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Find Retirement Advisors for Retirement Planning in El Segundo, 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 El Segundo, California

Last Updated - April 25, 2025

El Segundo has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 34 non-vetted advisors in your local area. These retirement advisors in El Segundo, California have an average of 28 years of experience.

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List of Qualified Retirement Planning Advisors in El Segundo, California

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
vector.svg VERIFIED

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
vector.svg VERIFIED

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
vector.svg VERIFIED

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# 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

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 El Segundo, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

2101 East El Segundo Blvd., Suite 301
El Segundo, CA, 90245
$24,802,894,8055274
A percentage of AUM, Performance Based
2

2286 E. Maple Ave,
El Segundo, CA, 90245
$6,378,885,00032015
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
3

1960 E. Grand Avenue, Suite 240
El Segundo, CA, 90245
$3,295,207,43686
A percentage of AUM, Performance Based
4

200 N. Pacific Coast Highway, Suite 675
El Segundo, CA, 90245
$3,141,308,655612
A percentage of AUM, Performance Based
5

2301 Rosecrans Avenue, Suite 2150
El Segundo, CA, 90245
$2,882,826,8381528
A percentage of AUM, Subscription fees
6

2321 Rosecrans Avenue, Suite 4200
El Segundo, CA, 90245
$2,738,625,777190522
A percentage of AUM, Performance Based
7

2321 Rosecrans Ave., Suite 1260
El Segundo, CA, 90245-4987
$1,962,896,000243314
A percentage of AUM
8

2221 Rosecrans Avenue, Suite 150
El Segundo, CA, 90245
$1,632,226,548267814
A percentage of AUM, Hourly charges, Fixed fees
9

100 North Pacific Coast Highway, Suite 2050
El Segundo, CA, 90245
$1,576,914,964232
A percentage of AUM, Performance Based, Other (ORIGINATION FEES, DEFERRED ORIGINATION FEES, MODIFICATION FEES)
10

2101 E El Segundo Blvd., Suite 501
El Segundo, CA, 90245
$1,448,000,00032812
A percentage of AUM, Fixed fees, Performance Based
11

2274 E Maple Ave,
El Segundo, CA, 90245-6507
$1,305,058,22127
A percentage of AUM, Fixed fees, Performance Based
12

880 Apollo St., Suite 129
El Segundo, CA, 90245
$1,162,612,228338216
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
13

507 S Douglas St, 2nd Floor,
El Segundo, CA, 90245
$1,132,879,430714
A percentage of AUM, Performance Based
14

100 N. Pacific Coast Highway, Suite 1725
El Segundo, CA, 90245
$903,600,090719
A percentage of AUM, Performance Based
15

713 Campus Square West,
El Segundo, CA, 90245
$743,162,48112056
A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE RETIREMENT ASSETS UNDER ADVISEMENT)

Information on Top Retirement Planning firms in El Segundo, California

QualificationsFirm CRD# 141823

Assets Under Management $24,802,894,805

No. Of Clients52

Clients Per Financial Advisor1

FIRST PACIFIC ADVISORS, LP is a financial advisory firm situated in El Segundo, California. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 52 clients. The team consists of 74 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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QualificationsFirm CRD# 133387

Assets Under Management $6,378,885,000

No. Of Clients320

Clients Per Financial Advisor21

OMNICAP GROUP LLC is a financial advisory firm situated in El Segundo, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 320 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
  • Performance Based

Financial Planning Services

  • Portfolio management for businesses or institutional clients
  • Other (MUNICIPAL ADVISORY, FINANCIAL ADVISORY AND INVESTMENT ADVISORY SERVICES)
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QualificationsFirm CRD# 334332

Assets Under Management $3,295,207,436

No. Of Clients8

Clients Per Financial Advisor1

NASSAU CORAMERICA LLC is a financial advisory firm situated in El Segundo, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 6 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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QualificationsFirm CRD# 305194

Assets Under Management $3,141,308,655

No. Of Clients6

Clients Per Financial Advisor1

HALSEYPOINT ASSET MANAGEMENT is a financial advisory firm situated in El Segundo, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 110005

Assets Under Management $2,882,826,838

No. Of Clients15

Clients Per Financial Advisor1

IM GLOBAL PARTNER FUND MANAGEMENT LLC is a financial advisory firm situated in El Segundo, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Subscription fees

Financial Planning Services

  • Portfolio management for investment companies
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Other (MODEL PORTFOLIOS TO BANKING INSTITUTIONS AND OTHER TURN-KEY ASSET MANAGEMENT PLATFORMS)
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QualificationsFirm CRD# 150632

Assets Under Management $2,738,625,777

No. Of Clients1905

Clients Per Financial Advisor87

GRANITE INVESTMENT PARTNERS, LLC is a financial advisory firm situated in El Segundo, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1905 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

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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QualificationsFirm CRD# 104719

Assets Under Management $1,962,896,000

No. Of Clients2433

Clients Per Financial Advisor174

PACIFIC INCOME ADVISERS INC is a financial advisory firm situated in El Segundo, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2433 clients. The team consists of 14 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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QualificationsFirm CRD# 319212

Assets Under Management $1,632,226,548

No. Of Clients2678

Clients Per Financial Advisor191

VALIDUS CAPITAL LLC is a financial advisory firm situated in El Segundo, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2678 clients. The team consists of 14 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 pooled investment vehicles
  • Selection for other advisors
  • Other (FAMILY OFFICE TYPE SERVICES)
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QualificationsFirm CRD# 171293

Assets Under Management $1,576,914,964

No. Of Clients2

Clients Per Financial Advisor0

THOROFARE, LLC is a financial advisory firm situated in El Segundo, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (ORIGINATION FEES
  • DEFERRED ORIGINATION FEES
  • MODIFICATION FEES)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Other (3(C)(5) REAL ESTATE INVESTMENT FUNDS)
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QualificationsFirm CRD# 297852

Assets Under Management $1,448,000,000

No. Of Clients328

Clients Per Financial Advisor27

CURATED WEALTH PARTNERS, LLC is a financial advisory firm situated in El Segundo, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 328 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
  • Fixed fees
  • Performance Based

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# 106492

Assets Under Management $1,305,058,221

No. Of Clients2

Clients Per Financial Advisor0

CS CAPITAL MANAGEMENT INC is a financial advisory firm situated in El Segundo, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 7 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 businesses or institutional clients
  • Other (REAL ESTATE INVESTMENT ADVISORY)
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QualificationsFirm CRD# 145363

Assets Under Management $1,162,612,228

No. Of Clients3382

Clients Per Financial Advisor211

REGATTA CAPITAL GROUP, LLC is a financial advisory firm situated in El Segundo, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3382 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Other (COACHING SERVICES)
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QualificationsFirm CRD# 282617

Assets Under Management $1,132,879,430

No. Of Clients7

Clients Per Financial Advisor1

CALMWATER CAPITAL is a financial advisory firm situated in El Segundo, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 14 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# 170459

Assets Under Management $903,600,090

No. Of Clients7

Clients Per Financial Advisor0

TRANSOM CAPITAL GROUP is a financial advisory firm situated in El Segundo, California. With a nearly $904M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 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

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 109329

Assets Under Management $743,162,481

No. Of Clients1205

Clients Per Financial Advisor201

KAYE CAPITAL MANAGEMENT is a financial advisory firm situated in El Segundo, California. With a nearly $743M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1205 clients. The team consists of 6 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 (PERCENTAGE RETIREMENT ASSETS UNDER ADVISEMENT)

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
View Full Profile

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