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Find Retirement Advisors for Retirement Planning in La Jolla, 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 La Jolla, California

Last Updated - April 25, 2025

La Jolla has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 23 non-vetted advisors in your local area. These retirement advisors in La Jolla, California have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in La Jolla, 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

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

Matthew Pixa
CFP®
My Portfolio Guide, LLC

Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65

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 Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Hourly, 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

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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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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
vector.svg VERIFIED

Andrew Chabot
MBA, CFP®
Rancho Wealth Management

Qualifications
CRD# 4622383
Firm CRD# 10205
Series 6, 7, 24, 26, 63, 65

Minimum Assets Required
$100,000

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Serena Kim
Prudential

Qualifications
CRD# 6379220
Firm CRD# 8733
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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Top 15 Retirement Planning firms in La Jolla, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

4225 Executive Square, Suite 1600
La Jolla, CA, 92037
$85,687,398,665337689
A percentage of AUM, Fixed fees, Performance Based
2

4225 Executive Square, Suite 1600
La Jolla, CA, 92037
$26,336,073,6454184
A percentage of AUM, Fixed fees, Performance Based
3

4275 Executive Square, 5th Floor,
La Jolla, CA, 92037
$22,214,086,9079220141
A percentage of AUM, Fixed fees, Performance Based
4

4225 Executive Square, Suite 1600
La Jolla, CA, 92037
$14,179,117,2356484
A percentage of AUM, Fixed fees, Performance Based
5

7724 Girard Avenue, Suite 300
La Jolla, CA, 92037
$2,579,641,000312
A percentage of AUM, Performance Based
6

875 Prospect Street, Suite 315
La Jolla, CA, 92037
$2,441,972,009305932
A percentage of AUM
7

4225 Executive Square, Suite 1600
La Jolla, CA, 92037
$2,374,225,06970
A percentage of AUM, Performance Based
8

1250 Prospect Street, Suite 01
La Jolla, CA, 92037
$1,883,798,871128818
A percentage of AUM, Fixed fees
9

888 Prospect St., Suite 220
La Jolla, CA, 92037
$1,650,333,000107017
A percentage of AUM, Fixed fees, Performance Based
10

7817 Ivanhoe Avenue, #310
La Jolla, CA, 92037
$860,477,00046
A percentage of AUM, Performance Based
11

7979 Ivanhoe Avenue, Suite 460
La Jolla, CA, 92037
$736,000,00069
A percentage of AUM, Performance Based
12

7817 Ivanhoe Avenue, Suite 200
La Jolla, CA, 92037
$603,233,682519
A percentage of AUM, Performance Based
13

7825 Fay Avenue, Suite 210
La Jolla, CA, 92037
$507,074,427121812
A percentage of AUM, Hourly charges, Fixed fees
14

Wall Street Building, 7855 Ivanhoe Avenue, Suite 420
La Jolla, CA, 92037
$398,345,1007763
A percentage of AUM, Fixed fees
15

4225 Executive Square, Suite 1030
La Jolla, CA, 92037
$324,293,2609548
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in La Jolla, California

QualificationsFirm CRD# 143635

Assets Under Management $85,687,398,665

No. Of Clients337

Clients Per Financial Advisor0

STEPSTONE GROUP LP is a financial advisory firm situated in La Jolla, California. With a nearly $86B assets under management, the firm specializes in crafting personalized retirement planning solutions for 337 clients. The team consists of 689 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 pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 281695

Assets Under Management $26,336,073,645

No. Of Clients41

Clients Per Financial Advisor0

STEPSTONE GROUP REAL ASSETS LP is a financial advisory firm situated in La Jolla, California. With a nearly $26B assets under management, the firm specializes in crafting personalized retirement planning solutions for 41 clients. The team consists of 84 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 pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 105404

Assets Under Management $22,214,086,907

No. Of Clients9220

Clients Per Financial Advisor65

BRANDES INVESTMENT PARTNERS, LP is a financial advisory firm situated in La Jolla, California. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9220 clients. The team consists of 141 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 investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 281698

Assets Under Management $14,179,117,235

No. Of Clients64

Clients Per Financial Advisor1

STEPSTONE GROUP REAL ESTATE LP is a financial advisory firm situated in La Jolla, California. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 64 clients. The team consists of 84 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 pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 115167

Assets Under Management $2,579,641,000

No. Of Clients3

Clients Per Financial Advisor0

CONTEXT CAPITAL MANAGEMENT LLC is a financial advisory firm situated in La Jolla, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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 individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 174346

Assets Under Management $2,441,972,009

No. Of Clients3059

Clients Per Financial Advisor96

ALPHACORE CAPITAL LLC is a financial advisory firm situated in La Jolla, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3059 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

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
  • Selection for other advisors
  • Other (INSTITUTIONAL CONSULTING AND CLIENT SERVICING)
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QualificationsFirm CRD# 323711

Assets Under Management $2,374,225,069

No. Of Clients7

Clients Per Financial AdvisorInfinity

STEPSTONE GROUP PRIVATE DEBT LLC is a financial advisory firm situated in La Jolla, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 0 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 investment companies
  • Portfolio management for pooled investment vehicles
  • Other (NON-DISCRETIONARY ADVICE TO PENSION PLAN)
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QualificationsFirm CRD# 142527

Assets Under Management $1,883,798,871

No. Of Clients1288

Clients Per Financial Advisor72

CALLAN CAPITAL, LLC is a financial advisory firm situated in La Jolla, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1288 clients. The team consists of 18 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
  • Selection for other advisors
  • Other (INVESTMENT CONSULTING)
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QualificationsFirm CRD# 149685

Assets Under Management $1,650,333,000

No. Of Clients1070

Clients Per Financial Advisor63

COASTEDGE PARTNERS, LLC is a financial advisory firm situated in La Jolla, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1070 clients. The team consists of 17 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

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 153729

Assets Under Management $860,477,000

No. Of Clients4

Clients Per Financial Advisor1

MAKAIRA PARTNERS, LLC is a financial advisory firm situated in La Jolla, California. With a nearly $860M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
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QualificationsFirm CRD# 329075

Assets Under Management $736,000,000

No. Of Clients6

Clients Per Financial Advisor1

TORREYANA CAPITAL is a financial advisory firm situated in La Jolla, California. With a nearly $736M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
  • Performance Based

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# 145341

Assets Under Management $603,233,682

No. Of Clients51

Clients Per Financial Advisor6

FRONTIER GLOBAL PARTNERS LLC is a financial advisory firm situated in La Jolla, California. With a nearly $603M assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 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
  • Performance Based

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# 108245

Assets Under Management $507,074,427

No. Of Clients1218

Clients Per Financial Advisor102

FINANCIAL ALTERNATIVES, INC. is a financial advisory firm situated in La Jolla, California. With a nearly $507M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1218 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
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
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QualificationsFirm CRD# 332139

Assets Under Management $398,345,100

No. Of Clients776

Clients Per Financial Advisor259

SYRIOS WEALTH MANAGEMENT GROUP is a financial advisory firm situated in La Jolla, California. With a nearly $398M assets under management, the firm specializes in crafting personalized retirement planning solutions for 776 clients. The team consists of 3 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
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 298439

Assets Under Management $324,293,260

No. Of Clients954

Clients Per Financial Advisor119

CASTLE COAST WEALTH, LLC is a financial advisory firm situated in La Jolla, California. With a nearly $324M assets under management, the firm specializes in crafting personalized retirement planning solutions for 954 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
  • Portfolio management for businesses or institutional clients
View Full Profile

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