Top financial advisors in Burbank, CA
We’ve curated a list of the best financial advisors in Burbank, take a look at it below
Find an advisor in Burbank| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $259,196,717 | 10 advisors | ||
| 2 | $131,700,063 | 5 advisors | ||
| 3 | $26,449,845 | 1 advisors | ||
| 4 | $10,636,764 | 3 advisors | ||
| 5 | $7,104,980 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Burbank, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Burbank. 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.
California Capital Management
California Capital Management is a financial advisory firm based in Burbank, California. It currently has approximately $259,196,717 of assets under management and employs about 10 people. California Capital Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$259,196,717
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-76714
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Npb Financial Group, LLC
Npb Financial Group, LLC is a financial advisory firm based in Burbank, California. It currently has approximately $131,700,063 of assets under management and employs about 5 people. Npb Financial Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Assets under management
$131,700,063
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
SEC number
801-65903
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Kensington Ami, LLC
Kensington Ami, LLC is a financial advisory firm based in Burbank, California. It currently has approximately $26,449,845 of assets under management and employs about 1 people. Kensington Ami, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$26,449,845
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-68669
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)
Educational Seminars/workshops
Siphron Capital Management
Siphron Capital Management is a financial advisory firm based in Burbank, California. It currently has approximately $10,636,764 of assets under management and employs about 3 people. Siphron Capital Management uses a fee structure of and a percentage of assets under your management.
Assets under management
$10,636,764
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-37788
Services offered
Portfolio Management For Pooled Investment Vehicles
Cta Wealth Advisors, Inc.
Cta Wealth Advisors, Inc. is a financial advisory firm based in Burbank, California. It currently has approximately $7,104,980 of assets under management and employs about 5 people. Cta Wealth Advisors, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$7,104,980
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-118848
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
Your first meeting is free.