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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 - May 23, 2025La Jolla has 12 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 20 years of experience.
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List of Qualified Retirement Planning Advisors in La Jolla, California
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
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
VERIFIEDMatthew 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
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
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
VERIFIEDAndrew 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
VERIFIEDSerena 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in La Jolla, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 4225 Executive Square, Suite 1600 La Jolla, CA, 92037 | $85,687,398,665 | 337 | 689 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 4225 Executive Square, Suite 1600 La Jolla, CA, 92037 | $26,336,073,645 | 41 | 84 | A percentage of AUM, Fixed fees, Performance Based |
| 3 | 4275 Executive Square, 5th Floor, La Jolla, CA, 92037 | $22,214,086,907 | 9220 | 141 | A percentage of AUM, Fixed fees, Performance Based |
| 4 | 4225 Executive Square, Suite 1600 La Jolla, CA, 92037 | $14,179,117,235 | 64 | 84 | A percentage of AUM, Fixed fees, Performance Based |
| 5 | 7724 Girard Avenue, Suite 300 La Jolla, CA, 92037 | $2,579,641,000 | 3 | 12 | A percentage of AUM, Performance Based |
| 6 | 875 Prospect Street, Suite 315 La Jolla, CA, 92037 | $2,441,972,009 | 3059 | 32 | A percentage of AUM |
| 7 | 4225 Executive Square, Suite 1600 La Jolla, CA, 92037 | $2,374,225,069 | 7 | 0 | A percentage of AUM, Performance Based |
| 8 | 1250 Prospect Street, Suite 01 La Jolla, CA, 92037 | $1,883,798,871 | 1288 | 18 | A percentage of AUM, Fixed fees |
| 9 | 888 Prospect St., Suite 220 La Jolla, CA, 92037 | $1,650,333,000 | 1070 | 17 | A percentage of AUM, Fixed fees, Performance Based |
| 10 | 7817 Ivanhoe Avenue, #310 La Jolla, CA, 92037 | $860,477,000 | 4 | 6 | A percentage of AUM, Performance Based |
| 11 | 7979 Ivanhoe Avenue, Suite 460 La Jolla, CA, 92037 | $736,000,000 | 6 | 9 | A percentage of AUM, Performance Based |
| 12 | 7817 Ivanhoe Avenue, Suite 200 La Jolla, CA, 92037 | $603,233,682 | 51 | 9 | A percentage of AUM, Performance Based |
| 13 | 7825 Fay Avenue, Suite 210 La Jolla, CA, 92037 | $507,074,427 | 1218 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | Wall Street Building, 7855 Ivanhoe Avenue, Suite 420 La Jolla, CA, 92037 | $398,345,100 | 776 | 3 | A percentage of AUM, Fixed fees |
| 15 | 4225 Executive Square, Suite 1030 La Jolla, CA, 92037 | $324,293,260 | 954 | 8 | 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
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
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
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
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
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)
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)
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)
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
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
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
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
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
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
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
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