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Find Top Financial Advisors in Beverly Hills, California

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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.

Finding the Top Financial Advisor in Beverly Hills, California
Last Updated - 18-May-2022

Beverly Hills has 9 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 143 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 financial advisors in Beverly Hills, California mentioned below do 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.

Qualified Financial Advisors in Beverly Hills, California
Financial Advisor Experience AUM Minimum Assets Fee Structure
Paul Taghibagi
CFP®
SIGNATURE ESTATE & INVESTMENT ADVISORS, LLC
2121 Avenue of the Stars,
Los Angeles, CA 90067
29 $583,000,000 $500,000 Fee-Based
Andrew Eddy
CFP®, ChFC®, AIF®, CLU®
EDDY FINANCIAL, LLC
100 Wilshire Blvd,
Santa Monica, CA 90401
Not Disclosed Not Specified Not Specified Not Specified
Personal Capital
PERSONAL CAPITAL ADVISORS CORPORATION
---,
Los Angeles, CA 90012
11 $15,000,000,000 $100,000 Fee-Based
Sasha Shteyn
CFP®
EDELMAN FINANCIAL ENGINES, LLC
225 South Lake Avenue,
Pasadena, CA 91101
20 Not Specified Not Specified Fee-Based
Corey Fast
CFP®
EDELMAN FINANCIAL ENGINES, LLC
2400 E. Katella Ave.,
Anaheim, CA 92806
14 Not Specified Not Specified Fee-Based
Lance Blount
CFP®
EDELMAN FINANCIAL ENGINES, LLC
600 Anton Blvd,
Costa Mesa, CA 92626
19 Not Specified Not Specified Fee-Based
Michael Jensen
CFP®
FALCON WEALTH PLANNING, INC.
2030 Main St,
Irvine, CA 92614
10 $75,000,000 $250,000 Fee-Only
James Peters
Chartered Financial Consultant (ChFC®)
CENTAURUS FINANCIAL
18662 Macarthur Blvd,
Irvine, CA 92612
21 20,000,000 25,000 Fee-Based
Simon Reeves
TIDEROCK FINANCIAL
9900 Research Drive,
Irvine, CA 92618
25 Not Specified $500,000 Fee-Based

Information on Qualified Financial Advisors in Beverly Hills

Qualifications CRD# 2075689
FirmCRD# 468
Series 6, 7, 22, 24, 63

Compensation/Fee Fee-Based


Office Location 2121 Avenue of the Stars,
Suite 1600,
Los Angeles,
CA
90067
Phone Number 310-712-2323

Paul Taghibagi, CFP®, AIF® is a Founding Partner with SEIA. He is one of the four founding partners, who share over two decades of teamwork together. He is a Partner with Signature Comprehensive Insurance Services, LLC (SCIS). Paul has been in the securities industry since 1990. He is a member of the Financial Planning Association of Los Angeles and also serves on the Investment Committee for SEIA. Paul resides in Santa Monica, California. He enjoys sports, traveling and spending time in the local community with his family and friends. Paul received his Bachelor of Arts degree in Business Economics with honors from the University of California, Santa Barbara. He received his CERTIFIED FINANCIAL PLANNER certification in 1993, after completing the CFP® professional education program through the College of Financial Planning. Paul also has earned the Accredited Investment Fiduciary® (AIF®) professional designation conferred by Fiduciary360, receiving formal training in investment fiduciary responsibility. He is a licensed insurance agent (CA Ins. License #0798553).

About Signature Estate & Investment Advisors, LLC

Welcome to Signature Estate & Investment Advisors, LLC. Signature Estate & Investment Advisors, LLC (SEIA®) is a Registered Investment Advisory firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of affluent individuals, institutions, and corporations. SEIA's reputation is earned on a daily basis, in each client relationship and professional affiliation we maintain. Accordingly, these values shape our firm: SEIA mandates extensive and comprehensive requirements for all advisors in the areas of accredited degrees, professional designations, licensing, and ethics requirements. Continuous enhanced education and experience enable our Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®) to design individually tailored strategies and provide relationship-based financial advice meeting both the short and long term goals of each client. Confidential, unbiased, high quality financial advice is the core of our wealth management strategies.


Qualifications CRD# 3000011
FirmCRD# 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.

About Eddy Financial, LLC

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.


Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based


Office Location ---,
Los Angeles,
CA
90012
Phone Number 650-556-1310

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Personal Capital is owned by Empower Retirement, the second largest retirement services company in the US, with $709 billion in assets and 9.4 million participants as of 9/30/2020

About Personal Capital Advisors Corporation

Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™. Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


Qualifications CRD# 4453802
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 225 South Lake Avenue,
Suite 1185,
Pasadena,
CA
91101
Phone Number 626-768-2972

As a financial planning professional, I recognize that my role is not only that of an advisor, but also a coach, confidante and friend. My goal is to improve my clients' financial well-being and help them to achieve quality of life now and in retirement by tailoring meaningful solutions to their unique situations. Outside of work, I enjoy spending time with my husband, son and daughter. We love to travel, explore new places, read, learn, stay active and spend time outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4866465
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 2400 E. Katella Ave.,
Suite 410,
Anaheim,
CA
92806
Phone Number 714-841-0982

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2005. Successfully completed the Series 6, 7, 63, 65 and 66 examination(s) administered by FINRA. Earned the Certified Financial Planner (CFP®) certification(s). Bachelor of Science in Technology, Bowling Green State University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4625718
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 600 Anton Blvd,
Suite 1750,
Costa Mesa,
CA
92626
Phone Number 657-212-3060

With a lifelong curiosity about financial markets and a love of people, being a financial planner has been the perfect calling for me. I get satisfaction from helping my clients achieve their life dreams and create financial security. In my free time, I'm constantly on the go, spending time with family, exploring the outdoors, enjoying live music and cooking.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5848722
FirmCRD# 174092
Series 7, 66

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


Office Location 2030 Main St,
13th Floor,
Irvine,
CA
92614
Phone Number 855-963-2526

Michael Jensen has been helping individuals and families meet their financial goals for 10 years. He is the Managing Director of Falcon Wealth Planning where he works directly with clients and leads the team in Falcon's Irvine offices. Michael aligns his clients' life and wealth by helping them navigate all critical financial events to make informed financial decisions to live the life they want. As a CFP®, he aims to take the mystery out of retirement by answering questions with a direct, personalized approach. Prior to joining Falcon Wealth Planning, Michael served as a Wealth Advisor for a national financial planning firm. He began working as an advisor for Merrill Lynch after graduating from the University of Southern California (USC) Marshall School of Business. Michael takes on pro bono financial planning engagements aimed to help people who are behind on retirement savings or burdened by debt to improve their quality of life and put them on a path towards financial independence. Outside of work he is an avid sports fan, enjoys playing golf and spending time with friends and family. Michael lives in Laguna Niguel, California with his wife Brooke and goldendoodle Kaia.

About Falcon Wealth Planning, Inc.

Raise Your Expectations Falcon Wealth Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Falcon Wealth is a NAPFA-Registered Financial Firm and are CERTIFIED FINANCIAL PLANNER Professionals who help clients across the country. ABOUT FALCON WEALTH Most people do not know what to do with their money. They don't want to make risky decisions, pay high fees, or invest in products that are not tax beneficial. The financial planning industry doesn't make it easy. It is fraught with distrust and far too often clients are sold products and services by brokers trying to land a sale. Falcon Wealth Planning is different. WE DON'T TRY TO SELL YOU ANYTHING OR CHARGE HIDDEN FEES. TRUST. TRANSPARENCY. These values are integral to providing comprehensive services to help you achieve your goals. They are values we live by here at Falcon Wealth Planning. With more than 30 years of experience, we dedicate our services to prepare creative solutions tailored specifically to you.

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, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 2665577
FirmCRD# 30833
Series 6, 7, 63

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 18662 Macarthur Blvd,
Suite 200,
Irvine,
CA
92612
Phone Number 949-631-3840

About Centaurus Financial

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
FirmCRD# 155622
Series 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


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.

