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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 - May 16, 2025Santa Monica has 16 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 23 years of experience.
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List of Qualified Retirement Planning Advisors in Santa Monica, California
VERIFIEDAndrew 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDGuillermo 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
VERIFIEDAlano 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
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
VERIFIEDPure 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
VERIFIEDX 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDIra 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDNancy Listiawan
CFP®
Vera Wealth
Qualifications
CRD# 6160905
Firm CRD# 333522
Series 65
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
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDMichael 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
VERIFIEDJarret 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
VERIFIEDQualifications
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
Since 1998
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Top 15 Retirement Planning firms in Santa Monica, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 100 Wilshire Blvd, Suite 500 Santa Monica, CA, 90401 | $208,753,633,756 | 220 | 562 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 1299 Ocean Avenue Suite 600, Santa Monica, CA, 90401-1085 | $94,873,146,068 | 373588 | 298 | 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 | $62,975,073,042 | 105 | 114 | A percentage of AUM, Performance Based |
| 4 | 1620 26th Street, Suite 6000n Santa Monica, CA, 90404 | $18,000,501,379 | 77 | 157 | A percentage of AUM, Performance Based |
| 5 | 201 Santa Monica Blvd, Suite 500 Santa Monica, CA, 90401-2214 | $11,449,728,000 | 48 | 45 | A percentage of AUM, Performance Based |
| 6 | 100 Wilshire Boulevard, Suite 1400, Santa Monica, CA, 90401-1113 | $9,375,918,430 | 12 | 160 | A percentage of AUM, Performance Based |
| 7 | 3110 Main Street, Suite 310 Santa Monica, CA, 90405 | $8,117,604,543 | 116 | 26 | A percentage of AUM, Performance Based |
| 8 | 429 Santa Monica Blvd., Suite 650 Santa Monica, CA, 90401 | $6,415,145,168 | 60 | 33 | A percentage of AUM, Fixed fees, Performance Based |
| 9 | 2425 Olympic Blvd., Suite 500e Santa Monica, CA, 90404-4070 | $6,140,473,801 | 5 | 20 | A percentage of AUM, Performance Based |
| 10 | 2951 28th Street, Suite 1000 Santa Monica, CA, 90405 | $6,087,355,192 | 30 | 20 | A percentage of AUM, Performance Based, Other (FUND ADMINSTRATION) |
| 11 | 3420 Ocean Park Blvd., Ste 3060 Santa Monica, CA, 90405 | $4,723,917,721 | 380 | 62 | A percentage of AUM |
| 12 | 429 Santa Monica Blvd., Suite 500 Santa Monica, CA, 90401 | $3,137,060,878 | 5804 | 71 | A percentage of AUM, Fixed fees, Performance Based |
| 13 | 201 Santa Monica Blvd, Suite 450 Santa Monica, CA, 90401 | $2,827,208,058 | 10 | 30 | A percentage of AUM, Performance Based, Other (PERCENTAGE OF COMMITTED CAPITAL) |
| 14 | 1314 7th Street, Suite 600, Santa Monica, CA, 90401 | $2,730,878,900 | 20 | 30 | A percentage of AUM, Performance Based |
| 15 | 2716 Ocean Park Blvd #2020-2022, Santa Monica, CA, 90405 | $2,593,632,962 | 17360 | 48 | 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)
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
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
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
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
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
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
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
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)
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)
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
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)
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
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
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
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