THREE OAKS WEALTH
Gold River, CA
AUM
$89.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
916-318-4849
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
$88.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
925-890-8839
FAVOR WEALTH ADVISORS, LLC
Pasadena, CA
AUM
$88.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
626-529-0445
GSR CAPITAL MANAGEMENT, INC.
Redding, CA
AUM
$88.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
530-226-1600
IN TOUCH FINANCIAL SERVICES
Oakland, CA
AUM
$87.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(510) 653-8968
PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY
Glendale, CA
AUM
$87.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-404-6693
O'NEILL FINANCIAL MANAGEMENT, INC.
Lake Forest, CA
AUM
$86.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(949) 582-1577
GROW FUNDS LLC
La Jolla, CA
AUM
$86.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
619-717-8009
VON ADELUNG WEALTH MANAGEMENT
Montrose, CA
AUM
$86.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
818-547-4822
IMPACTADVISOR LLC
Sf, CA
AUM
$85.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
650-200-0028
PEDICORD WEALTH MANAGEMENT, LLC
Rocklin, CA
AUM
$85.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
916-596-6433
SPELTS WEALTH MANAGEMENT, INC.
Chico, CA
AUM
$84.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
530-891-0717
KENNETH E. BOONE WEALTH MANAGEMENT, LLC
Oakdale, CA
AUM
$82.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
209-847-3700
ADES INVESTMENT COUNSEL, INC.
Los Angeles, CA
AUM
$82.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
310-571-1224
DBA SEASIDE FINANCIAL & INSURANCE SERVICES
Carlsbad, CA
AUM
$81.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(760) 433-4632
TOR WEALTH ADVISORS, LLC
Folsom, CA
AUM
$81.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
916-257-5651
WILLIAMS WEALTH MANAGEMENT, INC.
Los Angeles, CA
AUM
$80.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
213-488-0300
SARANAP WEALTH ADVISORS
Walnut Creek, CA
AUM
$80.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(925) 482-6590
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC
Newport Beach, CA
AUM
$79.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
415.287-5100
JERSIN FINANCIAL SERVICES
Danville, CA
AUM
$78.2M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
925-725-6750
PEAK INVESTMENT SOLUTIONS, LLC
Roseville, CA
AUM
$77.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; ASSETS UNDER ADVISEMENT
916-772-5022
WEALTHBOOST ADVISORS, LLC
San Francisco, CA
AUM
$77.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
415-935-0012
THE MCBRIDE GROUP
Petaluma, CA
AUM
$76.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
707-658-4433
AUM
$76.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
646-872-0632