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Find Retirement Advisors for Retirement Planning in Santa Monica, 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 Santa Monica, California

Last Updated - April 25, 2025

Santa Monica has 15 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 47 non-vetted advisors in your local area. These retirement advisors in Santa Monica, California have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Santa Monica, California

advisor
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Andrew Eddy
CFP®, CLU®, AIF®, ChFC®
Eddy Financial, LLC

Qualifications
CRD# 3000011
Firm CRD# 290208

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Not Specified

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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
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Guillermo Saade
Prudential

Qualifications
CRD# 6894298
Firm CRD# 8733
Series 7, 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

Not Specified

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advisor
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Alano Massi
CFP®
Palm Capital Management

Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, 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# 135281

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, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Pure Financial Advisors LLC
Pure Financial Advisors, LLC

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
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X Advisors, LLC
CFP®

Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 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, Based on Assets

Find An Advisor arrow-right
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
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Ira Zito
CFP®, ChFC®
Financial Peak

Qualifications
CRD# 2621037
Firm CRD# 318061

Minimum Assets Required
$50,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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

Find An Advisor arrow-right
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
vector.svg VERIFIED

Michael DeSantis
CFP®
Farther Finance LLC

Qualifications
CRD# 6320795
Firm CRD# 302050
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Jarret Rodriguez-Conklin
CIMA®, ChFC®
Homestead Wealth Management

Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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advisor

Qualifications
Firm CRD# 113057

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Not Specified

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Top 15 Retirement Planning firms in Santa Monica, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

100 Wilshire Blvd, Suite 500
Santa Monica, CA, 90401
$208,753,633,756220562
A percentage of AUM, Fixed fees, Performance Based
2

1299 Ocean Avenue Suite 600,
Santa Monica, CA, 90401-1085
$94,873,146,068373588298
A percentage of AUM, Fixed fees, Performance Based, Other (FEE BASED ON NUMBER OF PLAN PARTICIPANTS)
3

233 Wilshire Blvd, Suite 800
Santa Monica, CA, 90401
$62,975,073,042105114
A percentage of AUM, Performance Based
4

1620 26th Street, Suite 6000n
Santa Monica, CA, 90404
$18,000,501,37977157
A percentage of AUM, Performance Based
5

201 Santa Monica Blvd, Suite 500
Santa Monica, CA, 90401-2214
$11,449,728,0004845
A percentage of AUM, Performance Based
6

100 Wilshire Boulevard, Suite 1400,
Santa Monica, CA, 90401-1113
$9,375,918,43012160
A percentage of AUM, Performance Based
7

3110 Main Street, Suite 310
Santa Monica, CA, 90405
$8,117,604,54311626
A percentage of AUM, Performance Based
8

429 Santa Monica Blvd., Suite 650
Santa Monica, CA, 90401
$6,415,145,1686033
A percentage of AUM, Fixed fees, Performance Based
9

2425 Olympic Blvd., Suite 500e
Santa Monica, CA, 90404-4070
$6,140,473,801520
A percentage of AUM, Performance Based
10

2951 28th Street, Suite 1000
Santa Monica, CA, 90405
$6,087,355,1923020
A percentage of AUM, Performance Based, Other (FUND ADMINSTRATION)
11

3420 Ocean Park Blvd., Ste 3060
Santa Monica, CA, 90405
$4,723,917,72138062
A percentage of AUM
12

429 Santa Monica Blvd., Suite 500
Santa Monica, CA, 90401
$3,137,060,878580471
A percentage of AUM, Fixed fees, Performance Based
13

201 Santa Monica Blvd, Suite 450
Santa Monica, CA, 90401
$2,827,208,0581030
A percentage of AUM, Performance Based, Other (PERCENTAGE OF COMMITTED CAPITAL)
14

1314 7th Street, Suite 600,
Santa Monica, CA, 90401
$2,730,878,9002030
A percentage of AUM, Performance Based
15

2716 Ocean Park Blvd #2020-2022,
Santa Monica, CA, 90405
$2,593,632,9621736048
A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD-PARTY ADVISORY FEES)

Information on Top Retirement Planning firms in Santa Monica, California

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)
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QualificationsFirm CRD# 6210

