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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 - June 15, 2024

San 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 20 years of experience.

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List of Qualified Retirement Planning Advisors in San Diego, California

advisor-photo

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

advisor-photo
vector.svg VERIFIED

Aleksandar 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

advisor-photo
vector.svg VERIFIED

Brandon Bell
Edelman Financial Engines, LLC

Qualifications
CRD# 5651899
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Top 15 Retirement Planning firms in San Diego, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CHANDLER ASSET MANAGEMENT INC
6225 Lusk Boulevard,
San Diego, CA, 92121-2796
$28,640,972,420110942
A Percentage of AUM, Hourly charges, Fixed Fees
2
INDEPENDENT FINANCIAL GROUP, LLC
12671 High Bluff Dr, Suite 200
San Diego, CA, 92130
$5,978,096,03927435697
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
3
LM CAPITAL GROUP, LLC
750 B Street, Suite 3010
San Diego, CA, 92101
$4,606,782,2843620
A Percentage of AUM
4
PURE FINANCIAL ADVISORS, LLC
3131 Camino Del Rio N, Suite 1550
San Diego, CA, 92108
$4,600,614,92514757123
A Percentage of AUM, Hourly charges, Fixed Fees
5
FAIRFIELD REALTY ADVISORS LLC
5355 Mira Sorrento Place, Suite 100
San Diego, CA, 92121
$4,498,549,37510387
A Percentage of AUM, Performance Based
6
CUSO FINANCIAL SERVICES, L.P.
10150 Meanley Drive, 1st Floor,
San Diego, CA, 92131
$4,082,797,60825992803
A Percentage of AUM, Hourly charges, Fixed Fees
7
GLOBEFLEX CAPITAL LP
4365 Executive Dr. Ste 720,
San Diego, CA, 92121-2126
$3,759,435,1703126
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
$3,226,308,228105
A Percentage of AUM
9
HOYLECOHEN, LLC
350 Camino De La Reina, Suite 500
San Diego, CA, 92108
$3,085,852,836516962
A Percentage of AUM, Fixed Fees
10
CLARIVEST ASSET MANAGEMENT LLC
3611 Valley Centre Drive, Suite 100
San Diego, CA, 92130
$3,047,949,0003222
A Percentage of AUM, Performance Based
11
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.
6256 Greenwich Drive, Suite 550
San Diego, CA, 92122
$2,901,635,752914333
A Percentage of AUM, Fixed Fees, Performance Based
12
IPG INVESTMENT ADVISORS, LLC
501 West Broadway, Suite 1350
San Diego, CA, 92101
$2,744,586,245122434
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
$2,088,666,253218
A Percentage of AUM
14
LM ADVISORS LLC
750 B Street, Suite 3020
San Diego, CA, 92101-8192
$2,013,856,436108420
A Percentage of AUM, Fixed Fees, Other (REFERRAL FEE)
15
RICE HALL JAMES & ASSOCIATES LLC
600 West Broadway Suite 1000,
San Diego, CA, 92101
$1,802,790,33230327
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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