#1Impact Investors
IMPACT INVESTORS, INC.
Serves this area from Day Valley, CA (10 mi)
Retirement Plan Advisors in Santa Cruz, CA
The top-ranked retirement plan advisors serving Santa Cruz, CA are Impact Investors, Legacy Capital Group California, Inc. and Orchard City Wealth Management, LLC. We list 33 retirement plan advisors serving Santa Cruz, 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, CA (Santa Cruz 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 Santa Cruz
#2Legacy Capital Group California, Inc.
LEGACY CAPITAL GROUP CALIFORNIA, INC.Serves this area from Los Gatos, CA (18 mi)#3Orchard City Wealth Management, LLC
ORCHARD CITY WEALTH MANAGEMENT, LLCServes this area from Los Gatos, CA (19 mi)#4Aria Wealth Management
ARIA WEALTH MANAGEMENT, INC.Serves this area from Saratoga, CA (19 mi)#5Betterwealth LLC
BETTERWEALTH LLCServes this area from San Jose, CA (22 mi)#6Retirement Capital Strategies, Inc.
RETIREMENT CAPITAL STRATEGIES, INC.Serves this area from San Jose, CA (23 mi)#7Align Wealth Management, LLC
ALIGN WEALTH MANAGEMENT, LLCServes this area from Campbell, CA (23 mi)#8Concentrum Wealth Management
CONCENTRUM WEALTH MANAGEMENT, INC.Serves this area from San Jose, CA (24 mi)#9Heckman Financial & Insurance Services, Inc.
HECKMAN FINANCIAL & INSURANCE SERVICES, INC.Serves this area from San Jose, CA (26 mi)#10Dwr Wealth Management, LLC
DWR WEALTH MANAGEMENT, LLCServes this area from San Jose, CA (26 mi)
20 more providers serving this area
- Honu Wealth Management, Sunnyvale, CA (26 mi)
- Clarity Wealth Advisors, San Jose, CA (26 mi)
- Johnson Lyman Wealth Advisors, Los Altos Hills, CA (27 mi)
- Werba Rubin Papier Wealth Management, LLC, San Jose, CA (28 mi)
- Edelman Financial Engines, Santa Clara, CA (29 mi)
- Silicon Valley Retirement Services, LLC, San Jose, CA (29 mi)
- Nri Wealth Management, LLC, Santa Clara, CA (29 mi)
- Stillwater Capital Management, Carmel-by-the-Sea, CA (30 mi)
- Topturn Capital, LLC, CA
- Mayfield Advisors, Inc., Palo Alto, CA (32 mi)
- Rebalance LLC, Palo Alto, CA (33 mi)
- Roberts Wealth Advisors, LLC, Menlo Park, CA (34 mi)
- Alan Biller And Associates, Menlo Park, CA (34 mi)
- Nelson Capital Management, LLC, Menlo Park, CA (34 mi)
- Sage Rhino Capital LLC, Menlo Park, CA (36 mi)
- Griffin Black, LLC, Redwood City, CA (37 mi)
- Evart, Young & Hobbs Investment Management, Redwood City, CA (40 mi)
- Redwood Park Advisors, Redwood City, CA (40 mi)
- Brickley Wealth Management, San Mateo, CA (42 mi)
- Ieq Capital, LLC, Foster City, CA (42 mi)
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Frequently asked questions
How many retirement plan advisors serve Santa Cruz?
We list 33 retirement plan advisors serving Santa Cruz, CA: 0 based there and 33 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?
The top-ranked retirement plan advisors serving Santa Cruz, 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 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 .