Assets Under Management $94,873,146,068

No. Of Clients373588

Clients Per Financial Advisor1254

WILSHIRE is a financial advisory firm situated in Santa Monica, California. With a nearly $95B assets under management, the firm specializes in crafting personalized retirement planning solutions for 373588 clients. The team consists of 298 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based
  • Other (FEE BASED ON NUMBER OF PLAN PARTICIPANTS)

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
  • Publication of periodicals and newsletters
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 157920

Assets Under Management $62,975,073,042

No. Of Clients105

Clients Per Financial Advisor1

CLEARLAKE CAPITAL GROUP, L.P. is a financial advisory firm situated in Santa Monica, California. With a nearly $63B assets under management, the firm specializes in crafting personalized retirement planning solutions for 105 clients. The team consists of 114 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
View Full Profile

QualificationsFirm CRD# 148885

Assets Under Management $18,000,501,379

No. Of Clients77

Clients Per Financial Advisor0

BEACH POINT CAPITAL MANAGEMENT LP is a financial advisory firm situated in Santa Monica, California. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 77 clients. The team consists of 157 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
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QualificationsFirm CRD# 315416

Assets Under Management $11,449,728,000

No. Of Clients48

Clients Per Financial Advisor1

IRRADIANT PARTNERS, LP is a financial advisory firm situated in Santa Monica, California. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 48 clients. The team consists of 45 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
View Full Profile

QualificationsFirm CRD# 304917

Assets Under Management $9,375,918,430

No. Of Clients12

Clients Per Financial Advisor0

GLP CAPITAL PARTNERS, INC. is a financial advisory firm situated in Santa Monica, California. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 160 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
View Full Profile

QualificationsFirm CRD# 305170

Assets Under Management $8,117,604,543

No. Of Clients116

Clients Per Financial Advisor4

MAIN STREET ADVISORS is a financial advisory firm situated in Santa Monica, California. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 116 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

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 110213

Assets Under Management $6,415,145,168

No. Of Clients60

Clients Per Financial Advisor2

ANGELES INVESTMENT ADVISORS is a financial advisory firm situated in Santa Monica, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 60 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

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 166119

Assets Under Management $6,140,473,801

No. Of Clients5

Clients Per Financial Advisor0

GLENDON CAPITAL MANAGEMENT L.P. is a financial advisory firm situated in Santa Monica, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Other (COLLEGE ENDOWMENT)
View Full Profile

QualificationsFirm CRD# 113203

Assets Under Management $6,087,355,192

No. Of Clients30

Clients Per Financial Advisor2

TENNENBAUM CAPITAL PARTNERS, LLC is a financial advisory firm situated in Santa Monica, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 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
  • Performance Based
  • Other (FUND ADMINSTRATION)

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (ADMINSTRATION)
View Full Profile

QualificationsFirm CRD# 145634

Assets Under Management $4,723,917,721

No. Of Clients380

Clients Per Financial Advisor6

OCEAN PARK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Santa Monica, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 380 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

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
View Full Profile

QualificationsFirm CRD# 128590

Assets Under Management $3,137,060,878

No. Of Clients5804

Clients Per Financial Advisor82

ABACUS WEALTH PARTNERS is a financial advisory firm situated in Santa Monica, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5804 clients. The team consists of 71 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 pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (CONSULTING SERVICES)
View Full Profile

QualificationsFirm CRD# 165980

Assets Under Management $2,827,208,058

No. Of Clients10

Clients Per Financial Advisor0

ANTHOS CAPITAL is a financial advisory firm situated in Santa Monica, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (PERCENTAGE OF COMMITTED CAPITAL)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 175144

Assets Under Management $2,730,878,900

No. Of Clients20

Clients Per Financial Advisor1

UPFRONT VENTURES is a financial advisory firm situated in Santa Monica, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 30 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
View Full Profile

QualificationsFirm CRD# 153649

Assets Under Management $2,593,632,962

No. Of Clients17360

Clients Per Financial Advisor362

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT is a financial advisory firm situated in Santa Monica, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17360 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (THIRD-PARTY ADVISORY FEES)

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
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

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