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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 can 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 - February 17, 2024

California has 41 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1777 non-vetted advisors in your local area. These retirement advisors in California have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in California

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Aleksandar Raskovic
WestPac Wealth Partners

Qualifications
CRD# 6995589
Firm CRD# 46173
Series 7, 66

Minimum Assets Required
$100,000

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-Based, Flat Fee, Based on Assets

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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

Advisory Services:

Not Specified.

Compensation/Fee

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

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Brian Malkinson
HBW Advisory Services

Qualifications
CRD# 6952754
Firm CRD# 143665
Series 65

Minimum Assets Required
$250,000

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

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Bryan Foronjy
CFP®
Foronjy Financial

Qualifications
CRD# 4978922
Firm CRD# 283824
Series 7, 10, 66

Minimum Assets Required
$250,000

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

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

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

Minimum Assets Required
$500,000

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

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Dhillon Taylor
CFP®
Secura Financial Planning & Wealth Management

Qualifications
CRD# 6475318
Firm CRD# 137324
Series 7, 66

Minimum Assets Required
$100,000

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-Based, Commissions, Flat Fee, Based on Assets

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Ira Zito
CFP®, ChFC®
Financial Peak

Qualifications
CRD# 2621037
Firm CRD# 318061
Series 7, 9, 10, 63, 66

Minimum Assets Required
$50,000

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

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

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

Minimum Assets Required
$250,000

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

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Jerry Slusiewicz
Pacific Financial Planners

Qualifications
CRD# 1739938
Series 7, 63, 65

Minimum Assets Required
$100,000

Advisory Services:

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

Compensation/Fee

Not Specified

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Kristie Cahill
CFP®, CEP®
Haven Wealth Management

Qualifications
CRD# 4439727
Firm CRD# 281213
Series 66

Minimum Assets Required
$250,000

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, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

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Michael Geitner
CFP®
Vintage Wealth Advisors

Qualifications
CRD# 5092216
Firm CRD# 151298
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

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Michael Macauley
CFP®, CFA®
Signature Estate & Investment Advisors (SEIA)

Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63

Minimum Assets Required
$500,000

Advisory Services:

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

Compensation/Fee

Fee-Based, Based on Assets

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Mike Mess
Veracity Capital, LLC

Qualifications
CRD# 5332104
Firm CRD# 304272
Series 7, 66

Minimum Assets Required
$1,000,000

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-Only, Flat Fee, Based on Assets

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Paul Stanley
CPM, CFP®
Granite Bay Wealth Management LLC

Qualifications
CRD# 2753911
Firm CRD# 174765
Series 66

Minimum Assets Required
$100,000

Advisory Services:

Not Specified.

Compensation/Fee

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

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R.J. Kelly
CEPA®, MSFS, RICP®, AEP®, CLU®, ChFC®
Wealth Legacy Group, Inc.

Qualifications
CRD# 1080259
Firm CRD# 145705
Series 63, 65

Minimum Assets Required
$1,000,000

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

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Ryan K. Gunn
CFP®
Gunn Financial Associates/Royal Alliance Associates

Qualifications
CRD# 5326196
Firm CRD# 23131
Series 7, 66

Minimum Assets Required
$1,000,000

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-Based, Flat Fee, Based on Assets

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Simon Reeves
Pasadena Private Wealth

Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65

Minimum Assets Required
$500,000

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

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Alano Massi
CFP®
Palm Capital Management

Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Financial Advice & Consulting.

Compensation/Fee

Fee-Based

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

Qualifications
CRD# 3000011
Firm CRD# 290208

Minimum Assets Required
Not Specified

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

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Daniel Scott Johnson
CRPC®
Windfall Advisors

Qualifications
CRD# 5819978
Firm CRD# 309261
Series 7, 63, 65, 66

Minimum Assets Required
$250,000

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.

Compensation/Fee

Fee-Only, Based on Assets

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Erick Conway
CFP®
von Berge Wealth Mgt Group

Qualifications
CRD# 5621699
Firm CRD# 313332

Minimum Assets Required
$100,000

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-Only, Based on Assets

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James Anadon
Caitlin John DBA: Olivia Wealth Management

Qualifications
CRD# 6332486
Firm CRD# 154494
Series 66

Minimum Assets Required
$100,000

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-Based, Hourly, Based on Assets

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Janet Wan
CFP®, CPFA
Sierra Pacific Financial Advisors

Qualifications
CRD# 4537792
Firm CRD# 131738
Series 65

Minimum Assets Required
$1,000,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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Michael Cannone
Westmount Partners

Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65

Minimum Assets Required
$3,000,000

Advisory Services:

Financial Planning, Portfolio Management, 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.

