AUM
$334.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(530) 400-4851
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
EVERMONT WEALTH
Claremont, CA
AUM
$333.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
909-296-7977
SOLANO WEALTH ADVISORS
Fairfield, CA
AUM
$331.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(707) 435-8400
5T WEALTH, LLC
Napa, CA
AUM
$331.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(707) 224-1340
NWM ADVISORS, LLC
San Luis Obispo, CA
AUM
$329.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
805-781-2773
AUM
$325.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
941-259-2099
SHUM FINANCIAL GROUP, INC.
Alameda, CA
AUM
$322.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
510-748-7462
B.B. GRAHAM & COMPANY, INC.
Orange, CA
AUM
$321.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
32 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(714) 628-5200
AUM
$321.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
503-467-7832
AUM
$321.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
973-370-7850
SECURA FINANCIAL
Orange, CA
AUM
$319.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
714-704-6616
ALPHA WEALTH MANAGEMENT AND PLANNING LLC
Novato, CA
AUM
$319.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
415-506-4569
BREEN WEALTH MANAGEMENT, LLC
Petaluma, CA
AUM
$318.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
707-595-6556
PHILLIP B. WHITE CO., INC
San Luis Obispo, CA
AUM
$318.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
925-736-2108
AUM
$317.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
414-253-4096
DKM WEALTH MANAGEMENT, INC.
Stockton, CA
AUM
$316.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
209-800-5855
WEALTH ANALYTICS PARTNERS, LLC
San Diego, CA
AUM
$316.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
858-794-2100
ACCELERATE RETIREMENT
Aliso Viejo, CA
AUM
$315.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-439-7071
VISTA ADVISOR GROUP, LLC
Walnut Creek, CA
AUM
$314.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
925-476-4646
DEFINE FINANCIAL, LLC
San Diego, CA
AUM
$314.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(858) 345-1197
GRANITE CAPITAL
Oakland, CA
AUM
$314.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
510-336-9120
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
Berkeley, CA
AUM
$312.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
510-898-1270
MALAGA COVE CAPITAL, LLC
Palos Verdes Estates, CA
AUM
$310.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(310) 421-2141
NRI WEALTH MANAGEMENT, LLC
Santa Clara, CA
AUM
$309.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-373-5570