Financial advisors in Beverly Hills, CA

559 match · page 1 of 19

Amy Born
Financial advisor at Svb Wealth
Svb Wealth · $3.1B AUM
CFP®VerifiedFinancial planning
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Andrei Magana
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anh Nguyen
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aric Zamel
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Hammerman
Financial advisor at Beverly Hills Private Wealth, LLC
Beverly Hills Private Wealth, LLC · $912.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carol O'boyle
Financial advisor at O'boyle Wealth Management, Inc.
O'boyle Wealth Management, Inc. · $443.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Caroline Knuff
Financial advisor at Scs Capital Management LLC
Scs Capital Management LLC · $48.65B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charlotte Berry
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Claire Warren
Financial advisor at Elyxium Wealth LLC
Elyxium Wealth LLC · $1.39B AUM
CFP®VerifiedFinancial planning
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Danielle Barrios
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Horvitz
Financial advisor at Cheviot Value Management, LLC
Cheviot Value Management, LLC · $1.17B AUM
CFP®VerifiedFinancial planning
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David Rosenberg
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dimitry Farberov
Financial advisor at Compound Planning, Inc.
Compound Planning, Inc. · $4.85B AUM
CFP®VerifiedFinancial planning
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Elizabeth Johnston
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gina Dandrea
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Whiting
Financial advisor at Cheviot Value Management, LLC
Cheviot Value Management, LLC · $1.17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Smith
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Bunzel
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Auday
Financial advisor at Steelpeak Wealth, LLC
Steelpeak Wealth, LLC · $4.15B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph O'boyle
Financial advisor at O'boyle Wealth Management, Inc.
O'boyle Wealth Management, Inc. · $443.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lameck Lukanga
Financial advisor at Life Line Wealth Management LLC
Life Line Wealth Management LLC · $557.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Sy
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nancy McCready
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Neil Unger
Financial advisor at Aire Advisors, LLC
Aire Advisors, LLC · $1.01B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patricia Delk
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patrick Dwyer
Financial advisor at RBC Securities, Inc.
RBC Securities, Inc. · $1.52B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rodney Chu
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Shagrin
Financial advisor at Beverly Hills Private Wealth, LLC
Beverly Hills Private Wealth, LLC · $912.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Seok Jo
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sharon Nassirzadeh
Financial advisor at Aire Advisors, LLC
Aire Advisors, LLC · $1.01B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Beverly Hills, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Beverly Hills, CA.

How this list works

Before you hire an advisor in Beverly Hills, CA