PATHVIEW WEALTH ADVISORS
San Diego, CA
AUM
$583.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
619 295 0200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
AVALON CAPITAL MANAGEMENT
Port Of Redwood City, CA
AUM
$582.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
650-306-1500
CURTIS ADVISORY GROUP, LLC
Santa Barbara, CA
AUM
$573.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-963-6181
G.W. SHERWOLD ASSOCIATES, INC.
Lake Forest, CA
AUM
$572.4M
Financial PlanningWealth MgmtRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-470-0700
POTENTIA WEALTH
San Jose, CA
AUM
$569.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
408-288-7886
ALTERI WEALTH
Westlake Village, CA
AUM
$566.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
805-809-0400
JACKSON SQUARE CAPITAL, LLC
San Francisco, CA
AUM
$564.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
415-854-5011
TRINITY CAPITAL MANAGEMENT, LLC
Santa Barbara, CA
AUM
$556.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-963-0500
SARASIN ASSET MANAGEMENT LIMITED
London, CA
AUM
$555.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
+(44)(20)7038 7000
OMEGA FINANCIAL GROUP, LLC
Santa Barbara, CA
AUM
$552.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
805-617-4363
DEDORA CAPITAL, INC.
Napa, CA
AUM
$550.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
707-253-0681
CRUX WEALTH ADVISORS
Long Beach, CA
AUM
$547.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
562.735.3875
JET WEALTH ADVISORS
La Jolla, CA
AUM
$546.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM
858-457-1003
SELBY WEALTH MANAGEMENT
Emeryville, CA
AUM
$544.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
415-857-9670
SIERRA OCEAN, LLC
Ripon, CA
AUM
$544.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
209-232-7100
LEGACY CAPITAL GROUP CALIFORNIA, INC.
Los Gatos, CA
AUM
$535.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
408-399-6330
TRIAGEN WEALTH MANAGEMENT LLC
Calabasas, CA
AUM
$535.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
818-732-8553
CERRO PACIFIC WEALTH ADVISORS, LLC
San Luis Obispo, CA
AUM
$531.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
805-457-3300
WILLOW CREEK FINANCIAL
San Diego, CA
AUM
$528.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(858) 634-3232
RETIREMENT WELLNESS GROUP
Pasadena, CA
AUM
$526.6M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
949-757-1799
AUM
$526.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
858-735-9685
PARKSHORE WEALTH MANAGEMENT
Granite Bay, CA
AUM
$517.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
916-797-3007
PRISM ADVISORS, INC.
Studio City, CA
AUM
$515.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
818-760-3333
DEW POINT CAPITAL
Los Angeles, CA
AUM
$513.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
410-258-2174