Top Financial Advisors in Beverly Hills, California
Finding the right financial advisor in Beverly Hills is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Beverly Hills, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Beverly Hills, CA.
Find the Best Financial Advisor Firms in Beverly Hills:
MOZAIC, LLC
CRD#: 145777
Address: 350 South Beverly Drive, Suite 340, Beverly Hills, CA 90212
AUM: $ 4.1B
CHEVIOT VALUE MANAGEMENT, LLC
CRD#: 166291
Address: 433 North Camden Drive Suite 800, Beverly Hills, CA 90210
Clients: 273
Average Clients per Advisor: 68
AUM: $ 963M
AIRE ADVISORS, LLC
CRD#: 307450
Address: 9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212
Clients: 87
Average Clients per Advisor: 10
AUM: $ 905M
BEVERLY HILLS PRIVATE WEALTH, LLC
CRD#: 321132
Address: 350 S. Beverly Drive Suite 360, Beverly Hills, CA 90212
Clients: 72
Average Clients per Advisor: 12
AUM: $ 783M
LIFE LINE WEALTH MANAGEMENT LLC
CRD#: 171051
Address: 8447 Wilshire Boulevard Suite 200, Beverly Hills, CA 90211
Clients: 49
Average Clients per Advisor: 12
AUM: $ 476M
ELYXIUM WEALTH LLC
CRD#: 328603
Address: 400 S. Beverly Dr. Penthouse, Beverly Hills, CA 90212
Clients: 7
Average Clients per Advisor: 1
AUM: $ 453M
How We Chose the Top Financial Advisors in Beverly Hills, California
To create this list of top financial advisor firms in Beverly Hills, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Beverly Hills has to offer.
Search Financial Advisors in Beverly Hills, California
Teresa Sue Harmon
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Gail Diane Reid
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Leon Russell Laub
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Tara Tussing Unverzagt
Registered Affiliation(s):SOUTH BAY FINANCIAL PARTNERS
Robin Akira Morishita
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John Thomas Shadden
Registered Affiliation(s):MORGAN STANLEY
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
