Find Top Financial Advisors Near Camarillo, California
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RUNNING POINT CAPITAL ADVISORS LLC
El Segundo, California
Running Point Capital Advisors LLC is a local investment advisory firm based out of El Segundo, CA. With a single office, the firm is dedicated to providing exceptional investment advisory services to its clients. Boasting a total of 8 employees, 5 of whom specialize in investment advisory services, Running Point Capital Advisors LLC offers a comprehensive range of financial expertise.
With an average of $94,770,000 in assets under management per investment advisor, Running Point Capital Advisors LLC maintains a competitive position in the industry. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. Impressively, 92% of the assets managed by the firm are discretionary, indicating a high level of trust and autonomy given to the advisors.
Catering primarily to high-net-worth individuals, Running Point Capital Advisors LLC manages a substantial portfolio. Currently, they oversee the assets of over 30 individual clients, totaling more than $473,862,000 in assets under management. The firm takes pride in the expertise and longevity of its advisors. Among the most experienced team members are Daniel Kerr, Elizabeth Desousa, and James Schlager, who have dedicated their careers to providing exemplary service to their clients.
Running Point Capital Advisors LLC is committed to delivering personalized investment strategies and ensuring financial success for their discerning clientele. With a focus on excellence and a proven track record, the firm has established itself as a trusted partner in managing wealth and guiding individuals towards their financial goals.
INSIGHT INVESTMENT COUNSEL
El Segundo, California
Insight Investment Counsel, based out of El Segundo, CA, is a small yet highly reputable investment advisory firm. With a total of three dedicated professionals on their team, two of whom provide expert investment advisory services, they possess the knowledge and experience to cater to the diverse needs of their clients.
Each investment advisor at Insight Investment Counsel boasts an impressive average of approximately $40,250,000 in assets under management. Their compensation structure is flexible, offering various types including a percentage of assets under management, fixed fees, and hourly charges. This adaptability ensures that their clients receive personalized and cost-effective investment solutions.
Catering primarily to high-net-worth individuals, Insight Investment Counsel oversees a substantial portfolio, managing over $131,049,000 in assets. While the majority of these assets are discretionary, representing a remarkable 94%, the firm also handles 401(k) and individual accounts, though these account for less than 30% of their total assets under management. Additionally, they possess the capability to manage employer funds, further expanding their reach.
With a loyal clientele of over 20 individual investors, Insight Investment Counsel has cultivated long-term relationships built on trust and exceptional service. Their commitment to maintaining the highest standards of professionalism and integrity has established them as a trusted partner in managing wealth and achieving financial goals.
Adrienne Brinton and Russell Kartub are two of the longest-tenured registered advisors at Insight Investment Counsel, contributing their extensive expertise to the firm's success. Located in El Segundo, CA, the firm operates from a single office, providing a personalized and client-centric approach to investment advisory services.
KAYE CAPITAL MANAGEMENT
El Segundo, California
Kaye Capital Management, based out of El Segundo, CA, is a local investment advisory firm that provides personalized financial solutions. With one office, the firm boasts a team of seven dedicated professionals, five of whom specialize in investment advisory services. They offer expertise in managing assets, with an average of $97.7 million per investment advisor, aligning with industry standards.
Kaye Capital Management offers a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. While their focus is primarily on managing employer funds, they also handle 401K and individual accounts, though these represent less than 30% of their total assets under management.
Distinguished by their discretion and reliability, Kaye Capital Management manages approximately 85% of the assets they oversee. Their portfolio boasts an impressive $488.5 million in assets under management, divided among more than 220 individual clients.
The firm takes pride in its long-standing advisors, some of whom have been with the company for many years. Notable names among their experienced team include David Hilton, Kenneth Besada, and Kenneth Watten.
Kaye Capital Management stands out for their commitment to delivering tailored financial guidance to their clients. With a solid track record and a focus on personalized service, they strive to help individuals and organizations navigate the complexities of the investment landscape and achieve their financial goals.
CORE FINANCIAL
El Segundo, California
Core Financial is a small investment advisory firm based out of El Segundo, CA, with two offices. With a team of six dedicated professionals, three of whom specialize in investment advisory services, Core Financial caters to a diverse range of clients. With an average of $76,710,000 in assets under management per investment advisor, their performance aligns with industry standards.
Core Financial's compensation structure is flexible, incorporating various methods such as a percentage of assets under management, fixed fees, and hourly charges. While their portfolio consists of less than 30% in 401K and individual accounts, the firm possesses the capability to manage employer funds. A significant portion of their managed assets, accounting for 36%, falls under discretionary management.
