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Find Top Financial Advisors in Beverly Hills, California

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 - 24-May-2023

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.

Qualified Financial Advisors 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
William Hu
LPL FINANCIAL
251 S Lake Ave,
Suite 800,
Pasadena, CA 91101
15 Years Not Specified $250,000 Fee-Based
Dash Investments
DASH INVESTMENTS
21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367
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
James Peters
ChFC®
CENTAURUS FINANCIAL
18662 Macarthur Blvd,
Suite 200,
Irvine, CA 92612
21 Years $20,000,000 $25,000 Fee-Based
Simon Reeves
TIDEROCK FINANCIAL
9900 Research Drive,
Irvine, CA 92618
25 Years Not Specified $500,000 Fee-Based

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Information on Qualified Financial Advisors in Beverly Hills, California

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.

About Westmount Asset Management

Westmount Asset Management

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.

About Eddy Financial, LLC

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. 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

About LPL Financial

LPL Financial

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

About Dash Investments

Dash Investments

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.

About Westmount Asset Management

Westmount Asset Management

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

About Centaurus Financial

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
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.

About TideRock Financial

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


Customer Reviews

Top Financial Advisor Firms in Beverly Hills, California (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
LEVINE LEICHTMAN CAPITAL PARTNERS, LLC
345 N. Maple Drive, Suite 300, Beverly Hills, CA 90210
58 32 $8,234,457,120
A percentage of AUM, Performance Based
MOZAIC, LLC
9171 Wilshire Boulevard, Suite 550, Beverly Hills, CA 90210
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)
CHECCHI CAPITAL ADVISERS, LLC
9720 Wilshire Blvd, Suite 400, Beverly Hills, CA 90212
20 212 $1,485,489,806
A percentage of AUM, Other (MINIMUM ACCOUNT FEE)
GALLIOTT CAPITAL ADVISORS, LLC
9401 Wilshire Blvd., Ste 705, Beverly Hills, CA 90212
6 241 $1,200,000,000
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
17 2 $1,095,432,643
A percentage of AUM, Performance Based
BOULEVARD FAMILY WEALTH
9465 Wilshire Blvd., Suite 840, Beverly Hills, CA 90212
5 120 $911,501,941
A percentage of AUM, Hourly charges, Fixed fees
CHEVIOT VALUE MANAGEMENT, LLC
433 North Camden Drive, Suite 800, Beverly Hills, CA 90210
4 864 $622,693,979
A percentage of AUM, Hourly charges, Fixed fees
AIRE ADVISORS, LLC
9350 Wilshire Blvd, Suite 200, Beverly Hills, CA 90212
7 576 $436,732,582
A percentage of AUM, Hourly charges, Fixed fees
LIFE LINE WEALTH MANAGEMENT LLC
8447 Wilshire Boulevard, Suite 200, Beverly Hills, CA 90211
3 261 $380,417,427
A percentage of AUM
BEVERLY INVESTMENT ADVISORS LLC
9701 Wilshire Boulevard, 10th Fl., Beverly Hills, CA 90212
1 97 $292,898,784
A percentage of AUM, Hourly charges, Fixed fees
O'BOYLE WEALTH MANAGEMENT, INC.
9701 Wilshire Boulevard, 10th Floor, Beverly Hills, CA 90212
5 1238 $270,093,908
A percentage of AUM, Hourly charges, Fixed fees
ELIOT FINKEL INVESTMENT COUNSEL, LLC
9401 Wilshire Boulevard, Suite 830, Beverly Hills, CA 90212
3 206 $209,757,727
A percentage of AUM
LEWIS CAPITAL MANAGEMENT
9454 Wilshire Blvd., Suite M1, Beverly Hills, CA 90212
1 231 $206,785,486
A percentage of AUM, Hourly charges
GREAT GABLE WEALTH MANAGEMENT, LLC
315 S. Beverly Dr Suite 406, Beverly Hills, CA 90212
5 378 $136,507,086
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
    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

      Frequently Asked Questions

      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.

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      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.

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      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?