Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
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.
El Segundo
has
11
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
El Segundo,
California
have an average of
25
years of experience.
NOTE: The list of vetted financial
advisors in
El Segundo,
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
El Segundo, California.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
|
Andrew Eddy
CFP®, CLU®, AIF®, ChFC® EDDY FINANCIAL, LLC 100 Wilshire Blvd, Suite 700, Santa Monica, CA 90401 |
Not Disclosed | Not Specified | Not Specified | Not Specified |
| 40 Years | $1,700,000,000 | $100,000 | Fee-Based | |
| 18 Years | Not Specified | $100,000 | Fee-Based | |
| 25 Years | $650,000,000 | Not Specified | Fee-Only | |
|
Pure Financial Advisors LLC
PURE FINANCIAL ADVISORS, LLC 6320 Canoga Ave #920, Woodland Hills, CA 91367 |
Not Disclosed | Not Specified | Not Specified | Fee-Only |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
|
Edelman Financial Engines, LLC
21550 Oxnard Street, Suite 950, Woodland Hills, CA 91367 2400 E. Katella Ave., Anaheim, CA 92806 600 Anton Blvd., Costa Mesa, CA 92626 |
Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only |
|
Jarret Rodriguez-Conklin
CIMA®, ChFC® HOMESTEAD WEALTH MANAGEMENT 413 East Foothill Boulevard, Suite 100, San Dimas, CA 91773 |
19 Years | $67,000,000 | Not Specified | Fee-Based |
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1960 E Grand Avenue,
Suite 710,
El Segundo,
CA
90245
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
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
Firm CRD# 315838
Series 7, 24, 63, 65, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
6345 Balboa Blvd,
Building 1, Suite 100,
Encino,
CA
91406
Phone Number
661-505-6311
At X Advisors, we are committed to delivering personalized investment management and comprehensive wealth planning designed with your unique aspirations in mind. Our mission is to simplify the intricacies of wealth management, offering clear, actionable guidance that empowers you to achieve your financial objectives. From novice investors taking their first steps to seasoned individuals preparing for a secure retirement, we provide expert insights, and customized support to navigate your financial journey today and for the years ahead.
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, Insurance Products & Annuities
Qualifications
CRD# 6160905
Firm CRD# 333522
Series 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
1055 E. Colorado Blvd 5th Floor,
Pasadena,
CA
91106
Phone Number
626-219-0288
Nancy has been in the financial services industry for over 15 years. She works closely with individuals and families to design and implement customized financial plans that serve to protect and grow multigenerational wealth. She's worked in both large and small investment institutions servicing ultra high net worth clients. She is proud to have been able to contribute to discussions that allow clients to walk away much more informed and confident in their decision making . We are committed to empowering underserved communities through comprehensive financial education while guiding all clients to understand and achieve their financial objectives. Nancy have given back to the community by offering pro-bono financial planning advice to various non-profit institutions including Savvy Ladies and AARP. She has also spent time with Center for Financial Empowerment in their Mad City Money workshops to help empower high school students on topics of financial literacy. She is married with two school age sons. If she's not out in the baseball field or at a basketball court, she enjoys traveling the world or getting lost in a good book. As a CERTIFIED FINANCIAL PLANNER® and Investment Advisor Representative with a Series 65 securities license, Nancy upholds the highest fiduciary standards, always putting her clients' interests first.
Vera Wealth is here for Main Street investors. We work with individuals who are committed to transforming their financial future and building lasting wealth. We will educate clients and get them to financial literacy. No industry jargon, just straight forward guidance that makes sense for your life. We make professional financial planning accessible to all individuals in different phases of their life. Our approach is transparent and thorough. We explain not just what we recommend, but why. You'll understand the purpose behind each investment choice and how our carefully designed guardrails protect and grow your wealth. We believe informed clients make better financial decisions and achieve stronger long-term results. Come talk to us. We are here to listen.