Specializing in serving high net worth individuals, Core Financial holds over 70 individual clients, with a combined asset under management value exceeding $230,118,000. The firm also extends their expertise as an insurance broker or agent, providing comprehensive financial solutions to their clients.
The seasoned team at Core Financial boasts several long-tenured advisors, including Samuel Kunz, Bradley Hammerman, and John Koudsi. Their collective experience and knowledge contribute to the firm's success, allowing them to deliver personalized and reliable investment advice to their esteemed clientele. With a client-centric approach, Core Financial strives to create sustainable financial solutions tailored to meet their clients' unique goals and aspirations.
JEFFREY CHARLES LLOYD WOLMAN
Culver City, California
Jeffrey Charles Lloyd Wolman is a small investment advisory firm based out of Culver City, CA, serving clients with its expertise in financial management. With a dedicated team of 28 employees, a small percentage of them providing investment advisory services, the firm has established a reputation for excellence in the industry. Led by Jeffrey Wolman, who has been with the firm since 2011, they offer personalized investment strategies tailored to the unique needs of high net worth individuals.
As a firm, Jeffrey Charles Lloyd Wolman manages an impressive average of approximately $171,520,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure includes various types, ensuring flexibility and alignment with client objectives.
With a commitment to discretion, Jeffrey Charles Lloyd Wolman manages 100% of the assets under its care on a discretionary basis. Their client base consists of over 20 individuals with a total of more than $171,520,000 in assets under management. Through their expertise and comprehensive understanding of financial markets, the firm strives to maximize returns and minimize risks for their esteemed clientele.
In addition to investment advisory services, Jeffrey Charles Lloyd Wolman extends its expertise in financial management by providing accounting services through a dedicated accountant or accounting firm. With their Culver City office serving as a hub for operations, the firm maintains a strong presence in the local community and beyond, continuously earning the trust and confidence of their clients.
ARROWROOT FAMILY OFFICE, LLC
Marina Del Rey, California
Arrowroot Family Office, LLC is a reputable investment advisory firm based in Marina Del Rey, CA. With a team of 17 skilled professionals, they specialize in delivering personalized financial solutions to meet the diverse needs of their clients. Among their employees, 9 individuals are dedicated to providing top-notch investment advisory services. This focused approach allows them to ensure a high standard of service and expertise.
One distinguishing aspect of Arrowroot Family Office, LLC is their impressive average assets under management per investment advisor, which stands at approximately $143,110,000. This figure surpasses the industry average and underscores their ability to effectively manage substantial portfolios. Their compensation structure encompasses various models, including a percentage of assets under management and performance-based fees, aligning their interests with those of their clients.
With over 770 individual clients, Arrowroot Family Office, LLC oversees a substantial amount of wealth, totaling more than $251,833,000 in assets under management. Primarily catering to high net worth individuals, the firm has established itself as a trusted partner in managing significant financial resources. Although 401K and individual accounts represent a smaller portion of their assets under management, Arrowroot Family Office, LLC possesses the necessary expertise to effectively manage employer funds.
Operating out of four offices, Arrowroot Family Office, LLC is deeply rooted in the local community. The firm takes pride in its team of seasoned advisors, including Benjamin Porras, Irene Apergis, and Roberto Santos, who have contributed significantly to its long-standing success. These advisors bring valuable experience and insights to the table, ensuring that clients receive well-informed guidance tailored to their unique financial goals and circumstances.
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
Santa Monica, California
Gerber Kawasaki Wealth & Investment Management is a leading regional investment advisory firm based in Santa Monica, CA. With its main office located in this vibrant coastal city, Gerber Kawasaki serves a diverse clientele seeking expert financial guidance. The firm boasts a team of 46 dedicated professionals, with 26 of them specializing in investment advisory services.
With an average of approximately $84,410,000 in assets under management per investment advisor, Gerber Kawasaki aligns with the industry average in this regard. The compensation structure at the firm includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility for clients.
Gerber Kawasaki has earned a reputable position in the market, with about half of their assets under management originating from employer 401Ks and individuals. Their extensive experience in this space enables them to navigate the intricacies of managing such assets effectively. Furthermore, an impressive 94% of the assets they oversee are handled on a discretionary basis, showcasing their expertise in making informed investment decisions.
In addition to their investment advisory services, Gerber Kawasaki also operates as an insurance broker or agent, providing comprehensive coverage options to its clients. With a vast client base exceeding 11,200 individuals and over $2,194,534,000 in assets under management, the firm has established itself as a trusted partner in wealth and investment management.
