Find a Financial Advisor in Marina del Rey, CA

 

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We did the hard work of finding trustworthy partners in Marina del Rey, CA.

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We Only Work With The Best Marina del Rey 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 Marina del Rey, CA


  • Financial Advisor Close to Marina del Rey, 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 Marina del Rey, 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 Marina del Rey, CA

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

  • Population: 9,852
  • % of Population 62 Years and Over: 12.1%
  • Average Home Value: $475,400
  • Average Monthly Housing Cost: $2,999
  • Average Household Income: $148,292
  • 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 Marina del Rey, CA

 

NORTH PIER FIDUCIARY MANAGEMENT, LLC

Website

(800) 403-7065

4333 Admiralty Way
Unit G1
Marina Del Rey, CA 90292

SEC#: 801-69545
Years in Business: 13 years

SEIDLER KUTSENDA MANAGEMENT COMPANY, LLC

Website

(213) 683-4622

4640 Admiralty Way
Suite 1200
Marina Del Rey, CA 90292

SEC#: 801-73243
Years in Business: 9 years

ASPIRATION FUND ADVISER, LLC

Website

(424) 228-8800

4551 Glencoe Ave
Suite 300
Marina Del Rey, CA 90292

SEC#: 801-80317
Years in Business: 7 years

ARROWROOT CAPITAL MANAGEMENT, LLC

Website

(310) 566-5966

4553 Glencoe Avenue
Suite 200
Marina Del Rey, CA 90292

SEC#: 801-113421
Years in Business: 3 years

APERIMUS CAPITAL, LLC

Website

(310) 496-5822

4640 Admiralty Way
5th Floor
Marina Del Rey, CA 90292

SEC#: 801-73123
Years in Business: 9 years

CLIFFWATER LLC

Website

(310) 448-5000

4640 Admiralty Way
11th Floor
Marina Del Rey, CA 90292

SEC#: 801-63344
Years in Business: 17 years

SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLC

Website

(212) 468-5734

13448 Beach Avenue
#5315
Marina Del Rey, CA 90292

SEC#: 801-120570
Years in Business: 0 years

RREEF AMERICA L.L.C.

Website

(310) 788-6138

13450 Maxella Avenue
Suite 220A
Marina Del Rey, CA 90292

SEC#: 801-55209
Years in Business: 23 years

 


Marina del Rey, CA Financial Advisor FAQs

Financial advisors are specialized professionals who work with clients to identify their current financial status, set goals, and then map out a plan for moving forward. They provide advice that is personalized to the needs of an individual or family's situation.
When it comes to finding a financial advisor, you need to keep in mind that the singular approach will not do. Search for someone who has experience handling your type of investment portfolio, for both current and future needs. This way you are sure that the adviser is someone with specific expertise relevant to your unique situation.
Yes, you do. A financial advisor is someone who helps you allocate your money in a smart way. If that sounds like something they might be able to help with, they may be worth talking to.
The number one thing to think about when looking for a financial advisor is their longevity and stability. One needs to search the internet for any information from lawsuits, complaints from customers, etc.