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Find Retirement Advisors for Retirement Planning in California

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in California, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in California

Last Updated - July 24, 2025

California has 38 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1812 non-vetted advisors in your local area. These retirement advisors in California have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in California

VERIFIED

Alano Massi
CFP^®
Palm Capital Management

Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65

Minimum Assets Required
$250,000

Address

23622 Calabasas Road, Suite 102,
Calabasas, CA 91302 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Andrew Chabot
MBA, CFP^®
Rancho Wealth Management

Qualifications
CRD# 4622383
Firm CRD# 10205
Series 6, 7, 24, 26, 63, 65

Minimum Assets Required
$100,000

Address

11810 Sebastian Way Suite 105,
Rancho Cucamonga, CA 91730 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Brian Malkinson
HBW Advisory Services

Qualifications
CRD# 6952754
Firm CRD# 143665
Series 65

Minimum Assets Required
$250,000

Address

3017 Douglas Blvd,
Roseville, CA 95661 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

David Bobrowsky
CFP^®, CLU^®, Chartered SRI Counselor, ChFC^®
Gateway Financial Advisors, Inc.

Qualifications
CRD# 4261724
Firm CRD# 39543
Series 7, 66

Minimum Assets Required
$500,000

Address

1990 N California Blvd, 8th floor,
Suite #867,
Walnut Creek, CA 94596 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Based on Assets

Find An Advisor

VERIFIED

David Roggenkamp
ChFC^®
Commonwealth Financial Network

Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63

Minimum Assets Required
Not Specified

Address

700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Frank Ro
EA
Stratos Weath Partners

Qualifications
CRD# 3240900
Firm CRD# 153184
Series 3, 6, 7, 9, 10, 66

Minimum Assets Required
$250,000

Address

29 Montecillo Dr,
Palos Verdes Peninsula, CA 90274 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Based on Assets

Find An Advisor

VERIFIED

Hans Reese
CFP^®, CRPC^®, AAMS^®
New Stage Investment Group^®

Qualifications
CRD# 4334724
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
Not Specified

Address

1900 S Norfolk St, Ste 350,
San Mateo, CA 94403 See Details

Advisory Services:

Portfolio Management, Retirement Planning, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Ira Zito
CFP^®, ChFC^®
Financial Peak

Qualifications
CRD# 2621037
Firm CRD# 318061

Minimum Assets Required
$50,000

Address

30700 Russell Ranch Rd,
Suite 250,
Westlake Village, CA 91362 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Jarret Rodriguez-Conklin
CIMA^®, ChFC^®
Homestead Wealth Management

Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
Not Specified

Address

413 East Foothill Boulevard, Suite 100,
San Dimas, CA 91773 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Jerry Slusiewicz
Pacific Financial Planners

Qualifications
CRD# 1739938
Firm CRD# 132314
Series 7, 63, 65

Minimum Assets Required
$100,000

Address

30131 Town Center Drive, Suite 105,
Laguna Niguel, CA 92677 See Details

Advisory Services:

Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

John Cordeiro
Vintage Wealth Advisors

Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65

Minimum Assets Required
Not Specified

Address

513 Lincoln Avenue,
Napa, CA 94558 See Details

Advisory Services:

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Robert Gloss
Prudential

Qualifications
CRD# 7132490
Firm CRD# 8733
Series 7, 55, 66

Minimum Assets Required
$0

Address

6935 Cowles Mountain Blvd,
San Diego, CA 92119 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Ryan Gunn, CFP^®
CEPA^®, CFP^®
Wealthcare Advisory Partners DBA Gunn Financial Associates

Qualifications
CRD# 5326196
Firm CRD# 171976

Minimum Assets Required
$1,000,000

Address

1010 S El Camino Real, Suite 203,
San Clemente, CA 92672 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Andrew Eddy
CFP^®, CLU^®, AIF^®, ChFC^®
Eddy Financial, LLC

