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Find Retirement Advisors for Retirement Planning in Lucerne Valley, 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.
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Top 15 Retirement Planning firms in Lucerne Valley, 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 | BLACKROCK FUND ADVISORS 400 Howard Street, San Francisco, CA, 94105 | $2,406,691,634,676 | 481 | 754 | A Percentage of AUM |
| 3 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive, Newport Beach, CA, 92660 | $2,248,547,388,863 | 2782 | 3177 | A Percentage of AUM, Performance Based |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street, San Francisco, CA, 94105 | $782,620,910,160 | 242041 | 1007 | A Percentage of AUM, Fixed Fees, Other (COSTS) |
| 5 | DODGE & COX 555 California Street, 40th Floor San Francisco, CA, 94104 | $322,933,193,102 | 762 | 295 | A Percentage of AUM |
| 6 | FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403 | $320,493,365,712 | 8136 | 283 | A Percentage of AUM, Performance Based |
| 7 | WESTERN ASSET MANAGEMENT COMPANY 385 E. Colorado Blvd., Pasadena, CA, 91101 | $319,983,641,290 | 35513 | 563 | A Percentage of AUM, Performance Based |
| 8 | 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 |
| 9 | FINANCIAL ENGINES ADVISORS L.L.C. 3315 Scott Blvd, 4th Floor Santa Clara, CA, 95054 | $241,970,176,743 | 1594707 | 1514 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Other (SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS) |
| 10 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC 100 Wilshire Blvd, Suite 500 Santa Monica, CA, 90401 | $198,110,444,376 | 245 | 549 | A Percentage of AUM, Fixed Fees, Performance Based, Other (CONSULTING) |
| 11 | KKR CREDIT ADVISORS (US) LLC 555 California Street, 50th Floor San Francisco, CA, 94104 | $176,015,975,844 | 179 | 470 | A Percentage of AUM, Performance Based, Other (MANAGEMENT FEES) |
| 12 | SAGEVIEW ADVISORY GROUP, LLC 4000 Macarthur Blvd., Suite 1050 Newport Beach, CA, 92660 | $156,399,419,714 | 21119 | 224 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | 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 |
| 14 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC 111, Pine Street San Francisco, CA, 94111-5602 | $139,511,326,231 | 84774 | 1165 | A Percentage of AUM, Fixed Fees, Performance Based, Other (PORTFOLIO CONSULTING / FLAT FEE) |
| 15 | 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 |
Information on Top Retirement Planning firms in Lucerne Valley, 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# 105247
Assets Under Management $2,406,691,634,676
No. Of Clients481
Clients Per Financial Advisor1
BLACKROCK FUND ADVISORS is a financial advisory firm situated in San Francisco, California. With a nearly $2T assets under management, the firm specializes in crafting personalized retirement planning solutions for 481 clients. The team consists of 754 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 104559
Assets Under Management $2,248,547,388,863
No. Of Clients2782
Clients Per Financial Advisor1
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $2T assets under management, the firm specializes in crafting personalized retirement planning solutions for 2782 clients. The team consists of 3177 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 106753
Assets Under Management $782,620,910,160
No. Of Clients242041
Clients Per Financial Advisor240
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC is a financial advisory firm situated in San Francisco, California. With a nearly $783B assets under management, the firm specializes in crafting personalized retirement planning solutions for 242041 clients. The team consists of 1007 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (COSTS)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 104596
Assets Under Management $322,933,193,102
No. Of Clients762
Clients Per Financial Advisor3
DODGE & COX is a financial advisory firm situated in San Francisco, California. With a nearly $323B assets under management, the firm specializes in crafting personalized retirement planning solutions for 762 clients. The team consists of 295 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 Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 104517
Assets Under Management $320,493,365,712
No. Of Clients8136
Clients Per Financial Advisor29
FRANKLIN ADVISERS, INC. is a financial advisory firm situated in San Mateo, California. With a nearly $320B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8136 clients. The team consists of 283 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# 110441
Assets Under Management $319,983,641,290
No. Of Clients35513
Clients Per Financial Advisor63
WESTERN ASSET MANAGEMENT COMPANY is a financial advisory firm situated in Pasadena, California. With a nearly $320B assets under management, the firm specializes in crafting personalized retirement planning solutions for 35513 clients. The team consists of 563 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# 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# 104510
Assets Under Management $241,970,176,743
No. Of Clients1594707
Clients Per Financial Advisor1053
FINANCIAL ENGINES ADVISORS L.L.C. is a financial advisory firm situated in Santa Clara, California. With a nearly $242B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1594707 clients. The team consists of 1514 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Subscription Fees
- Fixed Fees
- Other (SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 137432
Assets Under Management $198,110,444,376
No. Of Clients245
Clients Per Financial Advisor0
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Santa Monica, California. With a nearly $198B assets under management, the firm specializes in crafting personalized retirement planning solutions for 245 clients. The team consists of 549 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
- Other (CONSULTING)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 146629
Assets Under Management $176,015,975,844
No. Of Clients179
Clients Per Financial Advisor0
KKR CREDIT ADVISORS (US) LLC is a financial advisory firm situated in San Francisco, California. With a nearly $176B assets under management, the firm specializes in crafting personalized retirement planning solutions for 179 clients. The team consists of 470 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (MANAGEMENT FEES)
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 126777
Assets Under Management $156,399,419,714
No. Of Clients21119
Clients Per Financial Advisor94
SAGEVIEW ADVISORY GROUP, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $156B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21119 clients. The team consists of 224 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
- Selection of Other Advisors
- Educational Seminars/ Workshops
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# 108559
Assets Under Management $139,511,326,231
No. Of Clients84774
Clients Per Financial Advisor73
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC is a financial advisory firm situated in San Francisco, California. With a nearly $140B assets under management, the firm specializes in crafting personalized retirement planning solutions for 84774 clients. The team consists of 1165 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
- Other (PORTFOLIO CONSULTING / FLAT FEE)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.