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Find Retirement Advisors for Retirement Planning in Larkspur, 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 you 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 registrations check. 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 Larkspur, California
Last Updated - October 8, 2024Larkspur has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 18 non-vetted advisors in your local area. These retirement advisors in Larkspur, California have an average of 28 years of experience.
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List of Qualified Retirement Planning Advisors in Larkspur, California
VERIFIEDDavid Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDThe Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP®, CIMA®, AIF®
Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 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
Fee-Based, Based on Assets
VERIFIEDParker O'Sullivan
CRPS®
Farther
Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDDavid Bobrowsky
CFP®, CLU®, Chartered SRI Counselor, ChFC®
Gateway Financial Advisors, Inc.
Qualifications
CRD# 4261724
Firm CRD# 39543
Series 7, 66
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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJohn Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65
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
Fee-Based
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Larkspur, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | TSG CONSUMER PARTNERS LP 1100 Larkspur Landing Circle, Suite 360 Larkspur, CA, 94939 | $18,703,791,692 | 19 | 68 | A Percentage of AUM, Other (CARRIED INTEREST) |
| 2 | FORESITE CAPITAL 900 Larkspur Landing Circle, Suite 150 Larkspur, CA, 94939 | $3,590,955,427 | 10 | 56 | A Percentage of AUM, Performance Based |
| 3 | RAUB BROCK CAPITAL MANAGEMENT, LP 700 Larkspur Landing Circle, Suite 240 Larkspur, CA, 94939 | $2,812,489,542 | 6720 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | SEAFARER CAPITAL PARTNERS, LLC 900 Larkspur Landing Circle, Suite 115 Larkspur, CA, 94939 | $2,211,242,268 | 2 | 17 | A Percentage of AUM |
| 5 | BONDBLOXX 700 Larkspur Landing Circle, Suite 250 Larkspur, CA, 94939 | $2,101,312,000 | 19 | 15 | A Percentage of AUM |
| 6 | LITMAN GREGORY WEALTH MANAGEMENT, LLC 1100 Larkspur Landing Circle, Suite 300 Larkspur, CA, 94939 | $1,992,719,165 | 1605 | 27 | A Percentage of AUM, Fixed Fees |
| 7 | TENSILE CAPITAL MANAGEMENT LP 700 Larkspur Landing Circle, Suite 255 Larkspur, CA, 94939 | $1,784,285,262 | 6 | 12 | A Percentage of AUM, Performance Based |
| 8 | URBAN INVESTMENT ADVISORS 700 Larkspur Landing Circle, Suite 199 Larkspur, CA, 94939 | $1,741,304,804 | 11 | 3 | A Percentage of AUM, Fixed Fees, Performance Based |
| 9 | AMERICAN PACIFIC GROUP 80 E Sir Francis Drake Boulevard, Suite 2m Larkspur, CA, 94939 | $1,322,129,644 | 4 | 18 | A Percentage of AUM, Performance Based |
| 10 | FORT BAKER CAPITAL MANAGEMENT LP 700 Larkspur Landing Circle, Suite 275 Larkspur, CA, 94939 | $787,293,774 | 6 | 11 | A Percentage of AUM, Performance Based |
| 11 | MERITAS WEALTH MANAGEMENT, LLC 100 Larkspur Landing Circle, Ste. 110 Larkspur, CA, 94939 | $523,175,221 | 967 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | MARIN FINANCIAL ADVISORS LLC 80 East Sir Francis Drake Blvd, Suite 1a Larkspur, CA, 94939 | $403,141,174 | 497 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | SHIRA RIDGE WEALTH MANAGEMENT 100 Larkspur Landing Circle, #203 Larkspur, CA, 94939 | $219,293,617 | 719 | 4 | A Percentage of AUM |
| 14 | CROWN ADVISORS MANAGEMENT, INC. 17 E Sir Francis Drake Blvd, Suite #201 Larkspur, CA, 94939 | $196,684,970 | 1 | 3 | A Percentage of AUM, Performance Based |
| 15 | PORTICO WEALTH ADVISORS, LLC 17 E. Sir Francis Drake Blvd., Suite 218 Larkspur, CA, 94939 | $191,375,017 | 265 | 4 | A Percentage of AUM |
Information on Top Retirement Planning firms in Larkspur, California
QualificationsFirm CRD# 160826
Assets Under Management $18,703,791,692
No. Of Clients19
Clients Per Financial Advisor0
TSG CONSUMER PARTNERS LP is a financial advisory firm situated in Larkspur, California. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 68 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (CARRIED INTEREST)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 162823
Assets Under Management $3,590,955,427
