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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 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 Los Angeles, California
Last Updated - May 14, 2025Los Angeles has 17 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 215 non-vetted advisors in your local area. These retirement advisors in Los Angeles, California have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Los Angeles, California
VERIFIEDGuillermo Saade
Prudential
Qualifications
CRD# 6894298
Firm CRD# 8733
Series 7, 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
Not Specified
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
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
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
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
VERIFIEDX Advisors, LLC
CFP®
Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 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, 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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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
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
VERIFIEDMichael DeSantis
CFP®
Farther Finance LLC
Qualifications
CRD# 6320795
Firm CRD# 302050
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDIra Zito
CFP®, ChFC®
Financial Peak
Qualifications
CRD# 2621037
Firm CRD# 318061
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
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 | 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406 | $3,315,358,763,219 | 22262 | 1384 | A percentage of AUM, Other (GROSS INVESTMENT INCOME) |
| 2 | 1800 Avenue Of The Stars, Suite 1400 Los Angeles, CA, 90067 | $314,926,162,888 | 535 | 2919 | A percentage of AUM, Performance Based |
| 3 | 333 South Grand Ave, 28th Floor Los Angeles, CA, 90071 | $161,477,442,132 | 637 | 853 | A percentage of AUM, Performance Based |
| 4 | 333 S. Grand Avenue, 40th Floor Los Angeles, CA, 90071 | $142,283,304,330 | 869 | 183 | A percentage of AUM, Fixed fees, Performance Based |
| 5 | 515 South Flower Street, Los Angeles, CA, 90071 | $102,770,713,223 | 146 | 348 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 11111 Santa Monica Blvd., Suite 2000 Los Angeles, CA, 90025 | $77,831,733,868 | 84 | 87 | A percentage of AUM, Performance Based |
| 7 | 1800 Avenue Of The Stars, Suite 1400 Los Angeles, CA, 90067 | $68,586,996,767 | 44 | 654 | A percentage of AUM, Performance Based |
| 8 | 515 South Flower Street, Los Angeles, CA, 90071 | $64,193,181,956 | 234 | 423 | A percentage of AUM, Fixed fees, Performance Based |
| 9 | 333 South Hope Street, Los Angeles, CA, 90071-1406 | $46,051,262,193 | 138 | 251 | A percentage of AUM, Performance Based |
| 10 | 11100 Santa Monica Blvd, Suite 1700 Los Angeles, CA, 90025-0449 | $43,668,924,063 | 5998 | 164 | A percentage of AUM, Fixed fees, Performance Based |
| 11 | 11100 Santa Monica Blvd., Suite 2000 Los Angeles, CA, 90025 | $42,557,268,774 | 153 | 229 | A percentage of AUM, Performance Based |
| 12 | 2000 Avenue Of The Stars, Suite 1110 Los Angeles, CA, 90067 | $41,186,294,289 | 28081 | 115 | A percentage of AUM, Fixed fees, Performance Based |
| 13 | 11111 Santa Monica Boulevard, 15th Floor Los Angeles, CA, 90025 | $40,571,254,812 | 206 | 106 | A percentage of AUM, Performance Based |
| 14 | 515 South Flower Street, Los Angeles, CA, 90071 | $39,896,609,596 | 4569 | 403 | A percentage of AUM, Performance Based |
| 15 | 333 South Hope Street, Los Angeles, CA, 90071 | $38,338,581,704 | 11233 | 176 | A percentage of AUM |
Information on Top Retirement Planning firms in Los Angeles, California
QualificationsFirm CRD# 110885
Assets Under Management $3,315,358,763,219
No. Of Clients22262
Clients Per Financial Advisor16
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 22262 clients. The team consists of 1384 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other (PORTFOLIO MANAGEMENT FOR SMA AND WRAP FEE PROGRAMS)
QualificationsFirm CRD# 130074
Assets Under Management $314,926,162,888
No. Of Clients535
Clients Per Financial Advisor0
ARES MANAGEMENT LLC is a financial advisory firm situated in Los Angeles, California. With a nearly $315B assets under management, the firm specializes in crafting personalized retirement planning solutions for 535 clients. The team consists of 2919 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
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 106793
Assets Under Management $161,477,442,132
No. Of Clients637
Clients Per Financial Advisor1
OAKTREE CAPITAL MANAGEMENT, L.P. is a financial advisory firm situated in Los Angeles, California. With a nearly $161B assets under management, the firm specializes in crafting personalized retirement planning solutions for 637 clients. The team consists of 853 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# 107160
