#1Prudent Investor Advisors, LLC
PRUDENT INVESTOR ADVISORS, LLC
Serves this area from Folsom, CA (3 mi)
Retirement Plan Advisors in Orangevale, CA
The top-ranked retirement plan advisors serving Orangevale, CA are Prudent Investor Advisors, LLC, Onesource Wealth Management and Parkshore Wealth Management. We list 55 retirement plan advisors serving Orangevale, 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 Orangevale, CA (Sacramento County). 55 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 Orangevale
#2Onesource Wealth Management
LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANYServes this area from Granite Bay, CA (4 mi)#3Parkshore Wealth Management
PARKSHORE WEALTH MANAGEMENTServes this area from Granite Bay, CA (4 mi)#4Spectrum Wealth Advisory Group, LLC
SPECTRUM WEALTH ADVISORY GROUP, LLCServes this area from Granite Bay, CA (4 mi)#5Allworth Financial, L.P.
ALLWORTH FINANCIAL, L.P.Serves this area from Folsom, CA (5 mi)#6Gasber Financial Advisors, Inc
GASBER FINANCIAL ADVISORS, INCServes this area from Folsom, CA (5 mi)#7Riverpath Investments LLC
RIVERPATH INVESTMENTS LLCServes this area from Folsom, CA (5 mi)#8Three Oaks Wealth
THREE OAKS CAPITAL MANAGEMENT, LLCServes this area from Gold River, CA (5 mi)#9Up Capital Management, Inc.
UP CAPITAL MANAGEMENT, INC.Serves this area from Roseville, CA (6 mi)#10Dimensions Wealth Management, LLC
DIMENSIONS WEALTH MANAGEMENT, LLCServes this area from Roseville, CA (7 mi)
20 more providers serving this area
- Tidwell Wealth Management LLC, Rocklin, CA (8 mi)
- Bridgeview Capital Advisors, Inc., El Dorado Hills, CA (9 mi)
- Statheros Financial Solutions, Inc., El Dorado Hills, CA (10 mi)
- Adams Ashby Financial Advisors, Arden-Arcade, CA (10 mi)
- Boyd Wealth Management, LLC, Sacramento, CA (13 mi)
- True Wave Financial Planners, Sacramento, CA (13 mi)
- Twin Rivers Wealth Management, Sacramento, CA (14 mi)
- Decamilla Capital Management LLC, Sacramento, CA (15 mi)
- Vantage Financial Group, Auburn, CA (16 mi)
- Ifc, Auburn, CA (17 mi)
- Strategic Retirement Advisors, LLC, Elk Grove, CA (21 mi)
- Wealthguard Advisors, Inc., Placerville, CA (23 mi)
- Aps Investment Management Group, Jackson, CA (34 mi)
- Findec Wealth Services, Inc., Stockton, CA (49 mi)
- Solano Wealth Advisors, Fairfield, CA (55 mi)
- Sierra Ocean, LLC, Ripon, CA (65 mi)
- Archvest Wealth Advisors, Inc., Concord, CA (67 mi)
- Earned Wealth Advisors, LLC, Walnut Creek, CA (69 mi)
- Vista Advisor Group, LLC, Contra Costa Centre, CA (69 mi)
- Destination Wealth Management, Contra Costa Centre, CA (70 mi)
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Frequently asked questions
How many retirement plan advisors serve Orangevale?
We list 55 retirement plan advisors serving Orangevale, CA: 0 based there and 55 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 Orangevale?
The top-ranked retirement plan advisors serving Orangevale, CA are Prudent Investor Advisors, LLC, Onesource Wealth Management, Parkshore Wealth Management, Spectrum Wealth Advisory Group, LLC and Allworth Financial, L.P.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Orangevale are verified against official records?
10 of the top 10 match an active official record: Prudent Investor Advisors, LLC (U.S. Securities and Exchange Commission), Onesource Wealth Management (U.S. Securities and Exchange Commission), Parkshore Wealth Management (U.S. Securities and Exchange Commission), Spectrum Wealth Advisory Group, LLC (U.S. Securities and Exchange Commission) and Allworth Financial, L.P. (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 .