LEISURE CAPITAL MANAGEMENT, INC.
Costa Mesa, CA
AUM
$874.0M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(714) 384-4050
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
Walnut Creek, CA
AUM
$872.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM
925-932-0344
BRIDGEWEALTH ADVISORY GROUP, LLC
Fresno, CA
AUM
$868.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
(559) 432-6100
HIGHLINE WEALTH PARTNERS
Sherman Oaks, CA
AUM
$867.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
818-340-0157
KEYSTONE PRIVATE WEALTH
Palm Desert, CA
AUM
$860.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(760) 818-7020
AFFINITY CAPITAL ADVISORS LLC
Berkeley, CA
AUM
$851.3M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
510-984-0261
CHANNEL WEALTH, LLC
Santa Barbara, CA
AUM
$850.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
805-898-0893
FIRST LIGHT RETIREMENT, LLC
Del Mar, CA
AUM
$843.7M
Wealth MgmtRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
858-692-1283
FINANCIAL SENSE ADVISORS, INC.
San Diego, CA
AUM
$835.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-487-3939
NORTH BERKELEY WEALTH MANAGEMENT, LLC
Berkeley, CA
AUM
$829.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
510-528-5820
MASON & ASSOCIATES, INC.
Los Angeles, CA
AUM
$828.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
323-254-3072
AUM
$827.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
507-581-6131
LONGTAIL ALPHA, LLC
Newport Beach, CA
AUM
$822.4M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +4 more
949 706 8092
ALBITZ/MILOE AND ASSOCIATES, INC.
Torrance, CA
AUM
$820.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
310-373-8861
PREMIER FINANCIAL GROUP INC
Eureka, CA
AUM
$819.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
707-443-2741
PROSPERITAS FINANCIAL, LLC
Valencia, CA
AUM
$812.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
661-255-9555
INTEGRIS WEALTH MANAGEMENT, LLC
Monterey, CA
AUM
$812.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
831-333-1717
NELSON CAPITAL MANAGEMENT, LLC
Menlo Park, CA
AUM
$810.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(650) 322-4000
THE ADVISORY GROUP OF SAN FRANCISCO, LLC
San Francisco, CA
AUM
$809.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
415-977-1200
ROOF EIDAM MAYCOCK PERALTA LLC
San Francisco, CA
AUM
$804.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
415-788-4600
FINANCIAL FOCUS LLC
Carlsbad, CA
AUM
$800.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
760-431-3040
MONARCH PLAN ADVISORS
Simi Valley, CA
AUM
$792.6M
Wealth MgmtRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(818) 444-0376
WESTHILL FINANCIAL ADVISORS, INC.
San Rafael, CA
AUM
$789.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
415-456-2292
BELL INVESTMENT ADVISORS INC
Orinda, CA
AUM
$787.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
510-433-1066