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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

SOBORA CAPITAL

Pleasanton, CA

AUM

—

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

SRS WEALTH MANGEMENT

San Diego, CA

AUM

—

Based in CA
Financial Planning
  • Financial planning
  • Pension consulting
  • Selection of other advisers

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

TAMARIND FINANCIAL PLANNING

San Mateo, CA

AUM

—

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

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

THE FINANCIAL TEAM, INC.

Carlsbad, CA

AUM

—

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

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Advisory firmLLC

RPA FINANCIAL, LLC

San Rafael, CA

AUM

$10.88B

Licensed in CA, GA, IN +6 states
CAGAINMINCOH+3
Wealth MgmtRetirementFee-Only/Hourly
  • Pension consulting

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsNo website
Corporate platformCorporation

ALPHAPOINT, INC.

Corona Del Mar, CA

AUM

$5.56B

Licensed in CA, NM, NY +2 states
CANMNYMOHI
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
  • Financial planning
  • Pension consulting

Team

1 advisors

Clients

11-25

Fees

Hourly charges; Fixed fees

View detailsNo website
Advisory firmLLC

IPG INVESTMENT ADVISORS, LLC

San Diego, CA

AUM

$4.14B

Licensed in AZ, CA, CO +5 states
AZCACOINMANY+2
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

38 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +3 more

View detailsNo website
Corporate platformLLC

FARTHER ASSET MANAGEMENT, LLC

San Francisco, CA

AUM

$2.91B

Licensed in CA, TX, FL
CATXFL
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Pension consulting

Team

5 advisors

Clients

—

Fees

Percentage of AUM

View detailsNo website
Corporate platformCorporation

MCDONALD CAPITAL INVESTORS INC

Orinda, CA

AUM

$1.86B

Licensed in CA, CO, DE +2 states
CACODENYFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsNo website
Corporate platformCorporation

NEW CENTURY PARTNERS

CA

AUM

$1.12B

Licensed in CA
CA
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
  • Portfolio management (institutions)

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

View detailsNo website
Advisory firmLLC

BMB ADVISERS LLC

Los Angeles, CA

AUM

$655.8M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsNo website
Corporate platformCorporation

AR ASSET MANAGEMENT, INC.

West Hollywood, CA

AUM

$602.6M

Licensed in CA, NV
CANV
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

4 advisors

Clients

—

Fees

Percentage of AUM

View detailsNo website
Advisory firmLLC

SST BENEFITS CONSULTING

Aliso Viejo, CA

AUM

$524.1M

Licensed in CA
CA
Wealth MgmtRetirementFee-Only/Hourly
  • Pension consulting

Team

3 advisors

Clients

0

Fees

Hourly charges; Fixed fees

View detailsNo website
Advisory firmLLC

HOWARD WEALTH MANAGEMENT, LLC

CA

AUM

$397.0M

Licensed in CA, CO, IL +9 states
CACOILLAMANJ+6
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsNo website
Advisory firmLLC

OLIVEIRA WEALTH

Modesto, CA

AUM

$332.4M

Licensed in AZ, CA, WA, TX
AZCAWATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsNo website
Advisory firmLLC

REIK & CO., LLC

CA

AUM

$322.1M

Licensed in CA, MA, NY +2 states
CAMANYOHFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsNo website
Advisory firmLLC

HESMER WEALTH MANAGEMENT LLC

CA

AUM

$288.4M

Licensed in CA, IN, NC +4 states
CAINNCOHVATX+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsNo website
Corporate platformCorporation

WWM ADVISORY INC.

Culver City, CA

AUM

$280.1M

Licensed in CA, NY
CANY
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

101-250

Fees

NO SEPARATE FEE CHARGED.

View detailsNo website
Corporate platformCorporation

MARK GILLAM ENTERPRISES

Fair Oaks, CA

AUM

$210.3M

Licensed in CA, GA, PA +3 states
CAGAPAMOTXFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +3 more

View detailsNo website
Corporate platformCorporation

KEEFER PENSION CONSULTING, INC.

El Segundo, CA

AUM

$197.0M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsNo website
Corporate platformCorporation

FINANCIAL HORIZONS, INC.

CA

AUM

$190.0M

Licensed in CA
CA
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsNo website
Advisory firmLLC

ASL FINANCIAL, LLC

Los Gatos, CA

AUM

$186.7M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • CONSULTING

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsNo website
Corporate platformCorporation

FELL CAPITAL MANAGEMENT

Newport Beach, CA

AUM

$161.8M

Licensed in CA
CA
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsNo website
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