Qualifications
CRD# 3000011
Firm CRD# 290208

Minimum Assets Required
Not Specified

Address

100 Wilshire Blvd,
Suite 700,
Santa Monica, CA 90401 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Matthew Pixa
CFP^®
My Portfolio Guide, LLC

Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65

Minimum Assets Required
$500,000

Address

3020 Old Ranch Parkway,
Suite 300,
Seal Beach, CA 90740 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Michael DeSantis
CFP^®
Farther Finance LLC

Qualifications
CRD# 6320795
Firm CRD# 302050
Series 65

Minimum Assets Required
$500,000

Address

24049 Stratus Street,
Santa Clarita, CA 91350 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Nancy Listiawan
CFP^®
Vera Wealth

Qualifications
CRD# 6160905
Firm CRD# 333522
Series 65

Minimum Assets Required
$100,000

Address

1055 E. Colorado Blvd 5th Floor,
Pasadena, CA 91106 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Parker O'Sullivan
CRPS^®
Farther Finance, LLC

Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65

Minimum Assets Required
$0

Address

600 Moraga Rd,
Moraga, CA 94556 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Serena Kim
Prudential

Qualifications
CRD# 6379220
Firm CRD# 8733
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Address

2173 Salk Ave,
Suite 250 #42,
Carlsbad, CA 92008 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Pasadena Private Wealth
CPWA^®

Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65

Minimum Assets Required
$500,000

Address

9900 Research Drive,
2 N. Lake Ave, Suite 520,
Pasadena, CA 91101 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Dash Investments

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

Address

21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

MC Financial Partners

Qualifications
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$25,000

Address

1855 Gateway Blvd,
Ste 570,
Concord, CA 94520 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Pure Financial Advisors, LLC

Qualifications
Firm CRD# 144316

Minimum Assets Required
Not Specified

Address

6320 Canoga Ave #920,
Woodland Hills, CA 91367 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Pure Financial Advisors, LLC

Qualifications
Firm CRD# 144316

Minimum Assets Required
Not Specified

Address

3131 Camino del Rio N,
Suite 1550,
San Diego, CA 92108 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Homestead Wealth Management
CIMA^®, AIF^®, ChFC^®

Qualifications
Firm CRD# 6413
Series 7, 63, 65, 66

Minimum Assets Required
$250,000

Address

413 E. Foothill Blvd Suite 100,
San Dimas, CA 91773 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

X Advisors, LLC
CFP^®

Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 66

Minimum Assets Required
$100,000

Address

6345 Balboa Blvd,
Building 1, Suite 100,
Encino, CA 91406 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3950 Civic Center Drive Suite 315,
San Rafael, CA 94903 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Stratos Private Wealth

Qualifications
Firm CRD# 153184

Minimum Assets Required
Not Specified

Address

12348 High Bluff Drive,
Suite 200,
San Diego, CA 92130 See Details

Advisory Services:

Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses

Compensation/Fee

Based on Assets

Find An Advisor

VERIFIED

Trilogy Financial

Qualifications
Firm CRD# 281597

Minimum Assets Required
Not Specified

Address

2601 Main Street,
Suite 100,
Irvine, CA 92614 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Mission Wealth Management, LP

Qualifications
Firm CRD# 113057

Minimum Assets Required
Not Specified

Address

1111 Chapala St.,
3rd Floor,
Santa Barbara, CA 93101 See Details

Advisory Services:

Financial Planning, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Not Specified

