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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 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 Santa Monica, California

Last Updated - April 10, 2024

Santa Monica has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 45 non-vetted advisors in your local area. These retirement advisors in Santa Monica, California have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Santa Monica, California

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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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Daniel Scott Johnson
CRPC®
Windfall Advisors

Qualifications
CRD# 5819978
Firm CRD# 309261
Series 7, 63, 65, 66

Minimum Assets Required
$250,000

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.

Compensation/Fee

Fee-Only, Based on Assets

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Michael Macauley
CFP®, CFA®
Signature Estate & Investment Advisors (SEIA)

Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63

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 Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

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Michael Cannone
Westmount Partners

Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65

Minimum Assets Required
$3,000,000

Advisory Services:

Financial Planning, Portfolio Management, 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.

Compensation/Fee

Fee-Only, Based on Assets

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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

advisor-photo

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

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Christian Johnson
CFP®
California Financial Partners

Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.

Compensation/Fee

Fee-Based

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Michael Lynch
Lynch Financial Advisors

Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65

Minimum Assets Required
$0

Advisory Services:

Tax Advice and Services.

Compensation/Fee

Fee-Only, Flat Fee

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Roy Sherman
CFP®, CFA
Sherman Asset Management

Qualifications
CRD# 6312263
Firm CRD# 170861
Series 65

Minimum Assets Required
$0

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.

Compensation/Fee

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

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Simon Reeves
Pasadena Private Wealth

Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

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

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Nathan Wallace
Savvy Advisors Inc

Qualifications
CRD# 5646552
Firm CRD# 1111
Series 65

Minimum Assets Required
$250,000

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.

Compensation/Fee

Fee-Only, Hourly, Based on Assets

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC
100 Wilshire Blvd, Suite 500
Santa Monica, CA, 90401
$198,110,444,376245549
A Percentage of AUM, Fixed Fees, Performance Based, Other (CONSULTING)
2
WILSHIRE ADVISORS LLC
1299 Ocean Avenue Suite 600,
Santa Monica, CA, 90401-1085
$95,554,572,990591801273
A Percentage of AUM, Fixed Fees, Performance Based, Other (FEE BASED ON NUMBER OF PLAN PARTICIPANTS; REVENUE SHARE)
3
CLEARLAKE CAPITAL GROUP, L.P.
233 Wilshire Blvd, Suite 800
Santa Monica, CA, 90401
$59,637,618,31081100
A Percentage of AUM, Performance Based
4
BEACH POINT CAPITAL MANAGEMENT LP
1620 26th Street, Suite 6000n
Santa Monica, CA, 90404
$15,908,250,01472148
A Percentage of AUM, Performance Based
5
GLP CAPITAL PARTNERS, INC.
100 Wilshire Boulevard, Suite 1400,
Santa Monica, CA, 90401-1113
$8,252,786,21811100
A Percentage of AUM, Performance Based
6
MAIN STREET ADVISORS
3110 Main Street, Suite 310
Santa Monica, CA, 90405
$7,946,002,71519427
A Percentage of AUM, Performance Based
7
ANGELES INVESTMENT ADVISORS
429 Santa Monica Blvd., Suite 650
Santa Monica, CA, 90401
$6,205,814,9836133
A Percentage of AUM, Fixed Fees, Performance Based
8
TENNENBAUM CAPITAL PARTNERS, LLC
2951 28th Street, Suite 1000
Santa Monica, CA, 90405
$5,826,622,3493520
A Percentage of AUM, Performance Based, Other (FUND ADMINSTRATION)
9
WRIGHT FUND MANAGEMENT, LLC
3420 Ocean Park Blvd., Ste 3060
Santa Monica, CA, 90405
$5,567,179,03968
A Percentage of AUM
10
GLENDON CAPITAL MANAGEMENT L.P.
2425 Olympic Blvd., Suite 500e
Santa Monica, CA, 90404-4070
$4,446,651,750419
A Percentage of AUM, Performance Based
11
ANTHOS CAPITAL
201 Santa Monica Blvd, Suite 450
Santa Monica, CA, 90401
$3,133,614,634924
A Percentage of AUM, Performance Based, Other (PERCENTAGE OF COMMITTED CAPITAL)
12
ABACUS WEALTH PARTNERS
429 Santa Monica Blvd., Suite 500
Santa Monica, CA, 90401
$2,834,445,228555371
A Percentage of AUM, Fixed Fees, Performance Based
13
UPFRONT VENTURES
1314 7th Street, Suite 600,
Santa Monica, CA, 90401
$2,569,528,6001733
A Percentage of AUM, Performance Based
14
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
2716 Ocean Park Blvd #2020-2022,
Santa Monica, CA, 90405
$2,194,533,5831439446
A Percentage of AUM, Hourly charges, Fixed Fees, Other (THIRD-PARTY ADVISORY FEES)
15
CLOCKTOWER GROUP, L.P.
225 Santa Monica Blvd., 10th Floor
Santa Monica, CA, 90401
$2,042,844,9922830
A Percentage of AUM, Fixed Fees, Performance Based

