#1Altum Wealth Advisors
BAY CLIADAKIS & ASSOCIATES, LLC
Serves this area from Chico, CA (57 mi)
Retirement Plan Advisors in Plumas County, CA
The top-ranked retirement plan advisors serving Plumas County, CA are Altum Wealth Advisors, Sweeney & Michel, LLC and Murray Financial Services, Inc. We list 4 retirement plan advisors serving Plumas County, CA. 4 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 Plumas County, CA. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Plumas County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Altum Wealth Advisors | SEC-registered investment adviser (CRD)#301214 | Chico, CA (57 mi) | (530) 924-0110 |
| 2 | Sweeney & Michel, LLC | SEC-registered investment adviser (CRD)#282595 | Chico, CA (57 mi) | (530) 487-1777 |
| 3 | Murray Financial Services, Inc | SEC-registered investment adviser (CRD)#176528 | Chico, CA (58 mi) | (530) 896-5484 |
| 4 | Rubicon Advisors | SEC-registered investment adviser (CRD)#174447 | Redding, CA (90 mi) | (530) 223-5357 |
#2Sweeney & Michel, LLC
SWEENEY & MICHEL, LLCServes this area from Chico, CA (57 mi)#3Murray Financial Services, Inc
MURRAY FINANCIAL SERVICES, INCServes this area from Chico, CA (58 mi)#4Rubicon Advisors
RUBICON ADVISORS, GPServes this area from Redding, CA (90 mi)
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Frequently asked questions
How many retirement plan advisors serve Plumas County?
We list 4 retirement plan advisors serving Plumas County, CA: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Plumas County?
The top-ranked retirement plan advisors serving Plumas County, CA are Altum Wealth Advisors, Sweeney & Michel, LLC, Murray Financial Services, Inc and Rubicon Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Plumas County are verified against official records?
4 of the top 4 match an active official record: Altum Wealth Advisors (U.S. Securities and Exchange Commission), Sweeney & Michel, LLC (U.S. Securities and Exchange Commission), Murray Financial Services, Inc (U.S. Securities and Exchange Commission) and Rubicon Advisors (U.S. Securities and Exchange Commission). 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 .
Communities served
East Quincy, Chester, Portola, Quincy, Greenville, Delleker, Graeagle, Hamilton Branch, Beckwourth, Meadow Valley, Lake Almanor Country Club, Chilcoot-Vinton, Lake Almanor Peninsula, Plumas Eureka, Cromberg, Iron Horse, Greenhorn, Lake Almanor West, Crescent Mills, East Shore, Mabie, Whitehawk, C-Road, Valley Ranch, Taylorsville, Mohawk Vista, Indian Falls, Clio, Twain, Gold Mountain, Lake Davis, La Porte, Keddie, Blairsden, Canyondam, Little Grass Valley, Prattville, Bucks Lake, Johnsville, Spring Garden, Tobin, Belden, Warner Valley, Almanor, Caribou, Paxton