#1Dimensions Wealth Management, LLC
DIMENSIONS WEALTH MANAGEMENT, LLC
Based in Roseville, CA
Retirement Plan Advisors in Placer County, CA
The top-ranked retirement plan advisors serving Placer County, CA are Dimensions Wealth Management, LLC, Ifc and Onesource Wealth Management. We list 33 retirement plan advisors serving Placer County, 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 Placer County, CA. 33 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 Placer County
#2Ifc
IFC AND INSURANCE MARKETING, INC.Based in Auburn, CA#3Onesource Wealth Management
LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANYBased in Granite Bay, CA#4Parkshore Wealth Management
PARKSHORE WEALTH MANAGEMENTBased in Granite Bay, CA#5Spectrum Wealth Advisory Group, LLC
SPECTRUM WEALTH ADVISORY GROUP, LLCBased in Granite Bay, CA#6Tidwell Wealth Management LLC
TIDWELL WEALTH MANAGEMENT LLCBased in Rocklin, CA#7Up Capital Management, Inc.
UP CAPITAL MANAGEMENT, INC.Based in Roseville, CA#8Vantage Financial Group
HUDSON FINANCIAL SERVICES, INC.Based in Auburn, CA#9Wealthguard Advisors, Inc.
WEALTHGUARD ADVISORS, INC.Serves this area from Placerville, CA (24 mi)#10Bridgeview Capital Advisors, Inc.
BRIDGEVIEW CAPITAL ADVISORS, INC.Serves this area from El Dorado Hills, CA (35 mi)
20 more providers serving this area
- Statheros Financial Solutions, Inc., El Dorado Hills, CA (36 mi)
- Allworth Financial, L.P., Folsom, CA (36 mi)
- Gasber Financial Advisors, Inc, Folsom, CA (36 mi)
- Riverpath Investments LLC, Folsom, CA (36 mi)
- Prudent Investor Advisors, LLC, Folsom, CA (38 mi)
- Palisade Investments, LLC, Zephyr Cove, NV (41 mi)
- Three Oaks Wealth, Gold River, CA (43 mi)
- Alaethes Wealth, LLC, NV
- Rubey & Rust Capital Management, LLC, Incline Village, NV (44 mi)
- Adams Ashby Financial Advisors, Arden-Arcade, CA (48 mi)
- Boyd Wealth Management, LLC, Sacramento, CA (51 mi)
- True Wave Financial Planners, Sacramento, CA (51 mi)
- Twin Rivers Wealth Management, Sacramento, CA (51 mi)
- Powerhouse Financial Advisors, Inc., Minden, NV (51 mi)
- Aljian Capital Management, Carson City, NV (52 mi)
- Decamilla Capital Management LLC, Sacramento, CA (53 mi)
- Open Window Financial Solutions, Ltd., Reno, NV (54 mi)
- American Wealth Management, Reno, NV (57 mi)
- Belpointe Asset Management LLC, Reno, NV (57 mi)
- Gk Wealth Management LLC, Reno, NV (57 mi)
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Frequently asked questions
How many retirement plan advisors serve Placer County?
We list 33 retirement plan advisors serving Placer County, CA: 8 based there and 25 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 Placer County?
The top-ranked retirement plan advisors serving Placer County, CA are Dimensions Wealth Management, LLC, Ifc, Onesource Wealth Management, Parkshore Wealth Management and Spectrum Wealth Advisory Group, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Placer County are verified against official records?
10 of the top 10 match an active official record: Dimensions Wealth Management, LLC (U.S. Securities and Exchange Commission), Ifc (U.S. Securities and Exchange Commission), Onesource Wealth Management (U.S. Securities and Exchange Commission), Parkshore Wealth Management (U.S. Securities and Exchange Commission) and Spectrum Wealth Advisory Group, 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 .
Cities in Placer County
Communities served
Granite Bay, Auburn, North Auburn, Loomis, Kings Beach, Meadow Vista, Colfax, Foresthill, Sunnyside-Tahoe City, Tahoe Vista, Sheridan, Newcastle, Dollar Point, Penryn, Tahoma, Cedar Flat, Alta, Carnelian Bay, Dutch Flat