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Find Retirement Advisors for Retirement Planning in California, Reedley
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.
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Top 15 Retirement Planning firms in Reedley, 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 | 400 Howard Street, San Francisco, CA, 94105 | $3,047,294,350,591 | 522 | 700 | A percentage of AUM |
| 3 | 650 Newport Center Drive, Newport Beach, CA, 92660 | $2,615,929,249,500 | 2811 | 3194 | A percentage of AUM, Performance Based |
| 4 | 211 Main Street, San Francisco, CA, 94105 | $1,098,805,397,188 | 304509 | 857 | A percentage of AUM, Fixed fees, Other (COSTS) |
| 5 | One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403 | $467,015,634,913 | 18979 | 408 | A percentage of AUM, Performance Based |
| 6 | 555 California Street, 40th Floor San Francisco, CA, 94104 | $362,992,567,571 | 746 | 306 | A percentage of AUM |
| 7 | 1800 Avenue Of The Stars, Suite 1400 Los Angeles, CA, 90067 | $314,926,162,888 | 535 | 2919 | A percentage of AUM, Performance Based |
| 8 | 385 E. Colorado Blvd., Pasadena, CA, 91101 | $298,749,800,684 | 36775 | 471 | A percentage of AUM, Performance Based |
| 9 | 3945 Freedom Circle, Suite 950 Santa Clara, CA, 95054 | $270,770,414,647 | 1561555 | 1578 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Other (SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS) |
| 10 | 100 Wilshire Blvd, Suite 500 Santa Monica, CA, 90401 | $208,753,633,756 | 220 | 562 | A percentage of AUM, Fixed fees, Performance Based |
| 11 | 555 California Street, 50th Floor San Francisco, CA, 94104 | $205,116,297,686 | 187 | 470 | A percentage of AUM, Performance Based, Other (MANAGEMENT FEES) |
| 12 | 4000 Macarthur Blvd., Suite 1050 Newport Beach, CA, 92660 | $202,573,491,630 | 34543 | 262 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 333 South Grand Ave, 28th Floor Los Angeles, CA, 90071 | $161,477,442,132 | 637 | 853 | A percentage of AUM, Performance Based |
| 14 | 333 S. Grand Avenue, 40th Floor Los Angeles, CA, 90071 | $142,283,304,330 | 869 | 183 | A percentage of AUM, Fixed fees, Performance Based |
| 15 | 4340 Redwood Highway, Suite B-60 San Rafael, CA, 94903 | $140,720,840,748 | 28908 | 505 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Reedley, 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# 105247
Assets Under Management $3,047,294,350,591
No. Of Clients522
Clients Per Financial Advisor1
BLACKROCK FUND ADVISORS is a financial advisory firm situated in San Francisco, California. With a nearly $3T assets under management, the firm specializes in crafting personalized retirement planning solutions for 522 clients. The team consists of 700 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 companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 104559
Assets Under Management $2,615,929,249,500
No. Of Clients2811
Clients Per Financial Advisor1
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $3T assets under management, the firm specializes in crafting personalized retirement planning solutions for 2811 clients. The team consists of 3194 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
- Pesnsion consulting services
- Selection for other advisors
- Other (CERTAIN NON-DISCRETIONARY SERVICES)
QualificationsFirm CRD# 106753
Assets Under Management $1,098,805,397,188
No. Of Clients304509
Clients Per Financial Advisor355
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC is a financial advisory firm situated in San Francisco, California. With a nearly $1T assets under management, the firm specializes in crafting personalized retirement planning solutions for 304509 clients. The team consists of 857 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 104517
Assets Under Management $467,015,634,913
No. Of Clients18979
Clients Per Financial Advisor47
FRANKLIN ADVISERS, INC. is a financial advisory firm situated in San Mateo, California. With a nearly $467B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18979 clients. The team consists of 408 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# 104596
Assets Under Management $362,992,567,571
No. Of Clients746
Clients Per Financial Advisor2
DODGE & COX is a financial advisory firm situated in San Francisco, California. With a nearly $363B assets under management, the firm specializes in crafting personalized retirement planning solutions for 746 clients. The team consists of 306 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
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# 110441
Assets Under Management $298,749,800,684
No. Of Clients36775
Clients Per Financial Advisor78
WESTERN ASSET MANAGEMENT COMPANY is a financial advisory firm situated in Pasadena, California. With a nearly $299B assets under management, the firm specializes in crafting personalized retirement planning solutions for 36775 clients. The team consists of 471 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# 104510
Assets Under Management $270,770,414,647
No. Of Clients1561555
Clients Per Financial Advisor990
EDELMAN FINANCIAL ENGINES is a financial advisory firm situated in Santa Clara, California. With a nearly $271B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1561555 clients. The team consists of 1578 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 137432
Assets Under Management $208,753,633,756
No. Of Clients220
Clients Per Financial Advisor0
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Santa Monica, California. With a nearly $209B assets under management, the firm specializes in crafting personalized retirement planning solutions for 220 clients. The team consists of 562 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 (CONSULTATION/ADVISEMENT ON TRANSACTIONS/STRUCTURING PORTFOLIOS/RISK ANALYTICS)
QualificationsFirm CRD# 146629
Assets Under Management $205,116,297,686
No. Of Clients187
Clients Per Financial Advisor0
KKR CREDIT ADVISORS (US) LLC is a financial advisory firm situated in San Francisco, California. With a nearly $205B assets under management, the firm specializes in crafting personalized retirement planning solutions for 187 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 companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
QualificationsFirm CRD# 126777
Assets Under Management $202,573,491,630
No. Of Clients34543
Clients Per Financial Advisor132
SAGEVIEW ADVISORY GROUP, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $203B assets under management, the firm specializes in crafting personalized retirement planning solutions for 34543 clients. The team consists of 262 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
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# 172011
Assets Under Management $140,720,840,748
No. Of Clients28908
Clients Per Financial Advisor57
GLOBAL RETIREMENT PARTNERS LLC is a financial advisory firm situated in San Rafael, California. With a nearly $141B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28908 clients. The team consists of 505 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
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