#1Martin & Company
MARTIN ADVISORS LLC
Based in Santa Clarita, CA
Retirement Plan Advisors in Santa Clarita, CA
The top-ranked retirement plan advisors serving Santa Clarita, CA are Martin & Company, Prosperitas Financial, LLC and Vance Wealth. We list 185 retirement plan advisors serving Santa Clarita, 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 Santa Clarita, CA (Los Angeles County). 185 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 Santa Clarita
#2Prosperitas Financial, LLC
PROSPERITAS FINANCIAL, LLCBased in Santa Clarita, CA#3Vance Wealth
VANCE WEALTH, LLCBased in Santa Clarita, CA#43(38) Investment Fiduciaries
3(38) INVESTMENT FIDUCIARIES INC.Serves this area from Simi Valley, CA (16 mi)#5Monarch Plan Advisors
MONARCH PLAN ADVISORSServes this area from Simi Valley, CA (16 mi)#6Providence Financial And Insurances, Inc.
PROVIDENCE FINANCIAL AND INSURANCE SERVICES, INCServes this area from Los Angeles, CA (17 mi)#7Golden K Plans And Wealth Management A DBA Of Golden K Wealth Mg
GOLDEN K WEALTH MANAGEMENT, LLCServes this area from Los Angeles, CA (17 mi)#8Hesen & Haslam
HESEN & HASLAM, LLCServes this area from Los Angeles, CA (18 mi)#9Navalign, LLC
NAVALIGN, LLCServes this area from Los Angeles, CA (18 mi)#10Goodstein Wealth Management LLC
GOODSTEIN WEALTH MANAGEMENT LLCServes this area from Los Angeles, CA (18 mi)
20 more providers serving this area
- Willner & Heller LLC, Los Angeles, CA (18 mi)
- Highline Wealth Partners, Los Angeles, CA (18 mi)
- Tamar Securities, LLC, Los Angeles, CA (18 mi)
- Davidson Kahn Capital Management, LLC, Los Angeles, CA (19 mi)
- Prism Advisors, Inc., Los Angeles, CA (20 mi)
- Triagen Wealth Management LLC, Calabasas, CA (20 mi)
- Ares Financial Consulting LLC, Calabasas, CA (20 mi)
- California Capital Management, Burbank, CA (20 mi)
- Lazari Capital Management, Inc., Burbank, CA (20 mi)
- Private Wealth Solutions, LLC, Calabasas, CA (21 mi)
- Goldfarb Financial Management, LLC, Los Angeles, CA (22 mi)
- Pacific Global Investment Management Company, Glendale, CA (23 mi)
- Morton Wealth, CA
- Kelsey Financial, LLC, Moorpark, CA (23 mi)
- Avise Financial, Los Angeles, CA (24 mi)
- Dew Point Capital, Los Angeles, CA (24 mi)
- O'boyle Wealth Management, Inc., Beverly Hills, CA (25 mi)
- Aire Advisors, LLC, Beverly Hills, CA (25 mi)
- Audent Global Asset Management, LLC, Beverly Hills, CA (25 mi)
- Galliott Capital Advisors, LLC, Beverly Hills, CA (25 mi)
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Frequently asked questions
How many retirement plan advisors serve Santa Clarita?
We list 185 retirement plan advisors serving Santa Clarita, CA: 3 based there and 182 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 Santa Clarita?
The top-ranked retirement plan advisors serving Santa Clarita, CA are Martin & Company, Prosperitas Financial, LLC, Vance Wealth, 3(38) Investment Fiduciaries and Monarch Plan Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Santa Clarita are verified against official records?
10 of the top 10 match an active official record: Martin & Company (U.S. Securities and Exchange Commission), Prosperitas Financial, LLC (U.S. Securities and Exchange Commission), Vance Wealth (U.S. Securities and Exchange Commission), 3(38) Investment Fiduciaries (U.S. Securities and Exchange Commission) and Monarch Plan Advisors (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 .