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Find Retirement Advisors for Retirement Planning in San Diego, 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 Diego, California
Last Updated - July 31, 2025San Diego has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 91 non-vetted advisors in your local area. These retirement advisors in San Diego, California have an average of 5 years of experience.
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List of Qualified Retirement Planning Advisors in San Diego, California
VERIFIEDQualifications
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
VERIFIEDRobert Gloss
Prudential
Qualifications
CRD# 7132490
Firm CRD# 8733
Series 7, 55, 66
Minimum Assets Required
$0
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, 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
Advisory Services:
Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses
Compensation/Fee
Based on Assets
VERIFIEDSerena Kim
Prudential
Qualifications
CRD# 6379220
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Investment Advice & Management, Estate Planning & Trusts, 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 Diego, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 9255 Towne Centre Drive, Suite 600 San Diego, CA, 92121 | $41,582,938,832 | 1049 | 52 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 750 B Street, Suite 3010 San Diego, CA, 92101 | $4,996,891,947 | 38 | 20 | A percentage of AUM |
| 3 | 10150 Meanley Drive, 1st Floor San Diego, CA, 92131 | $4,664,869,848 | 26968 | 833 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 5355 Mira Sorrento Place, Suite 100 San Diego, CA, 92121 | $4,522,406,024 | 12 | 373 | A percentage of AUM, Performance Based |
| 5 | 4365 Executive Dr. Ste 720, San Diego, CA, 92121-2126 | $4,382,705,923 | 31 | 26 | A percentage of AUM, Performance Based, Other (RESEARCH REIMBURSEMENT FEES) |
| 6 | 3430 Carmel Mountain Road, Ste. 150, Suite 150 San Diego, CA, 92121 | $3,955,806,039 | 10 | 5 | A percentage of AUM |
| 7 | 6256 Greenwich Drive, Suite 550 San Diego, CA, 92122 | $3,763,899,427 | 10985 | 34 | A percentage of AUM, Fixed fees, Performance Based |
| 8 | 501 West Broadway, Suite 1350 San Diego, CA, 92101 | $3,506,282,702 | 1051 | 39 | A percentage of AUM, Fixed fees, Commission Based, Performance Based, Other (FAMILY OFFICE, SERVICE , FINDER'S FEES $ 12B1 FEES VIA AFFLT) |
| 9 | 501 W. Broadway, Suite 710 San Diego, CA, 92101 | $3,495,138,602 | 24 | 9 | A percentage of AUM |
| 10 | 3611 Valley Centre Drive, Suite 100 San Diego, CA, 92130 | $2,548,043,383 | 27 | 17 | A percentage of AUM, Performance Based |
| 11 | 12860 El Camino Real, Ste 300, San Diego, CA, 92130 | $2,543,913,691 | 1 | 24 | Fixed fees, Performance Based |
| 12 | 750 B Street, Suite 3020 San Diego, CA, 92101-8192 | $2,123,359,687 | 977 | 21 | A percentage of AUM, Fixed fees, Other (REFERRAL FEE) |
| 13 | 12760 High Bluff Drive, Suite 120 San Diego, CA, 92130 | $1,912,075,871 | 3 | 54 | A percentage of AUM, Fixed fees, Performance Based |
| 14 | 13500 Evening Creek Dr. N, #555 San Diego, CA, 92128 | $1,824,130,785 | 13989 | 102 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 15 | 600 West Broadway Suite 1000, San Diego, CA, 92101 | $1,740,724,495 | 286 | 27 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in San Diego, California
QualificationsFirm CRD# 107287
Assets Under Management $41,582,938,832
No. Of Clients1049
Clients Per Financial Advisor20
CHANDLER ASSET MANAGEMENT INC is a financial advisory firm situated in San Diego, California. With a nearly $42B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1049 clients. The team consists of 52 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
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (CONSULTING, LGIP ADMINISTRATIVE SERVICES)
QualificationsFirm CRD# 120277
Assets Under Management $4,996,891,947
No. Of Clients38
Clients Per Financial Advisor2
LM CAPITAL GROUP, LLC is a financial advisory firm situated in San Diego, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 38 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
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
QualificationsFirm CRD# 42132
Assets Under Management $4,664,869,848
No. Of Clients26968
Clients Per Financial Advisor32
CUSO FINANCIAL SERVICES, L.P. is a financial advisory firm situated in San Diego, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26968 clients. The team consists of 833 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
- Education seminars/workshops
QualificationsFirm CRD# 300633
Assets Under Management $4,522,406,024
No. Of Clients12
Clients Per Financial Advisor0
FAIRFIELD REALTY ADVISORS LLC is a financial advisory firm situated in San Diego, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 373 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# 106417
Assets Under Management $4,382,705,923
No. Of Clients31
Clients Per Financial Advisor1
GLOBEFLEX CAPITAL LP is a financial advisory firm situated in San Diego, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 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
- Other (RESEARCH REIMBURSEMENT FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 131660
Assets Under Management $3,955,806,039
No. Of Clients10
Clients Per Financial Advisor2
AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in San Diego, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 13162
Assets Under Management $3,763,899,427
No. Of Clients10985
Clients Per Financial Advisor323
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. is a financial advisory firm situated in San Diego, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10985 clients. The team consists of 34 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 investment companies
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (ASSET-ALLOCATION SERVICES)
QualificationsFirm CRD# 152990
Assets Under Management $3,506,282,702
No. Of Clients1051
Clients Per Financial Advisor27
IPG INVESTMENT ADVISORS, LLC is a financial advisory firm situated in San Diego, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1051 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
- Performance Based
- Other (FAMILY OFFICE
- SERVICE
- FINDER'S FEES $ 12B1 FEES VIA AFFLT)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (MAY SELECT ADVISE ON AND/OR OFFER PRIVATE FUNDS AND LIMITED PARTNERSHIPS AND/OR PROVIDE FAMILY OFFICE SERVICES)
QualificationsFirm CRD# 167276
Assets Under Management $3,495,138,602
No. Of Clients24
Clients Per Financial Advisor3
METIS GLOBAL PARTNERS, LLC is a financial advisory firm situated in San Diego, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24 clients. The team consists of 9 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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 139785
Assets Under Management $2,548,043,383
No. Of Clients27
Clients Per Financial Advisor2
CLARIVEST ASSET MANAGEMENT LLC is a financial advisory firm situated in San Diego, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 17 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (MODEL PORTFOLIOS)
QualificationsFirm CRD# 330106
Assets Under Management $2,543,913,691
No. Of Clients1
Clients Per Financial Advisor0
BOXER CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in San Diego, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 153940
Assets Under Management $2,123,359,687
No. Of Clients977
Clients Per Financial Advisor47
LM ADVISORS LLC is a financial advisory firm situated in San Diego, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 977 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (REFERRAL FEE)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 159043
Assets Under Management $1,912,075,871
No. Of Clients3
Clients Per Financial Advisor0
AKSIA CA LLC is a financial advisory firm situated in San Diego, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 54 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 vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (NON-DISCRETIONARY ADVISORY SERVICES TO PRIVATE INVESTMENT FUND-OF-FUNDS)
QualificationsFirm CRD# 23224
Assets Under Management $1,824,130,785
No. Of Clients13989
Clients Per Financial Advisor137
MADISON AVENUE SECURITIES, LLC is a financial advisory firm situated in San Diego, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13989 clients. The team consists of 102 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
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# 125410
Assets Under Management $1,740,724,495
No. Of Clients286
Clients Per Financial Advisor11
RICE HALL JAMES & ASSOCIATES LLC is a financial advisory firm situated in San Diego, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 286 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (OTHER: WRAP)
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