#1Impact Investors
IMPACT INVESTORS, INC.
Based in Day Valley, CA
Retirement Plan Advisors in Santa Cruz County, CA
The top-ranked retirement plan advisors serving Santa Cruz County, CA are Impact Investors, Legacy Capital Group California, Inc. and Orchard City Wealth Management, LLC. We list 33 retirement plan advisors serving Santa Cruz County, 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 Cruz County, CA. 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 Santa Cruz County
#2Legacy Capital Group California, Inc.
LEGACY CAPITAL GROUP CALIFORNIA, INC.Serves this area from Los Gatos, CA (15 mi)#3Orchard City Wealth Management, LLC
ORCHARD CITY WEALTH MANAGEMENT, LLCServes this area from Los Gatos, CA (16 mi)#4Aria Wealth Management
ARIA WEALTH MANAGEMENT, INC.Serves this area from Saratoga, CA (17 mi)#5Betterwealth LLC
BETTERWEALTH LLCServes this area from San Jose, CA (20 mi)#6Align Wealth Management, LLC
ALIGN WEALTH MANAGEMENT, LLCServes this area from Campbell, CA (20 mi)#7Retirement Capital Strategies, Inc.
RETIREMENT CAPITAL STRATEGIES, INC.Serves this area from San Jose, CA (20 mi)#8Concentrum Wealth Management
CONCENTRUM WEALTH MANAGEMENT, INC.Serves this area from San Jose, CA (21 mi)#9Heckman Financial & Insurance Services, Inc.
HECKMAN FINANCIAL & INSURANCE SERVICES, INC.Serves this area from San Jose, CA (23 mi)#10Dwr Wealth Management, LLC
DWR WEALTH MANAGEMENT, LLCServes this area from San Jose, CA (23 mi)
20 more providers serving this area
- Clarity Wealth Advisors, San Jose, CA (23 mi)
- Honu Wealth Management, Sunnyvale, CA (24 mi)
- Johnson Lyman Wealth Advisors, Los Altos Hills, CA (25 mi)
- Werba Rubin Papier Wealth Management, LLC, San Jose, CA (25 mi)
- Edelman Financial Engines, Santa Clara, CA (26 mi)
- Silicon Valley Retirement Services, LLC, San Jose, CA (26 mi)
- Nri Wealth Management, LLC, Santa Clara, CA (26 mi)
- Mayfield Advisors, Inc., Palo Alto, CA (30 mi)
- Rebalance LLC, Palo Alto, CA (31 mi)
- Roberts Wealth Advisors, LLC, Menlo Park, CA (32 mi)
- Stillwater Capital Management, Carmel-by-the-Sea, CA (32 mi)
- Alan Biller And Associates, Menlo Park, CA (32 mi)
- Nelson Capital Management, LLC, Menlo Park, CA (32 mi)
- Topturn Capital, LLC, CA
- Sage Rhino Capital LLC, Menlo Park, CA (34 mi)
- Griffin Black, LLC, Redwood City, CA (35 mi)
- Evart, Young & Hobbs Investment Management, Redwood City, CA (38 mi)
- Redwood Park Advisors, Redwood City, CA (38 mi)
- Brickley Wealth Management, San Mateo, CA (40 mi)
- Ieq Capital, LLC, Foster City, CA (41 mi)
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Frequently asked questions
How many retirement plan advisors serve Santa Cruz County?
We list 33 retirement plan advisors serving Santa Cruz County, 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 Santa Cruz County?
The top-ranked retirement plan advisors serving Santa Cruz County, CA are Impact Investors, Legacy Capital Group California, Inc., Orchard City Wealth Management, LLC, Aria Wealth Management and Betterwealth LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Santa Cruz County are verified against official records?
10 of the top 10 match an active official record: Impact Investors (U.S. Securities and Exchange Commission), Legacy Capital Group California, Inc. (U.S. Securities and Exchange Commission), Orchard City Wealth Management, LLC (U.S. Securities and Exchange Commission), Aria Wealth Management (U.S. Securities and Exchange Commission) and Betterwealth 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 .
Cities in Santa Cruz County
Communities served
Live Oak, Scotts Valley, Soquel, Capitola, Rio del Mar, Interlaken, Aptos, Ben Lomond, Pleasure Point, Boulder Creek, Twin Lakes, Felton, Freedom, Day Valley, Seacliff, Bonny Doon, Amesti, La Selva Beach, Aptos Hills-Larkin Valley, Corralitos, Brookdale, Lompico, Mount Hermon, Pasatiempo, Zayante, Davenport, Paradise Park, Pajaro Dunes