CAPITAL PLANNING ADVISORS LLC
Roseville, CA
AUM
$1.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
916-286-7650
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
APRIEM ADVISORS
Irvine, CA
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
(949) 253-8888
QUANTUM FINANCIAL ADVISORS, LLC
Santa Monica, CA
AUM
$1.48B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(424) 447-8268
VALLEY WEALTH STRATEGIES, LLC
Lodi, CA
AUM
$1.45B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(209) 366-1264
SILICON VALLEY RETIREMENT SERVICES, LLC
San Jose, CA
AUM
$1.40B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
408-572-5572
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
San Jose, CA
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM
(408) 217-2000
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-344-4038
CORNERSTONE CAPITAL, INC.
Palo Alto, CA
AUM
$1.36B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
650-566-9650
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
925-838-1234
CYPRESS WEALTH SERVICES, LLC
Palm Desert, CA
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(760) 834-7250
CHEQUERS FINANCIAL MANAGEMENT LLC
San Francisco, CA
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
415-964-5001
PRUDENT INVESTOR ADVISORS, LLC
Folsom, CA
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
866-446-1848
SILICON VALLEY CAPITAL PARTNERS, L.P.
San Jose, CA
AUM
$1.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
408-236-7300
NORTH PIER FIDUCIARY MANAGEMENT, LLC
Marina Del Rey, CA
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-403-7065
LEGATO CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$1.26B
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-821-8585
ONE WEALTH ADVISORS, LLC
San Francisco, CA
AUM
$1.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(415) 729-1770
ARLINGTON FINANCIAL ADVISORS, LLC
Santa Barbara, CA
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(805) 699-7300
KWB WEALTH
Redlands, CA
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
909-307-8220
DE GROOTE FINANCIAL GROUP, LLC
Thousand Oaks, CA
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(805) 230-0111
WESPAC ADVISORS, LLC
Orinda, CA
AUM
$1.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
510-287-5255
CENTURA WEALTH ADVISORY
San Diego, CA
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-771-9500
MOMENT PARTNERS, LLC
San Francisco, CA
AUM
$1.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-523-6868
AUM
$1.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(330) 239-1776
THEPARTNERS WEALTH MANAGEMENT
Carmel By The Sea, CA
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
37 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-324-3010