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Find Retirement Advisors for Retirement Planning in Beverly Hills, California
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Beverly Hills, California
Last Updated - April 13, 2024Beverly Hills has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 26 non-vetted advisors in your local area. These retirement advisors in Beverly Hills, California have an average of 17 years of experience.
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List of Qualified Retirement Planning Advisors in Beverly Hills, California
VERIFIEDMichael 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
VERIFIEDMichael 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
VERIFIEDAndrew 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
VERIFIEDDaniel 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
VERIFIEDChristian Johnson
CFP®
California Financial Partners
Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Based
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
VERIFIEDMichael 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
VERIFIEDSimon 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
VERIFIEDRoy 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
VERIFIEDNathan 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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Top 15 Retirement Planning firms in Beverly Hills, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PLATINUM EQUITY ADVISORS, LLC 360 North Crescent Drive, South Building Beverly Hills, CA, 90210-2529 | $47,642,446,510 | 124 | 219 | A Percentage of AUM, Performance Based |
| 2 | LEVINE LEICHTMAN CAPITAL PARTNERS, LLC 345 N. Maple Drive, Suite 300 Beverly Hills, CA, 90210 | $9,328,389,198 | 54 | 56 | A Percentage of AUM, Performance Based |
| 3 | BUTTERFLY EQUITY LP 9595 Wilshire Blvd, Suite 510, Beverly Hills, CA, 90212 | $3,394,111,738 | 19 | 30 | A Percentage of AUM, Performance Based |
| 4 | MOZAIC, LLC 350 South Beverly Drive, Suite 340, Beverly Hills, CA, 90212 | $2,896,976,167 | 78 | 15 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | GRANT TANI BARASH & ALTMAN, LLC 9100 Wilshire Blvd, Suite 1000 West Beverly Hills, CA, 90212 | $1,584,401,800 | 236 | 76 | Other (BUNDLED FEES FOR ALL BUSINESS MANAGEMENT SERVICES) |
| 6 | CHECCHI CAPITAL ADVISERS, LLC 9720 Wilshire Blvd, Suite 400 Beverly Hills, CA, 90212 | $1,490,318,604 | 947 | 24 | A Percentage of AUM, Other (MINIMUM ACCOUNT FEE) |
| 7 | JOEL R. MOGY INVESTMENT COUNSEL INC. 315 South Beverly Drive, Suite 400 Beverly Hills, CA, 90212-4301 | $1,371,087,363 | 587 | 9 | A Percentage of AUM, Fixed Fees, Other (TRUSTEE FEES) |
| 8 | GALLIOTT CAPITAL ADVISORS, LLC 9401 Wilshire Blvd., Ste 705 Beverly Hills, CA, 90212 | $1,011,900,000 | 250 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING FEES) |
| 9 | BOULEVARD FAMILY WEALTH 9465 Wilshire Blvd., Suite 840 Beverly Hills, CA, 90212 | $857,402,225 | 119 | 4 | A Percentage of AUM, Fixed Fees |
| 10 | MONOGRAM CAPITAL MANAGEMENT, L.P. 400 N Camden Drive, Suite 300 Beverly Hills, CA, 90210 | $787,202,464 | 18 | 12 | A Percentage of AUM, Performance Based, Other (MONITORING FEES) |
| 11 | LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC 345 N. Maple Drive, Suite 300 Beverly Hills, CA, 90210-5162 | $709,098,715 | 1 | 58 | A Percentage of AUM, Performance Based |
| 12 | CHEVIOT VALUE MANAGEMENT, LLC 433 North Camden Drive, Suite 800 Beverly Hills, CA, 90210 | $676,410,904 | 955 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | AIRE ADVISORS, LLC 9350 Wilshire Blvd, Suite 200 Beverly Hills, CA, 90212 | $640,111,279 | 2013 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | BEVERLY HILLS PRIVATE WEALTH, LLC 350 S. Beverly Drive, Suite 360 Beverly Hills, CA, 90212 | $484,000,000 | 791 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | THE GORES GROUP, LLC 9800 Wilshire Boulevard, Beverly Hills, CA, 90212 | $436,044,869 | 6 | 19 | A Percentage of AUM, Performance Based, Other (TRANSACTION AND PORTFOLIO COMPANY MONITORING FEES) |
Information on Top Retirement Planning firms in Beverly Hills, California
QualificationsFirm CRD# 161491
Assets Under Management $47,642,446,510
No. Of Clients124
Clients Per Financial Advisor1
PLATINUM EQUITY ADVISORS, LLC is a financial advisory firm situated in Beverly Hills, California. With a nearly $48B assets under management, the firm specializes in crafting personalized retirement planning solutions for 124 clients. The team consists of 219 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
QualificationsFirm CRD# 140980
Assets Under Management $9,328,389,198
No. Of Clients54
Clients Per Financial Advisor1
LEVINE LEICHTMAN CAPITAL PARTNERS, LLC is a financial advisory firm situated in Beverly Hills, California. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 54 clients. The team consists of 56 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
QualificationsFirm CRD# 284667
