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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

Showing Retirement Planning advisors in CA

1,112 advisers found

Advisory firmLLCWebsite listed

ANORA WEALTH

San Marcos, CA

AUM

$1.9M

Based in CA
Financial PlanningWealth Mgmt
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

ELITE WEALTH MANAGEMENT, LLC

San Diego, CA

AUM

$1.6M

Based in CA
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PLEASANTON WEALTH

Pleasanton, CA

AUM

$1.1M

Based in CA
Financial PlanningWealth MgmtFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 employees

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

DESAI WEALTH LLC

San Jose, CA

AUM

$1.0M

Based in CA
Financial PlanningWealth MgmtFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

CAPITAL UNITED INVESTMENTS LLC

Yucaipa, CA

AUM

$900K

Based in CA
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FENUL WEALTH MANAGEMENT LLC

Los Angeles, CA

AUM

$898K

Based in CA
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

AJAY AGRAWAL

Fremont, CA

AUM

$737K

Based in CA
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

APIIS WEALTH MANAGEMENT CORP.

Buena Park, CA

AUM

$393K

Based in CA
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

PRUVISE

Newport Beach, CA

AUM

$150K

Based in CA
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ARAGON ADVISORS

Corona, CA

AUM

$111K

Based in CA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

EMERALD WEALTH MANAGEMENT, INC.

Newport Beach, CA

AUM

$15K

Based in CA
Financial PlanningWealth MgmtFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ALBOURNE AMERICA LLC

San Francisco, CA

AUM

—

Licensed in CA, IL, MA +5 states
CAILMAMNNYTX+2
Trusts & EstatesRetirement
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

Team

70 advisors

Clients

0

Fees

Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BCN FINANCIAL, INC.

Alameda, CA

AUM

$0

Based in CA
Financial PlanningWealth MgmtInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

7 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BRIDGEBAY FINANCIAL, INC.

San Ramon, CA

AUM

—

Licensed in CA
CA
Fee-Only/Hourly
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

Team

2 advisors

Clients

0

Fees

Hourly charges · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CHEN FINANCIAL GROUP, LLC

San Mateo, CA

AUM

—

Based in CA
Financial PlanningFee-Only/Hourly
  • Financial planning
  • Pension consulting
  • Selection of other advisers

Team

1 advisors

Clients

51-100

Fees

Hourly charges; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

COMPOSED CAPITAL LLC

San Francisco, CA

AUM

$0

Based in CA
Financial PlanningWealth Mgmt
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

D.R. HARRIS & CO.

La Jolla, CA

AUM

—

Based in CA
Financial PlanningWealth Mgmt
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

1-10

Fees

Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

DL WEALTH MANAGEMENT GROUP

San Diego, CA

AUM

—

Based in CA
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

E. DEMMLER AND ASSOCIATES

Castro Valley, CA

AUM

—

Based in CA
Financial PlanningFee-Only/Hourly
  • Financial planning
  • Pension consulting
  • Educational seminars

Team

1 advisors

Clients

1-10

Fees

Hourly charges; Fixed fees

View detailsVisit website
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