YOSEMITE CAPITAL MANAGEMENT
Newport Beach, CA
AUM
$369.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
714-730-3310
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
$368.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-584-4110
ODER INVESTMENT MANAGEMENT, LLC
Woodland Hills, CA
AUM
$366.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(818) 676-0036
SHIRA RIDGE WEALTH MANAGEMENT
San Rafael, CA
AUM
$366.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
415-721-0275
SHARPER & GRANITE LLC
El Segundo, CA
AUM
$366.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
310-426-2909
AUM
$362.9M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
916-467-9290
SIERRA INVESTMENT MANAGEMENT, LLC
Santa Monica, CA
AUM
$360.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
310-452-1887
GOLDMAN LANCASTER, INC.
Long Beach, CA
AUM
$360.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
562-432-0234
AUM
$359.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM
(914) 741-9700
CLEARWAVE CAPITAL
Upland, CA
AUM
$359.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
909-949-9446
CALIFORNIA CAPITAL MANAGEMENT
Burbank, CA
AUM
$358.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-766-0660
GKV CAPITAL MANAGEMENT CO INC
Walnut Creek, CA
AUM
$357.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
925-627-8680
GRIFFIN BLACK, LLC
Redwood City, CA
AUM
$355.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(650) 368-5785
DEAN ROLAND RUSSELL, LLC
San Diego, CA
AUM
$351.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
858-485-8547
SONOMA ALLOCATIONS
Santa Rosa, CA
AUM
$350.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
707-490-8842
SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE
San Diego, CA
AUM
$349.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-546-1046
CARBON COLLECTIVE INVESTING, LLC
Oakland, CA
AUM
$348.4M
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
925-268-8041
GEBHARDT GROUP, INC
Lafayette, CA
AUM
$346.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
925-283-9150
THE CLARK GROUP ASSET MANAGEMENT
Dana Point, CA
AUM
$343.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
949-558-3898
M GROUP
CA
AUM
$343.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
541-708-1922
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC
Westlake Village, CA
AUM
$342.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
626-689-7181
EIGER WEALTH MANAGEMENT, LLC
San Diego, CA
AUM
$338.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
858-769-0100
AUM
$335.9M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
617-335-7087
AUM
$335.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
404-226-2728