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Portfolio Size of 100K and above
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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
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.
Glendale
has
8
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
29
non-vetted advisors in your local area. These financial advisors in
Glendale, California
have an average of
16
years of experience.
NOTE: The list of financial
advisors in
Glendale, 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
Glendale, California.
| Qualified Financial Advisors in Glendale, California | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Personal Capital
PERSONAL CAPITAL ---, Los Angeles, CA 90012 |
11 | $22,400,000,000 | $100,000 | Fee-Based |
| William Hu
LPL FINANCIAL 251 S Lake Ave, Suite 800, Pasadena, CA 91101 |
15 | Not Specified | $250,000 | Fee-Based |
| Michael Cannone
WESTMOUNT ASSET MANAGEMENT 2049 Century Park East, Suite 2500, Los Angeles, CA 90067 |
22 | Not Specified | Not Specified | Fee-Only |
| Dash Investments
DASH INVESTMENTS 21600 Oxnard Street Ste 1755, Woodland Hills, CA 91367 |
Not Disclosed | 370000000 | Not Specified | Fee-Only |
| Michael Jensen
CFP® FALCON WEALTH PLANNING, INC. 2030 Main St, 13th Floor, Irvine, CA 92614 |
10 | $75,000,000 | $250,000 | Fee-Only |
| Jeff Halbert
WESTMOUNT ASSET MANAGEMENT 620 Newport Center Drive, Suite 1100, Newport Beach, CA 92660 |
10 | $3,800,000,000 | $2,000,000 | Fee-Only |
| James Peters
ChFC® CENTAURUS FINANCIAL 18662 Macarthur Blvd, Suite 200, 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 |
Qualifications
Firm CRD# 155172
Compensation/Fee Fee-Based
Office Location
---,
Los Angeles,
CA
90012
Phone Number
650-556-1310
Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.
The holistic financial plan recommendation is yours to keep, no strings attached.
There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.
WHY USE PERSONAL CAPITAL
Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.
Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.
Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:
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# 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
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
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# 5848722
Firm CRD# 174092
Series 7, 66
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
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.
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# 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
Top Financial Advisor Firms in Glendale, California (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| FIRST QUADRANT, LLC
330 N. Brand Blvd. , Suite 800, Glendale, CA 91203 |
$10,509,181,000 | 31 |
A percentage of AUM Performance Based |
| UNIONBANC INVESTMENT SERVICES, LLC
800 N. Brand Boulevard , 16th Floor, Glendale, CA 91203 |
$1,907,750,574 | 5203 |
A percentage of AUM |
| WESCAP GROUP
330 N. Brand Blvd , Suite 1150, Glendale, CA 91203 |
$913,500,000 | 1185 |
A percentage of AUM Hourly charges Fixed fees |
| DIRECT LENDING INVESTMENTS, LLC
550 N. Brand Blvd. , Suite 2000, Glendale, CA 91203 |
$866,299,504 | 3 |
A percentage of AUM Performance Based |
| PACIFIC GLOBAL INVESTMENT MANAGEMENT CO
101 N. Brand Blvd , Ste 1950, Glendale, CA 91203 |
$717,678,502 | 846 |
A percentage of AUM Hourly charges |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Alberto Alvarez Inquire with Alberto |
535 N Brand Blvd, Ste 1000, Glendale, CA 91203 | 818-662-1999 |
| Betsy L Billard Inquire with Betsy |
535 N Brand Blvd, Ste 1000, Glendale, CA 91203 | 818-662-1950 |
| BFF Wealth Management, Inc. Inquire with BFF |
700 N. Central Ave., Suite 235, Glendale, CA 91203 | 877-775-2219 |
| Jackie Weinstein Inquire with Jackie |
700 N Brand Blvd, Ste 460, Glendale, CA 91203 | 818-550-9980 |
| Paul Avina Inquire with Paul |
535 N Brand Blvd, Ste 1000, Glendale, CA 91203 | 818-662-1999 |
| Jose L Godinez Inquire with Jose |
535 N Brand Blvd, Ste 1000, Glendale, CA 91203 | 818-662-1999 |
| Gail D Reid Inquire with Gail |
535 N Brand Blvd, Ste 1000, Glendale, CA 91203 | 818-662-1999 |
| Johny Makhijani Inquire with Johny |
700 N Brand Blvd, Ste 460, Glendale, CA 91203 | 818-550-9980 |
| David Salamanyan, New York Life Inquire with David |
801 N Brand Blvd, 14th Floor, Glendale, CA 91203 | 818-662-7547 |
| Total Financial Resource Group, Inc. Inquire with Total |
700 N. Central Avenue, Suite 235, Glendale, CA 91203 | 626-795-9600 |
Grow your AUM with pre-qualified leads!
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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