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Home Retirement Planning United States California Orange

Top Retirement Planning Firms

Ratings Updated: April 1, 2026
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0 Leaders 15 Contenders

17 Companies

Country: United States
State: California
City: Orange

List of the Top Retirement Planning Services

  • Dark Horse CPAs Logotype

    Not yet reviewed

    Verified
    $1,000+
    $300+ / hr
    50 - 249
    Encinitas, CA

    Services provided

    10% Financial Advising & Planning
    50% Accounting
    40% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    50% Retirement Planning
    50% Wealth & Asset Management

    Dark Horse CPAs, an Accounting company, was launched in 2015. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is based in Encinitas, California and Roswell, Georgia.

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  • Syriac CPA Tax & Accounting Services Inc Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Newport Beach, CA

    Services provided

    40% Financial Advising & Planning
    30% Accounting
    30% Compliance Consulting

    Focus Areas

    30% Retirement Planning
    50% Debt Consulting
    20% Wealth & Asset Management

    Syriac CPA Tax & Accounting Services Inc is a small Financial Advising & Planning company founded in 2015. Their services include Financial Advising & Planning and Accounting.

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    Newport Beach, CA

    4425 Jamboree Road
    Newport Beach, CA 92660

    2 - 5

    (949) 397-2337

    See All Locations (2)
    View Profile
  • Business Plans USA Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    10 - 49
    Irvine, CA

    Services provided

    25% Financial Advising & Planning
    25% Business Consulting
    25% Commercial Financing +1
    25% Market Research

    Focus Areas

    10% Retirement Planning
    20% Debt Consulting
    20% Mortgage & Loan Brokerage +4
    20% Wealth & Asset Management
    10% Actuarial Services
    10% Securities Brokerage
    10% Stocks Portfolio Management

    Business Plans USA is a small Market Research company founded in 2021. Their services include Market Research and Business Consulting.

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  • CAPATA Logotype

    Not yet reviewed

    $1,000+
    $300+ / hr
    10 - 49
    Laguna Niguel, CA

    Services provided

    15% Financial Advising & Planning
    70% Accounting
    15% Business Consulting

    Focus Areas

    20% Retirement Planning
    70% Wealth & Asset Management
    5% Actuarial Services +1
    5% Debt Consulting

    CAPATA is a Laguna Niguel, California-based Accounting company. Their services include Accounting and Business Consulting.

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  • Harmon Street Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    Freelancer
    Irvine, CA

    Services provided

    25% Financial Advising & Planning
    25% Business Consulting
    25% Commercial Financing +1
    25% Financial Consulting

    Focus Areas

    25% Retirement Planning
    25% Debt Consulting
    25% Mortgage & Loan Brokerage +1
    25% Wealth & Asset Management

    Harmon Street, a Business Consulting company, is headquartered in Irvine, California. Their services include Business Consulting and Commercial Financing.

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  • Grace Wealth Management Group, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    Freelancer
    Costa Mesa, CA

    Services provided

    20% Financial Advising & Planning
    20% Business Consulting
    20% Business Continuity Management +2
    20% Financial Consulting
    20% Insurance Services & Brokers

    Focus Areas

    100% Retirement Planning

    Based in Costa Mesa, California, Grace Wealth Management Group, Inc. Is a Business Consulting company. They focus on Business Consulting and Financial Advising & Planning.

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  • First Financial Consulting Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Pasadena, CA

    Services provided

    50% Financial Advising & Planning
    30% Funding & Investment
    20% Financial Consulting

    Focus Areas

    40% Retirement Planning
    30% Stocks Portfolio Management
    30% Wealth & Asset Management

    Founded in 1976, First Financial Consulting is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Funding & Investment.

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  • ANU Agrawal CPA Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    Freelancer
    Torrance, CA

    Services provided

    30% Financial Advising & Planning
    40% Accounting
    30% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    40% Retirement Planning
    25% Debt Consulting
    25% Wealth & Asset Management +1
    10% Actuarial Services

    In Torrance, California, ANU Agrawal CPA is an Accounting company. Founded in 2020, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).

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  • Chaudhry CPA Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Los Angeles, CA

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Focus Areas

    10% Retirement Planning
    20% Mortgage & Loan Brokerage
    15% Debt Consulting +4
    15% Securities Brokerage
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Chaudhry CPA, a midsize Accounting and Financial Advising & Planning company, is based in Los Angeles, California. The team offers Accounting and Financial Advising & Planning.

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  • Cedars Business Services Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Calabasas, CA

    Services provided

    50% Financial Advising & Planning
    50% Business Consulting

    Focus Areas

    15% Retirement Planning
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Securities Brokerage
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Cedars Business Services is a Business Consulting and Financial Advising & Planning company established in 1997. The team provides Business Consulting and Financial Advising & Planning.

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  • Vistica Wealth Advisors Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Carlsbad, CA

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    15% Retirement Planning
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Securities Brokerage
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Vistica Wealth Advisors is a Financial Advising & Planning company. They provide Financial Advising & Planning and were established in 2015. The company is in Carlsbad, California.

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  • BakerAvenue Wealth Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    San Diego, CA

    Services provided

    50% Financial Advising & Planning
    25% Accounting
    25% Commercial Financing

    Focus Areas

    50% Retirement Planning
    50% Wealth & Asset Management

    BakerAvenue Wealth Management is a San Francisco, California-based Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing.

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    San Diego, CA

    12636 High Bluff Dr., Ste 400-11722
    San Diego, CA 92130

    (858) 283-2880

    See All Locations (5)
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  • HCR Wealth Advisors Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Los Angeles, CA

    Services provided

    30% Financial Advising & Planning
    20% Accounting
    20% Financial Consulting +3
    10% Business Consulting
    10% Funding & Investment
    10% Market Research

    Focus Areas

    40% Retirement Planning
    40% Debt Consulting
    20% Wealth & Asset Management

    HCR Wealth Advisors is a Financial Advising & Planning company founded in 1988. The team provides Financial Advising & Planning and Accounting.