About TideRock Financial

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


Top Financial Advisor Firms in Beverly Hills, California
Firm Name AUM No. of Clients Fee Structure
Levine Leichtman Capital Partners, Llc
345 N. Maple Drive , Suite 300,
Beverly Hills, CA 90210
$8,234,457,120 32 A percentage of AUM
Performance Based
Mozaic, Llc
9171 Wilshire Boulevard, Suite 550,
Beverly Hills, CA 90210
$3,202,559,896 75 A percentage of AUM
Hourly charges
Fixed fees
Ssi Investment Management Llc
9440 Santa Monica Blvd, 8th Floor,
Beverly Hills, CA 90210
$2,664,556,000 105 A percentage of AUM
Joel R. Mogy Investment Counsel Inc.
315 South Beverly Drive , Suite 400,
Beverly Hills, CA 90212-4301
$1,323,229,964 538 A percentage of AUM
Hourly charges
Fixed fees
Galliott Capital Advisors, Llc
9401 Wilshire Blvd. , Ste 705,
Beverly Hills, CA 90212
$1,200,000,000 241 A percentage of AUM
Hourly charges
Fixed fees
Other (CONSULTING FEES)
Lasalle Debt Investors, Inc.
350 South Beverly Drive , Suite 300,
Beverly Hills, CA 90212
$1,095,432,643 2 A percentage of AUM
Performance Based
Boulevard Family Wealth
9465 Wilshire Blvd. , Suite 840,
Beverly Hills, CA 90212
$911,501,941 120 A percentage of AUM
Hourly charges
Fixed fees
Cheviot Value Management, Llc
433 North Camden Drive , Suite 800,
Beverly Hills, CA 90210
$622,693,979 864 A percentage of AUM
Hourly charges
Fixed fees
Aire Advisors, Llc
9350 Wilshire Blvd , Suite 200,
Beverly Hills, CA 90212
$436,732,582 576 A percentage of AUM
Hourly charges
Fixed fees
Life Line Wealth Management Llc
8447 Wilshire Boulevard , Suite 200,
Beverly Hills, CA 90211
$380,417,427 261 A percentage of AUM
Beverly Investment Advisors Llc
9701 Wilshire Boulevard , 10th Fl.,
Beverly Hills, CA 90212
$292,898,784 97 A percentage of AUM
Hourly charges
Fixed fees
O'Boyle Wealth Management, Inc.
9701 Wilshire Boulevard , 10th Floor,
Beverly Hills, CA 90212
$270,093,908 1238 A percentage of AUM
Hourly charges
Fixed fees
Eliot Finkel Investment Counsel, Llc
9401 Wilshire Boulevard , Suite 830,
Beverly Hills, CA 90212
$209,757,727 206 A percentage of AUM
Lewis Capital Management
9454 Wilshire Blvd. , Suite M1,
Beverly Hills, CA 90212
$206,785,486 231 A percentage of AUM
Hourly charges
Great Gable Wealth Management, Llc
275 S. Beverly Dr #201,
Beverly Hills, CA 90212
$136,507,086 378 A percentage of AUM

    List of Additional Advisors in Beverly Hills, California*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Anthony Louis San Andres
    Inquire with Anthony
    9665 Wilshire Blvd, Ste 600, Beverly Hills, CA  90212 310-285-5647
    Allison Brill
    Inquire with Allison
    9665 Wilshire Blvd, Ste 600, Beverly Hills, CA  90212 310-285-5677
    Alex Fur
    Inquire with Alex
    9665 Wilshire Blvd, Ste 600, Beverly Hills, CA  90212 310-285-4826
    Andrew Wood
    Inquire with Andrew
    9665 Wilshire Blvd, Ste 600, Beverly Hills, CA  90212 310-285-4861
    Barak Raviv
    Inquire with Barak
    9665 Wilshire Blvd, Ste 600, Beverly Hills, CA  90212 310-285-4935
    Brett Moore
    Inquire with Brett
    9665 Wilshire Blvd, Ste 600, Beverly Hills, CA  90212 310-285-2651
    Andy P. Chen
    Inquire with Andy
    9665 Wilshire Blvd, Ste 600, Beverly Hills, CA  90212 310-285-4917
    Bedford Wealth Management Group
    Inquire with Bedford
    9665 Wilshire Blvd, Ste 600, Beverly Hills, CA  90212 310-285-4913
    Asa Maynor
    Inquire with Asa
    9665 Wilshire Blvd, Ste 600, Beverly Hills, CA  90212 310-285-5674
    Brendan Moore
    Inquire with Brendan
    9665 Wilshire Blvd, Ste 600, Beverly Hills, CA  90212 310-285-4850
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