#1Three Oaks Wealth
THREE OAKS CAPITAL MANAGEMENT, LLC
Serves this area from Gold River, CA (3 mi)
Retirement Plan Advisors in Rancho Cordova, CA
The top-ranked retirement plan advisors serving Rancho Cordova, CA are Three Oaks Wealth, Prudent Investor Advisors, LLC and Allworth Financial, L.P.. We list 55 retirement plan advisors serving Rancho Cordova, 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 Rancho Cordova, 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 Rancho Cordova
#2Prudent Investor Advisors, LLC
PRUDENT INVESTOR ADVISORS, LLCServes this area from Folsom, CA (6 mi)#3Allworth Financial, L.P.
ALLWORTH FINANCIAL, L.P.Serves this area from Folsom, CA (8 mi)#4Gasber Financial Advisors, Inc
GASBER FINANCIAL ADVISORS, INCServes this area from Folsom, CA (8 mi)#5Riverpath Investments LLC
RIVERPATH INVESTMENTS LLCServes this area from Folsom, CA (8 mi)#6Adams Ashby Financial Advisors
AF ADVISORS, INC.Serves this area from Arden-Arcade, CA (8 mi)#7Bridgeview Capital Advisors, Inc.
BRIDGEVIEW CAPITAL ADVISORS, INC.Serves this area from El Dorado Hills, CA (10 mi)#8Statheros Financial Solutions, Inc.
STATHEROS FINANCIAL SOLUTIONS, INC.Serves this area from El Dorado Hills, CA (10 mi)#9Boyd Wealth Management, LLC
BOYD WEALTH MANAGEMENT, LLCServes this area from Sacramento, CA (11 mi)#10True Wave Financial Planners
LUCAS GROUP FINANCIAL PLANNERS, INC.Serves this area from Sacramento, CA (11 mi)
20 more providers serving this area
- Twin Rivers Wealth Management, Sacramento, CA (12 mi)
- Decamilla Capital Management LLC, Sacramento, CA (12 mi)
- Onesource Wealth Management, Granite Bay, CA (12 mi)
- Parkshore Wealth Management, Granite Bay, CA (12 mi)
- Spectrum Wealth Advisory Group, LLC, Granite Bay, CA (12 mi)
- Up Capital Management, Inc., Roseville, CA (13 mi)
- Strategic Retirement Advisors, LLC, Elk Grove, CA (14 mi)
- Dimensions Wealth Management, LLC, Roseville, CA (14 mi)
- Tidwell Wealth Management LLC, Rocklin, CA (15 mi)
- Vantage Financial Group, Auburn, CA (24 mi)
- Ifc, Auburn, CA (24 mi)
- Wealthguard Advisors, Inc., Placerville, CA (26 mi)
- Aps Investment Management Group, Jackson, CA (30 mi)
- Findec Wealth Services, Inc., Stockton, CA (41 mi)
- Solano Wealth Advisors, Fairfield, CA (50 mi)
- Sierra Ocean, LLC, Ripon, CA (58 mi)
- Archvest Wealth Advisors, Inc., Concord, CA (61 mi)
- Earned Wealth Advisors, LLC, Walnut Creek, CA (62 mi)
- Vista Advisor Group, LLC, Contra Costa Centre, CA (63 mi)
- Destination Wealth Management, Contra Costa Centre, CA (63 mi)
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Frequently asked questions
How many retirement plan advisors serve Rancho Cordova?
We list 55 retirement plan advisors serving Rancho Cordova, 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 Rancho Cordova?
The top-ranked retirement plan advisors serving Rancho Cordova, CA are Three Oaks Wealth, Prudent Investor Advisors, LLC, Allworth Financial, L.P., Gasber Financial Advisors, Inc and Riverpath Investments LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Rancho Cordova are verified against official records?
10 of the top 10 match an active official record: Three Oaks Wealth (U.S. Securities and Exchange Commission), Prudent Investor Advisors, LLC (U.S. Securities and Exchange Commission), Allworth Financial, L.P. (U.S. Securities and Exchange Commission), Gasber Financial Advisors, Inc (U.S. Securities and Exchange Commission) and Riverpath Investments 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 .