Top 7 financial advisors in Marina Del Rey, CA
We’ve curated a list of the best financial advisors in Marina Del Rey, take a look at it below
Find an advisor in Marina Del Rey| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $14,264,206,279 | 112 advisors | ||
| 2 | $3,600,000,000 | 36 advisors | ||
| 3 | $801,176,692 | 20 advisors | ||
| 4 | $477,630,762 | 9 advisors | ||
| 5 | $232,755,781 | 17 advisors | ||
| 6 | $128,102,559 | 5 advisors | ||
| 7 | $371,466 | 48 advisors |
How we came up with this list
To generate our top financial advisors list in Marina Del Rey, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Marina Del Rey. 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.
Cliffwater LLC
Cliffwater LLC is a financial advisory firm based in Marina Del Rey, California. It currently has approximately $14,264,206,279 of assets under management and employs about 112 people. Cliffwater LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$14,264,206,279
Headcount
112 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-63344
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
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
Publication Of Periodicals Or Newsletters
Publish Indices; Provide Due Diligence Research Reports
Seidler Kutsenda Management Company, LLC
Seidler Kutsenda Management Company, LLC is a financial advisory firm based in Marina Del Rey, California. It currently has approximately $3,600,000,000 of assets under management and employs about 36 people. Seidler Kutsenda Management Company, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$3,600,000,000
Headcount
36 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-73243
Services offered
Portfolio Management For Pooled Investment Vehicles
Arrowroot Capital Management, LLC
Arrowroot Capital Management, LLC is a financial advisory firm based in Marina Del Rey, California. It currently has approximately $801,176,692 of assets under management and employs about 20 people. Arrowroot Capital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$801,176,692
Headcount
20 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-113421
Services offered
Portfolio Management For Pooled Investment Vehicles
North Pier Fiduciary Management, LLC
North Pier Fiduciary Management, LLC is a financial advisory firm based in Marina Del Rey, California. It currently has approximately $477,630,762 of assets under management and employs about 9 people. North Pier Fiduciary Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$477,630,762
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-69545
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
Fiduciary Consulting; Institutional Investment & Retirement Plan Advisory And Management Services; Employee Education And Comm.
Arrowroot Family Office, LLC
Arrowroot Family Office, LLC is a financial advisory firm based in Marina Del Rey, California. It currently has approximately $232,755,781 of assets under management and employs about 17 people. Arrowroot Family Office, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Assets under management
$232,755,781
Headcount
17 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
SEC number
801-121878
Services offered
Financial Planning Services
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)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Aspiration Fund Adviser, LLC
Aspiration Fund Adviser, LLC is a financial advisory firm based in Marina Del Rey, California. It currently has approximately $128,102,559 of assets under management and employs about 5 people. Aspiration Fund Adviser, LLC uses a fee structure of and please see schedule d - miscellaneous..
Assets under management
$128,102,559
Headcount
5 advisors
Fee structure
PLEASE SEE SCHEDULE D - MISCELLANEOUS.
SEC number
801-80317
Services offered
Portfolio Management For Investment Companies
- Not sure which one to choose?Use our smart matching tool
Arca Capital Management
Arca Capital Management is a financial advisory firm based in Marina Del Rey, California. It currently has approximately $371,466 of assets under management and employs about 48 people. Arca Capital Management uses a fee structure of and a percentage of assets under your management.
Assets under management
$371,466
Headcount
48 advisors
Fee structure
A percentage of assets under your management
SEC number
801-118646
Services offered
Portfolio Management For Investment Companies
Your first meeting is free.