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Find Retirement Advisors for Retirement Planning in San Rafael, 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 Rafael, California
Last Updated - April 25, 2025San Rafael has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 22 non-vetted advisors in your local area. These retirement advisors in San Rafael, California have an average of 28 years of experience.
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List of Qualified Retirement Planning Advisors in San Rafael, California
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDDavid Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDThe Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP®, CIMA®, AIF®
Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66
Minimum Assets Required
Not Specified
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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDParker O'Sullivan
CRPS®
Farther Finance, LLC
Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDDavid Bobrowsky
CFP®, CLU®, Chartered SRI Counselor, ChFC®
Gateway Financial Advisors, Inc.
Qualifications
CRD# 4261724
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$500,000
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-Based, Hourly, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJohn Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
Not Specified
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, Insurance Products & Annuities
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in San Rafael, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 4340 Redwood Highway, Suite B-60 San Rafael, CA, 94903 | $140,720,840,748 | 28908 | 505 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 4340 Redwood Highway, Suite B60 San Rafael, CA, 94903 | $5,251,417,811 | 115 | 13 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 101 Lucas Valley, Suite 202 San Rafael, CA, 94903 | $2,129,244,734 | 17 | 12 | A percentage of AUM, Fixed fees |
| 4 | 1000 4th St, Suite 800 San Rafael, CA, 94901 | $944,502,018 | 337 | 7 | A percentage of AUM |
| 5 | 100 Smith Ranch Road, Suite 329 San Rafael, CA, 94903 | $919,687,066 | 272 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 1101 Fifth Avenue, Suite 160 San Rafael, CA, 94901 | $883,341,656 | 744 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 1101 Fifth Avenue, Suite 305 San Rafael, CA, 94901 | $692,872,214 | 1189 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 851 Irwin St, #225c San Rafael, CA, 94901 | $619,601,760 | 688 | 3 | A percentage of AUM, Fixed fees |
| 9 | 999 Fifth Ave., Suite 300, San Rafael, CA, 94901 | $588,764,517 | 1165 | 13 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 1050 Northgate Drive, Suite 333 San Rafael, CA, 94903 | $438,089,550 | 1489 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 1210 5th Avenue, #275, San Rafael, CA, 94901 | $330,041,010 | 473 | 4 | A percentage of AUM |
| 12 | 999 Fifth Avenue, Suite 590 San Rafael, CA, 94901 | $323,442,194 | 829 | 6 | A percentage of AUM |
| 13 | 1101 Fifth Ave., Suite 150 San Rafael, CA, 94901 | $322,715,157 | 889 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 899 Northgate Drive, Suite 305 San Rafael, CA, 94903 | $227,925,992 | 143 | 4 | A percentage of AUM, Fixed fees |
| 15 | 165 North Redwood Drive, Suite 208 San Rafael, CA, 94903-1974 | $203,489,691 | 145 | 2 | A percentage of AUM |
Information on Top Retirement Planning firms in San Rafael, California
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
QualificationsFirm CRD# 294105
Assets Under Management $5,251,417,811
No. Of Clients115
Clients Per Financial Advisor9
RPA FINANCIAL, LLC is a financial advisory firm situated in San Rafael, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 115 clients. The team consists of 13 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
- Pesnsion consulting services
QualificationsFirm CRD# 158515
Assets Under Management $2,129,244,734
No. Of Clients17
Clients Per Financial Advisor1
OHANA ADVISORS is a financial advisory firm situated in San Rafael, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 12 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 107049
Assets Under Management $944,502,018
No. Of Clients337
Clients Per Financial Advisor48
TRAN CAPITAL MANAGEMENT, L.P. is a financial advisory firm situated in San Rafael, California. With a nearly $945M assets under management, the firm specializes in crafting personalized retirement planning solutions for 337 clients. The team consists of 7 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 businesses or institutional clients
QualificationsFirm CRD# 323831
Assets Under Management $919,687,066
No. Of Clients272
Clients Per Financial Advisor136
JOCELYN INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in San Rafael, California. With a nearly $920M assets under management, the firm specializes in crafting personalized retirement planning solutions for 272 clients. The team consists of 2 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
- Pesnsion consulting services
QualificationsFirm CRD# 106158
Assets Under Management $883,341,656
No. Of Clients744
Clients Per Financial Advisor106
HUTCHINSON CAPITAL MANAGEMENT is a financial advisory firm situated in San Rafael, California. With a nearly $883M assets under management, the firm specializes in crafting personalized retirement planning solutions for 744 clients. The team consists of 7 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
QualificationsFirm CRD# 285681
Assets Under Management $692,872,214
No. Of Clients1189
Clients Per Financial Advisor149
FIDUCIARY FINANCIAL GROUP, LLC is a financial advisory firm situated in San Rafael, California. With a nearly $693M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1189 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
- 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
QualificationsFirm CRD# 311984
Assets Under Management $619,601,760
No. Of Clients688
Clients Per Financial Advisor229
RIDGECREST WEALTH PARTNERS, LLC is a financial advisory firm situated in San Rafael, California. With a nearly $620M assets under management, the firm specializes in crafting personalized retirement planning solutions for 688 clients. The team consists of 3 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 152506
Assets Under Management $588,764,517
No. Of Clients1165
Clients Per Financial Advisor90
WESTHILL FINANCIAL ADVISORS, INC. is a financial advisory firm situated in San Rafael, California. With a nearly $589M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1165 clients. The team consists of 13 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
- Education seminars/workshops
QualificationsFirm CRD# 143425
Assets Under Management $438,089,550
No. Of Clients1489
Clients Per Financial Advisor496
STEWART WEALTH MANAGEMENT, INC. is a financial advisory firm situated in San Rafael, California. With a nearly $438M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1489 clients. The team consists of 3 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
- Other (PRIVATE PLACEMENT CONSULTING)
QualificationsFirm CRD# 134174
Assets Under Management $330,041,010
No. Of Clients473
Clients Per Financial Advisor118
CAPITAL TRUST ADVISORS is a financial advisory firm situated in San Rafael, California. With a nearly $330M assets under management, the firm specializes in crafting personalized retirement planning solutions for 473 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 117627
Assets Under Management $323,442,194
No. Of Clients829
Clients Per Financial Advisor138
SHIRA RIDGE WEALTH MANAGEMENT is a financial advisory firm situated in San Rafael, California. With a nearly $323M assets under management, the firm specializes in crafting personalized retirement planning solutions for 829 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 172520
Assets Under Management $322,715,157
No. Of Clients889
Clients Per Financial Advisor178
O'DONNELL FINANCIAL SERVICES, LLC is a financial advisory firm situated in San Rafael, California. With a nearly $323M assets under management, the firm specializes in crafting personalized retirement planning solutions for 889 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 127746
Assets Under Management $227,925,992
No. Of Clients143
Clients Per Financial Advisor36
SPECTRUM FINANCIAL MANAGEMENT is a financial advisory firm situated in San Rafael, California. With a nearly $228M assets under management, the firm specializes in crafting personalized retirement planning solutions for 143 clients. The team consists of 4 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 10603
Assets Under Management $203,489,691
No. Of Clients145
Clients Per Financial Advisor73
LYLE & FORSYTH INVESTMENT MANAGERS is a financial advisory firm situated in San Rafael, California. With a nearly $203M assets under management, the firm specializes in crafting personalized retirement planning solutions for 145 clients. The team consists of 2 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
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