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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.
TAYLOR WEALTH MANAGEMENT, LLC
Torrance, California
Taylor Wealth Management, LLC, based out of Torrance, CA, is a well-established investment advisory firm that caters to high net worth individuals. With over 20 individual clients, they currently oversee a substantial $115,455,000 in assets under management. Despite their small size, Taylor Wealth Management, LLC has proven its expertise in the financial industry.
While the majority of their assets under management are for high net worth individuals, they also possess the capability to manage employer funds. Although 401K and individual accounts make up less than 30% of their portfolio, Taylor Wealth Management, LLC is adept at handling these types of accounts. Additionally, 4% of the assets they manage are discretionary, allowing for more flexibility in investment decisions.
The firm's compensation structure is comprehensive, including various types such as hourly charges and fixed fees. This ensures that clients can choose a payment plan that aligns with their specific needs and preferences.
Taylor Wealth Management, LLC boasts a dedicated team of professionals who provide exceptional investment advisory services. With a total of 1 employee, each investment advisor handles an average of approximately $115,450,000 in assets under management, which is in line with the industry average.
Douglas Taylor, one of the longest-tenured registered advisors at the firm, has been with Taylor Wealth Management, LLC since 2005. His extensive experience and expertise contribute to the firm's solid reputation and track record of success.
BEVERLY HILLS PRIVATE WEALTH, LLC
Beverly Hills, California
Beverly Hills Private Wealth, LLC is a distinguished investment advisory firm headquartered in the prestigious city of Beverly Hills, CA. With a team of eight dedicated professionals, they deliver comprehensive wealth management solutions to their discerning clientele. Of these experts, three specialize in providing exceptional investment advisory services, demonstrating their commitment to offering personalized guidance tailored to each client's financial goals.
Impressively, the firm boasts an impressive average of approximately $167,400,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is diverse, including a range of options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility to suit their clients' unique needs.
Beverly Hills Private Wealth, LLC stands out for their extensive portfolio, managing over $484,000,000 in assets for more than 10 individual clients. The majority of these assets are held by high net worth individuals who entrust the firm with their financial affairs. Notably, a remarkable 95% of the assets they manage are under discretionary control, reflecting the trust clients place in their expertise.
As a small but highly esteemed investment advisory firm, Beverly Hills Private Wealth, LLC operates from a single office in Beverly Hills. They take pride in their experienced team, which includes some of the firm's longest-tenured advisors such as Lisa Weiner, Scott Shagrin, and Ira Ravitz. These individuals bring a wealth of knowledge and industry expertise, ensuring that clients receive top-tier guidance to navigate the complexities of the financial landscape.
BRIDGE ADVISORY LLC
Pasadena, California
Bridge Advisory LLC is a local investment advisory firm based out of Pasadena, CA, with one office. With a team of 15 dedicated employees, Bridge Advisory LLC offers comprehensive investment advisory services. Their investment advisors have an impressive average of $30,690,000 in assets under management, reflecting their expertise in handling substantial portfolios.
The firm's compensation structure is flexible, encompassing various methods such as a percentage of assets under management, hourly charges, and fixed fees. Although 401K and individual accounts make up less than 30% of their assets under management, Bridge Advisory LLC possesses the capability to manage employer funds. Notably, 93% of the assets they oversee are discretionary, highlighting their ability to make independent investment decisions on behalf of their clients.
Bridge Advisory LLC primarily focuses on managing the assets of high-net-worth individuals, and their extensive client base consists of over 370 individual clients, with a remarkable $460,387,000 in assets under management. Moreover, the firm offers additional services including insurance brokerage, real estate brokerage, and acting as a dealer or agent.
Elizabeth Walters, David Penniall, and Jaime Hefner are among the firm's highly experienced and long-standing advisors, contributing to the company's wealth of expertise. With a commitment to delivering tailored investment advice and a track record of managing significant assets, Bridge Advisory LLC is a trusted partner for individuals seeking personalized and comprehensive investment advisory services.