Assets Under Management $3,394,111,738
No. Of Clients19
Clients Per Financial Advisor1
BUTTERFLY EQUITY LP is a financial advisory firm situated in Beverly Hills, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 30 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
QualificationsFirm CRD# 145777
Assets Under Management $2,896,976,167
No. Of Clients78
Clients Per Financial Advisor5
MOZAIC, LLC is a financial advisory firm situated in Beverly Hills, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 78 clients. The team consists of 15 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
- Selection of Other Advisors
QualificationsFirm CRD# 319128
Assets Under Management $1,584,401,800
No. Of Clients236
Clients Per Financial Advisor3
GRANT TANI BARASH & ALTMAN, LLC is a financial advisory firm situated in Beverly Hills, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 236 clients. The team consists of 76 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (BUNDLED FEES FOR ALL BUSINESS MANAGEMENT SERVICES)
Financial Planning Services
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 143478
Assets Under Management $1,490,318,604
No. Of Clients947
Clients Per Financial Advisor39
CHECCHI CAPITAL ADVISERS, LLC is a financial advisory firm situated in Beverly Hills, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 947 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (MINIMUM ACCOUNT FEE)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 111622
Assets Under Management $1,371,087,363
No. Of Clients587
Clients Per Financial Advisor65
JOEL R. MOGY INVESTMENT COUNSEL INC. is a financial advisory firm situated in Beverly Hills, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 587 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (TRUSTEE FEES)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 313094
Assets Under Management $1,011,900,000
No. Of Clients250
Clients Per Financial Advisor50
GALLIOTT CAPITAL ADVISORS, LLC is a financial advisory firm situated in Beverly Hills, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 250 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (CONSULTING FEES)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 285229
Assets Under Management $857,402,225
No. Of Clients119
Clients Per Financial Advisor30
BOULEVARD FAMILY WEALTH is a financial advisory firm situated in Beverly Hills, California. With a nearly $857M assets under management, the firm specializes in crafting personalized retirement planning solutions for 119 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 290197
Assets Under Management $787,202,464
No. Of Clients18
Clients Per Financial Advisor2
MONOGRAM CAPITAL MANAGEMENT, L.P. is a financial advisory firm situated in Beverly Hills, California. With a nearly $787M assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (MONITORING FEES)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 289401
Assets Under Management $709,098,715
No. Of Clients1
Clients Per Financial Advisor0
LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC is a financial advisory firm situated in Beverly Hills, California. With a nearly $709M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 58 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
QualificationsFirm CRD# 166291
Assets Under Management $676,410,904
No. Of Clients955
Clients Per Financial Advisor191
CHEVIOT VALUE MANAGEMENT, LLC is a financial advisory firm situated in Beverly Hills, California. With a nearly $676M assets under management, the firm specializes in crafting personalized retirement planning solutions for 955 clients. The team consists of 5 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
QualificationsFirm CRD# 307450
Assets Under Management $640,111,279
No. Of Clients2013
Clients Per Financial Advisor183
AIRE ADVISORS, LLC is a financial advisory firm situated in Beverly Hills, California. With a nearly $640M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2013 clients. The team consists of 11 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 321132
Assets Under Management $484,000,000
No. Of Clients791
Clients Per Financial Advisor99
BEVERLY HILLS PRIVATE WEALTH, LLC is a financial advisory firm situated in Beverly Hills, California. With a nearly $484M assets under management, the firm specializes in crafting personalized retirement planning solutions for 791 clients. The team consists of 8 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
QualificationsFirm CRD# 160598
Assets Under Management $436,044,869
No. Of Clients6
Clients Per Financial Advisor0
THE GORES GROUP, LLC is a financial advisory firm situated in Beverly Hills, California. With a nearly $436M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (TRANSACTION AND PORTFOLIO COMPANY MONITORING FEES)
Financial Planning Services
- Portfolio Management for pooled Investment
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