ATLAS FINANCIAL LLC
Oroville, CA
AUM
$43.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
530 589 2515
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
PARALLEL WEALTH MANAGEMENT
Redding, CA
AUM
$43.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
530-605-1241
CLIFFORD FINANCIAL PLANNING, INC.
Santa Rosa, CA
AUM
$42.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(707) 526-1203
THE WEALTH COLLECTIVE, LLC
Los Angeles, CA
AUM
$42.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-906-0313
HARVESTWISE WEALTH PLANNING
Escondido, CA
AUM
$42.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
858-310-1920
AP INVESTMENT MANAGEMENT
Mountain View, CA
AUM
$41.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
650-618-1091
RETIREMENT WEALTH CENTER INC
Thousand Oaks, CA
AUM
$41.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-778-9277
ROSSI FINANCIAL GROUP
El Dorado Hills, CA
AUM
$41.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
916-730-6366
ALPHA & OMEGA
La Mesa, CA
AUM
$40.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
619-462-7812
DAWSON INVESTMENT MANAGEMENT
Walnut Creek, CA
AUM
$40.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
925-673-1300
FINEBERG FINANCIAL MANAGEMENT LLC
Seal Beach, CA
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
562-446-0028
BRAYPARK WEALTH MANAGEMENT
Costa Mesa, CA
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
714-420-9277
WINDFALL ADVISORS, LLC
Newport Beach, CA
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(949) 205-7002
SVL INVESTMENT MANAGEMENT
Placentia, CA
AUM
$39.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
714-986-2222
DEERINGER WEALTH MANAGEMENT, LLC
Sacramento, CA
AUM
$39.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(916) 343-8500
CATTON CAPITAL PARTNERS, LLC
San Francisco, CA
AUM
$39.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
415-234-0470
CBL WEALTH MANAGEMENT
Apple Valley, CA
AUM
$39.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
760-214-9146
AMS CAPITAL MANAGEMENT LLC
San Mateo, CA
AUM
$39.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
650-344-1160
REDMOUNT CAPITAL PARTNERS LLC
Newport Beach, CA
AUM
$39.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-478-3512
BAKER JENSEN INVESTMENT ADVISORS, LLC
San Clemente, CA
AUM
$38.9M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-481-1805
ADAP TAX FINANCIAL, INC.
Pleasanton, CA
AUM
$38.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
925-218-2301
REDEFINE FINANCIAL
Mission Viejo, CA
AUM
$37.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-354-5543
AMORETTI WOLLMAN CAPITAL MANAGEMENT
San Francisco, CA
AUM
$37.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
415-717-2661
SECOND MOUNTAIN FINANCIAL, INC.
Redondo Beach, CA
AUM
$37.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
310-373-3952