SILVER OAK WEALTH ADVISORS SERVICES, LLC
Los Angeles, California
Silver Oak Wealth Advisors Services, LLC, based in Los Angeles, CA, is a small investment advisory firm dedicated to providing comprehensive wealth management services. With a team of five talented professionals, including three experienced investment advisors, they strive to help their clients achieve their financial goals.
The firm manages a substantial amount of assets, with an average of approximately $71,370,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is designed to align their interests with those of their clients, including a percentage of assets under management and performance-based fees.
Silver Oak Wealth Advisors Services, LLC serves a diverse client base, catering primarily to high net worth individuals. They currently oversee over $186,764,000 in assets under management for more than 70 individual clients. While the majority of their managed assets are for high net worth individuals, the firm also possesses the capability to manage employer funds, though 401K and individual accounts represent less than 30% of their total assets under management.
With one office located in Los Angeles, Silver Oak Wealth Advisors Services, LLC ensures personalized attention and a close working relationship with their clients. Shufan Cao and Laura Robayo, two of the firm's longest tenured registered advisors, bring extensive expertise and industry knowledge to the team.
By offering comprehensive wealth management services and maintaining a client-centric approach, Silver Oak Wealth Advisors Services, LLC aims to provide tailored financial solutions and guide their clients towards long-term financial success.
DASH INVESTMENTS
Woodland Hills, California
Dash Investments, based out of Woodland Hills, CA, is a distinguished investment advisory firm catering to high net worth individuals. With over 40 individual clients, Dash Investments boasts an impressive $247,465,000 in assets under management. Their commitment to excellence is reflected in their three office locations and a team of seven dedicated professionals, four of whom provide expert investment advisory services.
Dash Investments' primary focus is on discretionary asset management, ensuring that their clients' portfolios are handled with utmost care and expertise. Their compensation structure includes various types, such as a percentage of assets under management, ensuring a mutually beneficial relationship with their clients.
With an average of $61,870,000 in assets under management per investment advisor, Dash Investments remains competitive within the industry. The firm takes pride in the tenure and experience of their advisors, with notable individuals like Jachin Vercher, Zain Griffith, and Jonathan Dash leading the way.
Through their personalized approach and comprehensive investment strategies, Dash Investments seeks to optimize returns for their discerning clientele. By providing tailored financial solutions and staying abreast of market trends, Dash Investments has established a reputation for delivering outstanding results.
As a small investment advisory firm with an impressive track record, Dash Investments continues to solidify their position as a trusted partner for individuals seeking expert guidance and successful wealth management.
NAVIGOE, LLC
Redondo Beach, California
NAVIGOE, LLC, headquartered in Redondo Beach, CA, is a prominent investment advisory firm with a substantial client base. With over 80 individual clients, the company manages a staggering $283,412,000 in assets. Known for their expertise and personalized approach, NAVIGOE specializes in providing tailored financial solutions to high net worth individuals.
While their primary focus is on discretionary management of assets, NAVIGOE also possesses the capability to handle employer funds, although such accounts constitute less than 30% of their total assets under management. The firm operates out of a single office and maintains a lean workforce, with a total of four employees. Two of these individuals are dedicated investment advisors, ensuring clients receive specialized attention and guidance.
NAVIGOE's compensation structure encompasses various types, including a percentage of assets under management and fixed fees. This flexibility allows clients to choose the most suitable payment arrangement based on their unique requirements.
One notable aspect of NAVIGOE's operations is their impressive average assets under management per investment advisor, which stands at approximately $141,710,000. This figure surpasses industry standards, showcasing the company's ability to effectively handle substantial portfolios and deliver exceptional results.
The firm takes pride in its experienced team, with Eric Toya and Scott Leonard serving as two of the longest-tenured registered advisors. Their extensive knowledge and proven track record contribute to NAVIGOE's reputation as a trusted and reliable partner in wealth management.
SUMMIT WEALTH MANAGEMENT GROUP, INC.
Camarillo, California
Summit Wealth Management Group, Inc., based out of Camarillo, CA, is a small investment advisory firm dedicated to providing exceptional financial services to its clients. With a total of 5 employees, including 2 investment advisors, Summit Wealth Management Group offers personalized investment advisory services to a diverse clientele.
