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Find Retirement Advisors for Retirement Planning in San Diego, 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 San Diego, California
Last Updated - April 20, 2024San Diego has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 102 non-vetted advisors in your local area. These retirement advisors in San Diego, California have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in San Diego, California
VERIFIEDErick Conway
CFP®
von Berge Wealth Mgt Group
Qualifications
CRD# 5621699
Firm CRD# 313332
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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED 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
VERIFIEDAleksandar Raskovic
WestPac Wealth Partners
Qualifications
CRD# 6995589
Firm CRD# 46173
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, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in San Diego, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CHANDLER ASSET MANAGEMENT INC 6225 Lusk Boulevard, San Diego, CA, 92121-2796 | $28,640,972,420 | 1109 | 42 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC 12671 High Bluff Dr, Suite 200 San Diego, CA, 92130 | $5,978,096,039 | 27435 | 697 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 3 | LM CAPITAL GROUP, LLC 750 B Street, Suite 3010 San Diego, CA, 92101 | $4,606,782,284 | 36 | 20 | A Percentage of AUM |
| 4 | PURE FINANCIAL ADVISORS, LLC 3131 Camino Del Rio N, Suite 1550 San Diego, CA, 92108 | $4,600,614,925 | 14757 | 123 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | FAIRFIELD REALTY ADVISORS LLC 5355 Mira Sorrento Place, Suite 100 San Diego, CA, 92121 | $4,498,549,375 | 10 | 387 | A Percentage of AUM, Performance Based |
| 6 | CUSO FINANCIAL SERVICES, L.P. 10150 Meanley Drive, 1st Floor, San Diego, CA, 92131 | $4,082,797,608 | 25992 | 803 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | GLOBEFLEX CAPITAL LP 4365 Executive Dr. Ste 720, San Diego, CA, 92121-2126 | $3,759,435,170 | 31 | 26 | A Percentage of AUM, Performance Based, Other (RESEARCH REIMBURSEMENT FEES) |
| 8 | AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC 3430 Carmel Mountain Road, Ste. 150, Suite 150 San Diego, CA, 92121 | $3,226,308,228 | 10 | 5 | A Percentage of AUM |
| 9 | HOYLECOHEN, LLC 350 Camino De La Reina, Suite 500 San Diego, CA, 92108 | $3,085,852,836 | 5169 | 62 | A Percentage of AUM, Fixed Fees |
| 10 | CLARIVEST ASSET MANAGEMENT LLC 3611 Valley Centre Drive, Suite 100 San Diego, CA, 92130 | $3,047,949,000 | 32 | 22 | A Percentage of AUM, Performance Based |
| 11 | DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. 6256 Greenwich Drive, Suite 550 San Diego, CA, 92122 | $2,901,635,752 | 9143 | 33 | A Percentage of AUM, Fixed Fees, Performance Based |
| 12 | IPG INVESTMENT ADVISORS, LLC 501 West Broadway, Suite 1350 San Diego, CA, 92101 | $2,744,586,245 | 1224 | 34 | A Percentage of AUM, Fixed Fees, Commission Based, Performance Based, Other (FAMILY OFFICE, SERVICE , FINDER'S FEES $ 12B1 FEES VIA AFFLT) |
| 13 | METIS GLOBAL PARTNERS, LLC 3170 4th Avenue, Suite 200 San Diego, CA, 92103 | $2,088,666,253 | 21 | 8 | A Percentage of AUM |
| 14 | LM ADVISORS LLC 750 B Street, Suite 3020 San Diego, CA, 92101-8192 | $2,013,856,436 | 1084 | 20 | A Percentage of AUM, Fixed Fees, Other (REFERRAL FEE) |
| 15 | RICE HALL JAMES & ASSOCIATES LLC 600 West Broadway Suite 1000, San Diego, CA, 92101 | $1,802,790,332 | 303 | 27 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in San Diego, California
QualificationsFirm CRD# 107287
Assets Under Management $28,640,972,420
No. Of Clients1109
Clients Per Financial Advisor26
CHANDLER ASSET MANAGEMENT INC is a financial advisory firm situated in San Diego, California. With a nearly $29B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1109 clients. The team consists of 42 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 7717
Assets Under Management $5,978,096,039
No. Of Clients27435
Clients Per Financial Advisor39
INDEPENDENT FINANCIAL GROUP, LLC is a financial advisory firm situated in San Diego, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27435 clients. The team consists of 697 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 120277
Assets Under Management $4,606,782,284
No. Of Clients36
Clients Per Financial Advisor2
LM CAPITAL GROUP, LLC is a financial advisory firm situated in San Diego, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 36 clients. The team consists of 20 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 Business
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 144316
Assets Under Management $4,600,614,925
No. Of Clients14757
Clients Per Financial Advisor120
PURE FINANCIAL ADVISORS, LLC is a financial advisory firm situated in San Diego, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14757 clients. The team consists of 123 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
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 300633
Assets Under Management $4,498,549,375
No. Of Clients10
Clients Per Financial Advisor0
FAIRFIELD REALTY ADVISORS LLC is a financial advisory firm situated in San Diego, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 387 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
QualificationsFirm CRD# 42132
Assets Under Management $4,082,797,608
No. Of Clients25992
Clients Per Financial Advisor32
CUSO FINANCIAL SERVICES, L.P. is a financial advisory firm situated in San Diego, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25992 clients. The team consists of 803 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 106417
Assets Under Management $3,759,435,170
No. Of Clients31
Clients Per Financial Advisor1
GLOBEFLEX CAPITAL LP is a financial advisory firm situated in San Diego, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (RESEARCH REIMBURSEMENT FEES)
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 131660
Assets Under Management $3,226,308,228
No. Of Clients10
Clients Per Financial Advisor2
AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in San Diego, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 5 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
QualificationsFirm CRD# 141125
Assets Under Management $3,085,852,836
No. Of Clients5169
Clients Per Financial Advisor83
HOYLECOHEN, LLC is a financial advisory firm situated in San Diego, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5169 clients. The team consists of 62 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- 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# 139785
Assets Under Management $3,047,949,000
No. Of Clients32
Clients Per Financial Advisor1
CLARIVEST ASSET MANAGEMENT LLC is a financial advisory firm situated in San Diego, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 32 clients. The team consists of 22 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
QualificationsFirm CRD# 13162
Assets Under Management $2,901,635,752
No. Of Clients9143
Clients Per Financial Advisor277
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. is a financial advisory firm situated in San Diego, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9143 clients. The team consists of 33 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 Business
- Selection of Other Advisors
QualificationsFirm CRD# 152990
Assets Under Management $2,744,586,245
No. Of Clients1224
Clients Per Financial Advisor36
IPG INVESTMENT ADVISORS, LLC is a financial advisory firm situated in San Diego, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1224 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Commission Based
- Performance Based
- Other (FAMILY OFFICE
- SERVICE
- FINDER'S FEES $ 12B1 FEES VIA AFFLT)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 167276
Assets Under Management $2,088,666,253
No. Of Clients21
Clients Per Financial Advisor3
METIS GLOBAL PARTNERS, LLC is a financial advisory firm situated in San Diego, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 8 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 pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 153940
Assets Under Management $2,013,856,436
No. Of Clients1084
Clients Per Financial Advisor54
LM ADVISORS LLC is a financial advisory firm situated in San Diego, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1084 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (REFERRAL FEE)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 125410
Assets Under Management $1,802,790,332
No. Of Clients303
Clients Per Financial Advisor11
RICE HALL JAMES & ASSOCIATES LLC is a financial advisory firm situated in San Diego, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 303 clients. The team consists of 27 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
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