AUM
$206.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-397-7539
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
$206.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(925) 457-5258
HARDWORKING CAPITAL ADVISORS, LLC
Palm Desert, CA
AUM
$206.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(760) 340-3277
BRIGHTPATH WEALTH PLANNING, LLC
Camarillo, CA
AUM
$205.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
805-764-0335
AUM
$204.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(703) 852-9673
AUM
$204.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Hourly charges · Subscription fees +1 more
786-897-5035
AUM
$203.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
805-376-2779
JOHNSON LYMAN WEALTH ADVISORS
Los Altos, CA
AUM
$202.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
650-494-2733
AUM
$202.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
818-292-1474
AUM
$201.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
917-768-3390
MY PORTFOLIO GUIDE, LLC
Seal Beach, CA
AUM
$201.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(562)799-5595
AUM
$200.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(312) 278 1003
APS INVESTMENT MANAGEMENT GROUP
Jackson, CA
AUM
$197.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(209) 223-0460
PLAN FINANCIAL
Fresno, CA
AUM
$195.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
559-433-1110
D. M. BRENNER, INC.
Solana Beach, CA
AUM
$193.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
858-345-1001
JANUARY CAPITAL ADVISORS LLC
San Francisco, CA
AUM
$193.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
415-494-2790
WILLNER & HELLER LLC
Encino, CA
AUM
$193.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
818-501-7590
BAYBRIDGE CAPITAL GROUP, LLC
Livermore, CA
AUM
$192.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(888) 440-2224
K2 FINANCIAL INC.
Glendora, CA
AUM
$191.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
626-553-6113
DRH INVESTMENTS, INC.
Thousand Oaks, CA
AUM
$191.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 826-1740
SILICON BEACH WEALTH, LLC
Marina Del Rey, CA
AUM
$190.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(424) 272-1638
HAMILTON MANOR & ASSOCIATES
La Jolla, CA
AUM
$188.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858-551-1040
TOPTURN CAPITAL, LLC
Carmel, CA
AUM
$187.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(831) 324-0481
WARD & ASSOCIATES
San Diego, CA
AUM
$187.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
858-759-5330