Information on Top Retirement Planning firms in Santa Monica, California

QualificationsFirm CRD# 137432

Assets Under Management $198,110,444,376

No. Of Clients245

Clients Per Financial Advisor0

GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Santa Monica, California. With a nearly $198B assets under management, the firm specializes in crafting personalized retirement planning solutions for 245 clients. The team consists of 549 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 (CONSULTING)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 6210

Assets Under Management $95,554,572,990

No. Of Clients591801

Clients Per Financial Advisor2168

WILSHIRE ADVISORS LLC is a financial advisory firm situated in Santa Monica, California. With a nearly $100B assets under management, the firm specializes in crafting personalized retirement planning solutions for 591801 clients. The team consists of 273 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; REVENUE SHARE)

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 157920

Assets Under Management $59,637,618,310

No. Of Clients81

Clients Per Financial Advisor1

CLEARLAKE CAPITAL GROUP, L.P. is a financial advisory firm situated in Santa Monica, California. With a nearly $60B assets under management, the firm specializes in crafting personalized retirement planning solutions for 81 clients. The team consists of 100 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# 148885

Assets Under Management $15,908,250,014

No. Of Clients72

Clients Per Financial Advisor0

BEACH POINT CAPITAL MANAGEMENT LP is a financial advisory firm situated in Santa Monica, California. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 72 clients. The team consists of 148 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
  • Portfolio Management for Business
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QualificationsFirm CRD# 304917

Assets Under Management $8,252,786,218

No. Of Clients11

Clients Per Financial Advisor0

GLP CAPITAL PARTNERS, INC. 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 11 clients. The team consists of 100 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 305170

Assets Under Management $7,946,002,715

No. Of Clients194

Clients Per Financial Advisor7

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 194 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 pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 110213

Assets Under Management $6,205,814,983

No. Of Clients61

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 61 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 113203

Assets Under Management $5,826,622,349

No. Of Clients35

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 35 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 145634

Assets Under Management $5,567,179,039

No. Of Clients6

Clients Per Financial Advisor1

WRIGHT FUND MANAGEMENT, 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 6 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 Investment
View Full Profile

QualificationsFirm CRD# 166119

Assets Under Management $4,446,651,750

No. Of Clients4

Clients Per Financial Advisor0

GLENDON CAPITAL MANAGEMENT L.P. is a financial advisory firm situated in Santa Monica, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 19 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# 165980

Assets Under Management $3,133,614,634

No. Of Clients9

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 9 clients. The team consists of 24 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
View Full Profile

QualificationsFirm CRD# 128590

Assets Under Management $2,834,445,228

No. Of Clients5553

Clients Per Financial Advisor78

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 5553 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
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 175144

Assets Under Management $2,569,528,600

No. Of Clients17

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 17 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 153649

Assets Under Management $2,194,533,583

No. Of Clients14394

Clients Per Financial Advisor313

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT is a financial advisory firm situated in Santa Monica, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14394 clients. The team consists of 46 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
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 158142

Assets Under Management $2,042,844,992

No. Of Clients28

Clients Per Financial Advisor1

CLOCKTOWER GROUP, L.P. is a financial advisory firm situated in Santa Monica, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 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
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

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