#1Nwm Advisors, LLC
NWM ADVISORS, LLC
Serves this area from San Luis Obispo, CA (25 mi)
Retirement Plan Advisors in Santa Maria, CA
The top-ranked retirement plan advisors serving Santa Maria, CA are Nwm Advisors, LLC, Wright Wealth Strategies, LLC and Cerro Pacific Wealth Advisors, LLC. We list 25 retirement plan advisors serving Santa Maria, CA. 25 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 Maria, CA (Santa Barbara County). 25 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 Maria
#2Wright Wealth Strategies, LLC
WRIGHT WEALTH STRATEGIES, LLCServes this area from San Luis Obispo, CA (27 mi)#3Cerro Pacific Wealth Advisors, LLC
CERRO PACIFIC WEALTH ADVISORS, LLCServes this area from San Luis Obispo, CA (27 mi)#4Trellis Wealth Advisors, LLC
TRELLIS WEALTH ADVISORS, LLCServes this area from San Luis Obispo, CA (27 mi)#5Slo Money Managers
PAUL & CO. WEALTH MANAGEMENT, INC.Serves this area from Atascadero, CA (41 mi)#6Corvus Wealth Advisors LLC
CORVUS WEALTH ADVISORS LLCServes this area from Templeton, CA (45 mi)#7Pacific Wealth Strategies Group, Inc.
PACIFIC WEALTH STRATEGIES GROUP, INC.Serves this area from Eastern Goleta Valley, CA (52 mi)#8Channel Wealth, LLC
CHANNEL WEALTH, LLCServes this area from Santa Barbara, CA (52 mi)#9Castle Wealth Planning
CASTLE WEALTH PLANNING LLCServes this area from Santa Barbara, CA (55 mi)#10Mission Wealth Management, LP
MISSION WEALTH MANAGEMENT, LPServes this area from Santa Barbara, CA (55 mi)
15 more providers serving this area
- Alamar Capital Management, LLC, Santa Barbara, CA (55 mi)
- Monarch Wealth Strategies, Santa Barbara, CA (55 mi)
- Bourke Wealth Management, Santa Barbara, CA (55 mi)
- Arlington Financial Advisors, LLC, Santa Barbara, CA (55 mi)
- Curtis Advisory Group, LLC, Santa Barbara, CA (55 mi)
- Thryve Wealth Management, Santa Barbara, CA (56 mi)
- Foronjy Financial, Santa Barbara, CA (56 mi)
- Planmember Securities Corporation, Carpinteria, CA (66 mi)
- Entruity Wealth, LLC, Bakersfield, CA (79 mi)
- Integrity Wealth Advisors, Inc., San Buenaventura (Ventura), CA (80 mi)
- Woodward Diversified Capital, LLC, Bakersfield, CA (84 mi)
- Barnes Wealth Management Group, Bakersfield, CA (84 mi)
- Mestmaker & Petrey Wealth Advisors, Bakersfield, CA (85 mi)
- Brightpath Wealth Planning, LLC, Camarillo, CA (97 mi)
- Kelsey Financial, LLC, Moorpark, CA (100 mi)
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Frequently asked questions
How many retirement plan advisors serve Santa Maria?
We list 25 retirement plan advisors serving Santa Maria, CA: 0 based there and 25 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 Maria?
The top-ranked retirement plan advisors serving Santa Maria, CA are Nwm Advisors, LLC, Wright Wealth Strategies, LLC, Cerro Pacific Wealth Advisors, LLC, Trellis Wealth Advisors, LLC and Slo Money Managers. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Santa Maria are verified against official records?
10 of the top 10 match an active official record: Nwm Advisors, LLC (U.S. Securities and Exchange Commission), Wright Wealth Strategies, LLC (U.S. Securities and Exchange Commission), Cerro Pacific Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Trellis Wealth Advisors, LLC (U.S. Securities and Exchange Commission) and Slo Money Managers (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 .