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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 firmLLC

MARI LEGACY GROUP, LLC

Calabasas, CA

AUM

$29.9M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsNo website
Corporate platformCorporation

STERLING FUTURES

San Francisco, CA

AUM

$28.4M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsNo website
Advisory firmLLC

HAMMER ASSET MANAGEMENT, LLC

Auburn, CA

AUM

$27.3M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsNo website
Corporate platformCorporation

BENE WEALTH MANAGEMENT COMPANY

Burbank, CA

AUM

$22.5M

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsNo website
Advisory firmLLC

CROSSMARKET CAPITAL, LLC

Newport Beach, CA

AUM

$22.3M

Based in CA
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
Corporate platformCorporation

FINANCIAL TELESIS COMPANY

Solvang, CA

AUM

$22.2M

Based in CA
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
  • Portfolio management (individuals)

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsNo website
Advisory firmLLC

ALPHA RUSH, LLC

San Mateo, CA

AUM

$20.7M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsNo website
Corporate platformCorporation

OLYMPIA WEALTH MANAGEMENT

Lafayette, CA

AUM

$20.5M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsNo website
Corporate platformCorporation

LONE PEAK ASSET MANAGEMENT, INC.

Westlake Village, CA

AUM

$19.0M

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

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsNo website
Corporate platformCorporation

ANTONE ASSET MANAGEMENT, INC

Carlsbad, CA

AUM

$18.4M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsNo website
Advisory firmLLC

HONEST WEALTH LLC

Irvine, CA

AUM

$16.4M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsNo website
Corporate platformCorporation

AEGIS ASSET MANAGEMENT, INC.

Anaheim, CA

AUM

$11.5M

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM

View detailsNo website
Corporate platformCorporation

MT RYAN, INC.

San Clemente, CA

AUM

$7.2M

Based in CA
Financial PlanningRetirementFee-Only/Hourly
  • Financial planning
  • Pension consulting
  • Publication of periodicals

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsNo website
Advisory firmSole prop

JAMES A. JIMENEZ

San Jose, CA

AUM

$4.8M

Based in CA
Retirement
  • Selection of other advisers

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsNo website
Corporate platformCorporation

DEAN BENNETT ADVISORY SERVICES INC.

Roseville, CA

AUM

$4.5M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsNo website
Advisory firmLLC

OLMA ADVISORS

Los Gatos, CA

AUM

$4.4M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsNo website
Corporate platformCorporation

OAK TREE SECURITIES, INC.

Livermore, CA

AUM

$3.7M

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

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsNo website
Advisory firmLLC

RR FINANCIAL MANAGEMENT LLC

Fresno, CA

AUM

$1.5M

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

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsNo website
Advisory firmSole prop

BARTLETT, LAWRENCE E

Arcadia, CA

AUM

$700K

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsNo website
Advisory firmLLC

COUILLARD CAPITAL LLC

Los Angeles, CA

AUM

$500K

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsNo website
Advisory firmLLC

A YEO CAPITAL MANAGEMENT LLC

Culver City, CA

AUM

$0

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

View detailsNo website
Corporate platformCorporation

AFH ASSET MANAGEMENT, INC.

Beverly Hills, CA

AUM

—

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

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

View detailsNo website
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