Top Financial Advisors in Beverly Hills, California
Finding the right financial advisor in Beverly Hills is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Beverly Hills, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Beverly Hills, CA.
Find the Best Financial Advisor Firms in Beverly Hills:
MOZAIC, LLC
CRD#: 145777
Address: 9171 Wilshire Boulevard, Suite 550, Beverly Hills, CA 90210
AUM: $ 2.9B
BOULEVARD FAMILY WEALTH
CRD#: 285229
Address: 9465 Wilshire Blvd. Suite 840, Beverly Hills, CA 90212
AUM: $ 857M
CHEVIOT VALUE MANAGEMENT, LLC
CRD#: 166291
Address: 433 North Camden Drive Suite 800, Beverly Hills, CA 90210
Clients: 263
Average Clients per Advisor: 65
AUM: $ 676M
AIRE ADVISORS, LLC
CRD#: 307450
Address: 9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212
Clients: 59
Average Clients per Advisor: 7
AUM: $ 640M
LIFE LINE WEALTH MANAGEMENT LLC
CRD#: 171051
Address: 8447 Wilshire Boulevard Suite 200, Beverly Hills, CA 90211
Clients: 46
Average Clients per Advisor: 23
AUM: $ 395M
BEVERLY INVESTMENT ADVISORS LLC
CRD#: 124038
Address: 9701 Wilshire Boulevard 10th Fl., Beverly Hills, CA 90212
Clients: 3
Average Clients per Advisor: 3
AUM: $ 309M
How We Chose the Top Financial Advisors in Beverly Hills, California
To create this list of top financial advisor firms in Beverly Hills, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Beverly Hills has to offer.
Search Financial Advisors in Beverly Hills, California
Geoffrey J Januleski
Registered Affiliation(s):STRATEGIC ADVISERS LLC
David Chih Hou
Registered Affiliation(s):EVOKE ADVISORS
Frank Xavier Casillas
Registered Affiliation(s):BANCWEST INVESTMENT SERVICES, INC.
Stanton K Roseman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Huong Thoai Tran
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Heghine Kirakosyan
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Yuxia Ma
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Luis Francisco Rosa
Registered Affiliation(s):BUILD A BETTER FINANCIAL FUTURE LLC
Bryan Paul Hori
Registered Affiliation(s):EDWARD JONES
Jordan Asher Shapiro
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Stuart Michael Laba
Registered Affiliation(s):EDWARD JONES
Colin Thomas Babb
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kevin Roy Whitten
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kyle A Laskie
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Dale Eugene Reed
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lisa Amster Gorodistian
Registered Affiliation(s):MORGAN STANLEY
Jeffrey A Lewis II
Registered Affiliation(s):ALLIANCEBERNSTEIN L.P.
Alia A Ismail-el Khatib
Registered Affiliation(s):EDWARD JONES
Sharon E Cooper
Registered Affiliation(s):EDWARD JONES
Jon Derek Neuhaus
Registered Affiliation(s):MORGAN STANLEY
Natasha Marie Bonelli
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Ronald Gary Mann
Registered Affiliation(s):EDWARD JONES
Gregory Jay Welborn
Registered Affiliation(s):FIRST FINANCIAL CONSULTING
Karen Ann Roberts
Registered Affiliation(s):EDWARD JONES
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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