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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 - May 15, 2025El Segundo has 12 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 25 years of experience.
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List of Qualified Retirement Planning Advisors in El Segundo, California
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
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
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
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
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
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
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 El Segundo, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 2101 East El Segundo Blvd., Suite 301 El Segundo, CA, 90245 | $24,802,894,805 | 52 | 74 | A percentage of AUM, Performance Based |
| 2 | 2286 E. Maple Ave, El Segundo, CA, 90245 | $6,378,885,000 | 320 | 15 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 3 | 1960 E. Grand Avenue, Suite 240 El Segundo, CA, 90245 | $3,295,207,436 | 8 | 6 | A percentage of AUM, Performance Based |
| 4 | 200 N. Pacific Coast Highway, Suite 675 El Segundo, CA, 90245 | $3,141,308,655 | 6 | 12 | A percentage of AUM, Performance Based |
| 5 | 2301 Rosecrans Avenue, Suite 2150 El Segundo, CA, 90245 | $2,882,826,838 | 15 | 28 | A percentage of AUM, Subscription fees |
| 6 | 2321 Rosecrans Avenue, Suite 4200 El Segundo, CA, 90245 | $2,738,625,777 | 1905 | 22 | A percentage of AUM, Performance Based |
| 7 | 2321 Rosecrans Ave., Suite 1260 El Segundo, CA, 90245-4987 | $1,962,896,000 | 2433 | 14 | A percentage of AUM |
| 8 | 2221 Rosecrans Avenue, Suite 150 El Segundo, CA, 90245 | $1,632,226,548 | 2678 | 14 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 100 North Pacific Coast Highway, Suite 2050 El Segundo, CA, 90245 | $1,576,914,964 | 2 | 32 | 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 | $1,448,000,000 | 328 | 12 | A percentage of AUM, Fixed fees, Performance Based |
| 11 | 2274 E Maple Ave, El Segundo, CA, 90245-6507 | $1,305,058,221 | 2 | 7 | A percentage of AUM, Fixed fees, Performance Based |
| 12 | 880 Apollo St., Suite 129 El Segundo, CA, 90245 | $1,162,612,228 | 3382 | 16 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 13 | 507 S Douglas St, 2nd Floor, El Segundo, CA, 90245 | $1,132,879,430 | 7 | 14 | A percentage of AUM, Performance Based |
| 14 | 100 N. Pacific Coast Highway, Suite 1725 El Segundo, CA, 90245 | $903,600,090 | 7 | 19 | A percentage of AUM, Performance Based |
| 15 | 713 Campus Square West, El Segundo, CA, 90245 | $743,162,481 | 1205 | 6 | 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
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)
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
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
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)
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
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
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)
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)
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
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)
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)
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
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
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
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