Compensation/Fee

Fee-Only, Based on Assets

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Michael Lynch
Lynch Financial Advisors

Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65

Minimum Assets Required
$0

Advisory Services:

Tax Advice and Services.

Compensation/Fee

Fee-Only, Flat Fee

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Nathan Wallace
Savvy Advisors Inc

Qualifications
CRD# 5646552
Firm CRD# 1111
Series 65

Minimum Assets Required
$250,000

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.

Compensation/Fee

Fee-Only, Hourly, Based on Assets

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Roy Sherman
CFP®, CFA
Sherman Asset Management

Qualifications
CRD# 6312263
Firm CRD# 170861
Series 65

Minimum Assets Required
$0

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.

Compensation/Fee

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

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David Roggenkamp
ChFC®
Commonwealth Financial Network

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

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

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

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Jared West
CFP®, CRM®
West Wealth Advisory Powered by LPL Financial

Qualifications
CRD# 3043661
Firm CRD# 6413

Minimum Assets Required
$100,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Marianne Ehlers
Oakwood Wealth Partners

Qualifications
CRD# 6667049
Firm CRD# 3978
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Matthew Pixa
My Portfolio Guide

Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only

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Pure Financial Advisors, LLC

Qualifications
Firm CRD# 144316

Minimum Assets Required
Not Specified

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.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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DeCamilla Capital Management, LLC

Qualifications
CRD# 108027
Firm CRD# 108027
Series 7, 65

Minimum Assets Required
$100,000

Advisory Services:

Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management.

Compensation/Fee

Fee-Only, Based on Assets

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Dash Investments

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

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, Estate Planning & Trusts.

Compensation/Fee

Fee-Only

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CAPITAL RESEARCH AND MANAGEMENT COMPANY
333 S Hope Street, 55th Floor
Los Angeles, CA, 90071-1406
$2,936,601,179,276183581331
A Percentage of AUM, Other (GROSS INVESTMENT INCOME)
2
BLACKROCK FUND ADVISORS
400 Howard Street,
San Francisco, CA, 94105
$2,406,691,634,676481754
A Percentage of AUM
3
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
650 Newport Center Drive,
Newport Beach, CA, 92660
$2,248,547,388,86327823177
A Percentage of AUM, Performance Based
4
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 Main Street,
San Francisco, CA, 94105
$782,620,910,1602420411007
A Percentage of AUM, Fixed Fees, Other (COSTS)
5
DODGE & COX
555 California Street, 40th Floor
San Francisco, CA, 94104
$322,933,193,102762295
A Percentage of AUM
6
FRANKLIN ADVISERS, INC.
One Franklin Parkway, Building 970, 1st Floor
San Mateo, CA, 94403
$320,493,365,7128136283
A Percentage of AUM, Performance Based
7
WESTERN ASSET MANAGEMENT COMPANY
385 E. Colorado Blvd.,
Pasadena, CA, 91101
$319,983,641,29035513563
A Percentage of AUM, Performance Based
8
ARES MANAGEMENT LLC
2000 Avenue Of The Stars, 12th Floor
Los Angeles, CA, 90067
$253,185,903,5294502378
A Percentage of AUM, Performance Based
9
FINANCIAL ENGINES ADVISORS L.L.C.
3315 Scott Blvd, 4th Floor
Santa Clara, CA, 95054
$241,970,176,74315947071514
A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Other (SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS)
10
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC
100 Wilshire Blvd, Suite 500
Santa Monica, CA, 90401
$198,110,444,376245549
A Percentage of AUM, Fixed Fees, Performance Based, Other (CONSULTING)
11
KKR CREDIT ADVISORS (US) LLC
555 California Street, 50th Floor
San Francisco, CA, 94104
$176,015,975,844179470
A Percentage of AUM, Performance Based, Other (MANAGEMENT FEES)
12
SAGEVIEW ADVISORY GROUP, LLC
4000 Macarthur Blvd., Suite 1050
Newport Beach, CA, 92660
$156,399,419,71421119224
A Percentage of AUM, Hourly charges, Fixed Fees
13
OAKTREE CAPITAL MANAGEMENT, L.P.
333 South Grand Ave, 28th Floor
Los Angeles, CA, 90071
$151,313,799,778586908
A Percentage of AUM, Performance Based
14
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
111, Pine Street
San Francisco, CA, 94111-5602
$139,511,326,231847741165
A Percentage of AUM, Fixed Fees, Performance Based, Other (PORTFOLIO CONSULTING / FLAT FEE)
15
PAYDEN & RYGEL
333 S. Grand Avenue, 40th Floor
Los Angeles, CA, 90071
$126,894,613,939888183
A Percentage of AUM, Fixed Fees, Performance Based

