DILIGENT INVESTORS, LLC
Redlands, CA
AUM
$663.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(909) 792-2894
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
THREE ARCH WEALTH MANAGEMENT LLC
Irvine, CA
AUM
$662.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
(949) 400-7107
WESTSHORE WEALTH
Newport Beach, CA
AUM
$662.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(949) 825-7505
BETTERWEALTH LLC
San Jose, CA
AUM
$659.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
408-659-2390
PURUS WEALTH MANAGEMENT, LLC
Newport Beach, CA
AUM
$658.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-356-6330
WARREN STREET WEALTH ADVISORS, LLC
Irvine, CA
AUM
$656.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
714-876-6200
AUM
$647.0M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
831-226-2915
FORTEM FINANCIAL GROUP, LLC
Palm Desert, CA
AUM
$631.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
760-206-8500
FINDEC WEALTH SERVICES, INC.
Stockton, CA
AUM
$627.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
209-957-7413
EPSILON FINANCIAL GROUP, INC.
Fairfield, CA
AUM
$626.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
707-428-5500
PORTFOLIO DESIGN LABS, LLC
Encino, CA
AUM
$624.9M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
310-755-0411
AVALAN, LLC
Santa Barbara, CA
AUM
$621.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-962-7725
TRI-AD CAPITAL MANAGEMENT I, LLC
Escondido, CA
AUM
$619.0M
Wealth MgmtRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
760-743-7555
WEST WEALTH GROUP, LLC
Irvine, CA
AUM
$616.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-682-9105
STOLPER & CO., INC.
San Diego, CA
AUM
$615.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
619-231-9102
AUM
$615.5M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
847-347-3000
AUM
$610.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
847-834-9473
STONEMARK WEALTH MANAGEMENT
Pasadena, CA
AUM
$609.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
626-304-9888
WOODWARD DIVERSIFIED CAPITAL, LLC
Bakersfield, CA
AUM
$609.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
661-498-7500
CALDWELL SUTTER CAPITAL, INC.
Sausalito, CA
AUM
$605.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
415-962-2526
MEASURED RISK PORTFOLIOS
San Diego, CA
AUM
$597.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
858-935-1125
TREEHOUSE WEALTH ADVISORS
Walnut Creek, CA
AUM
$597.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
415-887-1416
CASTLE ROCK WEALTH MANAGEMENT, LLC
Walnut Creek, CA
AUM
$587.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM
925-478-8800
RILEY FRIEDMAN ASSET MANAGEMENT
Los Altos, CA
AUM
$584.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
650-988-1088