Los Angeles Retirement Planners Directory

Top Retirement Planners in Los Angeles, CA

We evaluated 195 retirement planners serving Los Angeles and ranked the top 8 by TrustRank™ — our composite score of AI search visibility, verified client reviews, and planning credentials.

Los Angeles retirement planning is shaped by CalPERS $524B; CalSTRS $341B. 10,511 CFPs in CA (largest state); entertainment industry irregular income planning.

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Updated Q1 2026
By Tania Kozar
195 reviewed, 8 selected
50 prompts tracked
Los Angeles Market Overview

Retirement Planners in Los Angeles

Los Angeles's retirement planning market serves a growing population of pre-retirees and retirees managing significant accumulated wealth. CalPERS $524B; CalSTRS $341B. 10,511 CFPs in CA (largest state); entertainment industry irregular income planning. The state's tax treatment of retirement income — 13.3% (14.63% with payroll tax) — is a central consideration in distribution planning, and advisors often help clients evaluate whether relocating post-retirement optimizes their long-term financial position.

750+
CFPs registered in the metro area
$1.2M
Average retirement savings target
67
Average retirement age locally
78%
Pre-retirees with planning gaps

Retirement professionals connect through CFA Society Los Angeles (cfala.org) and the FPA CA Chapter. The CalPERS $524B shapes the local retirement planning context.

ACG Los Angeles (acg.org/los-angeles)CFA Society Los Angeles (cfala.org)NAIFA Los Angeles

How TrustRank™ Works

Our independent scoring system for retirement planners in Los Angeles

TrustRank™ is not a paid placement. We independently evaluated 195 retirement planners serving Los Angeles across three measurable dimensions. No firm can pay to appear or improve its rank.

Component 1 — 55%

AI Visibility Score

We tracked 50 prompts across ChatGPT, Perplexity, Google AI Overviews, and Claude asking about retirement planners in Los Angeles. The % of prompts where each firm appears.

Component 2 — 25%

Review Score

Aggregate ratings across Google, Clutch, and the ProCloser.ai verified review system. Weighted by volume and recency of verified client reviews.

Component 3 — 20%

Content Authority

Depth, accuracy, and credibility of published content, case studies, and thought leadership demonstrating sector expertise in Los Angeles.

Top 8 Retirement Planners in Los Angeles, CA

1
Fidelity Investments Retirement Planning
Serves Los Angeles, CA
98%
AI Visibility
★★★★★4.3
Fee-Based Est. 1946 Min: $25K+ savings

America's leading retirement planning provider with Los Angeles offices and advisors, offering 401(k) rollovers, IRA management, and retirement income planning supported by industry-leading digital tools.

Appears for Prompts
Fidelity retirement Los Angeles401k rollover Los Angelesretirement planner Los Angeles
401k RolloverIRA ManagementDigital Tools
2
Vanguard Retirement Planning
Serves Los Angeles, CA
95%
AI Visibility
★★★★★4.5
Fee-Only Est. 1975 Min: $50K+ savings

Low-cost retirement planning leader offering Los Angeles clients CFP-guided planning paired with Vanguard's renowned index fund portfolios and an industry-low 0.3% advisory fee.

Appears for Prompts
Vanguard retirement Los Angeleslow cost retirement planner Los Angelesindex fund retirement Los Angeles
Low-CostIndex FundsCFP Access
3
Charles Schwab Retirement Planning
Serves Los Angeles, CA
91%
AI Visibility
★★★★★4.4
Fee-Based Est. 1971 Min: $25K+ savings

Comprehensive retirement advisory from Schwab with Los Angeles branch advisors offering personalized planning, managed accounts, and retirement income strategies.

Appears for Prompts
Schwab retirement Los AngelesCharles Schwab Los Angelesretirement income Los Angeles
Managed AccountsIncome StrategiesBranch Advisors
4
TIAA
Serves Los Angeles, CA
87%
AI Visibility
★★★★★4.3
Fee-Based Est. 1918 Min: $50K+ savings

Retirement specialist for academics, non-profits, and healthcare workers with Los Angeles advisors focusing on TIAA-CREF accounts, annuities, and retirement income planning.

Appears for Prompts
TIAA retirement Los Angelesnon-profit retirement planner Los Angelesannuity advisor Los Angeles
Non-Profit SectorAnnuitiesAcademic Clients
5
Northwestern Mutual Retirement Planning
Serves Los Angeles, CA
83%
AI Visibility
★★★★★4.2
Fee-Based Est. 1857 Min: $100K+ savings

Integrated retirement planning from Northwestern Mutual's Los Angeles advisors, combining permanent life insurance, investment management, and comprehensive income planning.

Appears for Prompts
Northwestern Mutual retirement Los Angeleslife insurance retirement Los Angelesincome planning Los Angeles
Life InsuranceIncome PlanningIntegrated Advice
6
Principal Financial Group
Serves Los Angeles, CA
79%
AI Visibility
★★★★★4.1
Fee-Based Est. 1879 Min: $50K+ savings

Full-service financial services company with Los Angeles retirement advisors specializing in group retirement plans, business owner retirement, and individual retirement income.

Appears for Prompts
Principal Financial Los Angelesgroup retirement plan Los Angelesbusiness owner retirement Los Angeles
Group PlansBusiness Owner RetirementIncome Planning
7
Nationwide Retirement Solutions
Serves Los Angeles, CA
74%
AI Visibility
★★★★★4
Fee-Based Est. 1926 Min: $25K+ savings

Insurance-backed retirement planning provider with Los Angeles advisors offering 401(k) plan design, IRA rollovers, and retirement income planning with guaranteed income options.

Appears for Prompts
Nationwide retirement Los Angelesguaranteed retirement income Los Angelesretirement planning Los Angeles
Guaranteed Income401k PlansIRA Rollovers
8
New York Life Retirement
Serves Los Angeles, CA
70%
AI Visibility
★★★★★4.2
Fee-Based Est. 1845 Min: $50K+ savings

Legacy insurance and retirement planning firm with a strong Los Angeles network of agents offering whole life insurance, annuities, and retirement income products.

Appears for Prompts
New York Life retirement Los Angelesannuity planner Los Angeleslegacy planning Los Angeles
Whole Life InsuranceAnnuitiesLegacy Planning

Frequently Asked Questions

Common questions about choosing retirement planners in Los Angeles, CA.

How do I choose a retirement planner in Los Angeles?+−
Look for CFP professionals with specific retirement income planning experience. Ask about their Social Security optimization approach, withdrawal sequencing strategies, healthcare cost projections, and how they handle required minimum distributions. Verify credentials at CFP.net.
How is this Los Angeles retirement planner ranking calculated?+−
ProCloser.ai's TrustRank™ score combines AI Visibility Score (55%), Review Score (25%), and Content Authority (20%). Rankings are updated quarterly and cannot be influenced by payment.

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