#1Mestmaker & Petrey Wealth Advisors
MPWA, INC.
Serves this area from Bakersfield, CA (61 mi)
Retirement Plan Advisors in Tulare County, CA
The top-ranked retirement plan advisors serving Tulare County, CA are Mestmaker & Petrey Wealth Advisors, Barnes Wealth Management Group and Woodward Diversified Capital, LLC. We list 6 retirement plan advisors serving Tulare County, CA. 6 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 Tulare County, CA. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Tulare County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Mestmaker & Petrey Wealth Advisors | SEC-registered investment adviser (CRD)#148484 | Bakersfield, CA (61 mi) | (661) 395-9400 |
| 2 | Barnes Wealth Management Group | SEC-registered investment adviser (CRD)#132189 | Bakersfield, CA (62 mi) | (661) 322-9799 |
| 3 | Woodward Diversified Capital, LLC | SEC-registered investment adviser (CRD)#306299 | Bakersfield, CA (62 mi) | (661) 498-7500 |
| 4 | Entruity Wealth, LLC | SEC-registered investment adviser (CRD)#288331 | Bakersfield, CA (66 mi) | (661) 368-8994 |
| 5 | Portfolio Advisors, Inc. | SEC-registered investment adviser (CRD)#106111 | Fresno, CA (71 mi) | (559) 432-8400 |
| 6 | Bridgewealth Advisory Group, LLC | SEC-registered investment adviser (CRD)#293514 | Fresno, CA (72 mi) | (559) 432-6100 |
#2Barnes Wealth Management Group
BARNES WEALTH MANAGEMENT GROUP, INC.Serves this area from Bakersfield, CA (62 mi)#3Woodward Diversified Capital, LLC
WOODWARD DIVERSIFIED CAPITAL, LLCServes this area from Bakersfield, CA (62 mi)#4Entruity Wealth, LLC
ENTRUITY WEALTH, LLCServes this area from Bakersfield, CA (66 mi)#5Portfolio Advisors, Inc.
PORTFOLIO ADVISORS, INC.Serves this area from Fresno, CA (71 mi)#6Bridgewealth Advisory Group, LLC
BRIDGEWEALTH ADVISORY GROUP, LLCServes this area from Fresno, CA (72 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Tulare County?
We list 6 retirement plan advisors serving Tulare County, CA: 0 based there and 6 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Tulare County?
The top-ranked retirement plan advisors serving Tulare County, CA are Mestmaker & Petrey Wealth Advisors, Barnes Wealth Management Group, Woodward Diversified Capital, LLC, Entruity Wealth, LLC and Portfolio Advisors, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Tulare County are verified against official records?
6 of the top 6 match an active official record: Mestmaker & Petrey Wealth Advisors (U.S. Securities and Exchange Commission), Barnes Wealth Management Group (U.S. Securities and Exchange Commission), Woodward Diversified Capital, LLC (U.S. Securities and Exchange Commission), Entruity Wealth, LLC (U.S. Securities and Exchange Commission) and Portfolio Advisors, Inc. (U.S. Securities and Exchange Commission), and 1 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 Tulare County
Communities served
Lindsay, Farmersville, Exeter, Orosi, Woodlake, Earlimart, East Porterville, Goshen, Cutler, Ivanhoe, Pixley, Terra Bella, Strathmore, Tipton, Poplar-Cotton Center, Richgrove, Three Rivers, Patterson Tract, Woodville, London, Teviston, Matheny, Springville, Alpaugh, Plainview, Sultana, East Tulare Villa, Traver, Woodville Farm Labor Camp, Linnell Camp, Ducor, West Goshen, Allensworth, Seville, East Orosi, Delft Colony, Tonyville, Lemon Cove, Tooleville, Pine Flat, Yettem, Lindcove, El Monte Mobile Village, Monson, Rodriguez Camp, Hypericum, Camp Nelson, El Rancho, Waukena, Hartland, Pierpoint, Kennedy Meadows, Ponderosa, California Hot Springs, Panorama Heights, Jovista, Idlewild, Sequoia Crest, Posey, McClenney Tract