Gerber Kawasaki is known for its team of seasoned professionals, including advisors such as Hatem Dhiab, Danilo Kawasaki, and Matthew Iantosca, who bring extensive industry knowledge and longevity to the firm. With a commitment to delivering personalized financial strategies and a proven track record of success, Gerber Kawasaki Wealth & Investment Management continues to empower clients on their journey towards financial prosperity.
ABACUS WEALTH PARTNERS
Santa Monica, California
Abacus Wealth Partners, headquartered in Santa Monica, CA, is a renowned regional investment advisory firm with a team of 71 dedicated professionals. With 36 expert advisors specializing in investment advisory services, Abacus Wealth Partners stands out in the industry. Their impressive average of $250,000,000 in assets under management per investment advisor surpasses the industry average, reflecting their commitment to excellence.
The firm's compensation structure is diverse, offering various types, including a percentage of assets under management. With over 1,030 individual clients and a staggering $2,834,445,000 in assets under management, Abacus Wealth Partners has established itself as a trusted wealth management partner. They primarily serve high-net-worth individuals, while also possessing the capacity to manage employer funds, despite 401K and individual accounts constituting less than 30% of their assets under management.
Abacus Wealth Partners distinguishes itself through its discretionary management approach, overseeing 100% of the assets they manage. With 16 offices across the region, they provide convenient access to their services, ensuring personalized attention to clients. The firm takes pride in its team of experienced advisors, including Barrett Porter, Spencer Sherman, and Brenton Kessel, who have demonstrated long tenures and expertise within the organization.
Abacus Wealth Partners is dedicated to helping clients achieve their financial goals by offering comprehensive investment advisory services, strategic planning, and tailored solutions. With their exceptional team, impressive track record, and commitment to client success, Abacus Wealth Partners has earned its reputation as a leading investment advisory firm in Santa Monica, CA, and beyond.
VICTUS CAPITAL WEALTH
Santa Monica, California
Victus Capital Wealth, headquartered in Santa Monica, CA, is a small yet highly successful investment advisory firm. With a team of four dedicated professionals, all specialized in providing top-notch investment advisory services, Victus Capital Wealth stands out in the industry. Their impressive track record showcases their ability to manage substantial assets, averaging around $148,600,000 per investment advisor, which surpasses the industry average.
The firm's compensation structure offers various options, including a percentage of assets under management and fixed fees, ensuring flexibility and aligning their interests with those of their clients. Victus Capital Wealth boasts a substantial client base, serving over 80 individual clients with a total of $198,115,000 in assets under management. While the majority of the assets they manage are for high net worth individuals, they also possess the expertise to handle employer funds, although 401K and individual accounts constitute less than 30% of their assets.
Operating with discretion and trust, Victus Capital Wealth manages an impressive 99% of the assets they oversee on behalf of their clients. Located in Santa Monica, the firm operates from a single office, showcasing a dedication to personalized and intimate client relationships. The team's longevity and experience contribute to their reputation for excellence, with advisors like Robert Jones, Darrach McCarthy, and Larry Fernandez being some of the most tenured and respected professionals within the firm. Victus Capital Wealth is committed to providing exceptional investment advisory services, guided by a strong commitment to client success and financial prosperity.
ALBITZ/MILOE AND ASSOCIATES, INC.
Torrance, California
Albitz/Miloe And Associates, Inc. is a local investment advisory firm based out of Torrance, CA, dedicated to providing comprehensive financial solutions to individuals and businesses. With a strong emphasis on personalized service, the firm aims to help clients achieve their financial goals and navigate the complexities of the investment landscape.
Headquartered in Torrance, Albitz/Miloe And Associates, Inc. operates from a single office, where their team of five highly skilled professionals delivers expert investment advisory services. Each advisor brings a wealth of knowledge and experience to the table, ensuring that clients receive tailored guidance and strategies that align with their unique circumstances.
With an average of approximately $106,940,000 in assets under management per investment advisor, Albitz/Miloe And Associates, Inc. boasts a solid track record. Although their compensation structure offers flexibility, including a percentage of assets under management, hourly charges, and fixed fees, the firm's commitment to delivering value remains unwavering.
While the majority of their discretionary assets are managed for high net worth individuals, Albitz/Miloe And Associates, Inc. also has the capability to handle employer funds, although such accounts constitute less than 30% of their assets under management. In addition to their investment advisory services, the firm serves as a registered representative of a broker-dealer, providing clients with access to a wider range of investment opportunities.
