ARENA CAPITAL ADVISORS
Los Angeles, CA
AUM
$5.33B
Wealth MgmtRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
310-806-6700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
GENTER CAPITAL MANAGEMENT
Los Angeles, CA
AUM
$5.10B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; ONE TIME INITIAL SET-UP FEE OF $250
310-477-6543
DESTINATION WEALTH MANAGEMENT
Walnut Creek, CA
AUM
$4.95B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
925-935-2900
PRIVATE MANAGEMENT GROUP INC
Irvine, CA
AUM
$4.90B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
21 advisors
Clients
0
Fees
Percentage of AUM
949-752-7500
CIDEL ASSET MANAGEMENT INC
Toronto, Ontario, CA
AUM
$4.80B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
32 advisors
Clients
—
Fees
Percentage of AUM
416-977-6767
GLOBEFLEX CAPITAL LP
San Diego, CA
AUM
$4.60B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
858-658-9060
SCHARF INVESTMENTS, LLC
Los Gatos, CA
AUM
$4.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
831-429-6513
HALBERT HARGROVE
Long Beach, CA
AUM
$4.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
562-435-5657
STEELPEAK WEALTH, LLC
Woodland Hills, CA
AUM
$4.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
(818) 835-8720
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
Santa Monica, CA
AUM
$4.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
310-399-6397
TEAM HEWINS, LLC
Foster City, CA
AUM
$3.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
650-620-3040
OCEAN PARK ASSET MANAGEMENT, LLC
Santa Monica, CA
AUM
$3.94B
Wealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
—
Fees
Percentage of AUM
310-452-1887
KINGSWOOD WEALTH ADVISORS, LLC
San Diego, CA
AUM
$3.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
76 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-535-6981
ABACUS WEALTH PARTNERS
Santa Monica, CA
AUM
$3.58B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
37 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
888-422-2287
MORTON WEALTH
Calabasas, CA
AUM
$3.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
818-222-4727
SUMMITRY, LLC
Foster City, CA
AUM
$3.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
650-212-2240
DUCENTA SQUARED ASSET MANAGEMENT
El Segundo, CA
AUM
$3.35B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(213) 687-9170
MONOGRAPH WEALTH ADVISORS, LLC
Manhattan Beach, CA
AUM
$3.25B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
310-496-7377
AMERICAN REALTY ADVISORS
Los Angeles, CA
AUM
$3.24B
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
Team
36 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
213-233-5700
TRILOGY CAPITAL, INC.
Irvine, CA
AUM
$3.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
74 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-221-8105
EARNED WEALTH ADVISORS, LLC
Walnut Creek, CA
AUM
$3.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
33 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
925.939.2500
CLARIVEST ASSET MANAGEMENT LLC
San Diego, CA
AUM
$3.05B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-480-2440
ASSET DEDICATION, LLC
San Francisco, CA
AUM
$2.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM
866-535-0897
RAUB BROCK CAPITAL MANAGEMENT, LP
Larkspur, CA
AUM
$2.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
415-927-6990