No. Of Clients10
Clients Per Financial Advisor0
FORESITE CAPITAL is a financial advisory firm situated in Larkspur, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 56 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
QualificationsFirm CRD# 153994
Assets Under Management $2,812,489,542
No. Of Clients6720
Clients Per Financial Advisor840
RAUB BROCK CAPITAL MANAGEMENT, LP is a financial advisory firm situated in Larkspur, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6720 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 158671
Assets Under Management $2,211,242,268
No. Of Clients2
Clients Per Financial Advisor0
SEAFARER CAPITAL PARTNERS, LLC is a financial advisory firm situated in Larkspur, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
Financial Planning Services
- Portfolio Management for Investment
QualificationsFirm CRD# 317318
Assets Under Management $2,101,312,000
No. Of Clients19
Clients Per Financial Advisor1
BONDBLOXX is a financial advisory firm situated in Larkspur, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 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
Financial Planning Services
- Portfolio Management for Investment
QualificationsFirm CRD# 107611
Assets Under Management $1,992,719,165
No. Of Clients1605
Clients Per Financial Advisor59
LITMAN GREGORY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Larkspur, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1605 clients. The team consists of 27 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 164161
Assets Under Management $1,784,285,262
No. Of Clients6
Clients Per Financial Advisor1
TENSILE CAPITAL MANAGEMENT LP is a financial advisory firm situated in Larkspur, California. With a nearly $2B 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
QualificationsFirm CRD# 222524
Assets Under Management $1,741,304,804
No. Of Clients11
Clients Per Financial Advisor4
URBAN INVESTMENT ADVISORS is a financial advisory firm situated in Larkspur, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 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
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 306218
Assets Under Management $1,322,129,644
No. Of Clients4
Clients Per Financial Advisor0
AMERICAN PACIFIC GROUP is a financial advisory firm situated in Larkspur, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 282926
Assets Under Management $787,293,774
No. Of Clients6
Clients Per Financial Advisor1
FORT BAKER CAPITAL MANAGEMENT LP is a financial advisory firm situated in Larkspur, California. With a nearly $787M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 148565
Assets Under Management $523,175,221
No. Of Clients967
Clients Per Financial Advisor81
MERITAS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Larkspur, California. With a nearly $523M assets under management, the firm specializes in crafting personalized retirement planning solutions for 967 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 135872
Assets Under Management $403,141,174
No. Of Clients497
Clients Per Financial Advisor166
MARIN FINANCIAL ADVISORS LLC is a financial advisory firm situated in Larkspur, California. With a nearly $403M assets under management, the firm specializes in crafting personalized retirement planning solutions for 497 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 117627
Assets Under Management $219,293,617
No. Of Clients719
Clients Per Financial Advisor180
SHIRA RIDGE WEALTH MANAGEMENT is a financial advisory firm situated in Larkspur, California. With a nearly $219M assets under management, the firm specializes in crafting personalized retirement planning solutions for 719 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 109720
Assets Under Management $196,684,970
No. Of Clients1
Clients Per Financial Advisor0
CROWN ADVISORS MANAGEMENT, INC. is a financial advisory firm situated in Larkspur, California. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 151794
Assets Under Management $191,375,017
No. Of Clients265
Clients Per Financial Advisor66
PORTICO WEALTH ADVISORS, LLC is a financial advisory firm situated in Larkspur, California. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 265 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
- Portfolio Management for Individuals
- Portfolio Management for Business
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