#1Columbia River Advisors
COLUMBIA RIVER ADVISORS, LLC
Based in Tacoma, WA
Retirement Plan Advisors in Tacoma, WA
The top-ranked retirement plan advisors serving Tacoma, WA are Columbia River Advisors, Gould Capital, LLC and Rainier Family Wealth, Inc.. We list 49 retirement plan advisors serving Tacoma, WA. 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 Tacoma, WA (Pierce County). 49 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 Tacoma
#2Gould Capital, LLC
GOULD CAPITAL, LLCBased in Tacoma, WA#3Rainier Family Wealth, Inc.
RAINIER FAMILY WEALTH, INC.Based in Tacoma, WA#4Seneschal Family Office
SENESCHAL ADVISORS, LLCBased in Tacoma, WA#5Stolz & Associates, Ps
STOLZ & ASSOCIATES, PSBased in Tacoma, WA#6Financial Insights Wealth Management
FINANCIAL INSIGHTS INCServes this area from Tacoma, WA (1 mi)#7American Northwest Advisory Services L.L.C.
AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.Serves this area from Federal Way, WA (7 mi)#8Meridian Wealth Management
MERIDIAN WEALTH MANAGEMENT, LLCServes this area from Artondale, WA (8 mi)#9180 Wealth Advisors, LLC
180 WEALTH ADVISORS, LLCServes this area from Federal Way, WA (9 mi)#10Investors Portfolio Services LLC
INVESTORS PORTFOLIO SERVICES LLCServes this area from Puyallup, WA (10 mi)
20 more providers serving this area
- Opportunus Wealth Management, LLC, Canterwood, WA (11 mi)
- Weinand Financial, Inc., WA
- Kiley Juergens Wealth Management, LLC, Olympia, WA (24 mi)
- Northwest Asset Management, Mercer Island, WA (24 mi)
- Sharebuilder 401k, Seattle, WA (25 mi)
- Wafd Wealth, Inc, Seattle, WA (25 mi)
- Garde Capital, Inc., Seattle, WA (25 mi)
- Greene Wealth Management, LLC, Seattle, WA (25 mi)
- Milliman Advisors, LLC, Seattle, WA (25 mi)
- Russell Investments, Seattle, WA (25 mi)
- Brighton Jones LLC, Seattle, WA (25 mi)
- Empirical Wealth Management, Seattle, WA (25 mi)
- Hohimer Wealth Management, LLC, Seattle, WA (25 mi)
- Oliver Capital Management, Seattle, WA (26 mi)
- S. R. Schill & Associates, Inc., Mercer Island, WA (26 mi)
- Lucid Advisors, Inc., Seattle, WA (26 mi)
- Hidden Cove Wealth Management, Bainbridge Island, WA (26 mi)
- Lakeside Advisors Inc, Seattle, WA (26 mi)
- Evans Capital Management Associates, Bellevue, WA (26 mi)
- Martin Nelson & Co., Inc., Seattle, WA (27 mi)
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Frequently asked questions
How many retirement plan advisors serve Tacoma?
We list 49 retirement plan advisors serving Tacoma, WA: 5 based there and 44 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 Tacoma?
The top-ranked retirement plan advisors serving Tacoma, WA are Columbia River Advisors, Gould Capital, LLC, Rainier Family Wealth, Inc., Seneschal Family Office and Stolz & Associates, Ps. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Tacoma are verified against official records?
10 of the top 10 match an active official record: Columbia River Advisors (U.S. Securities and Exchange Commission), Gould Capital, LLC (U.S. Securities and Exchange Commission), Rainier Family Wealth, Inc. (U.S. Securities and Exchange Commission), Seneschal Family Office (U.S. Securities and Exchange Commission) and Stolz & Associates, Ps (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 .