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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 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 San Diego, California

Last Updated - April 24, 2025

San Diego has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 100 non-vetted advisors in your local area. These retirement advisors in San Diego, California have an average of 10 years of experience.

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List of Qualified Retirement Planning Advisors in San Diego, California

advisor

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
vector.svg VERIFIED

Erick Conway
CFP®
Strong Valley Wealth & Pension

Qualifications
CRD# 5621699
Firm CRD# 284656

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

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advisor
vector.svg VERIFIED

Robert Gloss
Prudential

Qualifications
CRD# 7132490
Firm CRD# 8733
Series 7, 55, 66

Minimum Assets Required
$0

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, 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# 153184

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses

Compensation/Fee

Based on Assets

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advisor
vector.svg VERIFIED

Serena Kim
Prudential

Qualifications
CRD# 6379220
Firm CRD# 8733
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

9255 Towne Centre Drive, Suite 600
San Diego, CA, 92121
$41,582,938,832104952
A percentage of AUM, Hourly charges, Fixed fees
2

12671 High Bluff Dr, Suite 200
San Diego, CA, 92130
$6,750,889,02430369626
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
3

3131 Camino Del Rio N, Suite 1550
San Diego, CA, 92108
$6,292,814,32017762139
A percentage of AUM, Hourly charges, Fixed fees
4

750 B Street, Suite 3010
San Diego, CA, 92101
$4,996,891,9473820
A percentage of AUM
5

10150 Meanley Drive, 1st Floor
San Diego, CA, 92131
$4,664,869,84826968833
A percentage of AUM, Hourly charges, Fixed fees
6

5355 Mira Sorrento Place, Suite 100
San Diego, CA, 92121
$4,522,406,02412373
A percentage of AUM, Performance Based
7

4365 Executive Dr. Ste 720,
San Diego, CA, 92121-2126
$4,382,705,9233126
A percentage of AUM, Performance Based, Other (RESEARCH REIMBURSEMENT FEES)
8

3430 Carmel Mountain Road, Ste. 150, Suite 150
San Diego, CA, 92121
$3,955,806,039105
A percentage of AUM
9

6256 Greenwich Drive, Suite 550
San Diego, CA, 92122
$3,763,899,4271098534
A percentage of AUM, Fixed fees, Performance Based
10

501 West Broadway, Suite 1350
San Diego, CA, 92101
$3,506,282,702105139
A percentage of AUM, Fixed fees, Commission Based, Performance Based, Other (FAMILY OFFICE, SERVICE , FINDER'S FEES $ 12B1 FEES VIA AFFLT)
11

501 W. Broadway, Suite 710
San Diego, CA, 92101
$3,495,138,602249
A percentage of AUM
12

10150 Meanley Drive, First Floor
San Diego, CA, 92131
$2,554,158,37611146351
A percentage of AUM, Hourly charges, Fixed fees
13

3611 Valley Centre Drive, Suite 100
San Diego, CA, 92130
$2,548,043,3832717
A percentage of AUM, Performance Based
14

12860 El Camino Real, Ste 300,
San Diego, CA, 92130
$2,543,913,691124
Fixed fees, Performance Based
15

750 B Street, Suite 3020
San Diego, CA, 92101-8192
$2,123,359,68797721
A percentage of AUM, Fixed fees, Other (REFERRAL FEE)

Information on Top Retirement Planning firms in San Diego, California

QualificationsFirm CRD# 107287

Assets Under Management $41,582,938,832

No. Of Clients1049

Clients Per Financial Advisor20

CHANDLER ASSET MANAGEMENT INC is a financial advisory firm situated in San Diego, California. With a nearly $42B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1049 clients. The team consists of 52 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 and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (CONSULTING, LGIP ADMINISTRATIVE SERVICES)
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QualificationsFirm CRD# 7717

Assets Under Management $6,750,889,024

No. Of Clients30369

Clients Per Financial Advisor49

INDEPENDENT FINANCIAL GROUP, LLC is a financial advisory firm situated in San Diego, California. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30369 clients. The team consists of 626 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 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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QualificationsFirm CRD# 144316

Assets Under Management $6,292,814,320

No. Of Clients17762

Clients Per Financial Advisor128

PURE FINANCIAL ADVISORS, 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 17762 clients. The team consists of 139 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
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 120277

Assets Under Management $4,996,891,947

No. Of Clients38

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 38 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 businesses or institutional clients
  • Publication of periodicals and newsletters
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QualificationsFirm CRD# 42132

Assets Under Management $4,664,869,848

No. Of Clients26968

Clients Per Financial Advisor32

CUSO FINANCIAL SERVICES, L.P. 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 26968 clients. The team consists of 833 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
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QualificationsFirm CRD# 300633

Assets Under Management $4,522,406,024

No. Of Clients12

Clients Per Financial Advisor0

FAIRFIELD REALTY 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 12 clients. The team consists of 373 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# 106417

Assets Under Management $4,382,705,923

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 vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 131660

Assets Under Management $3,955,806,039

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 $4B 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 and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 13162

Assets Under Management $3,763,899,427

No. Of Clients10985

Clients Per Financial Advisor323

DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. 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 10985 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
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (ASSET-ALLOCATION SERVICES)
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QualificationsFirm CRD# 152990

Assets Under Management $3,506,282,702

No. Of Clients1051

Clients Per Financial Advisor27

IPG INVESTMENT 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 1051 clients. The team consists of 39 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 and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (MAY SELECT ADVISE ON AND/OR OFFER PRIVATE FUNDS AND LIMITED PARTNERSHIPS AND/OR PROVIDE FAMILY OFFICE SERVICES)
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QualificationsFirm CRD# 167276

Assets Under Management $3,495,138,602

No. Of Clients24

Clients Per Financial Advisor3

METIS GLOBAL PARTNERS, 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 24 clients. The team consists of 9 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 vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 123608

Assets Under Management $2,554,158,376

No. Of Clients11146

Clients Per Financial Advisor32

SCF INVESTMENT ADVISORS, 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 11146 clients. The team consists of 351 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
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QualificationsFirm CRD# 139785

Assets Under Management $2,548,043,383

No. Of Clients27

Clients Per Financial Advisor2

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 27 clients. The team consists of 17 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
  • Other (MODEL PORTFOLIOS)
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QualificationsFirm CRD# 330106

Assets Under Management $2,543,913,691

No. Of Clients1

Clients Per Financial Advisor0

BOXER CAPITAL 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 1 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 153940

Assets Under Management $2,123,359,687

No. Of Clients977

Clients Per Financial Advisor47

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 977 clients. The team consists of 21 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 and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

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