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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 - April 25, 2025

Beverly Hills has 12 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 23 years of experience.

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List of Qualified Retirement Planning Advisors in Beverly Hills, California

advisor
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Guillermo 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

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advisor
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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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advisor
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X 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

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, Based on Assets

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advisor
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Pure 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Michael 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

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advisor
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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
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 NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

360 North Crescent Drive, South Building
Beverly Hills, CA, 90210-2529
$48,377,629,268132253
A percentage of AUM, Performance Based
2

345 N. Maple Drive, Suite 300
Beverly Hills, CA, 90210-5183
$9,562,507,4885665
A percentage of AUM, Performance Based
3

9595 Wilshire Blvd, Suite 510,
Beverly Hills, CA, 90212
$4,047,839,9402037
A percentage of AUM, Performance Based
4

350 South Beverly Drive, Suite 340,
Beverly Hills, CA, 90212
$3,636,302,3447513
A percentage of AUM, Hourly charges, Fixed fees
5

9720 Wilshire Blvd, Suite 400
Beverly Hills, CA, 90212
$1,898,817,801101225
A percentage of AUM, Other (MINIMUM ACCOUNT FEE)
6

9100 Wilshire Blvd, Suite 1000 West
Beverly Hills, CA, 90212
$1,711,374,49492886
Other (BUNDLED FEES FOR ALL BUSINESS MANAGEMENT SERVICES)
7

315 South Beverly Drive, Suite 400
Beverly Hills, CA, 90212-4301
$1,665,610,2555929
A percentage of AUM, Fixed fees, Other (TRUSTEE FEES)
8

345 North Maple Drive, Suite 160
Beverly Hills, CA, 90210
$1,057,491,0471622
A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
9

345 N. Maple Drive, Suite 300
Beverly Hills, CA, 90210-5183
$1,013,000,000165
A percentage of AUM, Performance Based
10

433 North Camden Drive, Suite 800
Beverly Hills, CA, 90210
$963,340,63712168
A percentage of AUM, Hourly charges, Fixed fees
11

400 N Camden Drive, Suite 300
Beverly Hills, CA, 90210
$862,929,9441711
A percentage of AUM, Performance Based, Other (MONITORING FEES)
12

9465 Wilshire Blvd., Suite 840
Beverly Hills, CA, 90212
$844,952,5401285
A percentage of AUM, Fixed fees
13

9350 Wilshire Blvd, Suite 200
Beverly Hills, CA, 90212
$827,445,00093111
A percentage of AUM, Hourly charges
14

350 S. Beverly Drive, Suite 360
Beverly Hills, CA, 90212
$696,000,00010979
A percentage of AUM, Hourly charges, Fixed fees
15

8447 Wilshire Boulevard, Suite 200
Beverly Hills, CA, 90211
$438,781,5763544
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
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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
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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
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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
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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
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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
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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)
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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
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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)
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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)
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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
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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
View Full Profile

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
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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
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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
View Full Profile

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