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Portfolio Size of 100K and
above
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Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Beverly Hills
has
7
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
146
non-vetted advisors in your local area. These financial advisors in
Beverly Hills
,
California
have an average of
18
years of experience.
NOTE: The list of vetted financial
advisors in
Beverly Hills
,
California
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Beverly Hills, California.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Michael Cannone
WESTMOUNT ASSET MANAGEMENT 2049 Century Park East, Suite 2500, Los Angeles, CA 90067 |
22 Years | Not Specified | $3,000,000 | Fee-Only |
|
Andrew Eddy
CFP®, CLU®, AIF®, ChFC® EDDY FINANCIAL, LLC 100 Wilshire Blvd, Suite 700, Santa Monica, CA 90401 |
Not Disclosed | Not Specified | $250,000 | Not Specified |
| 15 Years | Not Specified | $250,000 | Fee-Based | |
| Not Disclosed | $370,000,000 | Not Specified | Fee-Only | |
|
Jeff Halbert
WESTMOUNT ASSET MANAGEMENT 620 Newport Center Drive, Suite 1100, Newport Beach, CA 92660 |
10 Years | $3,800,000,000 | $2,000,000 | Fee-Only |
| 21 Years | $20,000,000 | $25,000 | Fee-Based | |
| 25 Years | Not Specified | $500,000 | Fee-Based |
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
2049 Century Park East,
Suite 2500,
Los Angeles,
CA
90067
Phone Number
310-556-2502
Michael was born in Santa Monica and raised outside Philadelphia. At Georgetown, he double-majored in finance and small business management. Somehow, he found time to play varsity baseball, too. After college he worked for Vanguard, improving their mutual fund accounting programs. Then he moved to California, joined Alliance Bernstein, and participated in one of the industry's most esteemed advisor training programs. After earning his MBA at UCLA, Michael joined Westmount in 2011, attracted by a culture of people "humble and intellectually curious, yet courageous enough to blaze a new independent trail in our industry." He credits his grandfather, who emigrated from Italy as a young man and opened a shoemaking business in Elizabeth, New Jersey, for inspiring many of the personal financial principles he still operates by today.
Established in 1990, Westmount Asset Management is a fee-only investment advisory firm blending institutional portfolio management strategies with a wide range of consulting and planning services. Our diversified investment approach manages risk while seeking superior returns across global financial markets. Our clients include high net-worth individuals, pension plans, foundations and endowments. Westmount has repeatedly been named by one of the top wealth advisors in the country by Barron's and Financial Times magazine.
Advisory Services Provided:
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
Qualifications
CRD# 3000011
Firm CRD# 290208
Office Location
100 Wilshire Blvd,
Suite 700,
Santa Monica,
CA
90401
Phone Number
310-451-3339
I've always had a passion for managing the details.Having been an executive with large multinational corporations as well as small tech startups, I understand the complexity of stock options, deferred compensation packages, and many other financial issues that confront executives. Being a parent, I understand the issues around education funding for my kids as well as funding my own retirement. Being a son and grandson, I understand the challenges with managing required retirement distributions from qualified retirement vehicles by my parents and grandparents. To read my full bio, click here. Call (310) 451-3339 or click here to schedule a complimentary consultation with Andrew.
Eddy Financial is a wealth management advisory firm based in Santa Monica, CA. As a boutique firm, we provide tailored comprehensive investment services to individuals and businesses across the country. One of our top tier providers is available to less than 2% of investment professionals. They are a pioneer of quantitatively oriented investment philosophy rooted in rigorous academic research that pursue returns through advanced portfolio design, management, and trading. We have worked with this partner for over a decade. We believe this partnership is indicative of the top flight providers we seek out and collaborate with to provide best in class solutions for our clients. Clients we serve include business owners, doctors, executives & professionals, retirees, entrepreneurs, and divorced individuals.
Advisory Services Provided:
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, Insurance Products & Annuities
Qualifications
CRD# 5461697
Firm CRD# 6413
Series 6, 26, 63, 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
251 S Lake Ave,
Suite 800,
Pasadena,
CA
91101
Phone Number
323-542-8003
William Hu is a financial advisor working out of Los Angeles, California, who has been in the advisory business for 15 years. Hu works at Lpl Financial LLC. Hu has gained experience at Foresters Financial Services, Foresters Advisory Services and Lpl Financial, LLC. Hu maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California and Texas
Lpl Financial LLC provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees usually are based on which service is offered. Fees charged by Lpl Financial LLC most likely consist of asset-based, hourly, fixed and commission-based fees.
Advisory Services Provided:
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, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Firm CRD# 135281
Compensation/Fee Fee-Only
Office Location
21600 Oxnard Street Ste 1755,
Woodland Hills,
CA
91367
Phone Number
818-309-4065
The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm recently featured by "Money Magazine" as one of the top advisors in the country and has also been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success. Now also welcoming investors to our newest location at 4849 Greenville Avenue Ste 100, Dallas, TX 75206.
Advisory Services Provided:
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
Qualifications
CRD# 5750237
Firm CRD# 158857
Series 65, 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
620 Newport Center Drive,
Suite 1100,
Newport Beach,
CA
92660
Phone Number
949-674-5190
Born in Atlanta and raised in Orlando, Jeff comes from a very close-knit family, where he was the youngest of four children. As an undergrad, he majored in economics at Rollins College, where he also played baseball and later completed his MBA in finance and management. Prior to joining Westmount, Jeff was a financial advisor at Raymond James before eventually relocating to Laguna Beach to serve as vice president at Telos Capital Management. Today, as a senior advisor at Westmount, Jeff applies his sharp investing skills to help clients reach their financial goals, working closely with the rest of our advisory team to develop highly personalized plans that bring clarity to his clients' lives. Outside the office, Jeff likes to travel, spend time outdoors and play tennis in Laguna Beach, where he lives with his wife and two children.