Information on Top Retirement Planning firms in California

QualificationsFirm CRD# 110885

Assets Under Management $2,936,601,179,276

No. Of Clients18358

Clients Per Financial Advisor14

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 18358 clients. The team consists of 1331 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 105247

Assets Under Management $2,406,691,634,676

No. Of Clients481

Clients Per Financial Advisor1

BLACKROCK FUND ADVISORS is a financial advisory firm situated in San Francisco, California. With a nearly $2T assets under management, the firm specializes in crafting personalized retirement planning solutions for 481 clients. The team consists of 754 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 104559

Assets Under Management $2,248,547,388,863

No. Of Clients2782

Clients Per Financial Advisor1

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $2T assets under management, the firm specializes in crafting personalized retirement planning solutions for 2782 clients. The team consists of 3177 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 106753

Assets Under Management $782,620,910,160

No. Of Clients242041

Clients Per Financial Advisor240

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC is a financial advisory firm situated in San Francisco, California. With a nearly $783B assets under management, the firm specializes in crafting personalized retirement planning solutions for 242041 clients. The team consists of 1007 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 104596

Assets Under Management $322,933,193,102

No. Of Clients762

Clients Per Financial Advisor3

DODGE & COX is a financial advisory firm situated in San Francisco, California. With a nearly $323B assets under management, the firm specializes in crafting personalized retirement planning solutions for 762 clients. The team consists of 295 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 104517

Assets Under Management $320,493,365,712

No. Of Clients8136

Clients Per Financial Advisor29

FRANKLIN ADVISERS, INC. is a financial advisory firm situated in San Mateo, California. With a nearly $320B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8136 clients. The team consists of 283 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 110441

Assets Under Management $319,983,641,290

No. Of Clients35513

Clients Per Financial Advisor63

WESTERN ASSET MANAGEMENT COMPANY is a financial advisory firm situated in Pasadena, California. With a nearly $320B assets under management, the firm specializes in crafting personalized retirement planning solutions for 35513 clients. The team consists of 563 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 130074

Assets Under Management $253,185,903,529

No. Of Clients450

Clients Per Financial Advisor0

ARES MANAGEMENT LLC is a financial advisory firm situated in Los Angeles, California. With a nearly $253B assets under management, the firm specializes in crafting personalized retirement planning solutions for 450 clients. The team consists of 2378 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 104510

Assets Under Management $241,970,176,743

No. Of Clients1594707

Clients Per Financial Advisor1053

FINANCIAL ENGINES ADVISORS L.L.C. is a financial advisory firm situated in Santa Clara, California. With a nearly $242B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1594707 clients. The team consists of 1514 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 137432

Assets Under Management $198,110,444,376

No. Of Clients245

Clients Per Financial Advisor0

GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Santa Monica, California. With a nearly $198B assets under management, the firm specializes in crafting personalized retirement planning solutions for 245 clients. The team consists of 549 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based
  • Other (CONSULTING)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
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QualificationsFirm CRD# 146629

Assets Under Management $176,015,975,844

No. Of Clients179

Clients Per Financial Advisor0

KKR CREDIT ADVISORS (US) LLC is a financial advisory firm situated in San Francisco, California. With a nearly $176B assets under management, the firm specializes in crafting personalized retirement planning solutions for 179 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
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QualificationsFirm CRD# 126777

Assets Under Management $156,399,419,714

No. Of Clients21119

Clients Per Financial Advisor94

SAGEVIEW ADVISORY GROUP, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $156B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21119 clients. The team consists of 224 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
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QualificationsFirm CRD# 106793

Assets Under Management $151,313,799,778

No. Of Clients586

Clients Per Financial Advisor1

OAKTREE CAPITAL MANAGEMENT, L.P. is a financial advisory firm situated in Los Angeles, California. With a nearly $151B assets under management, the firm specializes in crafting personalized retirement planning solutions for 586 clients. The team consists of 908 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
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QualificationsFirm CRD# 108559

Assets Under Management $139,511,326,231

No. Of Clients84774

Clients Per Financial Advisor73

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC is a financial advisory firm situated in San Francisco, California. With a nearly $140B assets under management, the firm specializes in crafting personalized retirement planning solutions for 84774 clients. The team consists of 1165 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based
  • Other (PORTFOLIO CONSULTING / FLAT FEE)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
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QualificationsFirm CRD# 107160

Assets Under Management $126,894,613,939

No. Of Clients888

Clients Per Financial Advisor5

PAYDEN & RYGEL is a financial advisory firm situated in Los Angeles, California. With a nearly $127B assets under management, the firm specializes in crafting personalized retirement planning solutions for 888 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

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