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Showing Retirement Planning advisors in CA

1,112 advisers found

Corporate platformCorporation

DALE Q. RICE INVESTMENT MANAGEMENT

CA

AUM

$156.6M

Licensed in CA, NV, OR, WA
CANVORWA
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsNo website
Corporate platformLLC

TAYLOR CAPITAL MANAGEMENT

CA

AUM

$142.9M

Licensed in CA, MD, PA +4 states
CAMDPASCVAWV+1
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsNo website
Corporate platformLLC

HAWTHORN CAPITAL MANAGEMENT, LLC

CA

AUM

$141.1M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsNo website
Advisory firmLLC

HIDDEN HILLS WEALTH

CA

AUM

$127.5M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsNo website
Advisory firmLLC

GOLDFARB FINANCIAL MANAGEMENT, LLC

CA

AUM

$126.4M

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

Team

1 advisors

Clients

1-10

Fees

Fixed fees

View detailsNo website
Advisory firmLLC

HYPHEN WEALTH MANAGEMENT

Lafayette, CA

AUM

$125.6M

Licensed in CA, SC
CASC
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsNo website
Advisory firmSole prop

PMB ADVISORS

Larkspur, CA

AUM

$117.2M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

View detailsNo website
Corporate platformLLC

JAFFE ASSET MANAGEMENT LLC

Beverly Hills, CA

AUM

$116.2M

Licensed in CA, NH
CANH
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsNo website
Corporate platformCorporation

TRINITY ASSET MANAGEMENT CO.

Los Angeles, CA

AUM

$109.0M

Based in CA
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsNo website
Advisory firmSole prop

S&F INVESTMENT ADVISORS

Encino, CA

AUM

$106.4M

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsNo website
Corporate platformLLC

HILLBERG CAPITAL MANAGEMENT, LLC

Turlock, CA

AUM

$103.9M

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

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

View detailsNo website
Corporate platformCorporation

D & T FINANCIAL ADVISORS, INC.

Concord, CA

AUM

$87.4M

Based in CA
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

3 advisors

Clients

—

Fees

Percentage of AUM; PERCENTAGE OF PLAN ASSETS

View detailsNo website
Corporate platformCorporation

FARRELL FINANCIAL, INC.

Thousand Oaks, CA

AUM

$73.7M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsNo website
Corporate platformCorporation

THE FINANCIAL ADVISORS

Tustin, CA

AUM

$68.0M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsNo website
Advisory firmSole prop

GEMMER, ROBERT ARDEN

Healdsburg, CA

AUM

$67.3M

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

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsNo website
Corporate platformCorporation

MORRIS WEALTH MANAGEMENT

Anderson, CA

AUM

$66.2M

Based in CA
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsNo website
Corporate platformCorporation

LIFETIME FINANCIAL, INC.

Newport Beach, CA

AUM

$63.3M

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

Team

9 advisors

Clients

—

Fees

Percentage of AUM; ACTS AS A SOLICITOR

View detailsNo website
Corporate platformCorporation

VAUGHN INVESTMENT ADVISORS INC

Tustin, CA

AUM

$60.0M

Based in CA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

0

Fees

Percentage of AUM; FEES ARE NEGOTIABLE ON RISK FREE ASSETS

View detailsNo website
Advisory firmLLC

PHOENIX INVESTMENT

San Ramon, CA

AUM

$54.4M

Based in CA
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsNo website
Corporate platformCorporation

SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC.

San Jose, CA

AUM

$50.9M

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

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

View detailsNo website
Corporate platformCorporation

RHB CAPITAL, INC.

Huntington Beach, CA

AUM

$38.7M

Based in CA
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsNo website
Advisory firmSole prop

LEE, KIMUN

San Francisco, CA

AUM

$37.8M

Based in CA
Wealth MgmtRetirement
  • Portfolio management (individuals)

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsNo website
Advisory firmLLC

BRUIN WEALTH ADVISORS LLC

Woodland Hills, CA

AUM

$37.1M

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

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsNo website
Advisory firmLLC

TATE CAPITAL GROUP

Newport Beach, CA

AUM

$33.3M

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

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsNo website
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