Based in Los Angeles, Westmount Asset Management is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmount excels in identifying compelling alternative investment opportunities that complement more traditional asset classes. Coupled with personalized financial planning tools and strategies, Westmount clients benefit from our team's depth of experience, conflict-free advice and 30-year investment track record. As one of LA's oldest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barron's, the Financial Times, InvestmentNews and more.
Advisory Services Provided:
Financial Planning, Portfolio Management, Portfolio Management, Retirement Planning, Retirement Planning, 401K Rollovers, Wealth Management, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 2665577
Firm CRD# 30833
Series 6, 7, 63
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
18662 Macarthur Blvd,
Suite 200,
Irvine,
CA
92612
Phone Number
949-631-3840
We help our clients accomplish their financial goals. We customize our clients investments and financial plans to to help them meet their individual needs. The real benefit of using our firm is that our clients feel their financial dreams will be accomplished and that we are there to provide service as their needs change.
Qualifications
CRD# 2835991
Firm CRD# 155622
Series 65
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
9900 Research Drive,
Irvine,
CA
92618
Phone Number
877-433-3665
Simon brings 20 years of investment experience to his role as Founder and Chief Executive Officer of TideRock Financial. He specializes in advising wealthy families and high-net worth individuals to help them achieve their long-term investment goals, including estate and heritage planning. As a former Wall Street trader, Simon utilizes his unique investment insight to create globally diversified, tax-efficient portfolios based on solid academic research and an in-depth analysis of economic, political, and social developments around the world. His clients include current and former professionals at the top of their respective fields, including CEOs, entrepreneurs, hedge fund managers, and attorneys. Simon currently serves on the Board of Directors of Saddleback Memorial Foundation. As a member of the Board's Investment Committee, he helps one of Orange County's leading non-profit hospital systems to invest its substantial portfolio and further its mission. Prior to becoming an independent wealth manager, Simon was the Founder and President of his own options trading company on the floor of the American Stock Exchange in New York. There he generated significant profits utilizing risk-averse trading strategies, eventually expanding his company to include traders on the floors of the American Stock Exchange, Chicago Board of Trade and Philadelphia Stock Exchange. Born and raised in New York City, Simon holds a B.A. degree from the University of Michigan with an emphasis on global economics.
TideRock Financial is an independent investment firm providing comprehensive wealth management services to high-net-worth individuals and families, as well as investment management for qualified company 401(k) plans. Our mission is to give our clients the kind of financial peace of mind that can only come with a strong long-term plan and a trusted advisor. We help our clients find ways to minimize the time they spend on financial and tax matters so they can focus on the things that matter most in their lives. TideRock Financial is differentiated from other investment advisory firms in its fee-based approach that puts its clients' interests in the forefront of every investment decision. We act as your fiduciary, which means we do not receive any incentives to invest in one financial product or fund over another. Our investment strategy is founded on more than 20 years of trading and investment experience. By accessing institutional-level funds and alternative investment vehicles that are not available to the general public, TideRock Financial creates highly-customized portfolios that are designed to minimize risk and maximize cash flow.
Advisory Services Provided:
Portfolio Management, 401K Rollovers, Wealth Management, Estate Planning & Trusts
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 58 | 32 | $8,234,457,120 | A percentage of AUM, Performance Based
|
|
| 14 | 75 | $3,202,559,896 | A percentage of AUM, Hourly charges, Fixed fees
|
|
JOEL R. MOGY INVESTMENT COUNSEL INC.
315 South Beverly Drive, Suite 400, Beverly Hills, CA 90212-4301 |
9 | 554 | $1,563,520,275 | A percentage of AUM, Fixed fees, Other (TRUSTEE FEES)
|
| 20 | 212 | $1,485,489,806 | A percentage of AUM, Other (MINIMUM ACCOUNT FEE)
|
|
| 6 | 241 | $1,200,000,000 | A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES)
|
|
| 17 | 2 | $1,095,432,643 | A percentage of AUM, Performance Based
|
|
| 5 | 120 | $911,501,941 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 864 | $622,693,979 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 7 | 576 | $436,732,582 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 261 | $380,417,427 | A percentage of AUM
|
|
| 1 | 97 | $292,898,784 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 1238 | $270,093,908 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 206 | $209,757,727 | A percentage of AUM
|
|
| 1 | 231 | $206,785,486 | A percentage of AUM, Hourly charges
|
|
| 5 | 378 | $136,507,086 | A percentage of AUM
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 9665 Wilshire Blvd, Ste 600, Beverly Hills, CA 90212 | 310-285-5647 | |
| 9665 Wilshire Blvd, Ste 600, Beverly Hills, CA 90212 | 310-285-5677 | |
| 9665 Wilshire Blvd, Ste 600, Beverly Hills, CA 90212 | 310-285-4826 | |
| 9665 Wilshire Blvd, Ste 600, Beverly Hills, CA 90212 | 310-285-4861 | |
| 9665 Wilshire Blvd, Ste 600, Beverly Hills, CA 90212 | 310-285-4935 | |
| 9665 Wilshire Blvd, Ste 600, Beverly Hills, CA 90212 | 310-285-2651 | |
| 9665 Wilshire Blvd, Ste 600, Beverly Hills, CA 90212 | 310-285-4917 | |
| 9665 Wilshire Blvd, Ste 600, Beverly Hills, CA 90212 | 310-285-4913 | |
| 9665 Wilshire Blvd, Ste 600, Beverly Hills, CA 90212 | 310-285-5674 | |
| 9665 Wilshire Blvd, Ste 600, Beverly Hills, CA 90212 | 310-285-4850 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
