Top 10 advisors in Beverly Hills
We’ve curated a list of the best financial advisors in Beverly Hills, take a look at it below
Find an advisor in Beverly Hills| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $47,642,446,510 | 219 advisors | ||
| 2 | $9,328,389,198 | 56 advisors | ||
| 3 | $1,490,318,604 | 24 advisors | ||
| 4 | $1,371,087,363 | 9 advisors | ||
| 5 | $1,258,113,722 | 76 advisors | ||
| 6 | $857,402,225 | 4 advisors | ||
| 7 | $784,099,254 | 12 advisors | ||
| 8 | $676,410,904 | 5 advisors | ||
| 9 | $640,111,279 | 11 advisors | ||
| 10 | $459,000,000 | 8 advisors |
How we came up with this list
To generate our top financial advisors list in Beverly Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Beverly Hills. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Platinum Equity Advisors, LLC
Assets under management
$47,642,446,510
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Levine Leichtman Capital Partners, LLC
Assets under management
$9,328,389,198
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Checchi Capital Advisers, LLC
Assets under management
$1,490,318,604
Fee structure
A percentage of assets under your management
MINIMUM ACCOUNT FEE
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Joel R. Mogy Investment Counsel Inc.
Assets under management
$1,371,087,363
Fee structure
A percentage of assets under your management
Fixed fees
TRUSTEE FEES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Trust
5. Grant Tani Barash & Altman, LLC
Assets under management
$1,258,113,722
Fee structure
BUNDLED FEES FOR ALL BUSINESS MANAGEMENT SERVICES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
6. Boulevard Family Wealth
Assets under management
$857,402,225
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Monogram Capital Management, L.p.
Assets under management
$784,099,254
Fee structure
A percentage of assets under your management
Performance-based fees
MONITORING FEES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
8. Cheviot Value Management, LLC
Assets under management
$676,410,904
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
9. Aire Advisors, LLC
Assets under management
$640,111,279
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
10. Beverly Hills Private Wealth, LLC
Assets under management
$459,000,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.