ELIOT FINKEL INVESTMENT COUNSEL, LLC
Beverly Hills, CA
AUM
$187.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
310-271-2521
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
$186.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(760) 796-5550
TOTAL WEALTH SERVICES, LLC
Westlake Village, CA
AUM
$186.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
818-309-3071
THE KOCEN FINANCIAL GROUP, INC.
Rancho Mirage, CA
AUM
$185.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
760-324-4015
GUILD INVESTMENT MANAGEMENT, INC.
Westlake Village, CA
AUM
$185.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Subscription fees
310-826-8600
TORREY-PAYNE WEALTH MANAGEMENT
Pasadena, CA
AUM
$184.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
626-657-3451
LONGEVITY CAPITAL MANAGEMENT
Thousand Oaks, CA
AUM
$184.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
805-917-6771
AUTHENTIKOS WEALTH ADVISORY LLC
Morgan Hill, CA
AUM
$184.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
877.457.4567
VINCIMUS CAPITAL, LLC
Malibu, CA
AUM
$183.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
904.226.4946
AUM
$183.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
317-447-3212
GENTER ADVISORS LLC
Los Angeles, CA
AUM
$182.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; ONE-TIME INITIAL SET UP FEE OF $250.00
310-477-6543
GSI CAPITAL ADVISORS LLC
Newport Beach, CA
AUM
$182.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
833-734-8474
AUM
$180.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
212-606-2323
KESTREL INVESTMENT MANAGEMENT CORP
San Mateo, CA
AUM
$180.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
650-572-9450
AUM
$179.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
914-215-0194
STIRLING FINANCIAL GROUP
San Diego, CA
AUM
$179.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
619-435-1210
GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG
Woodland Hills, CA
AUM
$179.4M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
818-587-4455
CLEARVIEW WEALTH MANAGEMENT
Irvine, CA
AUM
$178.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
949-333-6394
CORE FINANCIAL ADVISORS
San Bernardino, CA
AUM
$178.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
909-382-4545
AUM
$177.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
408-645-6790
GASBER FINANCIAL ADVISORS, INC
Folsom, CA
AUM
$177.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
916-985-2594
KELSEY FINANCIAL, LLC
Moorpark, CA
AUM
$176.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
833-453-5739
CTA WEALTH ADVISORS, INC.
Burbank, CA
AUM
$175.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
818-841-1746
INFINITY FINANCIAL SERVICES ADVISORY
Oakland, CA
AUM
$174.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
35 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
510-588-8000