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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 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 Larkspur, California
Last Updated - April 25, 2025Larkspur has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 21 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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 Finance, LLC
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
VERIFIEDQualifications
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
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 | 1100 Larkspur Landing Circle, Suite 360 Larkspur, CA, 94939 | $16,275,104,871 | 21 | 71 | A percentage of AUM, Other (CARRIED INTEREST) |
| 2 | 60 E. Sir Francis Drake Blvd., Suite 200a Larkspur, CA, 94939 | $3,533,340,127 | 2 | 19 | A percentage of AUM |
| 3 | 900 Larkspur Landing Circle, Suite 150 Larkspur, CA, 94939 | $3,456,500,661 | 10 | 54 | A percentage of AUM, Performance Based |
| 4 | 700 Larkspur Landing Circle, Suite 240 Larkspur, CA, 94939 | $3,224,358,789 | 7179 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 700 Larkspur Landing Circle, Suite 210 Larkspur, CA, 94939 | $3,109,972,630 | 25 | 20 | A percentage of AUM, Performance Based |
| 6 | 700 Larkspur Landing Circle, Suite 199 Larkspur, CA, 94939 | $2,557,404,871 | 12 | 3 | A percentage of AUM, Fixed fees, Performance Based |
| 7 | 700 Larkspur Landing Circle, Suite 250 Larkspur, CA, 94939 | $2,512,717,056 | 20 | 21 | A percentage of AUM |
| 8 | 1100 Larkspur Landing Circle, Suite 300 Larkspur, CA, 94939 | $2,411,865,613 | 1890 | 25 | A percentage of AUM, Fixed fees |
| 9 | 700 Larkspur Landing Circle, Suite 255 Larkspur, CA, 94939 | $1,908,965,335 | 6 | 11 | A percentage of AUM, Performance Based |
| 10 | 80 E Sir Francis Drake Boulevard, Suite 2m Larkspur, CA, 94939 | $1,450,700,205 | 4 | 23 | A percentage of AUM, Performance Based |
| 11 | 700 Larkspur Landing Circle, Suite 275 Larkspur, CA, 94939 | $1,244,017,044 | 8 | 12 | A percentage of AUM, Performance Based |
| 12 | 100 Larkspur Landing Circle, Ste. 110 Larkspur, CA, 94939 | $483,839,170 | 902 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 1100 Larkspur Landing Circle, #355 Larkspur, CA, 94939 | $480,770,894 | 986 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 80 East Sir Francis Drake Blvd, Suite 1a Larkspur, CA, 94939 | $448,446,910 | 495 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 17 E. Sir Francis Drake Blvd., Suite 218 Larkspur, CA, 94939 | $232,348,843 | 296 | 4 | A percentage of AUM |
Information on Top Retirement Planning firms in Larkspur, California
QualificationsFirm CRD# 160826
Assets Under Management $16,275,104,871
No. Of Clients21
Clients Per Financial Advisor0
TSG CONSUMER PARTNERS LP is a financial advisory firm situated in Larkspur, California. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 71 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 vehicles
QualificationsFirm CRD# 158671
Assets Under Management $3,533,340,127
No. Of Clients2
Clients Per Financial Advisor0
SEAFARER CAPITAL PARTNERS, LLC 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 2 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
Financial Planning Services
- Portfolio management for investment companies
QualificationsFirm CRD# 162823
Assets Under Management $3,456,500,661
No. Of Clients10
Clients Per Financial Advisor0
FORESITE CAPITAL 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 10 clients. The team consists of 54 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# 153994
Assets Under Management $3,224,358,789
No. Of Clients7179
Clients Per Financial Advisor798
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 7179 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
- 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
QualificationsFirm CRD# 170064
Assets Under Management $3,109,972,630
No. Of Clients25
Clients Per Financial Advisor1
JACKSON SQUARE PARTNERS, LLC 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 25 clients. The team consists of 20 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# 222524
Assets Under Management $2,557,404,871
No. Of Clients12
Clients Per Financial Advisor4
URBAN INVESTMENT ADVISORS 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 12 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (SPECIFIED MANAGEMENT SERVICES (ON REQUEST))
QualificationsFirm CRD# 317318
Assets Under Management $2,512,717,056
No. Of Clients20
Clients Per Financial Advisor1
BONDBLOXX 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 20 clients. The team consists of 21 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 companies
QualificationsFirm CRD# 107611
Assets Under Management $2,411,865,613
No. Of Clients1890
Clients Per Financial Advisor76
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 1890 clients. The team consists of 25 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 164161
Assets Under Management $1,908,965,335
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 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 vehicles
QualificationsFirm CRD# 306218
Assets Under Management $1,450,700,205
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 23 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# 282926
Assets Under Management $1,244,017,044
No. Of Clients8
Clients Per Financial Advisor1
FORT BAKER CAPITAL MANAGEMENT LP 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 8 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 investment companies
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 148565
Assets Under Management $483,839,170
No. Of Clients902
Clients Per Financial Advisor82
MERITAS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Larkspur, California. With a nearly $484M assets under management, the firm specializes in crafting personalized retirement planning solutions for 902 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 108906
Assets Under Management $480,770,894
No. Of Clients986
Clients Per Financial Advisor123
FINANCIAL CONNECTIONS GROUP, INC. is a financial advisory firm situated in Larkspur, California. With a nearly $481M assets under management, the firm specializes in crafting personalized retirement planning solutions for 986 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
- Other (TAX PREPARATION)
QualificationsFirm CRD# 135872
Assets Under Management $448,446,910
No. Of Clients495
Clients Per Financial Advisor248
MARIN FINANCIAL ADVISORS LLC is a financial advisory firm situated in Larkspur, California. With a nearly $448M assets under management, the firm specializes in crafting personalized retirement planning solutions for 495 clients. The team consists of 2 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
- Pesnsion consulting services
QualificationsFirm CRD# 151794
Assets Under Management $232,348,843
No. Of Clients296
Clients Per Financial Advisor74
PORTICO WEALTH ADVISORS, LLC is a financial advisory firm situated in Larkspur, California. With a nearly $232M assets under management, the firm specializes in crafting personalized retirement planning solutions for 296 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
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