Find An Advisor

Top 15 Retirement Planning firms in California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384	A percentage of AUM, Other (GROSS INVESTMENT INCOME)
2	400 Howard Street, San Francisco, CA, 94105	$3,047,294,350,591	522	700	A percentage of AUM
3	650 Newport Center Drive, Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194	A percentage of AUM, Performance Based
4	211 Main Street, San Francisco, CA, 94105	$1,098,805,397,188	304509	857	A percentage of AUM, Fixed fees, Other (COSTS)
5	One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408	A percentage of AUM, Performance Based
6	555 California Street, 40th Floor San Francisco, CA, 94104	$362,992,567,571	746	306	A percentage of AUM
7	1800 Avenue Of The Stars, Suite 1400 Los Angeles, CA, 90067	$314,926,162,888	535	2919	A percentage of AUM, Performance Based
8	385 E. Colorado Blvd., Pasadena, CA, 91101	$298,749,800,684	36775	471	A percentage of AUM, Performance Based
9	3945 Freedom Circle, Suite 950 Santa Clara, CA, 95054	$270,770,414,647	1561555	1578	A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Other (SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS)
10	100 Wilshire Blvd, Suite 500 Santa Monica, CA, 90401	$208,753,633,756	220	562	A percentage of AUM, Fixed fees, Performance Based
11	555 California Street, 50th Floor San Francisco, CA, 94104	$205,116,297,686	187	470	A percentage of AUM, Performance Based, Other (MANAGEMENT FEES)
12	4000 Macarthur Blvd., Suite 1050 Newport Beach, CA, 92660	$202,573,491,630	34543	262	A percentage of AUM, Hourly charges, Fixed fees
13	333 South Grand Ave, 28th Floor Los Angeles, CA, 90071	$161,477,442,132	637	853	A percentage of AUM, Performance Based
14	333 S. Grand Avenue, 40th Floor Los Angeles, CA, 90071	$142,283,304,330	869	183	A percentage of AUM, Fixed fees, Performance Based
15	4340 Redwood Highway, Suite B-60 San Rafael, CA, 94903	$140,720,840,748	28908	505	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in California

CAPITAL RESEARCH AND MANAGEMENT COMPANY

Find an Advisor

QualificationsFirm CRD# 110885

Assets Under Management $3,315,358,763,219

No. Of Clients22262

Clients Per Financial Advisor16

CAPITAL RESEARCH AND MANAGEMENT COMPANY is a financial advisory firm situated in Los Angeles, California. With a nearly $3T assets under management, the firm specializes in crafting personalized retirement planning solutions for 22262 clients. The team consists of 1384 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (GROSS INVESTMENT INCOME)

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Other (PORTFOLIO MANAGEMENT FOR SMA AND WRAP FEE PROGRAMS)

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BLACKROCK FUND ADVISORS

Find an Advisor

QualificationsFirm CRD# 105247

Assets Under Management $3,047,294,350,591

No. Of Clients522

Clients Per Financial Advisor1

BLACKROCK FUND ADVISORS is a financial advisory firm situated in San Francisco, California. With a nearly $3T assets under management, the firm specializes in crafting personalized retirement planning solutions for 522 clients. The team consists of 700 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

Find an Advisor

QualificationsFirm CRD# 104559

Assets Under Management $2,615,929,249,500

No. Of Clients2811

Clients Per Financial Advisor1

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $3T assets under management, the firm specializes in crafting personalized retirement planning solutions for 2811 clients. The team consists of 3194 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CERTAIN NON-DISCRETIONARY SERVICES)

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Find an Advisor

QualificationsFirm CRD# 106753

Assets Under Management $1,098,805,397,188

No. Of Clients304509

Clients Per Financial Advisor355

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC is a financial advisory firm situated in San Francisco, California. With a nearly $1T assets under management, the firm specializes in crafting personalized retirement planning solutions for 304509 clients. The team consists of 857 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Other (COSTS)

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

View Full Profile

FRANKLIN ADVISERS, INC.

Find an Advisor

QualificationsFirm CRD# 104517

Assets Under Management $467,015,634,913

No. Of Clients18979

Clients Per Financial Advisor47

FRANKLIN ADVISERS, INC. is a financial advisory firm situated in San Mateo, California. With a nearly $467B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18979 clients. The team consists of 408 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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DODGE & COX

Find an Advisor

QualificationsFirm CRD# 104596

Assets Under Management $362,992,567,571

No. Of Clients746

Clients Per Financial Advisor2

DODGE & COX is a financial advisory firm situated in San Francisco, California. With a nearly $363B assets under management, the firm specializes in crafting personalized retirement planning solutions for 746 clients. The team consists of 306 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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ARES MANAGEMENT LLC