With an average of approximately $91,760,000 in assets under management per investment advisor, Summit Wealth Management Group maintains a competitive position within the industry. Their compensation structure is flexible and includes various options such as a percentage of assets under management, hourly charges, and fixed fees.
The firm boasts over 150 individual clients, collectively entrusting more than $136,887,000 in assets under management. While the majority of their managed assets are held by high-net-worth individuals, Summit Wealth Management Group also possesses the expertise and capability to effectively manage employer funds, although 401K and individual accounts make up less than 30% of their assets under management.
All of the assets entrusted to Summit Wealth Management Group are managed on a discretionary basis, ensuring that clients have peace of mind knowing their investments are in capable hands. The firm operates from a single office in Camarillo, CA, and takes pride in its team of highly experienced advisors, including Karen Jones, Carla Mulford, and Christina Zins, who have demonstrated unwavering commitment to serving clients' financial needs.
SB CAPITAL MANAGEMENT, INC.
Encino, California
SB Capital Management, Inc., based out of Encino, CA, is a highly regarded local investment advisory firm with a proven track record. With over 180 individual clients and an impressive $982,749,000 in assets under management, the firm offers comprehensive financial solutions tailored to meet the unique needs of their clients.
SB Capital Management, Inc. prides itself on its ability to effectively manage a diverse range of investment portfolios. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capability to efficiently handle employer funds. Notably, an overwhelming 99% of the assets they manage are under discretionary management, giving clients peace of mind knowing their investments are in capable hands.
Catering primarily to high net worth individuals, SB Capital Management, Inc. has developed a compensation structure that aligns with their clients' best interests. Their compensation options include a percentage of assets under management, hourly charges, fixed fees, and performance-based fees.
With a team of six dedicated employees, each of whom provides expert investment advisory services, SB Capital Management, Inc. ensures personalized attention and tailored financial strategies for every client. Remarkably, the firm averages approximately $163,790,000 in assets under management per investment advisor, a figure significantly higher than the industry average.
SB Capital Management, Inc. takes pride in its experienced team of advisors, some of whom have been with the firm for many years. Richard Singer, Sandy Singer, and Matthew Burke are among the longest-tenured advisors, whose expertise and commitment contribute to the firm's success.
ARES FINANCIAL CONSULTING LLC
Sherman Oaks, California
Ares Financial Consulting LLC, headquartered in Sherman Oaks, CA, is a distinguished investment advisory firm catering to a diverse client base. With a notable reputation in the industry, Ares Financial Consulting LLC currently serves over 250 individual clients, overseeing an impressive $124,202,000 in assets under management.
As a small but well-established firm, Ares Financial Consulting LLC operates from four strategically located offices, enabling them to efficiently serve clients across the region. While a significant portion of their assets under management is derived from high net worth individuals, the firm also possesses the expertise and resources to manage employer funds, although 401K and individual accounts represent less than 30% of their portfolio.
Ares Financial Consulting LLC takes pride in its fully discretionary asset management approach, ensuring that clients' financial needs are met with utmost care and attention. The firm offers a flexible compensation structure, including options such as a percentage of assets under management, fixed fees, and hourly charges, allowing clients to choose a payment model that aligns with their preferences.
With a dedicated team of five professionals, four of whom specialize in providing investment advisory services, Ares Financial Consulting LLC maintains a personalized and client-focused approach. Each investment advisor at the firm handles an average of approximately $31,050,000 in assets under management, showcasing their commitment to delivering tailored financial solutions.
Ares Financial Consulting LLC has garnered a reputation for its experienced team, with James Pickett, Nils Wickman, and Jeffrey Richter among the firm's longest-tenured advisors. Their extensive knowledge and expertise contribute to the firm's success in delivering comprehensive financial guidance to their discerning clientele.
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ARES FINANCIAL CONSULTING LLC
Sherman Oaks, California
Ares Financial Consulting LLC, headquartered in Sherman Oaks, CA, is a distinguished investment advisory firm catering to a diverse client base. With a notable reputation in the industry, Ares Financial Consulting LLC currently serves over 250 individual clients, overseeing an impressive $124,202,000 in assets under management.
