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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 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 registration checks. 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 - May 17, 2025Beverly Hills has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 27 non-vetted advisors in your local area. These retirement advisors in Beverly Hills, California have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Beverly Hills, California
VERIFIEDGuillermo Saade
Prudential
Qualifications
CRD# 6894298
Firm CRD# 8733
Series 7, 66
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, Insurance Products & Annuities
Compensation/Fee
Not Specified
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
VERIFIEDX Advisors, LLC
CFP®
Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 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, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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, Based on Assets
VERIFIEDPure Financial Advisors LLC
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDNancy Listiawan
CFP®
Vera Wealth
Qualifications
CRD# 6160905
Firm CRD# 333522
Series 65
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
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDMichael DeSantis
CFP®
Farther Finance LLC
Qualifications
CRD# 6320795
Firm CRD# 302050
Series 65
Minimum Assets Required
$500,000
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
VERIFIEDJarret Rodriguez-Conklin
CIMA®, ChFC®
Homestead Wealth Management
Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
Not Specified
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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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 | 360 North Crescent Drive, South Building Beverly Hills, CA, 90210-2529 | $48,377,629,268 | 132 | 253 | A percentage of AUM, Performance Based |
| 2 | 345 N. Maple Drive, Suite 300 Beverly Hills, CA, 90210-5183 | $9,562,507,488 | 56 | 65 | A percentage of AUM, Performance Based |
| 3 | 9595 Wilshire Blvd, Suite 510, Beverly Hills, CA, 90212 | $4,047,839,940 | 20 | 37 | A percentage of AUM, Performance Based |
| 4 | 350 South Beverly Drive, Suite 340, Beverly Hills, CA, 90212 | $3,636,302,344 | 75 | 13 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 9720 Wilshire Blvd, Suite 400 Beverly Hills, CA, 90212 | $1,898,817,801 | 1012 | 25 | A percentage of AUM, Other (MINIMUM ACCOUNT FEE) |
| 6 | 9100 Wilshire Blvd, Suite 1000 West Beverly Hills, CA, 90212 | $1,711,374,494 | 928 | 86 | Other (BUNDLED FEES FOR ALL BUSINESS MANAGEMENT SERVICES) |
| 7 | 315 South Beverly Drive, Suite 400 Beverly Hills, CA, 90212-4301 | $1,665,610,255 | 592 | 9 | A percentage of AUM, Fixed fees, Other (TRUSTEE FEES) |
| 8 | 345 North Maple Drive, Suite 160 Beverly Hills, CA, 90210 | $1,057,491,047 | 16 | 22 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 9 | 345 N. Maple Drive, Suite 300 Beverly Hills, CA, 90210-5183 | $1,013,000,000 | 1 | 65 | A percentage of AUM, Performance Based |
| 10 | 433 North Camden Drive, Suite 800 Beverly Hills, CA, 90210 | $963,340,637 | 1216 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 400 N Camden Drive, Suite 300 Beverly Hills, CA, 90210 | $862,929,944 | 17 | 11 | A percentage of AUM, Performance Based, Other (MONITORING FEES) |
| 12 | 9465 Wilshire Blvd., Suite 840 Beverly Hills, CA, 90212 | $844,952,540 | 128 | 5 | A percentage of AUM, Fixed fees |
| 13 | 9350 Wilshire Blvd, Suite 200 Beverly Hills, CA, 90212 | $827,445,000 | 931 | 11 | A percentage of AUM, Hourly charges |
| 14 | 350 S. Beverly Drive, Suite 360 Beverly Hills, CA, 90212 | $696,000,000 | 1097 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 8447 Wilshire Boulevard, Suite 200 Beverly Hills, CA, 90211 | $438,781,576 | 354 | 4 | A percentage of AUM |
Information on Top Retirement Planning firms in Beverly Hills, California
QualificationsFirm CRD# 161491
Assets Under Management $48,377,629,268
No. Of Clients132
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 132 clients. The team consists of 253 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
QualificationsFirm CRD# 140980
Assets Under Management $9,562,507,488
No. Of Clients56
Clients Per Financial Advisor1
LEVINE LEICHTMAN CAPITAL PARTNERS, LLC is a financial advisory firm situated in Beverly Hills, California. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 56 clients. The team consists of 65 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
QualificationsFirm CRD# 284667
Assets Under Management $4,047,839,940
No. Of Clients20
Clients Per Financial Advisor1
BUTTERFLY EQUITY LP is a financial advisory firm situated in Beverly Hills, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 37 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
QualificationsFirm CRD# 145777
Assets Under Management $3,636,302,344
No. Of Clients75
Clients Per Financial Advisor6
MOZAIC, LLC is a financial advisory firm situated in Beverly Hills, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 75 clients. The team consists of 13 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
- Selection for other advisors
QualificationsFirm CRD# 143478
Assets Under Management $1,898,817,801
No. Of Clients1012
Clients Per Financial Advisor40
CHECCHI CAPITAL ADVISERS, 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 1012 clients. The team consists of 25 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 319128
Assets Under Management $1,711,374,494
No. Of Clients928
Clients Per Financial Advisor11
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 928 clients. The team consists of 86 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 and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 111622
Assets Under Management $1,665,610,255
No. Of Clients592
Clients Per Financial Advisor66
JOEL R. MOGY INVESTMENT COUNSEL INC. 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 592 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (TRUST)
QualificationsFirm CRD# 306546
Assets Under Management $1,057,491,047
No. Of Clients16
Clients Per Financial Advisor1
MARCYPEN CAPITAL PARTNERS 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 16 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 289401
Assets Under Management $1,013,000,000
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 $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 65 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
- Other (PORTFOLIO MANAGEMENT TO A HOLDING (OPERATING) COMPANY)
QualificationsFirm CRD# 166291
Assets Under Management $963,340,637
No. Of Clients1216
Clients Per Financial Advisor152
CHEVIOT VALUE MANAGEMENT, 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 1216 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 services
- Portfolio management for individuals and/or small businesses
- Other (BUDGET COACHING SERVICES, INSURANCE CONSULTING SERVICES)
QualificationsFirm CRD# 290197
Assets Under Management $862,929,944
No. Of Clients17
Clients Per Financial Advisor2
MONOGRAM CAPITAL MANAGEMENT, L.P. is a financial advisory firm situated in Beverly Hills, California. With a nearly $863M assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 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
- Performance Based
- Other (MONITORING FEES)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 285229
Assets Under Management $844,952,540
No. Of Clients128
Clients Per Financial Advisor26
BOULEVARD FAMILY WEALTH is a financial advisory firm situated in Beverly Hills, California. With a nearly $845M assets under management, the firm specializes in crafting personalized retirement planning solutions for 128 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 307450
Assets Under Management $827,445,000
No. Of Clients931
Clients Per Financial Advisor85
AIRE ADVISORS, LLC is a financial advisory firm situated in Beverly Hills, California. With a nearly $827M assets under management, the firm specializes in crafting personalized retirement planning solutions for 931 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
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
QualificationsFirm CRD# 321132
Assets Under Management $696,000,000
No. Of Clients1097
Clients Per Financial Advisor122
BEVERLY HILLS PRIVATE WEALTH, LLC is a financial advisory firm situated in Beverly Hills, California. With a nearly $696M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1097 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
- 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
QualificationsFirm CRD# 171051
Assets Under Management $438,781,576
No. Of Clients354
Clients Per Financial Advisor89
LIFE LINE WEALTH MANAGEMENT LLC is a financial advisory firm situated in Beverly Hills, California. With a nearly $439M assets under management, the firm specializes in crafting personalized retirement planning solutions for 354 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
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