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Find Retirement Advisors for Retirement Planning in Los Angeles, 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 Los Angeles, California
Last Updated - April 20, 2024Los Angeles has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 206 non-vetted advisors in your local area. These retirement advisors in Los Angeles, California have an average of 17 years of experience.
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List of Qualified Retirement Planning Advisors in Los Angeles, California
VERIFIEDMichael Macauley
CFP®, CFA®
Signature Estate & Investment Advisors (SEIA)
Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63
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 Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMichael Cannone
Westmount Partners
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Minimum Assets Required
$3,000,000
Advisory Services:
Financial Planning, Portfolio Management, 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, Based on Assets
VERIFIEDChristian Johnson
CFP®
California Financial Partners
Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Based
VERIFIEDAndrew Eddy
CFP®, CLU®, AIF®, ChFC®
Eddy Financial, LLC
Qualifications
CRD# 3000011
Firm CRD# 290208
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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Not Specified
VERIFIEDDaniel Scott Johnson
CRPC®
Windfall Advisors
Qualifications
CRD# 5819978
Firm CRD# 309261
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
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.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDIra Zito
CFP®, ChFC®
Financial Peak
Qualifications
CRD# 2621037
Firm CRD# 318061
Series 7, 9, 10, 63, 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDMatthew Pixa
My Portfolio Guide
Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only
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
VERIFIEDAlano Massi
CFP®
Palm Capital Management
Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMichael Lynch
Lynch Financial Advisors
Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65
Minimum Assets Required
$0
Advisory Services:
Tax Advice and Services.
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDDhillon Taylor
CFP®
Secura Financial Planning & Wealth Management
Qualifications
CRD# 6475318
Firm CRD# 137324
Series 7, 66
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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDSimon Reeves
Pasadena Private Wealth
Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDRoy Sherman
CFP®, CFA
Sherman Asset Management
Qualifications
CRD# 6312263
Firm CRD# 170861
Series 65
Minimum Assets Required
$0
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
VERIFIEDNathan Wallace
Savvy Advisors Inc
Qualifications
CRD# 5646552
Firm CRD# 1111
Series 65
Minimum Assets Required
$250,000
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.
Compensation/Fee
Fee-Only, Hourly, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Los Angeles, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406 | $2,936,601,179,276 | 18358 | 1331 | A Percentage of AUM, Other (GROSS INVESTMENT INCOME) |
| 2 | ARES MANAGEMENT LLC 2000 Avenue Of The Stars, 12th Floor Los Angeles, CA, 90067 | $253,185,903,529 | 450 | 2378 | A Percentage of AUM, Performance Based |
| 3 | OAKTREE CAPITAL MANAGEMENT, L.P. 333 South Grand Ave, 28th Floor Los Angeles, CA, 90071 | $151,313,799,778 | 586 | 908 | A Percentage of AUM, Performance Based |
| 4 | PAYDEN & RYGEL 333 S. Grand Avenue, 40th Floor Los Angeles, CA, 90071 | $126,894,613,939 | 888 | 183 | A Percentage of AUM, Fixed Fees, Performance Based |
| 5 | METROPOLITAN WEST ASSET MANAGEMENT LLC 515 South Flower Street, Los Angeles, CA, 90071 | $108,490,998,296 | 154 | 361 | A Percentage of AUM, Fixed Fees, Performance Based |
| 6 | LEONARD GREEN & PARTNERS, L.P. 11111 Santa Monica Blvd., Suite 2000 Los Angeles, CA, 90025 | $69,749,207,798 | 74 | 83 | A Percentage of AUM, Performance Based |
| 7 | ARES CAPITAL MANAGEMENT LLC 2000 Avenue Of The Stars, 12th Floor Los Angeles, CA, 90067-4733 | $60,279,517,690 | 39 | 438 | A Percentage of AUM, Performance Based |
| 8 | TCW ASSET MANAGEMENT COMPANY LLC 515 South Flower Street, Los Angeles, CA, 90071 | $54,236,898,080 | 256 | 424 | A Percentage of AUM, Fixed Fees, Performance Based |
| 9 | CRESCENT CAPITAL GROUP LP 11100 Santa Monica Blvd., Suite 2000 Los Angeles, CA, 90025 | $43,217,956,905 | 151 | 212 | A Percentage of AUM, Performance Based |
| 10 | CAPITAL INTERNATIONAL, INC. 333 South Hope Street, Los Angeles, CA, 90071-1406 | $42,352,573,385 | 135 | 235 | A Percentage of AUM, Performance Based |
| 11 | ARISTOTLE CAPITAL MANAGEMENT, LLC 11100 Santa Monica Blvd, Suite 1700 Los Angeles, CA, 90025-0449 | $40,491,721,648 | 6139 | 154 | A Percentage of AUM, Fixed Fees, Performance Based |
| 12 | TCW INVESTMENT MANAGEMENT COMPANY LLC 515 South Flower Street, Los Angeles, CA, 90071 | $37,893,595,680 | 4899 | 410 | A Percentage of AUM, Performance Based |
| 13 | CAUSEWAY CAPITAL MANAGEMENT LLC 11111 Santa Monica Boulevard, 15th Floor Los Angeles, CA, 90025 | $34,947,149,404 | 117 | 100 | A Percentage of AUM, Performance Based |
| 14 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. 333 South Hope Street, Los Angeles, CA, 90071 | $34,013,068,240 | 10998 | 176 | A Percentage of AUM |
| 15 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC 2000 Avenue Of The Stars, Suite 1110 Los Angeles, CA, 90067 | $33,531,267,174 | 26684 | 114 | A Percentage of AUM, Fixed Fees, Performance Based |
Information on Top Retirement Planning firms in Los Angeles, California
QualificationsFirm CRD# 110885
Assets Under Management $2,936,601,179,276
No. Of Clients18358
Clients Per Financial Advisor14
CAPITAL RESEARCH AND MANAGEMENT COMPANY is a financial advisory firm situated in Los Angeles, California. With a nearly $3T assets under management, the firm specializes in crafting personalized retirement planning solutions for 18358 clients. The team consists of 1331 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (GROSS INVESTMENT INCOME)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 130074
