#1Dedora Capital, Inc.
DEDORA CAPITAL, INC.
Based in Napa, CA
Retirement Plan Advisors in Napa, CA
The top-ranked retirement plan advisors serving Napa, CA are Dedora Capital, Inc., Fermata Advisors and Knecht Capital Management, LLC. We list 8 retirement plan advisors serving Napa, 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, CA (Napa County). 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
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Dedora Capital, Inc. | SEC-registered investment adviser (CRD)#177523 | Napa, CA | (707) 253-0681 |
| 2 | Fermata Advisors | SEC-registered investment adviser (CRD)#305614 | Sonoma, CA (9 mi) | (707) 938-7414 |
| 3 | Knecht Capital Management, LLC | SEC-registered investment adviser (CRD)#319100 | CA | (707) 947-3040 |
| 4 | Solano Wealth Advisors | SEC-registered investment adviser (CRD)#322037 | Fairfield, CA (13 mi) | (707) 435-8400 |
| 5 | North Bay Wealth Management | SEC-registered investment adviser (CRD)#285523 | Petaluma, CA (19 mi) | (707) 971-7069 |
| 6 | Breen Wealth Management, LLC | SEC-registered investment adviser (CRD)#286513 | Petaluma, CA (19 mi) | (707) 595-6556 |
| 7 | Sonoma Allocations | SEC-registered investment adviser (CRD)#335435 | CA | (707) 490-8842 |
| 8 | Jdh Wealth Management, LLC | SEC-registered investment adviser (CRD)#112474 | CA | (707) 542-1110 |
#2Fermata Advisors
FERMATA ADVISORS, LLCServes this area from Sonoma, CA (9 mi)#3Knecht Capital Management, LLC
KNECHT CAPITAL MANAGEMENT, LLCServes this area from CA#4Solano Wealth Advisors
SOLANO WEALTH INVESTMENT ADVISORS, LLCServes this area from Fairfield, CA (13 mi)#5North Bay Wealth Management
NORTH BAY WEALTH MANAGEMENTServes this area from Petaluma, CA (19 mi)#6Breen Wealth Management, LLC
BREEN WEALTH MANAGEMENT, LLCServes this area from Petaluma, CA (19 mi)#7Sonoma Allocations
SONOMA ALLOCATIONS LLCServes this area from CA#8Jdh Wealth Management, LLC
JDH WEALTH MANAGEMENT, LLCServes this area from CA
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Frequently asked questions
How many retirement plan advisors serve Napa?
We list 8 retirement plan advisors serving Napa, CA: 1 based there and 7 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?
The top-ranked retirement plan advisors serving Napa, CA are Dedora Capital, Inc., Fermata Advisors, Knecht Capital Management, LLC, Solano Wealth Advisors and North Bay Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Napa are verified against official records?
8 of the top 8 match an active official record: Dedora Capital, Inc. (U.S. Securities and Exchange Commission), Fermata Advisors (U.S. Securities and Exchange Commission), Knecht Capital Management, LLC (U.S. Securities and Exchange Commission), Solano Wealth Advisors (U.S. Securities and Exchange Commission) and North Bay Wealth Management (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 .