#1Ifc
IFC AND INSURANCE MARKETING, INC.
Serves this area from Auburn, CA (29 mi)
Retirement Plan Advisors in Yuba County, CA
The top-ranked retirement plan advisors serving Yuba County, CA are Ifc, Vantage Financial Group and Tidwell Wealth Management LLC. We list 11 retirement plan advisors serving Yuba County, CA. 11 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 Yuba County, CA. 11 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 Yuba County
#2Vantage Financial Group
HUDSON FINANCIAL SERVICES, INC.Serves this area from Auburn, CA (30 mi)#3Tidwell Wealth Management LLC
TIDWELL WEALTH MANAGEMENT LLCServes this area from Rocklin, CA (33 mi)#4Dimensions Wealth Management, LLC
DIMENSIONS WEALTH MANAGEMENT, LLCServes this area from Roseville, CA (34 mi)#5Up Capital Management, Inc.
UP CAPITAL MANAGEMENT, INC.Serves this area from Roseville, CA (35 mi)#6Onesource Wealth Management
LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANYServes this area from Granite Bay, CA (37 mi)#7Parkshore Wealth Management
PARKSHORE WEALTH MANAGEMENTServes this area from Granite Bay, CA (37 mi)#8Spectrum Wealth Advisory Group, LLC
SPECTRUM WEALTH ADVISORY GROUP, LLCServes this area from Granite Bay, CA (37 mi)#9Altum Wealth Advisors
BAY CLIADAKIS & ASSOCIATES, LLCServes this area from Chico, CA (42 mi)#10Sweeney & Michel, LLC
SWEENEY & MICHEL, LLCServes this area from Chico, CA (43 mi)
1 more providers serving this area
- Murray Financial Services, Inc, Chico, CA (45 mi)
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Frequently asked questions
How many retirement plan advisors serve Yuba County?
We list 11 retirement plan advisors serving Yuba County, CA: 0 based there and 11 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 Yuba County?
The top-ranked retirement plan advisors serving Yuba County, CA are Ifc, Vantage Financial Group, Tidwell Wealth Management LLC, Dimensions Wealth Management, LLC and Up Capital Management, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Yuba County are verified against official records?
10 of the top 10 match an active official record: Ifc (U.S. Securities and Exchange Commission), Vantage Financial Group (U.S. Securities and Exchange Commission), Tidwell Wealth Management LLC (U.S. Securities and Exchange Commission), Dimensions Wealth Management, LLC (U.S. Securities and Exchange Commission) and Up 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 .
Communities served
Linda, Olivehurst, Marysville, Plumas Lake, Wheatland, Loma Rica, Challenge-Brownsville, Dobbins, Smartsville, Camptonville