#1Intelligence Driven Advisers, LLC
INTELLIGENCE DRIVEN ADVISERS, LLC
Serves this area from Carlsbad, CA (5 mi)
Retirement Plan Advisors in San Marcos, CA
The top-ranked retirement plan advisors serving San Marcos, CA are Intelligence Driven Advisers, LLC, Tri-ad Capital Management I, LLC and Red Seven. We list 142 retirement plan advisors serving San Marcos, 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 Marcos, CA (San Diego County). 142 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 Marcos
#2Tri-ad Capital Management I, LLC
TRI-AD CAPITAL MANAGEMENT I, LLCServes this area from Escondido, CA (5 mi)#3Red Seven
RED SEVENServes this area from Escondido, CA (5 mi)#4Seaside Wealth Management, Inc.
SEASIDE WEALTH MANAGEMENT, INC.Serves this area from Carlsbad, CA (5 mi)#5Cornerstone Wealth Advisors, Inc.
CORNERSTONE WEALTH ADVISORS, INC.Serves this area from Carlsbad, CA (7 mi)#6Financial Focus LLC
FINANCIAL FOCUS LLCServes this area from Carlsbad, CA (7 mi)#7Axxcess Wealth Management, LLC
AXXCESS WEALTH MANAGEMENT, LLCServes this area from Carlsbad, CA (8 mi)#8Dark Horse Advisors LLC
DARK HORSE ADVISORS LLCServes this area from Rancho Santa Fe, CA (8 mi)#9Koa Wealth Management, LLC
KOA WEALTH MANAGEMENT, LLCServes this area from Encinitas, CA (8 mi)#10Scsc Advisors, LLC
SCSC ADVISORS, LLCServes this area from Rancho Santa Fe, CA (8 mi)
20 more providers serving this area
- Anchor Bay Capital, Inc., Carlsbad, CA (8 mi)
- Anchor Bay Private Wealth LLC, Carlsbad, CA (8 mi)
- Meketa Fiduciary Management, LLC, Carlsbad, CA (8 mi)
- Fonte Financial Advisors, Carlsbad, CA (9 mi)
- Cooper Capital Group, Encinitas, CA (9 mi)
- Beta Wealth Group, Inc, San Diego, CA (9 mi)
- Kingswood Wealth Advisors, LLC, San Diego, CA (9 mi)
- Stone Steps Financial, LLC, Encinitas, CA (9 mi)
- Eiger Wealth Management, LLC, San Diego, CA (10 mi)
- D. M. Brenner, Inc., Solana Beach, CA (11 mi)
- Focus Investment Advisors, Inc, Solana Beach, CA (12 mi)
- Alphapoint, Inc., Del Mar, CA (13 mi)
- Practicecfo Investments, San Diego, CA (13 mi)
- Madison Avenue Securities, LLC, San Diego, CA (13 mi)
- First Light Retirement, LLC, Del Mar, CA (13 mi)
- Independent Financial Group, LLC, San Diego, CA (13 mi)
- Presidio Capital Management, LLC, San Diego, CA (14 mi)
- Define Financial, LLC, San Diego, CA (14 mi)
- Goldman Wealth Management, San Diego, CA (14 mi)
- Weatherly Asset Management, Del Mar, CA (14 mi)
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Frequently asked questions
How many retirement plan advisors serve San Marcos?
We list 142 retirement plan advisors serving San Marcos, CA: 0 based there and 142 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 Marcos?
The top-ranked retirement plan advisors serving San Marcos, CA are Intelligence Driven Advisers, LLC, Tri-ad Capital Management I, LLC, Red Seven, Seaside Wealth Management, Inc. and Cornerstone Wealth Advisors, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving San Marcos are verified against official records?
10 of the top 10 match an active official record: Intelligence Driven Advisers, LLC (U.S. Securities and Exchange Commission), Tri-ad Capital Management I, LLC (U.S. Securities and Exchange Commission), Red Seven (U.S. Securities and Exchange Commission), Seaside Wealth Management, Inc. (U.S. Securities and Exchange Commission) and Cornerstone Wealth Advisors, Inc. (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 .