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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 - April 24, 2025

Los Angeles has 16 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 24 years of experience.

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List of Qualified Retirement Planning Advisors in Los Angeles, California

advisor
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Guillermo 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

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advisor

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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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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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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advisor
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X 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

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advisor
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Matthew 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

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advisor

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, Based on Assets

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advisor
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Pure 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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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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advisor
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Jarret 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

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advisor
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Michael 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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

333 S Hope Street, 55th Floor
Los Angeles, CA, 90071-1406
$3,315,358,763,219222621384
A percentage of AUM, Other (GROSS INVESTMENT INCOME)
2

1800 Avenue Of The Stars, Suite 1400
Los Angeles, CA, 90067
$314,926,162,8885352919
A percentage of AUM, Performance Based
3

333 South Grand Ave, 28th Floor
Los Angeles, CA, 90071
$161,477,442,132637853
A percentage of AUM, Performance Based
4

333 S. Grand Avenue, 40th Floor
Los Angeles, CA, 90071
$142,283,304,330869183
A percentage of AUM, Fixed fees, Performance Based
5

515 South Flower Street,
Los Angeles, CA, 90071
$102,770,713,223146348
A percentage of AUM, Fixed fees, Performance Based
6

11111 Santa Monica Blvd., Suite 2000
Los Angeles, CA, 90025
$77,831,733,8688487
A percentage of AUM, Performance Based
7

1800 Avenue Of The Stars, Suite 1400
Los Angeles, CA, 90067
$68,586,996,76744654
A percentage of AUM, Performance Based
8

515 South Flower Street,
Los Angeles, CA, 90071
$64,193,181,956234423
A percentage of AUM, Fixed fees, Performance Based
9

333 South Hope Street,
Los Angeles, CA, 90071-1406
$46,051,262,193138251
A percentage of AUM, Performance Based
10

11100 Santa Monica Blvd, Suite 1700
Los Angeles, CA, 90025-0449
$43,668,924,0635998164
A percentage of AUM, Fixed fees, Performance Based
11

11100 Santa Monica Blvd., Suite 2000
Los Angeles, CA, 90025
$42,557,268,774153229
A percentage of AUM, Performance Based
12

2000 Avenue Of The Stars, Suite 1110
Los Angeles, CA, 90067
$41,186,294,28928081115
A percentage of AUM, Fixed fees, Performance Based
13

11111 Santa Monica Boulevard, 15th Floor
Los Angeles, CA, 90025
$40,571,254,812206106
A percentage of AUM, Performance Based
14

515 South Flower Street,
Los Angeles, CA, 90071
$39,896,609,5964569403
A percentage of AUM, Performance Based
15

333 South Hope Street,
Los Angeles, CA, 90071
$38,338,581,70411233176
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)
View Full Profile

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
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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
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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)
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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.)
View Full Profile

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
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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
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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
View Full Profile

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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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)
View Full Profile

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
View Full Profile

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