National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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 - May 23, 2024

Larkspur has 6 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 22 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Larkspur, California

advisor-photo
vector.svg VERIFIED

David 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

advisor-photo
vector.svg VERIFIED

Kristie Cahill
CFP®, CEP®
Haven Wealth Management

Qualifications
CRD# 4439727
Firm CRD# 281213
Series 66

Minimum Assets Required
$250,000

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, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo
vector.svg VERIFIED

David 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

advisor-photo
vector.svg VERIFIED

Mark Sikich
Edelman Financial Engines, LLC

Qualifications
CRD# 6106786
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
TSG CONSUMER PARTNERS LP
1100 Larkspur Landing Circle, Suite 360
Larkspur, CA, 94939
$18,703,791,6921968
A Percentage of AUM, Other (CARRIED INTEREST)
2
FORESITE CAPITAL
900 Larkspur Landing Circle, Suite 150
Larkspur, CA, 94939
$3,590,955,4271056
A Percentage of AUM, Performance Based
3
RAUB BROCK CAPITAL MANAGEMENT, LP
700 Larkspur Landing Circle, Suite 240
Larkspur, CA, 94939
$2,812,489,54267208
A Percentage of AUM, Hourly charges, Fixed Fees
4
SEAFARER CAPITAL PARTNERS, LLC
900 Larkspur Landing Circle, Suite 115
Larkspur, CA, 94939
$2,211,242,268217
A Percentage of AUM
5
BONDBLOXX
700 Larkspur Landing Circle, Suite 250
Larkspur, CA, 94939
$2,101,312,0001915
A Percentage of AUM
6
LITMAN GREGORY WEALTH MANAGEMENT, LLC
1100 Larkspur Landing Circle, Suite 300
Larkspur, CA, 94939
$1,992,719,165160527
A Percentage of AUM, Fixed Fees
7
TENSILE CAPITAL MANAGEMENT LP
700 Larkspur Landing Circle, Suite 255
Larkspur, CA, 94939
$1,784,285,262612
A Percentage of AUM, Performance Based
8
URBAN INVESTMENT ADVISORS
700 Larkspur Landing Circle, Suite 199
Larkspur, CA, 94939
$1,741,304,804113
A Percentage of AUM, Fixed Fees, Performance Based
9
AMERICAN PACIFIC GROUP
80 E Sir Francis Drake Boulevard, Suite 2m
Larkspur, CA, 94939
$1,322,129,644418
A Percentage of AUM, Performance Based
10
FORT BAKER CAPITAL MANAGEMENT LP
700 Larkspur Landing Circle, Suite 275
Larkspur, CA, 94939
$787,293,774611
A Percentage of AUM, Performance Based
11
MERITAS WEALTH MANAGEMENT, LLC
100 Larkspur Landing Circle, Ste. 110
Larkspur, CA, 94939
$523,175,22196712
A Percentage of AUM, Hourly charges, Fixed Fees
12
MARIN FINANCIAL ADVISORS LLC
80 East Sir Francis Drake Blvd, Suite 1a
Larkspur, CA, 94939
$403,141,1744973
A Percentage of AUM, Hourly charges, Fixed Fees
13
SHIRA RIDGE WEALTH MANAGEMENT
100 Larkspur Landing Circle, #203
Larkspur, CA, 94939
$219,293,6177194
A Percentage of AUM
14
CROWN ADVISORS MANAGEMENT, INC.
17 E Sir Francis Drake Blvd, Suite #201
Larkspur, CA, 94939
$196,684,97013
A Percentage of AUM, Performance Based
15
PORTICO WEALTH ADVISORS, LLC
17 E. Sir Francis Drake Blvd., Suite 218
Larkspur, CA, 94939
$191,375,0172654
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners