#1Honu Wealth Management
WILLIAMS, GARTH ALAN
Serves this area from Sunnyvale, CA (2 mi)
Retirement Plan Advisors in Sunnyvale, CA
The top-ranked retirement plan advisors serving Sunnyvale, CA are Honu Wealth Management, Edelman Financial Engines and Nri Wealth Management, LLC. We list 48 retirement plan advisors serving Sunnyvale, 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 Sunnyvale, CA (Santa Clara County). 48 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 Sunnyvale
#2Edelman Financial Engines
FINANCIAL ENGINES ADVISORS L.L.C.Serves this area from Santa Clara, CA (3 mi)#3Nri Wealth Management, LLC
NRI WEALTH MANAGEMENT, LLCServes this area from Santa Clara, CA (3 mi)#4Silicon Valley Retirement Services, LLC
SILICON VALLEY RETIREMENT SERVICES, LLCServes this area from San Jose, CA (6 mi)#5Clarity Wealth Advisors
CLARITY WEALTH ADVISORS, LLCServes this area from San Jose, CA (6 mi)#6Retirement Capital Strategies, Inc.
RETIREMENT CAPITAL STRATEGIES, INC.Serves this area from San Jose, CA (6 mi)#7Werba Rubin Papier Wealth Management, LLC
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLCServes this area from San Jose, CA (6 mi)#8Dwr Wealth Management, LLC
DWR WEALTH MANAGEMENT, LLCServes this area from San Jose, CA (7 mi)#9Betterwealth LLC
BETTERWEALTH LLCServes this area from San Jose, CA (7 mi)#10Johnson Lyman Wealth Advisors
JOHNSON LYMAN, INC.Serves this area from Los Altos Hills, CA (7 mi)
20 more providers serving this area
- Mayfield Advisors, Inc., Palo Alto, CA (7 mi)
- Heckman Financial & Insurance Services, Inc., San Jose, CA (8 mi)
- Rebalance LLC, Palo Alto, CA (8 mi)
- Align Wealth Management, LLC, Campbell, CA (9 mi)
- Aria Wealth Management, Saratoga, CA (9 mi)
- Alan Biller And Associates, Menlo Park, CA (10 mi)
- Nelson Capital Management, LLC, Menlo Park, CA (10 mi)
- Roberts Wealth Advisors, LLC, Menlo Park, CA (10 mi)
- Orchard City Wealth Management, LLC, Los Gatos, CA (10 mi)
- Sage Rhino Capital LLC, Menlo Park, CA (11 mi)
- Legacy Capital Group California, Inc., Los Gatos, CA (11 mi)
- Morling Financial Advisors, LLC, Fremont, CA (11 mi)
- Griffin Black, LLC, Redwood City, CA (13 mi)
- Concentrum Wealth Management, San Jose, CA (16 mi)
- Evart, Young & Hobbs Investment Management, Redwood City, CA (16 mi)
- Redwood Park Advisors, Redwood City, CA (16 mi)
- Ieq Capital, LLC, Foster City, CA (18 mi)
- Newfront Retirement Services, Inc., San Mateo, CA (19 mi)
- Brickley Wealth Management, San Mateo, CA (19 mi)
- Bucher Wealth Advisors, San Mateo, CA (20 mi)
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Frequently asked questions
How many retirement plan advisors serve Sunnyvale?
We list 48 retirement plan advisors serving Sunnyvale, CA: 0 based there and 48 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 Sunnyvale?
The top-ranked retirement plan advisors serving Sunnyvale, CA are Honu Wealth Management, Edelman Financial Engines, Nri Wealth Management, LLC, Silicon Valley Retirement Services, LLC and Clarity Wealth Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Sunnyvale are verified against official records?
10 of the top 10 match an active official record: Honu Wealth Management (U.S. Securities and Exchange Commission), Edelman Financial Engines (U.S. Securities and Exchange Commission), Nri Wealth Management, LLC (U.S. Securities and Exchange Commission), Silicon Valley Retirement Services, LLC (U.S. Securities and Exchange Commission) and Clarity Wealth Advisors (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 .