RJ PATTERSON GROUP
San Diego, CA
AUM
$142.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
619-331-4133
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
BOURKE WEALTH MANAGEMENT
Santa Barbara, CA
AUM
$141.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(805) 966-2122
DERIVE WEALTH
Pasadena, CA
AUM
$141.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Fixed fees
626-800-3864
ENTRUST INVESTMENT SERVICES, INC
Campbell, CA
AUM
$141.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
408-429-8444
MESTMAKER & PETREY WEALTH ADVISORS
Bakersfield, CA
AUM
$140.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(661) 395-9400
BOSMAN WEALTH MANAGEMENT, LLC
Redlands, CA
AUM
$140.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
909-792-6765
LEGACY PCG, LLC
Newport, CA
AUM
$139.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(646) 884-7467
SIKORSKI WEALTH MANAGEMENT, LLC
San Diego, CA
AUM
$139.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
619-363-6007
APPLE & ASSOCIATES
Grass Valley, CA
AUM
$137.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(530)-272-1346
BROOKER WEALTH MANAGEMENT
Oakland, CA
AUM
$136.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
510-638-1815
CRYSTAL COVE ASSET MANAGEMENT
Newport Beach, CA
AUM
$135.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(949) 359-1399
COLTON WEALTH MANAGEMENT
Arcadia, CA
AUM
$135.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
626-726-4203
ALUMAN
CA
AUM
$135.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-894-5688
ALTUM WEALTH ADVISORS
Chico, CA
AUM
$135.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
530-924-0110
MURRAY FINANCIAL SERVICES, INC
Chico, CA
AUM
$134.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
530-896-5484
LEWIS FINANCIAL, LLC
San Luis Obispo, CA
AUM
$133.9M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(805) 548-0900
ARETE WEALTH STRATEGISTS
Brisbane, CA
AUM
$133.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(888) 544-3250
GARHWAL, CHAN & WILLIAMS INC.
San Francisco, CA
AUM
$133.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(415) 263-1900
AUM
$133.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(404) 905-7489
SCHMITZ CAPITAL PARTNERS, LLC
Mill Valley, CA
AUM
$132.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
415-381-9075
KERR WEALTH MANAGEMENT
Fresno, CA
AUM
$131.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(559) 277-4772
ARIA WEALTH MANAGEMENT
Saratoga, CA
AUM
$130.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
669-222-1155
21 WEST WEALTH MANAGEMENT LLC
Tustin, CA
AUM
$128.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
949-774-2121
PROSPETTIVA FINANCIAL
San Francisco, CA
AUM
$128.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
415-362-8636