#1Ktf Investments, LLC
KTF INVESTMENTS, LLC
Serves this area from Seal Beach, CA (5 mi)
Retirement Plan Advisors in Westminster, CA
The top-ranked retirement plan advisors serving Westminster, CA are Ktf Investments, LLC, Secura Financial and Stewardship Wealth Management Solutions. We list 241 retirement plan advisors serving Westminster, 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 Westminster, CA (Orange County). 241 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 Westminster
#2Secura Financial
SECURA FINANCIAL, LLCServes this area from Orange, CA (6 mi)#3Stewardship Wealth Management Solutions
TME FINANCIAL, INC.Serves this area from Huntington Beach, CA (7 mi)#4Weaver Consulting Group, LLC
WEAVER CONSULTING GROUP, LLCServes this area from Huntington Beach, CA (7 mi)#5Leisure Capital Management, Inc.
LEISURE CAPITAL MANAGEMENT, INC.Serves this area from Costa Mesa, CA (7 mi)#6Centaurus Financial, Inc.
CENTAURUS FINANCIAL, INC.Serves this area from Anaheim, CA (7 mi)#7B.b. Graham & Company, Inc.
B.B. GRAHAM & COMPANY, INC.Serves this area from Orange, CA (8 mi)#8Clg LLC
CLG LLCServes this area from Long Beach, CA (8 mi)#9Guardian Financial Partners, LLC
GUARDIAN FINANCIAL PARTNERS, LLCServes this area from Orange, CA (9 mi)#10Sun Group Wealth Partners LLC
SUN GROUP WEALTH PARTNERS LLCServes this area from Irvine, CA (9 mi)
20 more providers serving this area
- Wealthspring, Long Beach, CA (9 mi)
- Benefit Financial Services Group, Irvine, CA (9 mi)
- Boyer Financial Services, Inc., Newport Beach, CA (9 mi)
- Purus Wealth Management, LLC, Newport Beach, CA (9 mi)
- Marrick Wealth, Irvine, CA (10 mi)
- Noble Wealth Management, Inc., Newport Beach, CA (10 mi)
- Apriem Advisors, Irvine, CA (10 mi)
- Crane & Associates Wealth Management, Fullerton, CA (10 mi)
- First Foundation Advisors, Irvine, CA (10 mi)
- Index Fund Advisors, Inc., Irvine, CA (10 mi)
- Financial Advisors Network, Inc., Tustin, CA (10 mi)
- Signature Resources Capital Management, LLC, Newport Beach, CA (10 mi)
- Westshore Wealth, Newport Beach, CA (10 mi)
- Jdl Advisers, Newport Beach, CA (10 mi)
- Trilogy Capital, Inc., Irvine, CA (10 mi)
- West Wealth Group, LLC, Irvine, CA (11 mi)
- Creative Planning Institutional Advisors, LLC, Newport Beach, CA (11 mi)
- Procore Advisors, LLC, Newport Beach, CA (11 mi)
- Provenio Capital, Newport Beach, CA (11 mi)
- Prosperity Road, LLC, North Tustin, CA (11 mi)
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Frequently asked questions
How many retirement plan advisors serve Westminster?
We list 241 retirement plan advisors serving Westminster, CA: 0 based there and 241 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 Westminster?
The top-ranked retirement plan advisors serving Westminster, CA are Ktf Investments, LLC, Secura Financial, Stewardship Wealth Management Solutions, Weaver Consulting Group, LLC and Leisure Capital Management, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Westminster are verified against official records?
10 of the top 10 match an active official record: Ktf Investments, LLC (U.S. Securities and Exchange Commission), Secura Financial (U.S. Securities and Exchange Commission), Stewardship Wealth Management Solutions (U.S. Securities and Exchange Commission), Weaver Consulting Group, LLC (U.S. Securities and Exchange Commission) and Leisure Capital Management, Inc. (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 .