RVW WEALTH LLC
Los Angeles, CA
AUM
$1.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
310-945-4000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
REBALANCE LLC
Palo Alto, CA
AUM
$1.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
650-396-3900
AMI ASSET MANAGEMENT CORP
Los Angeles, CA
AUM
$1.93B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
424 320-4000
FALCON WEALTH PLANNING, INC.
Ontario, CA
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
855-963-2526
MAIN MANAGEMENT, LLC
San Francisco, CA
AUM
$1.90B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
25 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-217-5800
SOVRAN ADVISORS, LLC
San Diego, CA
AUM
$1.87B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
60 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
619-281-9890
WINDWARD CAPITAL MANAGEMENT CO
Los Angeles, CA
AUM
$1.86B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
310-893-3000
GRANITE INVESTMENT PARTNERS, LLC
El Segundo, CA
AUM
$1.84B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-933-4292
SELECT MONEY MANAGEMENT, INC.
Los Angeles, CA
AUM
$1.80B
Wealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
—
Fees
Percentage of AUM
3107122323
RICE HALL JAMES & ASSOCIATES LLC
San Diego, CA
AUM
$1.74B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM
619-239-9005
LIBERTY WEALTH MANAGEMENT, LLC
Oakland, CA
AUM
$1.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
510-903-5489
AUM
$1.70B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
202-955-6734
WEATHERLY ASSET MANAGEMENT
Del Mar, CA
AUM
$1.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
858-259-4507
PROVENIO CAPITAL
Newport Beach, CA
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(949) 301-9060
TELOS CAPITAL MANAGEMENT, INC.
San Diego, CA
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(858) 271-6350
PASADENA PRIVATE WEALTH, LLC
Pasadena, CA
AUM
$1.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
626-993-9300
TANAGER WEALTH MANAGEMENT
London, CA
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
020 3965 6330
BURTON ENRIGHT WELCH
Walnut Creek, CA
AUM
$1.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(925) 932-8010
REGATTA CAPITAL GROUP, LLC
El Segundo, CA
AUM
$1.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
310-725-9102
ROSEMAN WAGNER WEALTH MANAGEMENT
Rocklin, CA
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(916) 652-1525
BENEFIT FINANCIAL SERVICES GROUP
Irvine, CA
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
949-955-2552
TAMAR SECURITIES, LLC
Woodland Hills, CA
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
818-914-7460
COMPAK ASSET MANAGEMENT
Newport Beach, CA
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
(800) 388-9700
RBC SECURITIES, INC.
Los Angeles, CA
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
124 advisors
Clients
101-250
Fees
Percentage of AUM; MUTUAL FUND FEES, BROKER FEES & TRANSACTION FEES
310-888-6400