RBA WEALTH MANAGEMENT, LLC
Newport Beach, CA
AUM
$452.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
949-945-2104
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
PRIVATE WEALTH ADVISORS
Fresno, CA
AUM
$451.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
559-451-3463
KINETIC INVESTMENT MANAGEMENT, INC.
Los Angeles, CA
AUM
$450.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 711-4818
STEPHENSON AND COMPANY, INC.
San Clemente, CA
AUM
$447.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
949-727-4255
ROBERTS WEALTH ADVISORS, LLC
Menlo Park, CA
AUM
$446.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
650-240-2410
SPECTRUM WEALTH ADVISORY GROUP, LLC
Granite Bay, CA
AUM
$445.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(916) 772-5970
O'BOYLE WEALTH MANAGEMENT, INC.
Beverly Hills, CA
AUM
$443.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
310-601-7075
PAVION BLUE CAPITAL, LLC
Newport Beach, CA
AUM
$443.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(213) 805-6698
GREYKASELL WEALTH STRATEGIES, INC.
Danville, CA
AUM
$443.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
925-263-9275
AG ASSET ADVISORY, LLC
Los Angeles, CA
AUM
$440.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
310-907-8656
WESTEND CAPITAL MANAGEMENT, LLC.
Sausalito, CA
AUM
$436.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(415) 856-0426
CARMEL CAPITAL PARTNERS, LLC
San Diego, CA
AUM
$434.3M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
858-457-7544
TRICORD ADVISORS, INC.
Riverside, CA
AUM
$431.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
951-684-7011
ABOUND FINANCIAL
Granite Bay, CA
AUM
$428.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
916-846-7780
O'DONNELL FINANCIAL SERVICES, LLC
San Rafael, CA
AUM
$427.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
8664962300
SYRIOS WEALTH MANAGEMENT GROUP
La Jolla, CA
AUM
$424.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
858-333-6151
CASTLE COAST WEALTH, LLC
La Jolla, CA
AUM
$423.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(858) 546-1247
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
San Luis Obispo, CA
AUM
$423.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
(805) 543-4366
RUBICON ADVISORS
Redding, CA
AUM
$420.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
530-223-5357
GENCAP PORTFOLIO MANAGEMENT
Tiburon, CA
AUM
$420.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(415) 797-6003
EAGLE WEALTH MANAGEMENT GROUP INC.
Valencia, CA
AUM
$417.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
661-257-9800
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
Sherman Oaks, CA
AUM
$415.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(310) 928-8192
FIRST WILSHIRE SECURITIES MANAGEMENT, INC.
Pasadena, CA
AUM
$415.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
626-796-6622
OAK ASSET MANAGEMENT, LLC
Westlake Village, CA
AUM
$413.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(805) 778-0818