Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Torrance has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Torrance, California have an average of 17 years of experience.
Matthew Pixa
My Portfolio Guide
Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65
Minimum Assets Required
$500,000
Not Specified.
Fee-Only
Daniel Scott Johnson
CRPC®
Windfall Advisors
Qualifications
CRD# 5819978
Firm CRD# 309261
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
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.
Fee-Only, Based on Assets
Michael Macauley
CFP®, CFA®
Signature Estate & Investment Advisors (SEIA)
Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63
Minimum Assets Required
$500,000
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.
Fee-Based, Based on Assets
Michael Cannone
Westmount Partners
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Minimum Assets Required
$3,000,000
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.
Fee-Only, Based on Assets
Christian Johnson
CFP®
California Financial Partners
Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Fee-Based
Michael Lynch
Lynch Financial Advisors
Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65
Minimum Assets Required
$0
Tax Advice and Services.
Fee-Only, Flat Fee
Dhillon Taylor
CFP®
Secura Financial Planning & Wealth Management
Qualifications
CRD# 6475318
Firm CRD# 137324
Series 7, 66
Minimum Assets Required
$100,000
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.
Fee-Based, Commissions, Flat Fee, Based on Assets
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.
Fee-Only
Simon Reeves
Pasadena Private Wealth
Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Fee-Based, Hourly, Flat Fee, Based on Assets
Roy Sherman
CFP®, CFA
Sherman Asset Management
Qualifications
CRD# 6312263
Firm CRD# 170861
Series 65
Minimum Assets Required
$0
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.
Fee-Only, Hourly, Flat Fee, Based on Assets
Nathan Wallace
Savvy Advisors Inc
Qualifications
CRD# 5646552
Firm CRD# 1111
Series 65
Minimum Assets Required
$250,000
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.
Fee-Only, Hourly, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | EP WEALTH ADVISORS 21535 Hawthorne Blvd, Suite 400 Torrance, CA, 90503 | $17,057,000,000 | 32050 | 375 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | BANYAN TREE ASSET MANAGEMENT, LLC 21250 Hawthorne Blvd, Suite 550 Torrance, CA, 90503-5517 | $1,038,584,076 | 85 | 5 | A Percentage of AUM, Other (PERCENTAGE OF PAR/FACE AMOUNT) |
3 | ALBITZ/MILOE AND ASSOCIATES, INC. 23133 Hawthorne Blvd., Ste 305, Torrance, CA, 90505 | $534,717,392 | 1172 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | CATALINA CAPITAL GROUP, LLC 2601 Airport Drive, Suite 375 Torrance, CA, 90505 | $394,637,096 | 541 | 5 | A Percentage of AUM, Fixed Fees |
5 | O'BRIEN INVESTMENT MANAGEMENT, LLC 24594 Hawthorne Blvd., Torrance, CA, 90505 | $154,105,631 | 206 | 3 | A Percentage of AUM |
6 | TAYLOR WEALTH MANAGEMENT, LLC 3655 Torrance Blvd., Suite 347 Torrance, CA, 90503 | $115,454,535 | 192 | 1 | Hourly charges, Fixed Fees |
7 | SOUTH BAY FINANCIAL PARTNERS 21515 Hawthorne Blvd, Suite 200 Torrance, CA, 90503 | $113,309,458 | 177 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | TORTUGA WEALTH MANAGEMENT 1957 Carson Street, Suite 100 Torrance, CA, 90501 | $101,314,393 | 487 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 111147
Assets Under Management $17,057,000,000
No. Of Clients32050
Clients Per Financial Advisor85
EP WEALTH ADVISORS is a financial advisory firm situated in Torrance, California. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 32050 clients. The team consists of 375 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 168384
Assets Under Management $1,038,584,076
No. Of Clients85
Clients Per Financial Advisor17
BANYAN TREE ASSET MANAGEMENT, LLC is a financial advisory firm situated in Torrance, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 85 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 104777
Assets Under Management $534,717,392
No. Of Clients1172
Clients Per Financial Advisor234
ALBITZ/MILOE AND ASSOCIATES, INC. is a financial advisory firm situated in Torrance, California. With a nearly $535M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1172 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 172556
Assets Under Management $394,637,096
No. Of Clients541
Clients Per Financial Advisor108
CATALINA CAPITAL GROUP, LLC is a financial advisory firm situated in Torrance, California. With a nearly $395M assets under management, the firm specializes in crafting personalized retirement planning solutions for 541 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 284057
Assets Under Management $154,105,631
No. Of Clients206
Clients Per Financial Advisor69
O'BRIEN INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Torrance, California. With a nearly $154M assets under management, the firm specializes in crafting personalized retirement planning solutions for 206 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 132955
Assets Under Management $115,454,535
No. Of Clients192
Clients Per Financial Advisor192
TAYLOR WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Torrance, California. With a nearly $115M assets under management, the firm specializes in crafting personalized retirement planning solutions for 192 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 175015
Assets Under Management $113,309,458
No. Of Clients177
Clients Per Financial Advisor25
SOUTH BAY FINANCIAL PARTNERS is a financial advisory firm situated in Torrance, California. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 177 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 153737
Assets Under Management $101,314,393
No. Of Clients487
Clients Per Financial Advisor122
TORTUGA WEALTH MANAGEMENT is a financial advisory firm situated in Torrance, California. With a nearly $101M assets under management, the firm specializes in crafting personalized retirement planning solutions for 487 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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