CAUSEWAY CAPITAL MANAGEMENT LLC
Los Angeles, CA
AUM
$62.24B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
40 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-231-6100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
IEQ CAPITAL, LLC
Foster City, CA
AUM
$56.77B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
193 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
650-581-9807
BEACON POINTE ADVISORS, LLC
Newport Beach, CA
AUM
$54.87B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
440 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
949-718-1600
CAPITAL INTERNATIONAL, INC.
Los Angeles, CA
AUM
$51.92B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
46 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-486-9200
CRESCENT CAPITAL GROUP LP
Los Angeles, CA
AUM
$49.71B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
117 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-235-5900
CLIFFWATER LLC
Marina Del Rey, CA
AUM
$48.51B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
105 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
310-448-5000
CANTERBURY CONSULTING INCORPORATED
Newport Beach, CA
AUM
$45.88B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
949-721-9580
CHANDLER ASSET MANAGEMENT INC
San Diego, CA
AUM
$45.31B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
858.546.3737
EP WEALTH ADVISORS
Torrance, CA
AUM
$45.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
320 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-543-4559
ARISTOTLE CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$43.54B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
18 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
310-478-4005
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
Los Angeles, CA
AUM
$42.71B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
96 advisors
Clients
—
Fees
Percentage of AUM
213-486-9200
LIDO
Los Angeles, CA
AUM
$42.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
235 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
800-301-5436
CALLAN
San Francisco, CA
AUM
$41.94B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
164 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
415-974-5060
PARNASSUS INVESTMENTS, LLC
San Francisco, CA
AUM
$41.09B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
28 advisors
Clients
—
Fees
Percentage of AUM
415-778-0200
BRANDES INVESTMENT PARTNERS, LP
La Jolla, CA
AUM
$40.65B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
35 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
858-755-0239
LOS ANGELES CAPITAL MANAGEMENT LLC
Los Angeles, CA
AUM
$40.58B
Wealth MgmtRetirementInstitutional
Team
46 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
310-479-9998
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
Los Angeles, CA
AUM
$39.36B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
47 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
310-556-2721
TCW INVESTMENT MANAGEMENT COMPANY LLC
Los Angeles, CA
AUM
$38.82B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
114 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-244-0000
WEALTHSPIRE RETIREMENT ADVISORY
Aliso Viejo, CA
AUM
$38.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
139 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
949.460.9898
SAGEVIEW ADVISORY GROUP, LLC
Newport Beach, CA
AUM
$37.50B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
112 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
800-814-8742
HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$36.93B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
32 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
213-430-1000
ALLWORTH FINANCIAL, L.P.
Folsom, CA
AUM
$33.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
165 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
916-482-2196
STEPSTONE GROUP REAL ASSETS LP
La Jolla, CA
AUM
$33.10B
Wealth MgmtRetirementInstitutional
Team
75 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
858-558-9700
FIRST PACIFIC ADVISORS, LP
El Segundo, CA
AUM
$32.00B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
800-982-4372