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  • Kairos Financial Group, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Los Angeles, CA

    Services provided

    10% Financial Advising & Planning
    20% Accounting
    20% Commercial Brokerage Services +3
    20% Financial Consulting
    20% Insurance Services & Brokers
    10% Business Consulting

    Focus Areas

    100% Retirement Planning

    Kairos Financial Group, Inc., a Commercial Brokerage Services company, is located in Los Angeles, California. Their services include Commercial Brokerage Services and Accounting.

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  • Atlantic Investments A Registered Investment Advisor Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Los Angeles, CA

    Services provided

    50% Financial Advising & Planning
    50% Funding & Investment

    Focus Areas

    50% Retirement Planning
    50% Wealth & Asset Management

    Atlantic Investments A Registered Investment Advisor is a Financial Advising & Planning and Funding & Investment company. Their team provides Financial Advising & Planning.

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  • GT Investment Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Los Angeles, CA

    Services provided

    50% Financial Advising & Planning
    50% Funding & Investment

    Focus Areas

    100% Retirement Planning

    GT Investment Management is a Financial Advising & Planning and Funding & Investment company. Their team offers Financial Advising & Planning.

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  • Kaiser & Bonds LLP Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Long Beach, CA

    Services provided

    20% Financial Advising & Planning
    50% Accounting
    30% Litigation Support Services

    Focus Areas

    50% Retirement Planning
    30% Stocks Portfolio Management
    20% Wealth & Asset Management

    Founded in 2018, Kaiser & Bonds LLP is an Accounting company. The team specializes in Accounting and Litigation Support Services.

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List of the Top Retirement Planning Services

  1. Syriac CPA Tax & Accounting Services Inc Logotype

    Syriac CPA Tax & Accounting Services Inc

    Undisclosed
    Undisclosed
    10 - 49
    Newport Beach, CA

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    30% Retirement Planning
    60% Other
    View Profile Visit Website
  2. Business Plans USA Logotype

    Business Plans USA

    $1,000+
    $50 - $99 / hr
    10 - 49
    Irvine, CA

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    10% Retirement Planning
    75% Other
    View Profile Visit Website
  3. CAPATA Logotype

    CAPATA

    $1,000+
    $300+ / hr
    10 - 49
    Laguna Niguel, CA

    Ability to deliver

    7.3/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    20% Retirement Planning
    85% Other
    View Profile Visit Website
  4. Harmon Street Logotype

    Harmon Street

    Undisclosed
    Undisclosed
    Freelancer
    Irvine, CA

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    25% Retirement Planning
    75% Other
    View Profile Visit Website
  5. Grace Wealth Management Group, Inc. Logotype

    Grace Wealth Management Group, Inc.

    Undisclosed
    Undisclosed
    Freelancer
    Costa Mesa, CA

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    100% Retirement Planning
    80% Other
    View Profile Visit Website
  6. First Financial Consulting Logotype

    First Financial Consulting

    Undisclosed
    Undisclosed
    10 - 49
    Pasadena, CA

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    40% Retirement Planning
    50% Other
    View Profile Visit Website
  7. ANU Agrawal CPA Logotype

    ANU Agrawal CPA

    $1,000+
    $50 - $99 / hr
    Freelancer
    Torrance, CA

    Ability to deliver

    6.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    40% Retirement Planning
    70% Other
    View Profile Visit Website
  8. Chaudhry CPA Logotype

    Chaudhry CPA

    Undisclosed
    Undisclosed
    50 - 249
    Los Angeles, CA

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    10% Retirement Planning
    50% Other
    View Profile Visit Website
  9. Cedars Business Services Logotype

    Cedars Business Services

    Undisclosed
    Undisclosed
    50 - 249
    Calabasas, CA

    Ability to deliver

    6.1/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    15% Retirement Planning
    50% Other
    View Profile Visit Website
  10. Vistica Wealth Advisors Logotype

    Vistica Wealth Advisors

    Undisclosed
    Undisclosed
    2 - 9
    Carlsbad, CA

    Ability to deliver

    8/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    6/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    15% Retirement Planning
    View Profile Visit Website
  11. Dark Horse CPAs Logotype

    Dark Horse CPAs

    $1,000+
    $300+ / hr
    50 - 249
    Encinitas, CA

    Ability to deliver

    8.7/40.0
    0/20 Reviews
    3.7/10 Clients & Experience
    5/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    50% Retirement Planning
    90% Other
    View Profile Visit Website
  12. BakerAvenue Wealth Management Logotype

    BakerAvenue Wealth Management

    Undisclosed
    Undisclosed
    10 - 49
    San Diego, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Retirement Planning
    50% Other
    View Profile Visit Website
  13. HCR Wealth Advisors Logotype

    HCR Wealth Advisors

    Undisclosed
    Undisclosed
    10 - 49
    Los Angeles, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    40% Retirement Planning
    70% Other
    View Profile Visit Website
  14. Kairos Financial Group, Inc. Logotype

    Kairos Financial Group, Inc.

    Undisclosed
    Undisclosed
    2 - 9
    Los Angeles, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    100% Retirement Planning
    90% Other
    View Profile Visit Website
  15. Atlantic Investments A Registered Investment Advisor Logotype

    Atlantic Investments A Registered Investment Advisor

    Undisclosed
    Undisclosed
    2 - 9
    Los Angeles, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Retirement Planning
    50% Other
    View Profile Visit Website

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