#1Affinity Capital Advisors LLC
AFFINITY CAPITAL ADVISORS LLC
Serves this area from Berkeley, CA (6 mi)
Retirement Plan Advisors in Richmond, CA
The top-ranked retirement plan advisors serving Richmond, CA are Affinity Capital Advisors LLC, Kcm Investment Advisors and Selby Wealth Management. We list 104 retirement plan advisors serving Richmond, 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 Richmond, CA (Contra Costa County). 104 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 Richmond
#2Kcm Investment Advisors
KCM INVESTMENT ADVISORS, LLCServes this area from Larkspur, CA (9 mi)#3Selby Wealth Management
SELBY WEALTH MANAGEMENT, LLCServes this area from Emeryville, CA (9 mi)#4Ridgecrest Wealth Partners, LLC
RIDGECREST WEALTH PARTNERS, LLCServes this area from San Rafael, CA (9 mi)#5Topel & Distasi Wealth Management, LLC
TOPEL & DISTASI WEALTH MANAGEMENT, LLCServes this area from Berkeley, CA (9 mi)#6Aspirean Wealth, LLC
ASPIREAN WEALTH, LLCServes this area from Strawberry, CA (9 mi)#7Westhill Financial Advisors, Inc.
WESTHILL FINANCIAL ADVISORS, INC.Serves this area from San Rafael, CA (9 mi)#8Madrone Investment Advisory, LLC
MADRONE INVESTMENT ADVISORY, LLCServes this area from San Rafael, CA (9 mi)#9O'donnell Financial Services, LLC
O'DONNELL FINANCIAL SERVICES, LLCServes this area from San Rafael, CA (9 mi)#10Urban Investment Advisors
URBAN INVESTMENT ADVISORS, INC.,Serves this area from Strawberry, CA (9 mi)
20 more providers serving this area
- Schmitz Capital Partners, LLC, Mill Valley, CA (10 mi)
- Forusall, Oakland, CA (10 mi)
- Jocelyn Investment Management, LLC, San Rafael, CA (11 mi)
- Liberty Wealth Management, LLC, Oakland, CA (11 mi)
- Global Retirement Partners LLC, San Rafael, CA (11 mi)
- Penserra Wealth Management, Orinda, CA (11 mi)
- Rpa Financial, LLC, San Rafael, CA (11 mi)
- Wespac Advisors, LLC, Orinda, CA (11 mi)
- Garhwal, Chan & Williams Inc., San Francisco, CA (11 mi)
- Bpm Wealth Advisors, LLC, San Francisco, CA (11 mi)
- Double Bay Management & Planning, San Francisco, CA (11 mi)
- Nwk Group, San Francisco, CA (11 mi)
- Albourne America LLC, San Francisco, CA (11 mi)
- Chrome Advisors, San Francisco, CA (11 mi)
- Fairlight Advisors, San Francisco, CA (11 mi)
- Farther, San Francisco, CA (11 mi)
- Farther Asset Management, LLC, San Francisco, CA (11 mi)
- Mission Creek Capital Partners, Inc., San Francisco, CA (11 mi)
- Parallel Advisors, LLC, San Francisco, CA (11 mi)
- Perigon Wealth Management, LLC, San Francisco, CA (11 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Richmond?
We list 104 retirement plan advisors serving Richmond, CA: 0 based there and 104 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 Richmond?
The top-ranked retirement plan advisors serving Richmond, CA are Affinity Capital Advisors LLC, Kcm Investment Advisors, Selby Wealth Management, Ridgecrest Wealth Partners, LLC and Topel & Distasi Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Richmond are verified against official records?
10 of the top 10 match an active official record: Affinity Capital Advisors LLC (U.S. Securities and Exchange Commission), Kcm Investment Advisors (U.S. Securities and Exchange Commission), Selby Wealth Management (U.S. Securities and Exchange Commission), Ridgecrest Wealth Partners, LLC (U.S. Securities and Exchange Commission) and Topel & Distasi Wealth Management, 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 .