#1Infinity Financial Services Advisory
GILBERT GREG RIA, LLC
Serves this area from Oakland, CA (9 mi)
Retirement Plan Advisors in San Leandro, CA
The top-ranked retirement plan advisors serving San Leandro, CA are Infinity Financial Services Advisory, Veris Wealth Partners, LLC and Liberty Wealth Management, LLC. We list 107 retirement plan advisors serving San Leandro, 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 San Leandro, CA (Alameda County). 107 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 San Leandro
#2Veris Wealth Partners, LLC
VERIS WEALTH PARTNERS, LLCServes this area from Oakland, CA (9 mi)#3Liberty Wealth Management, LLC
LIBERTY WEALTH MANAGEMENT, LLCServes this area from Oakland, CA (10 mi)#4Forusall
FORUSALL ADVISORS, LLCServes this area from Oakland, CA (11 mi)#5Carey Wealth Management
CAREY CONSULTING WEALTH MANAGEMENT, INC.Serves this area from San Ramon, CA (11 mi)#6Prosperity Financial Group, Inc.
PROSPERITY FINANCIAL GROUP, INC.Serves this area from San Ramon, CA (11 mi)#7Topel & Distasi Wealth Management, LLC
TOPEL & DISTASI WEALTH MANAGEMENT, LLCServes this area from Berkeley, CA (12 mi)#8Ieq Capital, LLC
IEQ CAPITAL, LLCServes this area from Foster City, CA (12 mi)#9Newfront Retirement Services, Inc.
NEWFRONT RETIREMENT SERVICES, INC.Serves this area from San Mateo, CA (12 mi)#10New Insight Wealth Advisors
NEW INSIGHT WEALTH ADVISORSServes this area from San Ramon, CA (12 mi)
20 more providers serving this area
- Auspicious Financial Planning, LLC, San Ramon, CA (12 mi)
- Bridgebay Financial, Inc., San Ramon, CA (12 mi)
- Giving Tree Wealth Advisors, San Ramon, CA (12 mi)
- Selby Wealth Management, Emeryville, CA (12 mi)
- Greykasell Wealth Strategies, Inc., Danville, CA (12 mi)
- Accretive Wealth Management, LLC, San Ramon, CA (12 mi)
- Rudney Associates, Alamo, CA (12 mi)
- Fullerton Advisors, LLC, Danville, CA (12 mi)
- Gallagher Wealth Management, Danville, CA (12 mi)
- Penserra Wealth Management, Orinda, CA (12 mi)
- Wespac Advisors, LLC, Orinda, CA (12 mi)
- Lodestar Private Asset Management LLC, Alamo, CA (12 mi)
- Gusto Investment Services, LLC, San Francisco, CA (13 mi)
- Echo45 Advisors LLC, Walnut Creek, CA (13 mi)
- Evart, Young & Hobbs Investment Management, Redwood City, CA (13 mi)
- Bucher Wealth Advisors, San Mateo, CA (13 mi)
- Redwood Park Advisors, Redwood City, CA (13 mi)
- Luna Capital Management, LLC, Burlingame, CA (13 mi)
- Berla Investment Consulting, Alamo, CA (14 mi)
- Gebhardt Group, Inc, Lafayette, CA (14 mi)
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Frequently asked questions
How many retirement plan advisors serve San Leandro?
We list 107 retirement plan advisors serving San Leandro, CA: 0 based there and 107 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 San Leandro?
The top-ranked retirement plan advisors serving San Leandro, CA are Infinity Financial Services Advisory, Veris Wealth Partners, LLC, Liberty Wealth Management, LLC, Forusall and Carey Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving San Leandro are verified against official records?
10 of the top 10 match an active official record: Infinity Financial Services Advisory (U.S. Securities and Exchange Commission), Veris Wealth Partners, LLC (U.S. Securities and Exchange Commission), Liberty Wealth Management, LLC (U.S. Securities and Exchange Commission), Forusall (U.S. Securities and Exchange Commission) and Carey 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 .