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
Firm CRD# 135281
Compensation/Fee Fee-Only, Based on Assets
Office Location
21600 Oxnard Street Ste 1755,
Woodland Hills,
CA
91367
Phone Number
469-915-4786
Ranked "TOP ADVISOR 2024" by Forbes, Newsweek, USA Today, and Rated 5 Stars on Google Reviews. For 20+ years, we have provided expert Financial Planning, Portfolio Management, Tax, and Estate Planning services. Dash is a fee-only Independent Fiduciary Investment firm. 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. Google Reviews Read articles by Jonathan Dash
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
Firm CRD# 144316
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
6320 Canoga Ave #920,
Woodland Hills,
CA
91367
Phone Number
818-805-5500
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the vision, and Pure Financial Advisors became the reality. Doors opened for business in 2007 with no clients, negative revenue, and zero assets under management. Within just fifteen years of the firm's opening, Pure Financial surpassed $4.6 billion in client assets under management (as of March 29, 2023) and is currently helping over 4,100 clients plan for their future. The foundation of Pure's planning is rooted in decades of time-tested research. Pure Financial looks to financial science as the guiding light to form our strategies, gaining insights and inspiration from the work of Nobel laureates. As the world continues to evolve, Pure continues to learn. Pure Financial puts education at the core of everything we do. We strive to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world. Join us at our next educational event or talk to an advisor today to find out how we can help you reach your financial goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
225 South Lake Avenue,
Suite 1185,
Pasadena,
CA
91101
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
21550 Oxnard Street,
Suite 950,
Woodland Hills,
CA
91367
Phone Number
877-208-7414
Office Location
2400 E. Katella Ave.,
Suite 910,
Anaheim,CA 92806
Phone Number
877-208-7414
Office Location
600 Anton Blvd.,
Suite 1750,
Costa Mesa,CA 92626
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
413 East Foothill Boulevard, Suite 100,
San Dimas,
CA
91773
Phone Number
909-667-0587
I am proud to call myself a Peekskill native, born and raised just 45 minutes north of New York City and a short drive from West Point (USMA). After graduating from Hendrick Hudson High School, I followed my dream of serving my country by becoming a United States Marine. I proudly served from 1999 to 2006, including during Operation Iraqi Freedom. Upon an honorable discharge, I transitioned to a new chapter in Southern California, beginning my financial career at Morgan Stanley. In 2005, I joined Bank of America Investment Services (now Merrill Lynch), and in 2009, I moved to Wells Fargo Advisors, where I had the honor of serving clients for over a decade. Currently, I bring my expertise as a comprehensive Financial Advisor, holding both the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services and the Certified Investment Management Analyst® (CIMA®) designation, taught by the Yale School of Management and administered by the Investment Management Consultants Association®. My financial planning services include: In today's busy world, clients are looking for different ways to engage with financial professionals. Some clients would like help with investment management, while others are focused on financial planning questions. When should I file for social security benefits, manage my 401k, what benefits package should I choose. These are a few of the questions that individuals have. We can simplify what seems complex by offering clients options on how they work with us at Homestead Wealth Management. As an independent boutique wealth management firm, we offer a personalized experience for those looking to develop a trusted relationship. Our clients will never feel as if they are small fish in a big pond.
Advisory Services Provided: Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management
About
Homestead Wealth Management
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 74 | 52 | $24,802,894,805 | A percentage of AUM, Performance Based
|
|
| 15 | 320 | $6,378,885,000 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based
|
|
| 6 | 8 | $3,295,207,436 | A percentage of AUM, Performance Based
|
|
| 12 | 6 | $3,141,308,655 | A percentage of AUM, Performance Based
|
|
| 28 | 15 | $2,882,826,838 | A percentage of AUM, Subscription fees
|
|
| 22 | 1905 | $2,738,625,777 | A percentage of AUM, Performance Based
|
|
| 14 | 2433 | $1,962,896,000 | A percentage of AUM
|
|
| 14 | 2678 | $1,632,226,548 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 32 | 2 | $1,576,914,964 | A percentage of AUM, Performance Based, Other (ORIGINATION FEES, DEFERRED ORIGINATION FEES, MODIFICATION FEES)
|
|
| 12 | 328 | $1,448,000,000 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 7 | 2 | $1,305,058,221 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 16 | 3382 | $1,162,612,228 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based
|
|
| 14 | 7 | $1,132,879,430 | A percentage of AUM, Performance Based
|
|
| 19 | 7 | $903,600,090 | A percentage of AUM, Performance Based
|
|
| 6 | 1205 | $743,162,481 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE RETIREMENT ASSETS UNDER ADVISEMENT)
|
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 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?
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.
