Search Results
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1
Covington Capital Management
Los Angeles,
CA (1.27 miles)
Services offered: Money Management
Portfolio requirement: $1,000,000
Our firm was founded in 2004 as an independent, employee-owned investment advisor, and is currently staffed by professionals with over 200 years of combined experience in financial services. NEW CLIENT minimum portfolio size = 1,000,000...
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2
ACap Asset Management Inc.
Beverly Hills,
CA (7.99 miles)
Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $250,000
ACap Asset Management is an independent, Fee-Only Investment Advisory Firm. At ACap, we believe in investing, not speculating.
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3
WESCAP Group
Burbank,
CA (9.46 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $250,000
**NAPFA Member** We are an independent financial advisor firm providing investment management and financial planning services to individuals, trusts, and institutional clients since 1988. Our NEW CLIENT Minimum Portfolio Size = $250,000...
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4
Aequitas Wealth Management
Los Angeles,
CA (9.81 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, 529 College Savings
Portfolio requirement: $1,000,000
**NAPFA Member** We aim to provide our clients with a strategy to achieve their goals, confidence in their financial decisions and the professional assistance to implement them. NEW CLIENT minimum portfolio size = $500,000...
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5
Summit Portfolio Management Inc.
Los Angeles,
CA (9.81 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
We are an independent Fee-Only financial advisory firm that provides wealth management consulting and portfolio management based on Nobel Prize winning research. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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6
Westmount Asset Management Inc
Los Angeles,
CA (9.81 miles)
Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $500,000
Westmount Asset Management, Inc. is an investment advisory firm that blends sophisticated institutional money management strategies with a wide range of consulting and planning services.
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7
The Darrow Company, Inc.
Los Angeles,
MA (9.81 miles)
Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $500,000
We are a Fee-Only financial advisor dedicated to providing wealth management services to high-net-worth individuals and families in the Boston and Los Angeles areas and nationwide.
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8
Kenfield Capital Strategies
Los Angeles,
CA (10.66 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
As an Independent RIA firm, we are free to choose the investments that best meet our clients' needs. Our fees are based on Assets Under Management (AUM) rather than commissions, so our goals are aligned with yours. NEW CLIENT Min Portfolio Size = $500K...
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9
McComsey Asset Management, LLC
Los Angeles,
CA (10.66 miles)
Services offered: Money Management
Portfolio requirement: $250,000
Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in southern CA. Our NEW CLIENT minimum portfolio size = $250,000...
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10
ALM Advisors, Inc.
Pasadena,
CA (11.61 miles)
Services offered: Money Management
Portfolio requirement: $100,000
We are focused on a research driven approach -- toward the goal of bringing the Best Value and Highest-Quality of Service to each client. NEW CLIENT minimum portfolio size = $100,000...
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11
Fried Asset Management, Inc. / Buyback Strategies
Pacific Palisades,
CA (17.55 miles)
Services offered: Money Management, 401K to IRA Rollover
Portfolio requirement: $100,000
Our firm's managed accounts have outperformed the S&P 500 by 89% since inception in January 1998. We offer separate investor advisory and money management services which use the "Buyback Stragegy" principles. NEW CLIENT min. portfolio size = $100,000...
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12
Ventura Advisors
Woodland Hills,
CA (22.96 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $500,000
**NAPFA Member** We are a Fee-Only Registered Investment Advisor firm located in the San Fernando Valley. We are extremely dedicated to helping our clients achieve personal and financial success. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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13
The Advisory Group
Diamond Bar,
CA (24.66 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
We provide professional investment and planning services for both business and individual clients. Contact us today to discuss your financial planning objectives and goals. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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14
Beacon Financial Partners
Huntington Beach,
CA (28.92 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $500,000
**NAPFA Member** We are dedicated to helping people that don't have time for, don't enjoy, or simply need expert advice in managing their personal finances. NEW CLIENT minimum portfolio size = $500,000...
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15
Schultz Financial Management Corporation
Santa Ana,
CA (32.53 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $250,000
**NAPFA MEMBER** Our mission is to deliver superior investment performance using a risk-controlled approach that gives our valued client's financial "peace of mind" during all market conditions.
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16
Tactical Wealth Solutions, LLC
Irvine,
CA (38.68 miles)
Services offered: Money Management, Estate Planning, 401K to IRA Rollover
Portfolio requirement: $250,000
As independent advisors, we work on a fee-only basis. We offer clients unbiased, objective advice on portfolio management and financial planning.
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17
Brian Carruthers & Associates
Laguna Beach,
CA (44.16 miles)
Services offered: Money Management, Retirement Planning, Estate Planning
Portfolio requirement: $250,000
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18
Wealth Analytics Partners, LLC
San Diego,
CA (97.19 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $500,000
Wealth Analytics is an independent financial planning firm that provides financial planning, retirement planning and portfolio management advice on Fee-Only basis. NEW CLIENT Minimum Portfolio Size = $500,000...
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19
Sunlin Consulting Investment Advisory Services, LLC
P.O. Box 83907
Los Angeles, CA
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20
Mayfield Associates
444 S. Flower Street
Los Angeles, CA
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21
Michael J.d. Mccall, Inc.
P.O. Box 71525
Los Angeles, CA
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22
Ryder Stilwell Investment Advisors Inc
515 Figueroa Street, Suite 1200
Los Angeles, CA
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23
Everett Harris & Co
888 West 6th St
Los Angeles, CA
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24
TRW Investments, LLC
707 Wilshire Boulevard
Los Angeles, CA
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25
Mullen Advisory
606 N. Larchmont Blvd
Los Angeles, CA
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