Top financial advisors in Glendale, CA
We’ve curated a list of the best financial advisors in Glendale, take a look at it below
Find an advisor in Glendale| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $10,156,680,000 | 53 advisors | ||
| 2 | $1,373,103,628 | 388 advisors | ||
| 3 | $866,299,504 | 27 advisors | ||
| 4 | $650,800,000 | 13 advisors | ||
| 5 | $638,090,351 | 14 advisors |
How we came up with this list
To generate our top financial advisors list in Glendale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Glendale. 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.
First Quadrant, LLC
First Quadrant, LLC is a financial advisory firm based in Glendale, California. It currently has approximately $10,156,680,000 of assets under management and employs about 53 people. First Quadrant, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$10,156,680,000
Headcount
53 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-51748
Services offered
Portfolio Management For Investment Companies
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)
U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC is a financial advisory firm based in Glendale, California. It currently has approximately $1,373,103,628 of assets under management and employs about 388 people. U.s. Bancorp Advisors, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$1,373,103,628
Headcount
388 advisors
Fee structure
A percentage of assets under your management
SEC number
801-70084
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)
Selection Of Other Advisers
Direct Lending Investments, LLC
Direct Lending Investments, LLC is a financial advisory firm based in Glendale, California. It currently has approximately $866,299,504 of assets under management and employs about 27 people. Direct Lending Investments, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$866,299,504
Headcount
27 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-107150
Services offered
Portfolio Management For Pooled Investment Vehicles
Wescap Group
Wescap Group is a financial advisory firm based in Glendale, California. It currently has approximately $650,800,000 of assets under management and employs about 13 people. Wescap Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$650,800,000
Headcount
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-32095
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pacific Global Investment Management Co
Pacific Global Investment Management Co is a financial advisory firm based in Glendale, California. It currently has approximately $638,090,351 of assets under management and employs about 14 people. Pacific Global Investment Management Co uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$638,090,351
Headcount
14 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-41668
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)
Your first meeting is free.