CARUSO FAMILY FINANCIAL ADVISORS (CFFA) LLC
San Jose, CA
AUM
$24.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
408-440-2206
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
CONTINUUM FINANCIAL PARTNERS, LLC
El Dorado Hills, CA
AUM
$24.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
916-934-0439
ALPHA PRIVATE WEALTH ADVISORS LLC
San Francisco, CA
AUM
$24.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
415-704-8900
PATHLIGHT WEALTH MANAGEMENT
San Diego, CA
AUM
$23.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
858-436-1340
ABUNDIT WEALTH
San Jose, CA
AUM
$23.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
669-288-5508
MONTEREY BAY ASSET MANAGEMENT LLC
Monterey, CA
AUM
$22.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
831-277-0364
SEQUOIA FINANCIAL, LLC
Visalia, CA
AUM
$20.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
559-740-0548
FARM GIRL CAPITAL LLC
Albany, CA
AUM
$20.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(510) 529-4295
YARASH GLOBAL SOLUTIONS INC.
Glendale, CA
AUM
$20.0M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(877) 927-2741
SLALOM WEALTH MANAGEMENT, LLC
Sacramento, CA
AUM
$19.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
916-999-4854
ALLMERITS ASSET, LLC
Buena Park, CA
AUM
$18.9M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
714-266-0000
LIGHTCAP FINANCIAL GROUP, LLC
San Diego, CA
AUM
$18.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
858-402-0993
CAPITAL FLUENCY
Irvine, CA
AUM
$18.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(949) 990-6250
PK WEALTH ADVISORS
Sacramento, CA
AUM
$18.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
415-744-4124
FIRESIDE FINANCIAL PLANNING, INC.
San Jose, CA
AUM
$17.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-371-3091
MESA WEALTH MANAGEMENT
Camarillo, CA
AUM
$17.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(818) 883-6372
ARCHWAY PRIVATE WEALTH LLC
Manchester, CA
AUM
$17.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
407-567-0095
IRVING ADVISORY GROUP, LLC
San Marcos, CA
AUM
$17.1M
Financial PlanningTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
SELECTION OF OTHER ADVISERS FEES
760-744-7433
PLUTUS WEALTH MANAGEMENT
Burlington, CA
AUM
$17.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(917) 587-8963
YOSEMITE WEALTH
Oakhurst, CA
AUM
$16.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
5593120187
EDEN FINANCIAL
Aliso Viejo, CA
AUM
$16.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
949-800-7835
FHWV FINANCIAL LLC
Los Alamitos, CA
AUM
$14.8M
Trusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; SOLICITOR TO 3RD-PARTY RIA FOR REFERRAL FEE
(562) 598-8685
SANTA FE' WEALTH MANAGEMENT
San Diego, CA
AUM
$13.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
619-977-5223
AVIDITY CAPITAL
Hanford, CA
AUM
$13.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Subscription fees +1 more
559-909-3061