Find a Financial Advisor in Burbank, CA

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We Only Work With The Best Burbank Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

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Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Burbank, CA


  • Financial Advisor Close to Burbank, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Burbank, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Burbank, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Burbank financial advisors.
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How Retirement-Friendly is Burbank, CA?

  • Population: 103,703
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $756,000
  • Average Monthly Housing Cost: $1,799
  • Average Household Income: $103,777
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Burbank, CA

 

CTA WEALTH ADVISORS, INC.

Website

(818) 841-1746

290 East Verdugo Avenue
Suite 205
Burbank, CA 91502

SEC#: 801-118848
Years in Business: 1 years

NPB FINANCIAL GROUP, LLC

Website

(818) 827-7132

3500 W. Olive Avenue
Suite 300
Burbank, CA 91505

SEC#: 801-65903
Years in Business: 16 years

PFS INVESTMENTS INC.

Website

(818) 841-0992

303 N. Glenoaks Blvd.
Suite M195-B
Burbank, CA 91502

SEC#: 801-72263
Years in Business: 11 years

ROYAL FUND MANAGEMENT, LLC

Website

(818) 441-8345

2600 W. Olive Ave
5th Floor
Burbank, CA 91505

SEC#: 801-77918
Years in Business: 9 years

ROYAL FUND MANAGEMENT, LLC

Website

(818) 441-8345

2600 W. Olive Ave
5th Floor
Burbank, CA 91505

SEC#: 801-77918
Years in Business: 9 years

ROYAL FUND MANAGEMENT, LLC

Website

(818) 441-8345

2600 W. Olive Ave
5th Floor
Burbank, CA 91505

SEC#: 801-77918
Years in Business: 9 years

HARBOR FINANCIAL SERVICES, LLC

Website

(312) 780-0501

1029 N Ontario Street

Burbank, CA 91505

SEC#: 801-65811
Years in Business: 16 years

COOPER FINANCIAL GROUP

Website

(909) 483-4790

303 N Glenoaks Blvd. Suite 200

Burbank, CA 91502

SEC#: 801-61944
Years in Business: 19 years

ROYAL FUND MANAGEMENT, LLC

Website

(818) 441-8345

2600 W. Olive Ave
5th Floor
Burbank, CA 91505

SEC#: 801-77918
Years in Business: 9 years

 


Burbank, CA Financial Advisor FAQs

A financial advisor helps clients diagnose their financial health and learn how to leverage their savings to get the most out of them. Clients will often come to financial advisors with financial goals in mind, searching for a way to reach them. Advisors will come up with a uniquely tailored plan to guide the client in achieving those goals or manage the client’s financial assets directly for that purpose. Advisors can be qualified to help clients in many different areas of finance, including estate planning, investment portfolio management, tax strategy and more. Many financial advisors live and work in the same communities as their clients, allowing them to build and maintain trust over the long term as advisor-client relationships can last several years. Advisors can also conduct more of their business online to reach more clients. Some advisors are not even human, but rather robo-advisors, computer algorithms which can give clients general investment advice depending on the information they receive.

Despite having a population of just over 100,000, Burbank is one of the most famous cities in the Los Angeles area. This is due to its status as the longtime home of both Warner Bros. Studios (or WarnerMedia) and Disney studios, as well as NBC Studios for much of the 20th century. Because of this, Burbank is constantly referenced in pop culture, especially in depictions of or shows based from those studios. Even though NBC has long since moved to the neighboring Universal City area of Los Angeles, the other two entertainment titans remain Burbank’s largest employers by far, counting for nearly 10,000 jobs between the two of them alone. Many television shows and movies are still filmed in Burbank every year. Burbank also contains a vibrant downtown scene nestled against the Verdugo Hills. Financial advisors who serve Burbank also serve: Encino, Santa Monica, Culver City, Downtown LA, Pasadena, Brentwood, Beverly Hills, Playa Del Rey, Venice Beach, Woodland Hills, Thousand Oaks, Calabasas, Studio City, and Los Angeles.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.