With over 430 individual clients and a remarkable $534,717,000 in assets under management, Albitz/Miloe And Associates, Inc. has established a reputation for excellence and trust within the industry. Christopher Strong, one of their longest tenured registered advisors, has been with the firm since 2017, further exemplifying their commitment to building lasting relationships and delivering exceptional financial guidance.
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ALBITZ/MILOE AND ASSOCIATES, INC.
Torrance, California
Albitz/Miloe And Associates, Inc. is a local investment advisory firm based out of Torrance, CA, dedicated to providing comprehensive financial solutions to individuals and businesses. With a strong emphasis on personalized service, the firm aims to help clients achieve their financial goals and navigate the complexities of the investment landscape.
Headquartered in Torrance, Albitz/Miloe And Associates, Inc. operates from a single office, where their team of five highly skilled professionals delivers expert investment advisory services. Each advisor brings a wealth of knowledge and experience to the table, ensuring that clients receive tailored guidance and strategies that align with their unique circumstances.
With an average of approximately $106,940,000 in assets under management per investment advisor, Albitz/Miloe And Associates, Inc. boasts a solid track record. Although their compensation structure offers flexibility, including a percentage of assets under management, hourly charges, and fixed fees, the firm's commitment to delivering value remains unwavering.
While the majority of their discretionary assets are managed for high net worth individuals, Albitz/Miloe And Associates, Inc. also has the capability to handle employer funds, although such accounts constitute less than 30% of their assets under management. In addition to their investment advisory services, the firm serves as a registered representative of a broker-dealer, providing clients with access to a wider range of investment opportunities.
With over 430 individual clients and a remarkable $534,717,000 in assets under management, Albitz/Miloe And Associates, Inc. has established a reputation for excellence and trust within the industry. Christopher Strong, one of their longest tenured registered advisors, has been with the firm since 2017, further exemplifying their commitment to building lasting relationships and delivering exceptional financial guidance.
O'BRIEN INVESTMENT MANAGEMENT, LLC
Torrance, California
O'Brien Investment Management, LLC is a small investment advisory firm located in Torrance, CA. With a total of three dedicated professionals, two of whom specialize in providing top-notch investment advisory services, they have built a reputation for excellence in the financial industry. With an impressive average of approximately $376,340,000 in assets under management per investment advisor, they stand out as leaders in their field.
Setting themselves apart from the competition, O'Brien Investment Management, LLC boasts a compensation structure that includes various types, such as a percentage of assets under management and performance-based fees. This approach ensures alignment of interests with their clients, driving results and mutual success.
With over 40 individual clients and a total of more than $154,106,000 in assets under management, O'Brien Investment Management, LLC primarily caters to high net worth individuals. They have proven their expertise in managing discretionary assets, handling every aspect with utmost care and discretion.
Michael O'Brien and John O'Brien, two of the longest-tenured registered advisors with the firm, bring a wealth of experience and expertise to the table. Their commitment to client satisfaction and delivering exceptional results sets the tone for the entire team.
Operating from a single office in Torrance, O'Brien Investment Management, LLC combines personalized service with a deep understanding of market trends and investment strategies. They have earned the trust and confidence of their clients by consistently delivering superior financial solutions tailored to their individual needs.
COVE STREET CAPITAL, LLC
El Segundo, California
Cove Street Capital, LLC, a local investment advisory firm headquartered in El Segundo, CA, specializes in providing comprehensive investment services to a diverse range of clients. With a total of eight dedicated employees, including five experienced investment advisors, they possess the expertise to navigate the complex financial landscape.
Cove Street Capital's investment advisory team manages an impressive average of approximately $42,070,000 in assets per advisor. Their compensation structure is flexible and includes various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring alignment with their clients' needs and preferences.
With a substantial client base of over 40 individuals, Cove Street Capital manages a significant amount of assets totaling more than $406,744,000. While 401K and individual accounts comprise less than 30% of their managed assets, the firm possesses the capability to effectively oversee employer funds.
Notably, Cove Street Capital operates under a discretionary model, granting them full authority to make investment decisions on behalf of their clients. This approach reflects their commitment to delivering tailored investment strategies and actively managing portfolios in line with clients' objectives.
Benjamin Claremon, one of the longest tenured registered advisors at Cove Street Capital, has been a valuable member of the team since 2020. This longevity is a testament to the firm's dedication to cultivating a knowledgeable and experienced staff, fostering long-term relationships with their clients.
Located in El Segundo, CA, Cove Street Capital serves as a trusted partner in helping clients navigate the complexities of the financial markets and achieve their investment goals.
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