FLEXPATH STRATEGIES
Aliso Viejo, CA
AUM
$2.91B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
949-418-6030
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
LM ADVISORS LLC
San Diego, CA
AUM
$2.88B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
619-814-1400
VERIS WEALTH PARTNERS, LLC
Oakland, CA
AUM
$2.86B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(415) 814-0580
COOPER MCMANUS
Irvine, CA
AUM
$2.85B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
800-516-5333
KBS REALTY ADVISORS, LLC
Newport Beach, CA
AUM
$2.72B
Wealth MgmtRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
949-417-6500
OSBORNE PARTNERS
San Francisco, CA
AUM
$2.65B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
415-362-5637
HOWARD CAPITAL MANAGEMENT GROUP, LLC
Los Angeles, CA
AUM
$2.56B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
310-473-9100
SSI INVESTMENT MANAGEMENT LLC
Los Angeles, CA
AUM
$2.55B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
310-595-2000
SARATOGA RESEARCH & INVESTMENT MANAGEMENT
Saratoga, CA
AUM
$2.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM
(408) 741-2330
PERENNIAL FINANCIAL SERVICES
Los Angeles, CA
AUM
$2.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
310-445-2504
URBAN INVESTMENT ADVISORS
Larkspur, CA
AUM
$2.45B
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-461-8600
GEMMER ASSET MANAGEMENT LLC
Walnut Creek, CA
AUM
$2.36B
Wealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM
925-933-3786
IFC ADVISORS LLC
Los Angeles, CA
AUM
$2.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
310-596-1250
WILLOW CREEK WEALTH MANAGEMENT, INC.
Sebastopol, CA
AUM
$2.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
707-829-1146
JDL ADVISERS
Newport Beach, CA
AUM
$2.28B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-752-9096
PACIFIC INCOME ADVISERS INC
El Segundo, CA
AUM
$2.25B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
310-393-1424
JOEL R. MOGY INVESTMENT COUNSEL INC.
Beverly Hills, CA
AUM
$2.18B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(310) 552-0529
FINANCIAL MANAGEMENT NETWORK INC
Mission Viejo, CA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
949-455-0300
VAN HULZEN FINANCIAL ADVISORS
El Dorado Hills, CA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(916) 608-4284
COASTEDGE PARTNERS, LLC
San Diego, CA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
858-997-2777
BRISTOL GROUP INC
San Francisco, CA
AUM
$2.04B
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +1 more
415-398-1022
MADISON AVENUE SECURITIES, LLC
San Diego, CA
AUM
$2.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
81 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
888-627-7323
JSF FINANCIAL, LLC
Los Angeles, CA
AUM
$1.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
323-866-0833
BELLECAPITAL INTERNATIONAL
Zurich, CA
AUM
$1.96B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
41 44 268 11 70