Assets Under Management $142,283,304,330
No. Of Clients869
Clients Per Financial Advisor5
PAYDEN & RYGEL is a financial advisory firm situated in Los Angeles, California. With a nearly $142B assets under management, the firm specializes in crafting personalized retirement planning solutions for 869 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (PORTFOLIO MANAGEMENT FOR PENSION AND PROFIT SHARING PLANS)
QualificationsFirm CRD# 104571
Assets Under Management $102,770,713,223
No. Of Clients146
Clients Per Financial Advisor0
METROPOLITAN WEST ASSET MANAGEMENT LLC is a financial advisory firm situated in Los Angeles, California. With a nearly $103B assets under management, the firm specializes in crafting personalized retirement planning solutions for 146 clients. The team consists of 348 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 businesses or institutional clients
- Other (PORTFOLIO MANAGEMENT FOR WRAP FEE PROGRAMS.)
QualificationsFirm CRD# 158164
Assets Under Management $77,831,733,868
No. Of Clients84
Clients Per Financial Advisor1
LEONARD GREEN & PARTNERS, L.P. is a financial advisory firm situated in Los Angeles, California. With a nearly $78B assets under management, the firm specializes in crafting personalized retirement planning solutions for 84 clients. The team consists of 87 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# 131619
Assets Under Management $68,586,996,767
No. Of Clients44
Clients Per Financial Advisor0
ARES CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Los Angeles, California. With a nearly $69B assets under management, the firm specializes in crafting personalized retirement planning solutions for 44 clients. The team consists of 654 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
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 105742
Assets Under Management $64,193,181,956
No. Of Clients234
Clients Per Financial Advisor1
TCW ASSET MANAGEMENT COMPANY LLC is a financial advisory firm situated in Los Angeles, California. With a nearly $64B assets under management, the firm specializes in crafting personalized retirement planning solutions for 234 clients. The team consists of 423 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# 110682
Assets Under Management $46,051,262,193
No. Of Clients138
Clients Per Financial Advisor1
CAPITAL INTERNATIONAL, INC. is a financial advisory firm situated in Los Angeles, California. With a nearly $46B assets under management, the firm specializes in crafting personalized retirement planning solutions for 138 clients. The team consists of 251 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
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 109876
Assets Under Management $43,668,924,063
No. Of Clients5998
Clients Per Financial Advisor37
ARISTOTLE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Los Angeles, California. With a nearly $44B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5998 clients. The team consists of 164 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# 153966
Assets Under Management $42,557,268,774
No. Of Clients153
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 153 clients. The team consists of 229 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
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 104599
Assets Under Management $41,186,294,289
No. Of Clients28081
Clients Per Financial Advisor244
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Los Angeles, California. With a nearly $41B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28081 clients. The team consists of 115 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 113308
Assets Under Management $40,571,254,812
No. Of Clients206
Clients Per Financial Advisor2
CAUSEWAY CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Los Angeles, California. With a nearly $41B assets under management, the firm specializes in crafting personalized retirement planning solutions for 206 clients. The team consists of 106 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# 106546
Assets Under Management $39,896,609,596
No. Of Clients4569
Clients Per Financial Advisor11
TCW INVESTMENT MANAGEMENT COMPANY 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 4569 clients. The team consists of 403 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
- Other (PORTFOLIO MANAGEMENT FOR WRAP FEE PROGRAMS)
QualificationsFirm CRD# 312837
Assets Under Management $38,338,581,704
No. Of Clients11233
Clients Per Financial Advisor64
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. 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 11233 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
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