoga, Yountville, Angwin, Deer Park, Silverado Resort, Moskowite Corner, Rutherford, Oakville