Assets Under Management $253,185,903,529
No. Of Clients450
Clients Per Financial Advisor0
ARES MANAGEMENT LLC is a financial advisory firm situated in Los Angeles, California. With a nearly $253B assets under management, the firm specializes in crafting personalized retirement planning solutions for 450 clients. The team consists of 2378 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
- Portfolio Management for Business
QualificationsFirm CRD# 106793
Assets Under Management $151,313,799,778
No. Of Clients586
Clients Per Financial Advisor1
OAKTREE CAPITAL MANAGEMENT, L.P. is a financial advisory firm situated in Los Angeles, California. With a nearly $151B assets under management, the firm specializes in crafting personalized retirement planning solutions for 586 clients. The team consists of 908 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 107160
Assets Under Management $126,894,613,939
No. Of Clients888
Clients Per Financial Advisor5
PAYDEN & RYGEL is a financial advisory firm situated in Los Angeles, California. With a nearly $127B assets under management, the firm specializes in crafting personalized retirement planning solutions for 888 clients. The team consists of 183 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 Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 104571
Assets Under Management $108,490,998,296
No. Of Clients154
Clients Per Financial Advisor0
METROPOLITAN WEST ASSET MANAGEMENT LLC is a financial advisory firm situated in Los Angeles, California. With a nearly $108B assets under management, the firm specializes in crafting personalized retirement planning solutions for 154 clients. The team consists of 361 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 Investment
- Portfolio Management for Business
QualificationsFirm CRD# 158164
Assets Under Management $69,749,207,798
No. Of Clients74
Clients Per Financial Advisor1
LEONARD GREEN & PARTNERS, L.P. is a financial advisory firm situated in Los Angeles, California. With a nearly $70B assets under management, the firm specializes in crafting personalized retirement planning solutions for 74 clients. The team consists of 83 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# 131619
Assets Under Management $60,279,517,690
No. Of Clients39
Clients Per Financial Advisor0
ARES CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Los Angeles, California. With a nearly $60B assets under management, the firm specializes in crafting personalized retirement planning solutions for 39 clients. The team consists of 438 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 105742
Assets Under Management $54,236,898,080
No. Of Clients256
Clients Per Financial Advisor1
TCW ASSET MANAGEMENT COMPANY LLC is a financial advisory firm situated in Los Angeles, California. With a nearly $54B assets under management, the firm specializes in crafting personalized retirement planning solutions for 256 clients. The team consists of 424 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 Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 153966
Assets Under Management $43,217,956,905
No. Of Clients151
Clients Per Financial Advisor1
CRESCENT CAPITAL GROUP LP is a financial advisory firm situated in Los Angeles, California. With a nearly $43B assets under management, the firm specializes in crafting personalized retirement planning solutions for 151 clients. The team consists of 212 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
- Portfolio Management for Business
QualificationsFirm CRD# 110682
Assets Under Management $42,352,573,385
No. Of Clients135
Clients Per Financial Advisor1
CAPITAL INTERNATIONAL, INC. is a financial advisory firm situated in Los Angeles, California. With a nearly $42B assets under management, the firm specializes in crafting personalized retirement planning solutions for 135 clients. The team consists of 235 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 109876
Assets Under Management $40,491,721,648
No. Of Clients6139
Clients Per Financial Advisor40
ARISTOTLE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Los Angeles, California. With a nearly $40B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6139 clients. The team consists of 154 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 Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 106546
Assets Under Management $37,893,595,680
No. Of Clients4899
Clients Per Financial Advisor12
TCW INVESTMENT MANAGEMENT COMPANY LLC is a financial advisory firm situated in Los Angeles, California. With a nearly $38B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4899 clients. The team consists of 410 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 113308
Assets Under Management $34,947,149,404
No. Of Clients117
Clients Per Financial Advisor1
CAUSEWAY CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Los Angeles, California. With a nearly $35B assets under management, the firm specializes in crafting personalized retirement planning solutions for 117 clients. The team consists of 100 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 312837
Assets Under Management $34,013,068,240
No. Of Clients10998
Clients Per Financial Advisor62
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. is a financial advisory firm situated in Los Angeles, California. With a nearly $34B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10998 clients. The team consists of 176 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 Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 104599
Assets Under Management $33,531,267,174
No. Of Clients26684
Clients Per Financial Advisor234
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Los Angeles, California. With a nearly $34B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26684 clients. The team consists of 114 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
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Looking for more choices? Use our free match service to compare retirement planners serving your area.