WHELAN FINANCIAL
Fresno, CA
AUM
$781.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
559-228-8002
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
AUM
$780.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM
847-652-5070
BLUE ZONE WEALTH ADVISORS, LLC
Los Angeles, CA
AUM
$770.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(310) 310-2789
WILSEY ASSET MANAGEMENT INCORPORATED
San Diego, CA
AUM
$768.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
858-224-0004
JEPPSON WEALTH MANAGEMENT, LLC
Manhattan Beach, CA
AUM
$763.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
424-456-3111
FIRST FINANCIAL CONSULTING
Pasadena, CA
AUM
$762.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
626-844-4630
SAN LUIS WEALTH ADVISORS
San Luis Obispo, CA
AUM
$760.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-810-0002
SWEENEY & MICHEL, LLC
Chico, CA
AUM
$752.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(530) 487-1777
GRADIENT CAPITAL ADVISORS, LLC
San Diego, CA
AUM
$742.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
619-255-0700
MISSION CREEK CAPITAL PARTNERS, INC.
San Francisco, CA
AUM
$741.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
415-363-0400
CLARITY WEALTH ADVISORS
San Jose, CA
AUM
$732.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
408-560-3220
NAVALIGN, LLC
Encino, CA
AUM
$731.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
818-728-4500
AUM
$716.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
833-989-2869
ATLAS LEGACY ADVISORS LLC
Los Angeles, CA
AUM
$715.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-707-1275
RIDGECREST WEALTH PARTNERS, LLC
San Rafael, CA
AUM
$705.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
415-227-2881
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
Corona, CA
AUM
$702.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
877-213-7233
KTF INVESTMENTS, LLC
Seal Beach, CA
AUM
$700.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
513-618-4498
HAMILTON WEALTH, LLC
Los Angeles, CA
AUM
$697.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
747-208-4300
PREMIER WEALTH ADVISORS, LLC
San Diego, CA
AUM
$694.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(858) 668-0776
LAZARI CAPITAL MANAGEMENT, INC.
Burbank, CA
AUM
$691.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
818-264-0610
ALLIANCE ADVISORY & SECURITIES, LLC
Westlake Village, CA
AUM
$687.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-371-8020
INTEGRAL WEALTH MANAGEMENT
Turlock, CA
AUM
$673.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
209-633-3101
ELEVATION WEALTH PARTNERS, LLC
Walnut Creek, CA
AUM
$670.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM
925-962-5600
PACIFIC CAPITAL
Corona, CA
AUM
$668.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +2 more
844-777-8777