CAPITAL RESEARCH AND MANAGEMENT COMPANY
Los Angeles, CA
AUM
$3.75T
Wealth MgmtTrusts & EstatesRetirement
Team
393 advisors
Clients
—
Fees
Percentage of AUM; GROSS INVESTMENT INCOME
213-486-9200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
Newport Beach, CA
AUM
$3.67T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
628 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(949) 720-6000
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
San Francisco, CA
AUM
$1.72T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
175 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
800-650-9744
FRANKLIN ADVISERS, INC.
San Mateo, CA
AUM
$509.45B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
272 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(650) 312-3000
DODGE & COX
San Francisco, CA
AUM
$466.56B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
100 advisors
Clients
—
Fees
Percentage of AUM; % OF ASSETS BEING MANAGED BY REFERENCE TO A MODEL PORTFOLIO
415-981-1710
ARES MANAGEMENT LLC
Los Angeles, CA
AUM
$458.82B
Wealth MgmtRetirementInstitutional
Team
1550 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-201-4100
EDELMAN FINANCIAL ENGINES
Santa Clara, CA
AUM
$326.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
553 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
833-752-6333
KKR CREDIT ADVISORS (US) LLC
San Francisco, CA
AUM
$270.85B
Wealth MgmtRetirementInstitutional
Team
181 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-315-3620
ABRDN INVESTMENTS LIMITED
Edinburgh, CA
AUM
$206.50B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
295 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
44 1313729444
WESTERN ASSET MANAGEMENT COMPANY
Pasadena, CA
AUM
$184.99B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
82 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
626-844-9400
OAKTREE CAPITAL MANAGEMENT, L.P.
Los Angeles, CA
AUM
$183.29B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
282 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-830-6300
GLOBAL RETIREMENT PARTNERS LLC
San Rafael, CA
AUM
$169.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
442 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
415-526-2753
CIBC GLOBAL ASSET MANAGEMENT
Toronto, On, CA
AUM
$162.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
333 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
877-363-5620
PAYDEN & RYGEL
Los Angeles, CA
AUM
$158.23B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
122 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
213-625-1900
APERIO GROUP, LLC
Sausalito, CA
AUM
$152.13B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
88 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
415-339-4300
WILSHIRE
Santa Monica, CA
AUM
$149.10B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
86 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
310-451-3051
PRIMECAP MANAGEMENT CO
Pasadena, CA
AUM
$139.34B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM
626-304-9222
PATHWAY CAPITAL MANAGEMENT, LP
Irvine, CA
AUM
$97.82B
Wealth MgmtRetirementInstitutional
Team
88 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-622-1000
WCM INVESTMENT MANAGEMENT
Laguna Beach, CA
AUM
$96.77B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
44 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-380-0200
STEPSTONE GROUP LP
La Jolla, CA
AUM
$95.63B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
193 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
858-558-9700
ASSETMARK, INC.
Concord, CA
AUM
$91.76B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
269 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-664-5345
PANTHEON
San Francisco, CA
AUM
$87.69B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
56 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-249-6200
TCW ASSET MANAGEMENT COMPANY LLC
Los Angeles, CA
AUM
$81.18B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
145 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
213-244-0000
ALAN BILLER AND ASSOCIATES
Menlo Park, CA
AUM
$65.07B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
24 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
650-328-7283
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