As a small but well-established firm, Ares Financial Consulting LLC operates from four strategically located offices, enabling them to efficiently serve clients across the region. While a significant portion of their assets under management is derived from high net worth individuals, the firm also possesses the expertise and resources to manage employer funds, although 401K and individual accounts represent less than 30% of their portfolio.
Ares Financial Consulting LLC takes pride in its fully discretionary asset management approach, ensuring that clients' financial needs are met with utmost care and attention. The firm offers a flexible compensation structure, including options such as a percentage of assets under management, fixed fees, and hourly charges, allowing clients to choose a payment model that aligns with their preferences.
With a dedicated team of five professionals, four of whom specialize in providing investment advisory services, Ares Financial Consulting LLC maintains a personalized and client-focused approach. Each investment advisor at the firm handles an average of approximately $31,050,000 in assets under management, showcasing their commitment to delivering tailored financial solutions.
Ares Financial Consulting LLC has garnered a reputation for its experienced team, with James Pickett, Nils Wickman, and Jeffrey Richter among the firm's longest-tenured advisors. Their extensive knowledge and expertise contribute to the firm's success in delivering comprehensive financial guidance to their discerning clientele.
HESEN & HASLAM
Woodland Hills, California
Hesen & Haslam is a reputable investment advisory firm headquartered in Woodland Hills, CA, offering their expertise to a diverse range of clients. With a single office location, the firm operates with a team of five professionals, two of whom specialize in providing top-notch investment advisory services. The average assets under management per investment advisor stand at approximately $88,470,000, reflecting the firm's ability to handle substantial portfolios.
When it comes to compensation, Hesen & Haslam employs a flexible structure that includes various methods such as a percentage of assets under management, hourly charges, and fixed fees. While their focus primarily lies outside of 401K and individual accounts, they possess the capability to effectively manage employer funds. Notably, 92% of the assets they manage are discretionary, allowing them the freedom to make investment decisions on behalf of their clients.
Hesen & Haslam caters primarily to high net worth individuals, underscoring their specialization in managing substantial wealth. With an impressive client base consisting of over 190 individuals, the firm oversees a remarkable $176,947,000 in assets under management. This figure signifies their ability to handle significant financial responsibilities and deliver favorable results for their clients.
Through their knowledgeable team, strong track record, and dedication to personalized service, Hesen & Haslam has earned a reputation as a trusted partner in the investment advisory field. Clients can rely on their expertise to navigate the complex world of investments and achieve their financial goals with confidence.
WESTERN ASSET MANAGEMENT COMPANY
Pasadena, California
Western Asset Management Company is a prominent regional investment advisory firm headquartered in Pasadena, CA, with two well-established offices. With a total workforce of 563 employees, 114 of whom are dedicated to providing expert investment advisory services, the firm prides itself on delivering exceptional financial guidance to its diverse clientele.
Renowned for their exceptional performance and unparalleled expertise, Western Asset Management Company manages an impressive portfolio of assets, averaging approximately $2,806,870,000 per investment advisor, significantly surpassing industry standards. Their compensation structure is multifaceted, incorporating various types of remuneration, including a percentage of assets under management and performance-based fees.
With 98% of the assets they manage falling under the discretionary category, Western Asset Management Company exhibits an exceptional level of trust and authority in their clients' financial affairs. Furthermore, the firm extends its reach beyond traditional investment advisory services, offering specialized expertise as a commodity pool operator or commodity trading advisor, both registered or exempt from registration.
Boasting a vast client base of over 31,440 individual clients, Western Asset Management Company commands an impressive $319,983,641,000 in assets under management. Among the esteemed team of advisors, Carl Cohen stands out as one of the firm's longest-serving registered advisors, having contributed his expertise since 2006.
Combining their extensive industry experience, commitment to excellence, and client-centered approach, Western Asset Management Company remains a trusted and influential force in the investment advisory field, consistently helping their clients achieve their financial goals.
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