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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 - June 12, 2024

Los Angeles has 17 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 16 years of experience.

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List of Qualified Retirement Planning Advisors in Los Angeles, California

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Guillermo Saade
Prudential

Qualifications
CRD# 6894298
Firm CRD# 5685
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Michael 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

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Michael 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

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Christian 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

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Andrew 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

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Andrew Selu
Edelman Financial Engines, LLC

Qualifications
CRD# 6281487
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Matthew 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

advisor-photo

Qualifications
Firm CRD# 135281

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, Estate Planning & Trusts.

Compensation/Fee

Fee-Only

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Jeff Kritzberg
Prudential

Qualifications
CRD# 6851282
Firm CRD# 5685
Series 6, 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Alano 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

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Michael 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

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Jaci Iannello
CFP®, CRPC®
Edelman Financial Engines, LLC

Qualifications
CRD# 6411855
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Dhillon 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

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Bryan Kiernan
CRPC®
Edelman Financial Engines, LLC

Qualifications
CRD# 6253237
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Ira 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

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Simon Reeves
CPWA®
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

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Roy 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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CAPITAL RESEARCH AND MANAGEMENT COMPANY
333 S Hope Street, 55th Floor
Los Angeles, CA, 90071-1406
$2,936,601,179,276183581331
A Percentage of AUM, Other (GROSS INVESTMENT INCOME)
2
ARES MANAGEMENT LLC
2000 Avenue Of The Stars, 12th Floor
Los Angeles, CA, 90067
$253,185,903,5294502378
A Percentage of AUM, Performance Based
3
OAKTREE CAPITAL MANAGEMENT, L.P.
333 South Grand Ave, 28th Floor
Los Angeles, CA, 90071
$151,313,799,778586908
A Percentage of AUM, Performance Based
4
PAYDEN & RYGEL
333 S. Grand Avenue, 40th Floor
Los Angeles, CA, 90071
$126,894,613,939888183
A Percentage of AUM, Fixed Fees, Performance Based
5
METROPOLITAN WEST ASSET MANAGEMENT LLC
515 South Flower Street,
Los Angeles, CA, 90071
$108,490,998,296154361
A Percentage of AUM, Fixed Fees, Performance Based
6
LEONARD GREEN & PARTNERS, L.P.
11111 Santa Monica Blvd., Suite 2000
Los Angeles, CA, 90025
$69,749,207,7987483
A Percentage of AUM, Performance Based
7
ARES CAPITAL MANAGEMENT LLC
2000 Avenue Of The Stars, 12th Floor
Los Angeles, CA, 90067-4733
$60,279,517,69039438
A Percentage of AUM, Performance Based
8
TCW ASSET MANAGEMENT COMPANY LLC
515 South Flower Street,
Los Angeles, CA, 90071
$54,236,898,080256424
A Percentage of AUM, Fixed Fees, Performance Based
9
CRESCENT CAPITAL GROUP LP
11100 Santa Monica Blvd., Suite 2000
Los Angeles, CA, 90025
$43,217,956,905151212
A Percentage of AUM, Performance Based
10
CAPITAL INTERNATIONAL, INC.
333 South Hope Street,
Los Angeles, CA, 90071-1406
$42,352,573,385135235
A Percentage of AUM, Performance Based
11
ARISTOTLE CAPITAL MANAGEMENT, LLC
11100 Santa Monica Blvd, Suite 1700
Los Angeles, CA, 90025-0449
$40,491,721,6486139154
A Percentage of AUM, Fixed Fees, Performance Based
12
TCW INVESTMENT MANAGEMENT COMPANY LLC
515 South Flower Street,
Los Angeles, CA, 90071
$37,893,595,6804899410
A Percentage of AUM, Performance Based
13
CAUSEWAY CAPITAL MANAGEMENT LLC
11111 Santa Monica Boulevard, 15th Floor
Los Angeles, CA, 90025
$34,947,149,404117100
A Percentage of AUM, Performance Based
14
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
333 South Hope Street,
Los Angeles, CA, 90071
$34,013,068,24010998176
A Percentage of AUM
15
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
2000 Avenue Of The Stars, Suite 1110
Los Angeles, CA, 90067
$33,531,267,17426684114
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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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