#1Breen Wealth Management, LLC
BREEN WEALTH MANAGEMENT, LLC
Based in Petaluma, CA
Retirement Plan Advisors in Sonoma County, CA
The top-ranked retirement plan advisors serving Sonoma County, CA are Breen Wealth Management, LLC, Fermata Advisors and Jdh Wealth Management, LLC. We list 50 retirement plan advisors serving Sonoma 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 Sonoma County, CA. 50 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 Sonoma County
#2Fermata Advisors
FERMATA ADVISORS, LLCBased in Sonoma, CA#3Jdh Wealth Management, LLC
JDH WEALTH MANAGEMENT, LLCBased in CA#4North Bay Wealth Management
NORTH BAY WEALTH MANAGEMENTBased in Petaluma, CA#5Sonoma Allocations
SONOMA ALLOCATIONS LLCBased in CA#6Alpha Wealth Management And Planning LLC
ALPHA WEALTH MANAGEMENT AND PLANNING LLCServes this area from Novato, CA (35 mi)#7Dedora Capital, Inc.
DEDORA CAPITAL, INC.Serves this area from Napa, CA (37 mi)#8Longview Financial Advisors, LLC
LONGVIEW FINANCIAL ADVISORS, LLCServes this area from San Rafael, CA (40 mi)#9Jocelyn Investment Management, LLC
JOCELYN INVESTMENT MANAGEMENT, LLCServes this area from San Rafael, CA (40 mi)#10Global Retirement Partners LLC
GLOBAL RETIREMENT PARTNERS LLCServes this area from San Rafael, CA (41 mi)
20 more providers serving this area
- Rpa Financial, LLC, San Rafael, CA (41 mi)
- Knecht Capital Management, LLC, CA
- Madrone Investment Advisory, LLC, San Rafael, CA (43 mi)
- O'donnell Financial Services, LLC, San Rafael, CA (43 mi)
- Westhill Financial Advisors, Inc., San Rafael, CA (43 mi)
- Ridgecrest Wealth Partners, LLC, San Rafael, CA (44 mi)
- Kcm Investment Advisors, Larkspur, CA (45 mi)
- Aspirean Wealth, LLC, Strawberry, CA (48 mi)
- Urban Investment Advisors, Strawberry, CA (48 mi)
- Schmitz Capital Partners, LLC, Mill Valley, CA (49 mi)
- Solano Wealth Advisors, Fairfield, CA (50 mi)
- Penserra Wealth Management, Orinda, CA (60 mi)
- Wespac Advisors, LLC, Orinda, CA (60 mi)
- Archvest Wealth Advisors, Inc., Concord, CA (61 mi)
- Hyphen Wealth Management, Lafayette, CA (61 mi)
- Nauta Capital LLC, Lafayette, CA (61 mi)
- Gebhardt Group, Inc, Lafayette, CA (62 mi)
- Vista Advisor Group, LLC, Contra Costa Centre, CA (62 mi)
- Destination Wealth Management, Contra Costa Centre, CA (62 mi)
- Lafayette Square Financial Advisors, Inc., Acalanes Ridge, CA (62 mi)
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Frequently asked questions
How many retirement plan advisors serve Sonoma County?
We list 50 retirement plan advisors serving Sonoma County, CA: 5 based there and 45 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 Sonoma County?
The top-ranked retirement plan advisors serving Sonoma County, CA are Breen Wealth Management, LLC, Fermata Advisors, Jdh Wealth Management, LLC, North Bay Wealth Management and Sonoma Allocations. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Sonoma County are verified against official records?
10 of the top 10 match an active official record: Breen Wealth Management, LLC (U.S. Securities and Exchange Commission), Fermata Advisors (U.S. Securities and Exchange Commission), Jdh Wealth Management, LLC (U.S. Securities and Exchange Commission), North Bay Wealth Management (U.S. Securities and Exchange Commission) and Sonoma Allocations (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 Sonoma County
Communities served
Healdsburg, Sonoma, Cloverdale, Larkfield-Wikiup, Cotati, Sebastopol, Boyes Hot Springs, Guerneville, Fetters Hot Springs-Agua Caliente, El Verano, Forestville, Sonoma State University, Penngrove, Graton, Temelec, Eldridge, Sea Ranch, Occidental, Monte Rio, Bodega Bay, Geyserville, Kenwood, Glen Ellen, Fulton, Bloomfield, Cazadero, Bodega, Timber Cove, Valley Ford, Jenner, Salmon Creek, Sereno del Mar, Carmet