#1Tidwell Wealth Management LLC
TIDWELL WEALTH MANAGEMENT LLC
Based in Rocklin, CA
Retirement Plan Advisors in Rocklin, CA
The top-ranked retirement plan advisors serving Rocklin, CA are Tidwell Wealth Management LLC, Dimensions Wealth Management, LLC and Up Capital Management, Inc.. We list 33 retirement plan advisors serving Rocklin, 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 Rocklin, CA (Placer County). 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 Rocklin
#2Dimensions Wealth Management, LLC
DIMENSIONS WEALTH MANAGEMENT, LLCServes this area from Roseville, CA (3 mi)#3Up Capital Management, Inc.
UP CAPITAL MANAGEMENT, INC.Serves this area from Roseville, CA (4 mi)#4Onesource Wealth Management
LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANYServes this area from Granite Bay, CA (4 mi)#5Parkshore Wealth Management
PARKSHORE WEALTH MANAGEMENTServes this area from Granite Bay, CA (5 mi)#6Spectrum Wealth Advisory Group, LLC
SPECTRUM WEALTH ADVISORY GROUP, LLCServes this area from Granite Bay, CA (5 mi)#7Prudent Investor Advisors, LLC
PRUDENT INVESTOR ADVISORS, LLCServes this area from Folsom, CA (11 mi)#8Vantage Financial Group
HUDSON FINANCIAL SERVICES, INC.Serves this area from Auburn, CA (11 mi)#9Allworth Financial, L.P.
ALLWORTH FINANCIAL, L.P.Serves this area from Folsom, CA (12 mi)#10Gasber Financial Advisors, Inc
GASBER FINANCIAL ADVISORS, INCServes this area from Folsom, CA (12 mi)
20 more providers serving this area
- Riverpath Investments LLC, Folsom, CA (12 mi)
- Ifc, Auburn, CA (12 mi)
- Three Oaks Wealth, Gold River, CA (13 mi)
- Bridgeview Capital Advisors, Inc., El Dorado Hills, CA (15 mi)
- Adams Ashby Financial Advisors, Arden-Arcade, CA (16 mi)
- Statheros Financial Solutions, Inc., El Dorado Hills, CA (17 mi)
- Boyd Wealth Management, LLC, Sacramento, CA (18 mi)
- True Wave Financial Planners, Sacramento, CA (18 mi)
- Twin Rivers Wealth Management, Sacramento, CA (18 mi)
- Decamilla Capital Management LLC, Sacramento, CA (20 mi)
- Wealthguard Advisors, Inc., Placerville, CA (25 mi)
- Strategic Retirement Advisors, LLC, Elk Grove, CA (28 mi)
- Palisade Investments, LLC, Zephyr Cove, NV (71 mi)
- Alaethes Wealth, LLC, NV
- Rubey & Rust Capital Management, LLC, Incline Village, NV (77 mi)
- Powerhouse Financial Advisors, Inc., Minden, NV (80 mi)
- Aljian Capital Management, Carson City, NV (84 mi)
- Open Window Financial Solutions, Ltd., Reno, NV (88 mi)
- American Wealth Management, Reno, NV (91 mi)
- Belpointe Asset Management LLC, Reno, NV (91 mi)
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Frequently asked questions
How many retirement plan advisors serve Rocklin?
We list 33 retirement plan advisors serving Rocklin, CA: 1 based there and 32 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 Rocklin?
The top-ranked retirement plan advisors serving Rocklin, CA are Tidwell Wealth Management LLC, Dimensions Wealth Management, LLC, Up Capital Management, Inc., Onesource Wealth Management and Parkshore Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Rocklin are verified against official records?
10 of the top 10 match an active official record: Tidwell Wealth Management LLC (U.S. Securities and Exchange Commission), Dimensions Wealth Management, LLC (U.S. Securities and Exchange Commission), Up Capital Management, Inc. (U.S. Securities and Exchange Commission), Onesource Wealth Management (U.S. Securities and Exchange Commission) and Parkshore Wealth Management (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 .