ROTHMAN INVESTMENT MANAGEMENT, LLC
Atascadero, CA
AUM
$104.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(805) 286-6378
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
RED SEVEN
Escondido, CA
AUM
$104.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(760) 705-3520
WELLACRE GLOBAL WEALTH ADVISORS
Santa Monica, CA
AUM
$104.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(310) 220-4946
STILLWATER CAPITAL MANAGEMENT
Carmel-By-The-Sea, CA
AUM
$102.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
831-877-1095
AVINA FINANCIAL GROUP, INC.
Bellflower, CA
AUM
$102.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
562-464-3973
TRUE FIDUCIARY CAPITAL, LLC
El Cajon, CA
AUM
$102.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; FINANCIAL PLANNING FEES
619-316-4762
RYLANDER RICHTER
El Segundo, CA
AUM
$101.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(310) 573-4360
AUM
$101.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
970-618-3000
AUGUSTUS WEALTH, LLC
Long Beach, CA
AUM
$100.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(562) 270-0045
GASKIN WEALTH MANAGEMENT
Moraga, CA
AUM
$99.3M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
925-376-7335
AUM
$99.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-981-5050
PEAK WEALTH ADVISORS, INC.
San Luis Obispo, CA
AUM
$98.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(805) 233-7011
LAGUNA CAPITAL MANAGEMENT, INC.
Santa Barbara, CA
AUM
$97.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-969-9935
PENSERRA GLOBAL INVESTORS LLC
Orinda, CA
AUM
$96.2M
Wealth MgmtRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM
800-456-8850
INTERLAKE CAPITAL MANAGEMENT, LLC
Carmel, CA
AUM
$95.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
608-216-4548
BENNING FINANCIAL GROUP, LLC
Benicia, CA
AUM
$95.0M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
707-426-3700
CAPITAL WEALTH PLANNERS, LLC
Folsom, CA
AUM
$94.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
916-985-6000
AUM
$93.9M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
559-412-8492
STRAVA FINANCIAL, LLC
Westlake Village, CA
AUM
$92.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
805-277-7298
MUNDOVAL CAPITAL MANAGEMENT, INC.
La Jolla, CA
AUM
$91.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
858-454-4837
VIDA PRIVATE WEALTH LLC
Pasadena, CA
AUM
$91.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
626-778-0678
PRUNEYARD FINANCIAL GROUP, INC.
Cupertino, CA
AUM
$90.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
408-377-4444
HEYMAN WEALTH MANAGEMENT, LLC
Encino, CA
AUM
$89.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-773-9496
EMERALD BLUE ADVISORS
Laguna Hills, CA
AUM
$89.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
949-916-0070