#1Cavu Wealth Management
CAVU WEALTH MANAGEMENT INC.
Serves this area from Lakeside, CA (4 mi)
Retirement Plan Advisors in Santee, CA
The top-ranked retirement plan advisors serving Santee, CA are Cavu Wealth Management, Blue Sky Capital Consultants Group, Inc. and Petix & Botte Financial. We list 142 retirement plan advisors serving Santee, 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 Santee, 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 Santee
#2Blue Sky Capital Consultants Group, Inc.
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.Serves this area from Poway, CA (6 mi)#3Petix & Botte Financial
PETIX & BOTTE COMPANYServes this area from La Mesa, CA (6 mi)#4Clutinger Williams & Verhoye Inc
CLUTINGER WILLIAMS & VERHOYE INCServes this area from San Diego, CA (7 mi)#5Willow Creek Financial
ORIN GREEN FINANCIAL, LLCServes this area from San Diego, CA (8 mi)#6Pacific Capital Associates
PACIFIC CAPITAL ASSOCIATES, INC.Serves this area from San Diego, CA (8 mi)#7Practicecfo Investments
SILVER COAST INVESTMENTS LLCServes this area from San Diego, CA (10 mi)#8Madison Avenue Securities, LLC
MADISON AVENUE SECURITIES, LLCServes this area from San Diego, CA (10 mi)#9Bamboo Wealth Strategies
SPECTRUM PLANNING & ADVISORY SERVICES INC.Serves this area from San Diego, CA (10 mi)#10International Private Wealth Advisors LLC
INTERNATIONAL PRIVATE WEALTH ADVISORS LLCServes this area from San Diego, CA (10 mi)
20 more providers serving this area
- Pure Financial Advisors, LLC, San Diego, CA (10 mi)
- Sovran Advisors, LLC, San Diego, CA (10 mi)
- Pathview Wealth Advisors, San Diego, CA (12 mi)
- Clelland & Company Inc, San Diego, CA (12 mi)
- Measured Risk Portfolios, San Diego, CA (12 mi)
- Eiger Wealth Management, LLC, San Diego, CA (13 mi)
- Kingswood Wealth Advisors, LLC, San Diego, CA (13 mi)
- Beta Wealth Group, Inc, San Diego, CA (13 mi)
- Tidemark, LLC, San Diego, CA (13 mi)
- Blue Summit Wealth Management, San Diego, CA (13 mi)
- Fiduciary Benefits Group, San Diego, CA (13 mi)
- Chokshi & Queen Wealth Advisors, San Diego, CA (13 mi)
- Castle Coast Wealth, LLC, San Diego, CA (13 mi)
- Kachkovsky & Fisher, Inc., San Diego, CA (13 mi)
- Stepstone Group LP, San Diego, CA (13 mi)
- Stepstone Group Real Assets LP, San Diego, CA (13 mi)
- Stepstone Group Real Estate LP, San Diego, CA (13 mi)
- Sikorski Wealth Management, LLC, San Diego, CA (14 mi)
- Zermatt Wealth Advisors, San Diego, CA (14 mi)
- Mcnaughton Wealth Management, LLC, San Diego, CA (14 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Santee?
We list 142 retirement plan advisors serving Santee, 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 Santee?
The top-ranked retirement plan advisors serving Santee, CA are Cavu Wealth Management, Blue Sky Capital Consultants Group, Inc., Petix & Botte Financial, Clutinger Williams & Verhoye Inc and Willow Creek Financial. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Santee are verified against official records?
10 of the top 10 match an active official record: Cavu Wealth Management (U.S. Securities and Exchange Commission), Blue Sky Capital Consultants Group, Inc. (U.S. Securities and Exchange Commission), Petix & Botte Financial (U.S. Securities and Exchange Commission), Clutinger Williams & Verhoye Inc (U.S. Securities and Exchange Commission) and Willow Creek Financial (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 .