Retirement Plan (401k) Advisors Directory

Retirement Plan Advisors in Sutter County, CA

The top-ranked retirement plan advisors serving Sutter County, CA are Dimensions Wealth Management, LLC, Tidwell Wealth Management LLC and Up Capital Management, Inc.. We list 22 retirement plan advisors serving Sutter County, CA. 22 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 Sutter County, CA. 22 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 Sutter County

Ranked by our published methodology. Sponsored providers are shown separately.
#ProviderVerified recordsBased inPhone
1Dimensions Wealth Management, LLC✓ SEC-registered investment adviser (CRD) #298928
Roseville, CA (29 mi)(916) 330-4108
2Tidwell Wealth Management LLC✓ SEC-registered investment adviser (CRD) #309109
Rocklin, CA (29 mi)(916) 784-1818
3Up Capital Management, Inc.✓ SEC-registered investment adviser (CRD) #164692
Roseville, CA (29 mi)(916) 520-6420
4Onesource Wealth Management✓ SEC-registered investment adviser (CRD) #319078
Granite Bay, CA (33 mi)(916) 967-3500
5Twin Rivers Wealth Management✓ SEC-registered investment adviser (CRD) #305773
Sacramento, CA (33 mi)(916) 545-2581
6Boyd Wealth Management, LLC✓ SEC-registered investment adviser (CRD) #293990
Sacramento, CA (33 mi)(916) 367-0532
7True Wave Financial Planners✓ SEC-registered investment adviser (CRD) #130163
Sacramento, CA (33 mi)(916) 921-9220
8Parkshore Wealth Management✓ SEC-registered investment adviser (CRD) #148052
Granite Bay, CA (34 mi)(916) 797-3007
9Spectrum Wealth Advisory Group, LLC✓ SEC-registered investment adviser (CRD) #298632
Granite Bay, CA (34 mi)(916) 772-5970
10Adams Ashby Financial Advisors✓ SEC-registered investment adviser (CRD) #149683
Arden-Arcade, CA (34 mi)(916) 333-5989
12 more providers serving this area

Request quotes

Quote requests are not yet enabled on this site. Please call a provider directly.

Frequently asked questions

How many retirement plan advisors serve Sutter County?

We list 22 retirement plan advisors serving Sutter County, CA: 0 based there and 22 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 Sutter County?

The top-ranked retirement plan advisors serving Sutter County, CA are Dimensions Wealth Management, LLC, Tidwell Wealth Management LLC, Up Capital Management, Inc., Onesource Wealth Management and Twin Rivers Wealth Management. The full ranked list, with the official records each provider matched, is on this page.

Which retirement plan advisors serving Sutter County are verified against official records?

10 of the top 10 match an active official record: Dimensions Wealth Management, LLC (U.S. Securities and Exchange Commission), Tidwell Wealth Management LLC (U.S. Securities and Exchange Commission), Up Capital Management, Inc. (U.S. Securities and Exchange Commission), Onesource Wealth Management (U.S. Securities and Exchange Commission) and Twin Rivers Wealth Management (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 Sutter County

Yuba City

Communities served

Live Oak, Sutter, Rio Oso, Robbins, Meridian, Trowbridge, East Nicolaus, Nicolaus

More areas nearby

Yuba County, CA (25 mi)Yolo County, CA (27 mi)Roseville, CA (28 mi)Colusa County, CA (30 mi)