AUM
$507.4M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
503-730-9345
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
$507.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
201-215-3855
WEINBERGER ASSET MANAGEMENT, INC
Los Angeles, CA
AUM
$503.6M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF PLAN ASSETS
310-442-8472
PROSPERITY FINANCIAL GROUP, INC.
San Ramon, CA
AUM
$503.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
925-314-8500
PRIVATE WEALTH SOLUTIONS, LLC
Calabasas, CA
AUM
$500.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-264-0600
PRESIDIO CAPITAL MANAGEMENT, LLC
San Diego, CA
AUM
$498.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
858-461-4959
JDH WEALTH MANAGEMENT, LLC
Santa Rosa, CA
AUM
$494.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(707) 542-1110
THE O'DONNELL GROUP
Chico, CA
AUM
$492.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
530-564-0960
BELL & BROWN WEALTH ADVISORS, LLC
Newport Beach, CA
AUM
$486.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
949-396-1088
NWK GROUP
San Francisco, CA
AUM
$485.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
415-248-2700
TRELLIS WEALTH ADVISORS, LLC
San Luis Obispo, CA
AUM
$479.8M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
805-548-8920
ADAMS ASHBY FINANCIAL ADVISORS
Sacramento, CA
AUM
$479.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
916-333-5989
BARNES WEALTH MANAGEMENT GROUP
Bakersfield, CA
AUM
$477.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
661-322-9799
AUM
$472.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
714-572-8900
ILLUMINATION WEALTH MANAGEMENT
San Diego, CA
AUM
$471.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
858-246-6855
CLELLAND & COMPANY INC
San Diego, CA
AUM
$465.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
858-587-8700
MONARCH WEALTH STRATEGIES
Santa Barbara, CA
AUM
$463.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
(805) 564-0800
TIDEMARK, LLC
San Diego, CA
AUM
$462.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
888-791-0197
SIERRA ASSET MANAGEMENT
Oakhurst, CA
AUM
$462.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
559-658-5193
BETA WEALTH GROUP, INC
San Diego, CA
AUM
$460.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858-207-3377
SEASIDE WEALTH MANAGEMENT, INC.
Carlsbad, CA
AUM
$459.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(760) 730-8120
TRUE WAVE WEALTH PLANNERS
Sacramento, CA
AUM
$456.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
916-921-9220
CONFIDENCE WEALTH MANAGEMENT, INC.
Los Angeles, CA
AUM
$454.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-824-1000
AUDENT GLOBAL ASSET MANAGEMENT, LLC
West Hollywood, CA
AUM
$452.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
310-388-3818