PETIX & BOTTE FINANCIAL
La Mesa, CA
AUM
$411.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
619-698-6500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
BOYD WEALTH MANAGEMENT, LLC
Sacramento, CA
AUM
$409.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(916) 367-0532
NAVIGOE, LLC
Redondo Beach, CA
AUM
$407.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
888-596-4636
WOMACK WEALTH MANAGEMENT, INC.
Manhattan Beach, CA
AUM
$406.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
310-684-3868
PRACTICECFO INVESTMENTS
San Diego, CA
AUM
$401.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
800-675-2712
TICINO WEALTH
Mission Viejo, CA
AUM
$400.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
949-427-8104
AUM
$399.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(919) 251-9270
ALPHA SOLUTIONS INVESTMENT ADVISORS
South San Francisco, CA
AUM
$397.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
415-882-7088
NEW INSIGHT WEALTH ADVISORS
San Ramon, CA
AUM
$396.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
925-236-2525
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
Rancho Santa Fe, CA
AUM
$393.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
888-500-9267
PLATT WEALTH MANAGEMENT
San Diego, CA
AUM
$390.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
619-255-9554
HAROLD DAVIDSON & ASSOCIATES, INC
Los Angeles, CA
AUM
$390.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-553-5551
LEWIS ASSET MANAGEMENT
Lafayette, CA
AUM
$387.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
925-284-4033
ARCHVEST WEALTH ADVISORS, INC.
Concord, CA
AUM
$387.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
925-215-5600
CANTER WEALTH
La Jolla, CA
AUM
$386.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
858-812-7550
OSTROFE FINANCIAL CONSULTANTS INC
Grass Valley, CA
AUM
$386.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
530-273-4425
KETRON FINANCIAL LLC
Novato, CA
AUM
$384.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-892-0928
AUM
$383.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
415-256-7700
CLARAPHI ADVISORY NETWORK, LLC
Aliso Viejo, CA
AUM
$382.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
949-215-0025
WWM FINANCIAL
Carslbad, CA
AUM
$381.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(760) 692-5190
AUM
$381.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
925-997-0994
AUM
$372.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
410-712-6220
AUM
$370.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
(512) 887-8651
WEALTHSPRING
Long Beach, CA
AUM
$370.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
562-491-4410