Find a Financial Advisor in Glendale, CA

 

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We did the hard work of finding trustworthy partners in Glendale, CA.

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We Only Work With The Best Glendale Financial Advisors


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

3rd Party Rankings

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

Conflict Free

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 Glendale, CA


  • Financial Advisor Close to Glendale, 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 Glendale, 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 Glendale, CA

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

  • Population: 200,232
  • % of Population 62 Years and Over: 21.6%
  • Average Home Value: $780,000
  • Average Monthly Housing Cost: $1,716
  • Average Household Income: $94,880
  • 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 Glendale, CA

 

UNIONBANC INVESTMENT SERVICES, LLC

Website

(800) 634-1100

800 N. Brand Boulevard
16th Floor
Glendale, CA 91203

SEC#: 801-70084
Years in Business: 12 years

DOUBLELINE CAPITAL LP

Website

(213) 633-8200

505 North Brand Boulevard
Suite 860
Glendale, CA 91203

SEC#: 801-70942
Years in Business: 11 years

DIRECT LENDING INVESTMENTS, LLC

Website

(213) 234-1770

550 N. Brand Blvd.
Suite 2000
Glendale, CA 91203

SEC#: 801-107150
Years in Business: 5 years

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

Website

(818) 242-6693

101 N. Brand Blvd
Ste 1950
Glendale, CA 91203

SEC#: 801-41668
Years in Business: 29 years

WESCAP GROUP

Website

(818) 563-5170

330 N. Brand Blvd
Suite 1150
Glendale, CA 91203

SEC#: 801-32095
Years in Business: 33 years

DOUBLELINE EQUITY LP

Website

(213) 633-8200

505 North Brand Boulevard
Suite 860
Glendale, CA 91203

SEC#: 801-77611
Years in Business: 8 years

DOUBLELINE ALTERNATIVES LP

Website

(213) 633-8200

505 N Brand Boulevard, Suite 860

Glendale, CA 91203

SEC#: 801-88173
Years in Business: 6 years

LAZARI CAPITAL MANAGEMENT, INC.

Website

(818) 264-0611

300 W Glenoaks Blvd Suite 202

Glendale, CA 91202

SEC#: 801-112927
Years in Business: 3 years

LAZARI CAPITAL MANAGEMENT, INC.

Website

(818) 264-0611

300 W Glenoaks Blvd Suite 202

Glendale, CA 91202

SEC#: 801-112927
Years in Business: 3 years

 


Glendale, CA Financial Advisor FAQs

Financial advisors take many forms and can cost a variety of fees depending on their investment approach, the number of assets they oversee, and the intricacies in pricing.
Seek someone who has a Licensed Financial Advisor designation. A simple google search should provide all the information you need, and there are even sites that will do these searches for you. Know your needs before searching to make sure it's someone who is right for you.
A financial advisor helps you manage your finances. Some advisors may specialize in providing guidance with investments, taxes, long-term planning, or retirement.
Yes. A financial advisor can provide invaluable guidance because he or she will have intimate knowledge of the intricacies of the marketplace, the best time to buy and sell assets, and will be able to assess your risk tolerance.