Find an Advisor

QualificationsFirm CRD# 130074

Assets Under Management $314,926,162,888

No. Of Clients535

Clients Per Financial Advisor0

ARES MANAGEMENT LLC is a financial advisory firm situated in Los Angeles, California. With a nearly $315B assets under management, the firm specializes in crafting personalized retirement planning solutions for 535 clients. The team consists of 2919 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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WESTERN ASSET MANAGEMENT COMPANY

Find an Advisor

QualificationsFirm CRD# 110441

Assets Under Management $298,749,800,684

No. Of Clients36775

Clients Per Financial Advisor78

WESTERN ASSET MANAGEMENT COMPANY is a financial advisory firm situated in Pasadena, California. With a nearly $299B assets under management, the firm specializes in crafting personalized retirement planning solutions for 36775 clients. The team consists of 471 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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EDELMAN FINANCIAL ENGINES

Find an Advisor

QualificationsFirm CRD# 104510

Assets Under Management $270,770,414,647

No. Of Clients1561555

Clients Per Financial Advisor990

EDELMAN FINANCIAL ENGINES is a financial advisory firm situated in Santa Clara, California. With a nearly $271B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1561555 clients. The team consists of 1578 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Other (SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

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GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 137432

Assets Under Management $208,753,633,756

No. Of Clients220

Clients Per Financial Advisor0

GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Santa Monica, California. With a nearly $209B assets under management, the firm specializes in crafting personalized retirement planning solutions for 220 clients. The team consists of 562 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (CONSULTATION/ADVISEMENT ON TRANSACTIONS/STRUCTURING PORTFOLIOS/RISK ANALYTICS)

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KKR CREDIT ADVISORS (US) LLC

Find an Advisor

QualificationsFirm CRD# 146629

Assets Under Management $205,116,297,686

No. Of Clients187

Clients Per Financial Advisor0

KKR CREDIT ADVISORS (US) LLC is a financial advisory firm situated in San Francisco, California. With a nearly $205B assets under management, the firm specializes in crafting personalized retirement planning solutions for 187 clients. The team consists of 470 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based
Other (MANAGEMENT FEES)

Financial Planning Services

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

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SAGEVIEW ADVISORY GROUP, LLC

Find an Advisor

QualificationsFirm CRD# 126777

Assets Under Management $202,573,491,630

No. Of Clients34543

Clients Per Financial Advisor132

SAGEVIEW ADVISORY GROUP, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $203B assets under management, the firm specializes in crafting personalized retirement planning solutions for 34543 clients. The team consists of 262 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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OAKTREE CAPITAL MANAGEMENT, L.P.

Find an Advisor

QualificationsFirm CRD# 106793

Assets Under Management $161,477,442,132

No. Of Clients637

Clients Per Financial Advisor1

OAKTREE CAPITAL MANAGEMENT, L.P. is a financial advisory firm situated in Los Angeles, California. With a nearly $161B assets under management, the firm specializes in crafting personalized retirement planning solutions for 637 clients. The team consists of 853 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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PAYDEN & RYGEL

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QualificationsFirm CRD# 107160

Assets Under Management $142,283,304,330

No. Of Clients869

Clients Per Financial Advisor5

PAYDEN & RYGEL is a financial advisory firm situated in Los Angeles, California. With a nearly $142B assets under management, the firm specializes in crafting personalized retirement planning solutions for 869 clients. The team consists of 183 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (PORTFOLIO MANAGEMENT FOR PENSION AND PROFIT SHARING PLANS)

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GLOBAL RETIREMENT PARTNERS LLC

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QualificationsFirm CRD# 172011

Assets Under Management $140,720,840,748

No. Of Clients28908

Clients Per Financial Advisor57

GLOBAL RETIREMENT PARTNERS LLC is a financial advisory firm situated in San Rafael, California. With a nearly $141B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28908 clients. The team consists of 505 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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